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Author: therealheisenberg

Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade

November 9, 2018

Before you get too swept up in the prospects for a squeeze higher in equities into year-end, don’t forget this…

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2 Comments on Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade

Trump Issues Immigration ‘Proclamation’ Justifying Thursday’s Brutal New Asylum Rule

November 9, 2018November 9, 2018

“I must take immediate action to protect the national interest.”

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One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

November 9, 2018November 9, 2018

It was all good just a week ago.

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1 Comment on One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

‘What A Stupid Question’: Trump Berates Female Reporter When Asked If Whitaker Will ‘Rein In’ Mueller Probe

November 9, 2018November 9, 2018

“But you know what?”

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4 Comments on ‘What A Stupid Question’: Trump Berates Female Reporter When Asked If Whitaker Will ‘Rein In’ Mueller Probe

In China: Car Trouble And Plunging Bank Shares

November 9, 2018November 9, 2018

Bad news to close the week, as mainland shares nurse a five-day losing streak.

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In Draconian Decree, Trump Sets Asylum Bar At ‘Reasonable Fear Of Torture’ For Immigrants Who Cross Border Illegally

November 8, 2018October 22, 2021

Define: cruel.

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‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe

November 8, 2018November 10, 2018

Matt should go ahead and recuse now before he ends up finding himself on the wrong end of a subpoena.

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5 Comments on ‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe

Fed Sticks To Script, No Nod To ‘Red October’ In November Statement

November 8, 2018November 8, 2018

See you in December.

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Someone Get Kevin Hassett On The Phone, Goldman Is Predicting A Sharp Drop In S&P 500 Earnings Growth

November 8, 2018

This is just kind of “the way it is”, so to speak.

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2 Comments on Someone Get Kevin Hassett On The Phone, Goldman Is Predicting A Sharp Drop In S&P 500 Earnings Growth

Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…

November 8, 2018October 22, 2021

And all so people who generally eschew bridges and roads for private jets can pay less in taxes.

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2 Comments on Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…

Matthew Whitaker ‘Would Indict Hillary Clinton’, Says Mueller Is Running ‘Lynch Mob’

November 8, 2018October 22, 2021

How naive are you? 

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3 Comments on Matthew Whitaker ‘Would Indict Hillary Clinton’, Says Mueller Is Running ‘Lynch Mob’

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

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