Somehow, I doubt anyone cares too much about this, but for what it’s worth…
Author: therealheisenberg
‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace
It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…
Recession Obsession: What Causes Downturns And How Vulnerable Is The US?
“Recession obsession” has become a fixture of markets over the past three months…
Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election
“Yeah. Probably up to, could be up to as far as October, November.”
China Is About To Report The Slowest Growth In 28 Years – Who’s Excited?
This will be a true test of whether bad news really is “good” news.
A Glowing-Orange Trump Delivers Nothing’berder’ Shutdown Plan
Man is told proposal is “non-starter”, tries to float it anyway.
Here’s An Hour-Long Interview With Nomura’s Charlie McElligott
“…what is important to note here are a number of things.”
Revisiting The Subverted Perspective: Normalization Parallax
“…the reality which they experience is never fully complete, not because a large part of it eludes them, but because the entire configuration contains a ‘blind spot’.”
‘Mean Aversion’: Why Grantham’s GMO Thinks The US Stock Bubble Is Bursting
“…our advice, consistent with our portfolio positions, is to continue to own as little U.S. equity as career risk allows.”
Wars Of Attrition.
“…over time the cumulative cost can become very high.”
‘Individual 1’ Really ‘Makes It Happen’ When It Comes To Forcing Lawyers To Lie To Congress About Treason
Meanwhile, on the latest episode of “World’s Dumbest Conspiracies”…
A Two-Front War, Tariff Headline Hockey And The Updated ‘SG Swan Chart’
The bottom line is that Trump has predictably boxed himself in.
‘The Worst Is Yet To Come’: As Federal Workers Tap Retirement Funds, Confidence In Economy Collapses
For the GOP, this is an existential crisis.
Meanwhile: Trump’s Current Lawyer Admits Campaign Collusion, Trump’s Old Lawyer Admits Handing Out Cash In Blue Walmart Bags
So many high crimes and misdemeanors, so little time.
Mad Greeks.
“However, a move down through 2575 in SPX”…
Morgan Stanley Delivers Epic Faceplant, FICC Plunges 30%
Juuust a bit outside.
Apple’s Main Chipmaker Delivers Dour Outlook, Underscoring Smartphone Worries, Growth Concerns
In case you needed any more evidence…
‘Good’ Trump Isn’t Coming Back, Get Used To ‘Bad’ Trump, One Bank Warns
“The author does not believe markets will come back to the ‘good’ Trump story anytime soon.”
Marko Kolanovic Explains The ‘Liquidity-Volatility-Flows Feedback Loop’
“… at times of high volatility, the VIX is almost the sole driver of market
liquidity.”
Narrative Check: Brexit, Trump, China Stimulus And An Update On Charlie’s CTA Model
Ok, it’s time for “narrative” check – as it were.
Shutdown Shenanigans: Kevin Hassett Staffer Becomes Uber Driver, IRS Confronts Tax Overhaul With Skeleton Crew
“…[we] found that yeah, the damage is a little bit worse.”
Goldman Beats, Market Happy With Advisory Blowout Despite FICC Fail
Lots to digest here, but it looks like the knee-jerk is to “buy”.
Bank Of America Surges As Market Ignores Latest FICC Miss
Benefit of the doubt?
Kraft Heinz To Rescue Furloughed Workers With Free Mac & Cheese As MAGA Promise Keeps Delivering
“Make people rely on charity mac & cheese again!”
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