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Author: therealheisenberg

Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

October 29, 2018October 29, 2018

The worry is stagflation. 

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1 Comment on Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

Why One Goldman Analyst Thinks ‘Something’s Gotta Give’

October 29, 2018

“Shaky foundations.”

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2 Comments on Why One Goldman Analyst Thinks ‘Something’s Gotta Give’

Chinese Stocks Have A New Biggest Worry: Plunging Liquor

October 29, 2018October 18, 2021

Go home, Kweichow Moutai, you’re drunk.

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2 Comments on Chinese Stocks Have A New Biggest Worry: Plunging Liquor

Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge

October 29, 2018October 18, 2021

“Shock and disbelief”.

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Trying Times: Full Week Ahead Preview

October 28, 2018October 29, 2018

It can’t possibly be as bad as last week, right?

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1 Comment on Trying Times: Full Week Ahead Preview

One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

October 28, 2018October 28, 2018

Times are changing.

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1 Comment on One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

Why Now?

October 28, 2018

Of bubble dynamics and ultimate ironies.

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5 Comments on Why Now?

‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

October 27, 2018October 27, 2018

The Fed doesn’t see things the way you do anymore.

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1 Comment on ‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

The Fed Is Increasing The Deductible Of Your Insurance

October 27, 2018October 18, 2021

On the bright side, there’s a logic to the Fed’s strategy.

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Goldman Doesn’t Think It’s Time To Panic. Here’s Why…

October 27, 2018

Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?

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Khashoggi Fiancée Hatice Cengiz Explains Why She Declined Trump’s White House Invitation

October 26, 2018October 28, 2018

No thank you.

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Why October’s Selloff Doesn’t Look Systemic

October 26, 2018October 26, 2018

Maybe this isn’t “the big one” after all.

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Robots Are Screaming ‘Fire’ In A Crowded Theatre

October 26, 2018October 26, 2018

This should come as no surprise.

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Here’s How ‘Investors’ Used ‘Passive’ ETFs During This Week’s Nasdaq Crash

October 26, 2018October 18, 2021

Maybe it’s just me. Which is fine.

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2 Comments on Here’s How ‘Investors’ Used ‘Passive’ ETFs During This Week’s Nasdaq Crash

Narrative Collision! ‘The Best Is Behind Us’ Meets ‘Tightening Ourselves Into A Slowdown’

October 26, 2018October 18, 2021

“#hottakes”.

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‘Hand Them Over And I’ll Prosecute Them’: Erdogan Demands Saudis Deliver Suspects In Khashoggi Murder

October 26, 2018October 27, 2018

“Aces full.”

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7 Cannot Fall: With Yuan Near Weakest In A Decade, Beijing Prepares To Sell Reserves

October 26, 2018October 26, 2018

“…it would have a psychological impact on people.”

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1 Comment on 7 Cannot Fall: With Yuan Near Weakest In A Decade, Beijing Prepares To Sell Reserves

Analyst Who Called The February Correction Delivers His Thoughts On October Selloff

October 25, 2018

“We remain bearish.”

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Tautologies, Perpetual Motion, Amazon And Alphabet

October 25, 2018

The titans must not fall.

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3 Comments on Tautologies, Perpetual Motion, Amazon And Alphabet

Where Is The ‘Fed Put’? One Bank Answers The Big Question

October 25, 2018

We haven’t reached the pain threshold.

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1 Comment on Where Is The ‘Fed Put’? One Bank Answers The Big Question

Saudis Reverse Course Again, Say Khashoggi Murder Was ‘Premeditated’ As Erdogan Takes Water Sample From Well

October 25, 2018October 26, 2018

“[They] carried out their deed with premeditation.”

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1 Comment on Saudis Reverse Course Again, Say Khashoggi Murder Was ‘Premeditated’ As Erdogan Takes Water Sample From Well

Albert Edwards Needs To Know Why You’re Not Expecting A Hard Landing In China

October 25, 2018October 18, 2021

“Chinese policy seems to swing from feast to famine.”

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2 Comments on Albert Edwards Needs To Know Why You’re Not Expecting A Hard Landing In China

ECB Keeps Policy Unchanged, But All Eyes Are On Draghi Amid Italy Jitters, Global Selloff

October 25, 2018October 25, 2018

Now we’ll wait on the press conference.

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In Asia: Free Fall

October 25, 2018October 25, 2018

Grab a parachute.

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And Behold, The Nasdaq Crashed.

October 24, 2018October 24, 2018

“Hello darkness, my old friend.”

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Slow Bleeding The Aging Bull

October 24, 2018

Death by a thousand cuts.

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Crown Prince Mohammed Bin Salman Breaks Silence: ‘Heinous’ Khashoggi Murder ‘Painful To All Saudis’

October 24, 2018October 25, 2018

“Justice will prevail.”

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