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Author: therealheisenberg

Ray Dalio Tells Barry Ritholtz How Badly Assets Will Perform, Also Says He Invented Chicken Nuggets

November 19, 2018November 20, 2018

“We will have low returns going forward for a long time.”

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Jeff Gundlach Was Right: Goldman Joins Morgan Stanley, Others In Peak Dollar Call

November 19, 2018

“Speculative positioning is way long the dollar and now they’re wrong.”

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Bad Apples, Fading FANGs And Macro Fund ‘Nukes’

November 19, 2018November 19, 2018

Another tough day for the most crowded trades on the planet.

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‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures

November 19, 2018

One of the disconcerting things about markets in 2018 is the proliferation of “this doesn’t matter until it does” stories. 

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1 Comment on ‘It Doesn’t Matter Until It Does’: An Update On Liquidity In U.S. Equity Futures

G20 Trade Détente? Here’s Why It Could Happen And Why It Won’t Last

November 19, 2018November 19, 2018

Fingers crossed.

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‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019

November 18, 2018November 18, 2018

“The Big Low” and a “V-shaped trajectory”.

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Trump Worries We May Never ‘Really Know’ Who Had Jamal Khashoggi Murdered

November 18, 2018November 19, 2018

He also said the man who oversaw the 2011 operation that killed Osama bin Laden didn’t do it quickly enough.

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APEC Summit Crashes And Burns As Mike Pence Stokes Fears Of Economic Cold War

November 18, 2018November 18, 2018

“The entire world is worried.”

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‘Adam Schitt’, ‘Go Home!’ And Other Highlights From Trump’s Sunday Twitter Escapades

November 18, 2018September 30, 2019

Donald Trump is furious on Sunday.

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Saudi Stocks Dive As Khashoggi Sanctions, CIA Conclusion Deep-Six Sentiment

November 18, 2018November 18, 2018

It remains to be seen whether Trump will begrudgingly accept the intelligence assessment.

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Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients

November 17, 2018November 17, 2018

“The tough part is finding somebody that knows how to do it  – right.”

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oil7 Comments on Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients

Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month

November 17, 2018November 18, 2018

“The U.S. will not change course.”

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Rates Volatility And The Indoor Trampoline

November 17, 2018

Amid the storm, there’s one place where volatility isn’t showing up…

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Trump Indicates He Won’t Accept CIA Conclusion On Khashoggi Murder

November 17, 2018November 17, 2018

“Spectacular allies” and all.

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CIA Concludes Crown Prince bin Salman Ordered Khashoggi Murder, Piling Pressure On Trump, Saudis

November 16, 2018November 17, 2018

“There is no way this happened without him being aware or involved.”

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Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader

November 16, 2018November 17, 2018

Light at the end of the tunnel?

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‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday

November 16, 2018November 16, 2018

Curb your enthusiasm.

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Wishing On A Dovish Star

November 16, 2018

We’re really reaching now.

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Trump ‘Ordered’ To Restore Jim Acosta’s Press Pass ‘Immediately’, Which Is Hilarious

November 16, 2018

Well, this won’t please Donald Trump.

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Why Morgan Stanley Says It’s ‘Time To Sell The Dollar’

November 16, 2018November 16, 2018

King dollar has peaked. Here’s why.

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Let’s Talk About Nvidia, Which Was Kicked Off Goldman’s Conviction List On Friday

November 16, 2018November 16, 2018

Obviously, the market could have done without Nvidia’s stumble after the bell on Thursday. 

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Senators Seek To Halt Weapons Sales To Saudi Arabia As Trump’s Sanctions Fail To Impress

November 15, 2018October 20, 2021

“This looks like a coordinated attempt to sweep this case under the rug.”

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Paul Tudor Jones Pretty Sure Donald Trump’s Tax Cuts Accidentally Popped Big ‘Scary’ Debt Bubble

November 15, 2018

“Who the hell knows.”

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In Incredible Turn, Erdogan Set To Parlay Khashoggi Murder Into Extradition Of Fethullah Gulen

November 15, 2018November 16, 2018

“At first there were eye rolls.”

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U.S. Sanctions 17 Saudis For Khashoggi Murder Including Maher Mutreb And Salah ‘The Bone Saw’ Tubaigy

November 15, 2018October 22, 2021

Guess who isn’t on the list?

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‘Extreme Greeks’ Set Stage For ‘Insane’ Price Action: Nomura’s McElligott

November 15, 2018October 20, 2021

Violent chop and a binary event.

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Trump Imagines Robert Mueller Runs His Investigation Like Trump Runs The White House

November 15, 2018November 15, 2018

“…screaming and shouting at people and horribly threatening them to come up with the answers they want.” 

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