“Capital controls cannot be ruled out in the medium term.”
Author: therealheisenberg
Global Investors Are Overweight (Stocks) And It’s Not Clear They Can Keep Eating – Even If They Want To
Who will be the marginal buyer of equities going forward?
Heat Wave? One Bank Checks Their Heatmap For Signs Of A High Volatility Regime
“Overall, the broad picture remains healthy”, but at the same time…
‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War
“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”
‘Easy To Win’: A Quick Reference Guide To America’s Multi-Front Trade War
“Well, it’s weird.”
Tesla To Sign MOU For Giant China Factory As Trade War Creates Sense Of Urgency For Musk
Let’s hope there’s a Twitter war between Trump and Musk.
Local Grandpa Looks On Wistfully As $4.2 Billion Collection Of Massively Profitable ‘WMDs’ Begins To Expire
Mr. “Aw-Shucks†didn’t want to have to use these “WMDsâ€, but the allure of $2.4 billion in earnings from 2008 to 2017 was just too much to resist.
The Devil In The Details: These Market Darlings Are Actually More Exposed To A Trade War Than You Think
A quick look under the hood.
Trade War Sends Tesla Prices Surging In China And Elon Musk Is On The Way To Shanghai
“…details of the trip weren’t immediately available.”
Dead Cats And Such: Chinese Stocks Surged Monday After Shanghai Exchange Flags ‘Obvious Opportunities’
“…companies and shareholders are adamantly confident of listed companies’ operations, profitability and growth prospects.”
‘The Bullish Conclusion Is Simple’: Analysts Quickly Adapt To Oil’s New Reality As Japan To Stop Importing Iranian Oil In September
“This could leave the oil markets vulnerable to even minor output disruptions.”
As The World Turns: Full Week Ahead Preview
Or “burns” – whichever.
So The Saudi Aramco IPO Might Never Happen – Who’s Surprised?
The “crude†vagaries of geopolitics.
‘Zero Tolerance’ Policy On Iran Will ‘Likely’ Push Oil Prices To $120/bbl, One Bank Says
“A complete cutoff of Iran exports would be very hard to manage”.
(Black) Swan Lake
Duck, duck, swan.
Is It Time To Dip Your Toe Into Troubled Waters? Here’s What The ‘Perfect’ Indicator Says
Thiiiiis close to a “buy” signal.
Trump Asks Twitter To Ban New York Times, WaPo, Says Both Will Be ‘Out Of Business’ By The Time His Theoretical Second Term Ends
Donald Trump is not an authoritarian, ok?
‘I Slept Just Fine’: ‘Gangster’ Mike Pompeo Accidentally Irritates North Korea During Absurd Exchange About Sleep Quality
“So thinking about those discussions, you might have not slept well last night.”
Pompeo Gifts Kim Jong-Un A Copy Of Elton John’s ‘Rocket Man’ Signed By Donald Trump
Stranger than fiction.
Trade Wars, Tariffs, Stocks And The Definition Of ‘Winning’
Is this what “winning†looks like?
2021: A NIRP Odyssey (Or, ‘Panic’)
To infinity and beyond.
Dear South Carolina BMW Workers: Soon It Will Be Time To Do Your Patriotic Duty By Losing Your Job
You *are* a patriot aren’t you?
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