It’s not great.
Author: therealheisenberg
Good News: Brussels Has Decided Not To Sanction The Italians
“Intensive negotiations over the last few weeks have resulted in a solution.”
Threading The Needle Between A Rock And A Hard Place
Nobody wants to be Jerome Powell right now.
With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts
None of these observations are exactly Fields Medal-worthy, but…
Mnuchin Joins Effort To Deflect Blame For Market Selloff – Says HFTs, Volcker, Block Trades Are The Problem
Anything but the trade war and Trump’s generalized insanity.
Trump Foundation To Dissolve Because It Was An Illegal Fraud (Allegedly)
“I won’t settle this case!”
FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML
What $694 billion in AUM has to say…
Goldman: Here’s How Falling Liquidity Drives Up Volatility, By The Numbers
“We believe that changing market liquidity has a role in explaining the
dislocation of volatility”…
Mike Wilson, Chicago Bears ‘Fanatic’, Basks In Glory Of Selloff Call In Highly Amusing New Note
“…and no, our view is not influenced by our Chicago Bears fanaticism.”
Monday, Bloody Monday.
Thanks Jeff!
Jeff Gundlach Gets Loose, Tells CNBC We’re In A Bear Market, Says Your SPY Is Crap
“I’m pretty sure this is a bear market.”
Peter Navarro Showed Up On CNBC Monday And It Was A Disaster
Please – for the sake of the children – stop letting Peter on television.
As Michael Flynn’s Business Partner Indicted On Conspiracy Charges, Trump Takes Up Gulen Extradition Push
“President Trump told President Erdogan that they have been working on that.”
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
Trump Says ‘World Is Blowing Up Around Us’ Tells Fed To ‘Take The Victory!’
What in God’s name is this fresh craziness?
Here’s The Latest On The Fallen Angel Story…
It’s “barely started”.
Fed Up: Full Week Ahead Preview
No rest for the weary.
It Was All A Dream…
Oh, the irony…
Egg On Your Face: Fantastic Recession Calls And How To Trade Them
“Despite all the doom and gloom”…
‘It Ain’t Apple’, Dirty Harry And Other Amusing Market Anecdotes From Wells Fargo’s Harvey
“…we think the placidness of ’17 has made some investors a little soft.”
‘Chopped’: Nomura’s McElligott Weighs In On ‘Sell The Rip’
“Yet another expression of macro regime change.”
Fata Morgana: Financial Parallax And Recession As Subverted Perspective
Self-feeding loops and circular dynamics.
Mick Mulvaney’s Life Just Went From Bad To Hieronymus Bosch Hellscape
I know you despise Mick, but still, pray for him.
‘Enjoy!’ The Powell Put, Rates Vol. And Other Thoughts On Another Horrific Friday
“Come and play with us, Danny.”
As Chanos Warns On ‘Fragility’, Goldman Tells You Where The Tail Risks Are
Putting some nuance on Jim’s “fragility” warning and “chasing tail” with Goldman.
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