It’s that time again.
Author: therealheisenberg
Saudis To Say Khashoggi Died During ‘Botched Interrogation’: CNN
It was an “accident”.
‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’
“For all practical purposes, such liquidity should be expected to evaporate entirely.”
Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse
“There’s no law against that, but I don’t think it’s wise.”
Saudi Arabia Will Now Investigate Itself In Khashoggi Murder
Don’t worry, bin Salman is on the case.
Chinese Shares Will Now Fall Some More If It Pleases The Court
Further off the rails…
Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario
What’s priced in and how bad could it conceivably get?
Trump’s 60 Minutes Interview With Lesley Stahl: Here Are The Video Highlights
The President has only one regret…
Is It Over? Full Week Ahead Preview
Around the world in 1,300 words.
‘Rolling Minsky Moments’ And ‘Pseudo-Stability’: Revisiting The Avalanche
On Thursday morning, following the systematic unwind that precipitated the worst day for U.S. stocks
Saudi Stocks Plunge, Kingdom Promises ‘Strong’ Retaliation To Any U.S. Action
“The kingdom emphasizes that it will respond to any measure against it with an even stronger measure.”
‘Theme Overload’.
How much can you process?
‘I’ve Got Plenty Of Buyers’: Steve Mnuchin Says People Are Lining Up To Invest In Trump’s Banana Republic
You are “free to do what you want”, but Steve knows you really – really – want some Treasurys.
Trump Is Now ‘Renting’ Cellphone Numbers, Emails Of 20 Million Supporters
“It’s a win-win.”
‘I Don’t Want To Lose That Order’: Trump Says ‘Punishment’ For Khashoggi Murder Won’t Involve Canceling Saudi Arms Deal
“They are ordering military equipment”.
Reality Versus Market Agitprop: Did Everyone Really Turn Bearish On Wednesday?
There seems to be some misinformation circulating on Friday afternoon.
Kolanovic Weighs In After Selloff: 70% Of Systematic Selling Is Behind Us
“This risk is now balanced, and can turn into a positive impact”.
Free At Last, Free At Last, Thank God Almighty, Andrew Brunson Is Free At Last…
See? Erdogan isn’t such a bad guy after all…
Goldman: ‘Naively, Wednesday’s S&P Selloff Was The 5th-Largest Tail Event In History’
More fragility events.
‘We’re (Still) Not Winning!’ China Logs Another Record Surplus With The US Ahead Of Tariff Bite
It may not be sustainable, but it sure is funny.
As Long As You Don’t Care About That FICC Miss, JPMorgan Results Look Ok
This is probably good enough. Fingers crossed.
‘You Can Hear He Was Tortured’: Turkey Has Audio Of Khashoggi Murder, But Trump Doesn’t Care Because ‘Arms Deals!’
“You can hear his voice and the voices of men speaking Arabic.”
Ruh-Roh! ECB Won’t Rescue Italy, May Force Populists Into E.U. Bailout
“No soup for you.”
Jeff Gundlach: ‘Trump Is Crazy Like A Fox’
“President Trump is just a different kind of guy.”
Trump ‘Won’t Fire’ Jerome Powell, But He Does Know A Guy Who Would Make A Great Fed Chair…
If you want something done right…
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