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Author: therealheisenberg

Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

November 8, 2018

“Yuck”!

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1 Comment on Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

Good News: China Turns In Surprise Beat On October Trade Data

November 7, 2018

Relief from the “synchronized global slowdown” meme?

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In 2017, Matthew Whitaker Detailed Exactly How He Would Prevent Robert Mueller From Doing His Job

November 7, 2018November 8, 2018

Can American trust Whitaker to allow the Special Counsel to conduct his business unimpeded? Spoiler alert!

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1 Comment on In 2017, Matthew Whitaker Detailed Exactly How He Would Prevent Robert Mueller From Doing His Job

And So It Begins: Jeff Sessions Resigns, Whitaker Takes Command Of Mueller Probe

November 7, 2018November 8, 2018

The timing is “very suspect”.

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1 Comment on And So It Begins: Jeff Sessions Resigns, Whitaker Takes Command Of Mueller Probe

Acosta Accosted, And Other Video Highlights From Trump’s Wild Midterm Press Conference

November 7, 2018November 7, 2018

Everyone knew Trump’s Wednesday press conference would devolve into a circus, but…

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3 Comments on Acosta Accosted, And Other Video Highlights From Trump’s Wild Midterm Press Conference

Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms

November 7, 2018January 8, 2022

“We still think that the market will move higher into the year-end, and investors may have to participate on the upside.”

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1 Comment on Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms

‘Max Pain’: Nomura’s McElligott Calls For ‘Broad Based’ Stock Rally

November 7, 2018November 7, 2018

Brace yourselves.

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Here’s What Wall Street Thinks Of The Midterm Election Outcome

November 7, 2018November 7, 2018

So far, so good for Wall Street’s midterm election forecasts. 

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1 Comment on Here’s What Wall Street Thinks Of The Midterm Election Outcome

Trump Claims Foreign Nations Astonished At ‘Big Victory’, Says ‘Magic Comes Out Of My Ears’

November 7, 2018November 7, 2018

“Mr. Trump has magic about him.”

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1 Comment on Trump Claims Foreign Nations Astonished At ‘Big Victory’, Says ‘Magic Comes Out Of My Ears’

U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls

November 7, 2018November 7, 2018

Is this the catalyst emerging markets needed?

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1 Comment on U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls

Blue Trickle: Democrats Win Back House In Uninspired Fashion, GOP Holds Senate

November 6, 2018November 7, 2018

I’m not sure it counts as a “wave”.

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1 Comment on Blue Trickle: Democrats Win Back House In Uninspired Fashion, GOP Holds Senate

A Cross-Asset Guide To The U.S. Midterms

November 6, 2018

What to expect – or not.

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1 Comment on A Cross-Asset Guide To The U.S. Midterms

Losing Your ‘Balance’.

November 6, 2018November 6, 2018

Is this the end of the “balanced bull”?

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Saudis Tried To Rip Out, Hack Security Cameras To Cover Up Khashoggi Hit, Sabah Says

November 6, 2018

“They were given orders.”

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In Trump’s America, Voters Care More About Make-Believe Problems Than Real Ones

November 6, 2018October 22, 2021

“Populist reality is actualized through the positive feedback loop of suspension of disbelief.”

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6 Comments on In Trump’s America, Voters Care More About Make-Believe Problems Than Real Ones

Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion

November 6, 2018October 22, 2021

The bottom line here is that while a big part of me is rooting for the guy, the odds are most assuredly not in Adam Schwartz’s favor.

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3 Comments on Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion

‘Trump Has Hijacked The Election’: A Last Minute Midterm Guide As America Goes To The Polls

November 6, 2018November 7, 2018

America is “fired up”.

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‘Political Gridlock Will Not Come Without Pain’: Market And Policy Ramifications Of The U.S. Midterms

November 5, 2018November 6, 2018

A make or break moment for America’s democracy?

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Trump’s Caravan ‘Emergy’ To Cost $220 Million Even As Pentagon Risk Assessment Shows No Threat To U.S.

November 5, 2018October 22, 2021

Is this how you want the government to spend your tax dollars?

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Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

November 5, 2018

You don’t know what you’ve got ’til it’s gone.

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Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says

November 5, 2018

“It’s almost a free lunch”…

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1 Comment on Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says

Bad Omen: The Buyback Trajectory Is Slowing

November 5, 2018

Ok, it’s time for an update on the corporate bid for U.S. equities.

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1 Comment on Bad Omen: The Buyback Trajectory Is Slowing

Steve Mnuchin Pens Iran Sanctions Op-Ed, Swears Trump Not Trying To Impoverish Iranian Citizens

November 5, 2018October 22, 2021

Blame non-existent nukes and the previous administration.

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3 Comments on Steve Mnuchin Pens Iran Sanctions Op-Ed, Swears Trump Not Trying To Impoverish Iranian Citizens

Jamal Khashoggi, 5 Bloody Suitcases And 2 Saudi Chemistry Experts

November 5, 2018October 22, 2021

“This is a looming question. No one knows where the body went.”

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1 Comment on Jamal Khashoggi, 5 Bloody Suitcases And 2 Saudi Chemistry Experts

Xi Jinping Again Proves Donald Trump Is Driving The World Into The Arms Of The Chinese

November 5, 2018October 22, 2021

“As globalization deepens, the practices of law of the jungle and winner take all are a dead end.”

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Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview

November 4, 2018

The midterms. The sanctions. The trade war. Winter is coming.

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Occam’s Razor.

November 4, 2018October 22, 2021

There is an alternative – it’s cash.

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6 Comments on Occam’s Razor.

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