Don’t fight it. The stock melt-up, I mean. It’s a losing battle. At least until
Author: therealheisenberg
Trump-Putin Ukraine Plan Validates Kremlin’s Modus Operandi
Congratulations to Vladimir Putin. He’s on the verge of securing from Donald Trump, shrewd negotiator,
Not The Gold!
An under-appreciated aspect of policymaking in any Trump administration is the (I think incontrovertible) fact
Boardroom Drama
I’m running low on fake Donald Trump astonishment. After a while, there’s something disingenuous about
‘Giving Gazans A Good Life’
Israel’s going to take over Gaza. Completely. But don’t worry. They’re not staying. It’s a
Tariff Fatigue
Donald Trump’s latest and “greatest” tariffs kicked in Thursday. By now, who cares? “What difference,
BoE Makes History With Most Confused Policy Decision Ever
The Bank of England carried on Thursday with what’s now among the longest easing cycles
US Labor Productivity Improves, Jobless Claims Move Up
Good news: Productivity improved across the US economy and unit labor cost growth moderated, according
We’re All Deranged Here
You know, it’s funny: The era of hyper-partisanship in America’s actually turning me apolitical. Sure,
Railroads!
Here’s something you might ask if you wanted to justify the swollen market-caps of America’s
‘He Hates These Cans!’
Tariff Man gonna tariff I suppose. Donald Trump made good on threats to impose additional
A Buyer’s Market Where No One Can Buy
There was good news Wednesday for millions of beleaguered American renters: Mortgage rates in the
Margin For Error
If you’re a corporate, the simplest way to “mitigate” tariffs is to raise prices to
August Bulls
Historically, September sucks for stocks. The good news is, it’s not September. Yet. It will
Fire Burn And Caldron Bluster
If you were looking for more evidence to support a US slowdown narrative that’s much
The India Row
A couple of days ago, while regaling a crowd in Uttar Pradesh, Narendra Modi enjoined
‘Get Ready For Stocks To Drop’?
The most read story on Bloomberg as of 8 PM ET on Monday was called
Fake Beats
The beats aren’t real! Shouted anybody and everybody, with 65% or so of the S&P
If Nobody Sees It, It Didn’t Happen
If a tree falls in the forest and nobody’s around to hear it, does it
‘This Is Fine’
The good news is, America’s premier statistics agency will prove impervious to Donald Trump’s worst
Alternative Facts
Just when markets were ready and willing to give Donald Trump the benefit of the
Matters Of The Utmost Concern
I’m as exhausted with narrow market laments — the jeremiads of disgruntled bears citing “extreme
Buffett’s Junk Food Write-Down (And Other Berkshire Snackables)
Berkshire reported “earnings” on Saturday, and I gotta say: The report seemed underwhelming. That evaluation
Trump Moves To Fire BLS Chief Over Poor Jobs Report
I’ve said it before since January and I’m sure I’ll say it a few (dozen)
Kugler Resigns, Praises Powell’s ‘Unwavering Commitment’
Adriana Kugler’s seen enough. “Dear President Trump, I am writing to notify you that I
DROP THE RATE!
The sky’s falling. It fell this time last year too. Parallels between this week and
You must be logged in to post a comment.