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Author: therealheisenberg

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

‘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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2 Comments on Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

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

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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oil1 Comment on Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview

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.

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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2 Comments on In Search Of A New Fed Put Strike Equilibrium

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

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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oil, OPECLeave a Comment on The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices

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

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

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

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