The man with the plan.
Author: therealheisenberg
Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
“This is simply unsustainable”.
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
Bear Market Bounces And CTA Pinball Ahead Of Event Risk-Strewn Calendar
“This risk then becomes that today’s CTA Equities re-leveraging sees another de-leveraging wave”…
‘Do It By Bus, Do It By Plane’: Trump Calls On Mexico To Deport ‘Stone Cold Criminal’ Migrants
Donald Trump, logistics expert.
Here’s What Goldman Says Would Happen To Markets If The Fed Delivered A 150bp Rate ‘Shock’
It all depends on your definition of “shock”, now doesn’t it?
When Doves Cry: Previewing A Critical Week For The Fed Pause Story
This is a big week.
EU Officially Backs Brexit Deal, Says UK Parliament Will Regret Rejecting It ‘In Seconds’
“This is the final result [and] it will definitely not be renegotiated and there will be no further leeway.”
The $1 Trillion Leveraged Loan Bubble Looks Like It’s Popping – Here’s Some Deadpan Color
It had to happen eventually.
‘When The Largest ETF Buyer Exits, Nobody Wants To Catch A Falling Knife’
This is such a familiar refrain that it wouldn’t even bear mentioning at this point were it not for the fact that it’s now reversing – with entirely predictable consequences.Â
Prince Turki al-Faisal Says Iraq WMD Debacle Proves Bin Salman Didn’t Have Jamal Khashoggi Murdered
“I don’t see why the CIA is not on trial in the United States.”
Goldman: ‘The Tide Has Shifted’ In Credit Markets And Here’s Why…
“Three factors have driven this shift.”
‘Phony Sources And Jealous People’ Say Donald Trump Is Furious With Steve Mnuchin
“I am extremely happy and proud of the job being done by @USTreasury Secretary”…
OPEC Will Now Try To Trick Market, Trump With Absurd Ruse: Report
Suffice to say it’s not clear this will work.
A Junk Odyssey.
Looking across the high yield market amid the post-holiday malaise.
Presenting: Oil’s Astonishing Collapse In All Its Visual Glory
“You say you’re a huge fan of Negative Gamma but can you even name two of their albums?”
Chinese Stocks Not Amused With Ill-Timed Huawei Tech Bombshell
Who’s excited for the G20?
Fist Fights In Tijuana, Border ‘Bedlam’ And Other Highlights From Trump’s Thanksgiving
“…there will be only bedlam, chaos, injury and death.”
Exodus: Retail Investors Run Screaming To Cash As Hedge Fund Exposure Plunges To 2017 Lows
On the bright side, at least “cash” actually yields something these days.Â
Remember The Dollar Funding Squeeze? It’s About To Get Worse…
Something to ponder.
When They Go High, SocGen Goes Low: Why One Bank Sees The S&P Falling To 2,400
The question is whether SocGen will be forced to revise up their target or whether the rest of the Street will end up catching down to the bank’s reality.
Jeff Gundlach Is ‘Amazed’ At How ‘Copacetic’ Markets Are About Coming Credit Apocalypse
“Stay out of investment grade bonds.”
Now We Know The Real Reason Behind Tuesday’s Oil Collapse Redux
It’s the gamma – again.
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