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Author: therealheisenberg

Forget Trade, This May Be The Biggest Threat To China’s Economy

November 4, 2018

“It’s the category that counts.”

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As ‘The Base Comes Home’ For Trump, Here’s A Handy Pocket Guide To The Midterm Elections

November 4, 2018November 5, 2018

High drama.

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1 Comment on As ‘The Base Comes Home’ For Trump, Here’s A Handy Pocket Guide To The Midterm Elections

The End Of The Invisible Hand And ‘The Hunt For Red October’

November 3, 2018

Good luck – you’re going to need it.

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8 Comments on The End Of The Invisible Hand And ‘The Hunt For Red October’

You, Dear Taxpayer, Are About To Pay $10 Million A Day To Fund Trump’s Border Troops

November 3, 2018November 4, 2018

And just what, you might fairly ask, are those troops currently doing?

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5 Comments on You, Dear Taxpayer, Are About To Pay $10 Million A Day To Fund Trump’s Border Troops

‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus

November 3, 2018

Who’s concerned about margin pressure? Presumably everyone…

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In Search Of A New Fed Put Strike Equilibrium

November 3, 2018November 3, 2018

We’re not there yet.

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‘Blacks Are Too Stupid To Vote For Me’: About Michael Cohen And Donald Trump’s Racist Language

November 2, 2018October 22, 2021

“I told Trump that the rally looked vanilla on television.”

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Trump Says Military ‘Doesn’t Have To’ Shoot Unarmed Migrants If They Don’t Want To

November 2, 2018November 2, 2018

So, “consider it a rifle”, or no?

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1 Comment on Trump Says Military ‘Doesn’t Have To’ Shoot Unarmed Migrants If They Don’t Want To

Erdogan Pens WaPo Op-Ed, Promises To Hold Saudis Accountable For Murder Of ‘Kind Soul’ Khashoggi

November 2, 2018November 2, 2018

“We owe it to his family and friends, including his former colleagues at The Post.”

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1 Comment on Erdogan Pens WaPo Op-Ed, Promises To Hold Saudis Accountable For Murder Of ‘Kind Soul’ Khashoggi

Larry Kudlow Pours Cold Water On Market, Says No China Trade Plan Is Being Drafted

November 2, 2018October 22, 2021

So much for that.

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3 Comments on Larry Kudlow Pours Cold Water On Market, Says No China Trade Plan Is Being Drafted

The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices

November 2, 2018November 2, 2018

The big question.

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Lira Erases Entirety Of August Panic As U.S. Lifts Sanctions, Erdogan Rides Hot Streak

November 2, 2018October 22, 2021

“So much winning.”

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Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event

November 2, 2018

You better hope that trade “deal” isn’t “fake news”…

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Jobs Report Blows Through Estimates, Wage Growth Solid, Unemployment Rate Sticks At 48-Year Low

November 2, 2018November 2, 2018

Well, that works.

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Recapping Friday’s Monumental Rally In Asian Stocks

November 2, 2018November 2, 2018

Now that’s what I call a rally.

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Trump Has One Phone Call With Xi, Decides It’s Time To Draft Trade Deal

November 2, 2018November 2, 2018

“We’ll see what happens.”

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Larry Fink Isn’t Sure Who Told 15 Saudi Assassins To Cut Up Jamal Khashoggi With A Bone Saw

November 1, 2018October 22, 2021

“We don’t know who is responsible for the murder.”

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‘Consider It A Rifle’: Trump Says He Told Military To Shoot Rock-Throwing Migrants

November 1, 2018November 2, 2018

“We’re gonna fight back.”

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Trump Tweet Sparks Best Day In Three Years For Popular China ETFs

November 1, 2018October 22, 2021

Is this rational?

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‘Spastic Spooz’: An (Implicit) Short Gamma Odyssey

November 1, 2018October 22, 2021

“Hello Dave”.

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Donald Trump’s ‘Very Large Brain’ Has ‘Very Long’ Phone Chat With Very Nice Chinese Man

November 1, 2018October 22, 2021

Trade was capitalized, despite not being a proper noun.

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Trump Dedicates More U.S. Troops To Caravan ‘Invasion’ Than Afghanistan (No, Really)

November 1, 2018November 2, 2018

“No, not fearmongering at all.”

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Christian Sewing ‘Appreciates’ Hudson Executive Not Thinking Deutsche Bank Is Lehman

November 1, 2018

Sewing will take it.

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China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount

November 1, 2018November 1, 2018

“It’s only a matter of time.”

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‘King Of Debt’ Lives Up To Title As Trump Sells Debt At Crisis-Era Pace

October 31, 2018

“Nobody knows debt like me”.

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Why SocGen Thinks The S&P Could Fall To 2,482

October 31, 2018October 31, 2018

“…the ability of equities to absorb higher bond yields is rather limited.”

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Requiem For October.

October 31, 2018October 18, 2021

Another bad dream.

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Monthly Letters

To Be Happy

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Hell Or High Fashion

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