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Author: therealheisenberg

By The Way, New York Prosecutors Aren’t Done With The Trump Organization

September 8, 2018October 13, 2021

Let’s dig a little deeper, how about that?

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Here Is Goldman’s ‘Cross Currents’ List For The S&P This Fall

September 8, 2018

For what it’s worth…

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‘We’re Not Winning!’ Trump’s Trade War Fails Miserably As China Logs Record Surplus

September 8, 2018September 8, 2018

You’ve got to “let it gestate, like a chicken.”

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Trump Officials Held Secret Maduro Coup Talks With Rogue Venezuelan Military Officers

September 8, 2018October 17, 2021

Secure radios could have changed the country’s history.

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New York Times Confident Sessions Won’t Bow To Trump’s Threats To Find ‘Anominoushhh’ Op-Ed Writer

September 7, 2018

“We’re confident that the Department of Justice that the First Amendment protects all American citizens.”

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Disaster Strikes As Apple Says Trump’s Tariffs To Impact Long List Of Products

September 7, 2018September 7, 2018

Maybe now America will listen.

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Trump Delivers $267 Billion Trade Escalation Out Of The Clear Blue Sky (Figuratively and Literally)

September 7, 2018October 17, 2021

Just because.

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Cheshire Cat’s Smile Redux: ‘Not Exactly A Party Cocktail’

September 7, 2018September 7, 2018

And see, that’s where the problem comes in.

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Jobs Report Beats And Wage Inflation Is Comin’ In Hot, Folks

September 7, 2018October 17, 2021

There’s some wage inflation.

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European Banks Hit 22-Month Low As Deutsche Bank Gets More Bad News

September 7, 2018

When it rains…

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Here’s What Happens To Stocks If Trump Comes Out Guns Blazin’ With 25% Tariffs On China

September 6, 2018September 8, 2018

It’s not priced in.

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Pepe Silvia.

September 6, 2018September 6, 2018

“There are many risks out there.”

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‘The Worst Possible Time’: Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency

September 6, 2018

There’s trouble in paradise, and by “paradise”, I mean Russia.

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Brett Kavanaugh’s Position On Roe V. Wade Is Just As Indefensible As Modern Conservatism Itself

September 6, 2018October 17, 2021

“Religious personality cult” isn’t a political platform. 

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Don’t Blame The Quants For Wednesday’s Tech Rout

September 6, 2018

“Yesterday did not feel ‘quant-y’ to me.”

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Albert Edwards Suspects ISM’s Factory Gauge Is Probably Lying To Him

September 6, 2018October 17, 2021

“…this data point contradicts a lot of other evidence that lurks just behind President Trump’s veil of fiscal profligacy that a notable slowdown is already underway.”

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5 Reasons To Worry About The S&P In September

September 5, 2018

And no, this isn’t about the dollar.

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Unfortunately, Alex Jones And Marco Rubio Nearly Getting Into A Fist Fight Is A Real Thing In 2018

September 5, 2018September 5, 2018

I did not want to have to write about this.

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Here’s Why You Don’t Want Tech To Succumb To Regulatory Jitters

September 5, 2018

All year long, analysts have fretted about the possibility that regulatory worries could end up being big-cap tech’s Waterloo.

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Jack Dorsey, Sheryl Sandberg, Congress Spend Wednesday Explaining How Little They Know About Propaganda

September 5, 2018September 6, 2018

Hopeless.

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‘Lords Of The Spread’.

September 5, 2018

“Matteo wept for the end of innocence, the darkness of Berlin’s heart”…

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Babies And Bathwater: Indiscriminate Selling Hits EM As Indonesian Stocks Dive, Rand Routed

September 5, 2018September 5, 2018

It’s indiscriminate.

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Midterms To Produce D.C. ‘Gridlock’ – And One Bank Says That’s Good News For Markets

September 4, 2018September 6, 2018

“Do nothing, and undo nothing”.

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‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets

September 4, 2018September 4, 2018

Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.

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No, Marko Kolanovic Did Not Predict The Apocalypse Today, But He Did Describe What The Next Crisis May Look Like

September 4, 2018October 17, 2021

Kolanovic’s latest is, as ever, well worth reading. But it should be viewed in context.

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Stunning Details From Bob Woodward’s Trump Book Paint Alarming Picture Of Presidency

September 4, 2018October 17, 2021

“We’re in Crazytown.”

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In September, ‘A Tale Of Two Halves’ For The S&P?

September 4, 2018

So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?

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