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Author: therealheisenberg

In Complete Coincidence, Air Force Lieutenant From Khashoggi Hit Team Dies In Car Crash: Turkish Media

October 18, 2018October 19, 2018

The Crown Prince “would do anything to get rid of evidence.”

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Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic

October 18, 2018October 18, 2018

Where is the “National Team”?

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Peak Earnings?

October 17, 2018

As good as it gets.

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Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are

October 17, 2018October 17, 2018

Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.

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‘Biggest Threat’ To Trump Releases Minutes Of September Conspiracy Roundtable Event

October 17, 2018October 19, 2021

“A few participants expected that policy would need to become modestly restrictive for a time.”

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Glitchy Streaming.

October 17, 2018

“Buffering”…

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One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt

October 17, 2018October 19, 2021

“Please fund our deficit.”

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‘When I Do This Job, I Listen To Music’: Horrific Details Of Khashoggi Murder Revealed

October 17, 2018October 19, 2018

“If you want to live, be quiet!”

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Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction

October 17, 2018October 19, 2021

Could this be behind the President’s sour mood?

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As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization

October 16, 2018

Remember, foreign investors are “free to do what they want to do.”

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Netflix Beat – Now Chill.

October 16, 2018October 16, 2018

Is this enough to make Tuesday’s rally sustainable?

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The Usual Suspects And A Theory On Global Macro Funds

October 16, 2018

Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.

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Mohammed Bin Salman And Mike Pompeo Know How Important It Is To Cover Up Heinous Murders

October 16, 2018October 17, 2018

On Tuesday, the Jamal Khashoggi drama took yet another turn for the absurd.

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Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout

October 16, 2018

Who knows, maybe Netflix can turn the tide.

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Surprise! ETFs Dominated Tape During October Selloff, Because ‘Passive’ Investing, Ok?

October 16, 2018October 16, 2018

“Buy and hold.”

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Goldman, Morgan Square Off In Dueling Earnings Reports

October 16, 2018October 16, 2018

Compare and contrast.

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SocGen’s Swans Are Back And They Have Grown Since June…

October 15, 2018October 15, 2018

It’s that time again.

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Saudis To Say Khashoggi Died During ‘Botched Interrogation’: CNN

October 15, 2018October 19, 2018

It was an “accident”.

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‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’

October 15, 2018October 19, 2021

“For all practical purposes, such liquidity should be expected to evaporate entirely.”

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Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse

October 15, 2018October 19, 2021

“There’s no law against that, but I don’t think it’s wise.”

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Trump Says King Salman’s ‘Rogue Killers’ Theory On Khashoggi Death Is Entirely Plausible

October 15, 2018October 19, 2018

“Who knows?”

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Saudi Arabia Will Now Investigate Itself In Khashoggi Murder

October 15, 2018October 19, 2018

Don’t worry, bin Salman is on the case.

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Chinese Shares Will Now Fall Some More If It Pleases The Court

October 15, 2018October 19, 2021

Further off the rails…

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Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario

October 14, 2018October 19, 2021

What’s priced in and how bad could it conceivably get?

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Trump’s 60 Minutes Interview With Lesley Stahl: Here Are The Video Highlights

October 14, 2018October 15, 2018

The President has only one regret…

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Is It Over? Full Week Ahead Preview

October 14, 2018October 19, 2021

Around the world in 1,300 words.

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‘Rolling Minsky Moments’ And ‘Pseudo-Stability’: Revisiting The Avalanche

October 14, 2018November 19, 2020

On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks

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Monthly Letters

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Escape Artists

May 11, 2026May 11, 2026

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