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Author: therealheisenberg

Friday’s Trade Narrative Is Brought To You By Delicious American Corn And U.S.-Built BMW SUVs

December 14, 2018December 14, 2018

Crank up the South Carolina BMW plants.

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Leveraged Loan Bubble Continues To Burst As Funds See Largest Exodus On Record

December 13, 2018December 13, 2018

If you were wondering whether the leveraged loan bubble had stopped bursting, the answer is…

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4 Comments on Leveraged Loan Bubble Continues To Burst As Funds See Largest Exodus On Record

Trump Isn’t Considering Jared Kushner For Chief Of Staff, Ok?!

December 13, 2018October 23, 2021

It’s just “fake news”, right?

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3 Comments on Trump Isn’t Considering Jared Kushner For Chief Of Staff, Ok?!

‘Shutdown The Book’.

December 13, 2018December 13, 2018

“In October and November, the pain behind the screens (portfolios) felt like it was 2-3x of the pain on the screens”…

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hedge funds4 Comments on ‘Shutdown The Book’.

Kovrig, Meng, Spavor, Rodman And The Twilight Zone We Now Call Reality

December 13, 2018October 23, 2021

The Austin Powers franchise is calling – it wants its sequel back.

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4 Comments on Kovrig, Meng, Spavor, Rodman And The Twilight Zone We Now Call Reality

Trump Threatened General Motors Again Today, Because America Is A Banana Republic Now

December 13, 2018

Par for the course, unfortunately.

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A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed

December 13, 2018October 23, 2021

On message – assuming you can decipher what the message was supposed to be.

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ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments

December 13, 2018December 13, 2018

“…for an extended period of time past the date when it starts raising the key ECB interest rates.”

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1 Comment on ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments

Theresa May Survives To Crash And Burn Another Day

December 12, 2018October 23, 2021

That was fun, but about that whole Brexit thing…

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That Time Albert Edwards Almost Died In A Road Rage Incident And How It Relates To The Trade War…

December 12, 2018October 23, 2021

“I have had a few motorcycle accidents”…

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Nomura’s McElligott Weighs In On Geopolitical Headline Overload, Oval Office ‘Gong Shows’ And The X-Asset Outlook

December 12, 2018

The headline hockey has now become a complete and utter farce.

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From Italy To Deutsche Bank, A Hilariously Sarcastic Take On Wednesday’s Top European News

December 12, 2018October 23, 2021

Whatever you call it, don’t call it “clarity”.

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Wednesday’s Trade Rumor Ramp Is Brought To You By WSJ And ‘Made In China 2025’

December 12, 2018December 12, 2018

Commence the daily trade rumor pump!

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Brexit Dumpster Fire Rages Apace As May Says Ousting Her When U.K. Is So Close To Realizing Worst Nightmare Would Be Tragic

December 12, 2018October 23, 2021

Another day, another crisis.

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As Huawei’s Meng Freed On Bail, Trump Says He May Intervene To Save Trade Deal

December 11, 2018October 23, 2021

“Whatever’s good for this country, I would do.”

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Jeff Gundlach, Bond King, ‘Unimpressed’ With Subjects

December 11, 2018October 23, 2021

Unfortunately, Jeff Gundlach held another one of his webcasts on Tuesday and as usual, it was a state-the-obvious-a-thon.

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Let’s Revel In The Glorious Train Wreck That Was Trump’s ‘Smocking’-Hot Meeting With Pelosi, Schumer

December 11, 2018December 11, 2018

“Smocking”-hot “covfefe.”

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Two Scoops Of Crazy: Insane Trump Border Wall Presser, WaPo China Bombshell Blindside Markets

December 11, 2018December 11, 2018

“I would be proud to shut it down.” And so much more.

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‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call

December 11, 2018December 11, 2018

Fresh off of Monday’s “a violent short squeeze” could be in the cards call…

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5 Comments on ‘These Go To 11’: Nomura’s McElligott Doubles Down On ‘Powerful Blast Of Equities Upside’ Call

China Thinking About Slashing Tariffs On U.S.-Built Cars – Here’s The Irony…

December 11, 2018December 11, 2018

Trump doesn’t understand how any of this works – just a reminder.

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Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle

December 11, 2018October 23, 2021

Europe can’t catch a break.

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Here’s Some Color On Goldman’s March Fed Pause Call Because Some Folks Think This Is A Big Deal

December 10, 2018December 10, 2018

Throwing in the towel – sort of.

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Pondering Hedge Funds In The New Market Zeitgeist

December 10, 2018December 11, 2018

Where to now?

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Nomura’s McElligott Delivers Unified Theory Of Pretty Much Everything, Calls For ‘Violent Short Squeeze’ In Stocks

December 10, 2018December 10, 2018

Any questions?

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If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday

December 10, 2018December 10, 2018

Draghi is going to need to pull out all his tricks on Thursday.

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Theresa May Opens Mouth, Says No-Deal Brexit Prep Now ‘Stepping Up’

December 10, 2018December 10, 2018

The brinksmanship here is getting dangerous.

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RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign

December 10, 2018December 10, 2018

Undisclosed “personal” issues and such…

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