Let’s see what happens over the next couple of years when equity volatility resets to some semblance of normal.
Author: therealheisenberg
End Game: Trump Organization CFO Allen Weisselberg Granted Immunity By Feds
This is one domino that Donald Trump could ill afford to see tipped
Trump Will Now Bail Out Italy In Honor Of Closest Historical Analog
“I laughed quite a lot, when I saw the report.”
‘Come On Jeff, You Can Do It!’ Trump Demands Sessions Investigate Long List Of Political Rivals
A love the smell of obstruction of justice in the morning.
One Bank’s Model Spit Out A Lower S&P Target, So Naturally, They Changed The Model
If at first you don’t succeed…
Jeff Sessions Hits Back At Trump As Republicans Suggest Attorney General Will Be Fired
“While I am Attorney General, the actions of the Department will not be improperly influenced by politics.”
‘It’s Still Bleeding Over’: Strategist Warns On All-Important Chinese Credit Impulse
Remember, credit creation in China is a key piece of the macro puzzle…
Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’
The tide is going out.
Fed’s Esther George Says Trump Can Tweet Until The Doves Come Home For All She Cares
“I don’t tell him what to say”.
Trump: ‘If I’m Impeached The Market Will Crash And You’ll All Be Very Poor’
“Without this thinking”.
Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts
“We note that there has been no change to our view of Fed policy tightening, but”…
Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’
“…it would likely soon be appropriate to take another step in removing policy accommodation.
Saudi Arabia Calls Off ‘Zombie’ Aramco IPO
Turns out “black box” and “public company” aren’t consistent with one another.
‘MEGA’? Citi Economic Surprise Index Now More Negative For U.S. Than For Europe
A shift in the narrative?
‘Con’ Job: World’s Second-Largest Car-Parts Maker Drives Off A Cliff
Don’t worry, tariffs will fix it.
In Surreal Afternoon, Manafort Found Guilty, Cohen Admits To Violating Laws ‘At Direction Of Candidate’
There is no “witch hunt” here America.
Michael Cohen Will Plead Guilty To All Kinds Of Crimes, Go To Jail Because ‘Witch Hunt’!
Just a little tax fraud. And bank fraud. And campaign finance violations.
Marko Kolanovic Flags An ‘Unprecedented Divergence’, Says ‘Something Has To Give’
“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
As The S&P Hits All-Time Highs, Here’s What You Should Be Watching
Hint: it’s the dollar.
‘The Wrong Kinda Heater’: Hedge Fund ‘Consensus’ Trade Suffers Dastardly Run
“Another day for U.S. equities funds, another sizable underperformance.”
‘He Didn’t Incriminate Him’: Don McGahn’s Lawyer Tells Trump Things Should Be Maybe, Probably Ok
“The strategy is working.”
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