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Author: therealheisenberg

There’s News On NAFTA, And For Once It Isn’t Terrible

August 26, 2018August 26, 2018

Anything that isn’t bad news is great news.

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Turkish Tech Minister Says Maybe Digital ‘Barter System’ Might Work If Trump Weaponizes Dollar

August 25, 2018

“…this war has turned into a financial war.”

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2 Comments on Turkish Tech Minister Says Maybe Digital ‘Barter System’ Might Work If Trump Weaponizes Dollar

Dream States: Why No Resolution To Current Political Conflicts Is Possible

August 25, 2018August 26, 2018

Games of chicken, prisoner’s dilemmas and the suspension of disbelief.

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Trump: Sessions ‘Doesn’t Understand What’s Happening’, ‘I May Get Involved!’

August 25, 2018October 16, 2021

“Let us now praise Jefferson Beauregard Sessions III.”

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America’s Last TV Plant Is Closing And Mick Mulvaney Is ‘Pleading’ With Trump To Save It

August 24, 2018August 24, 2018

“‘Yes, yes, yes, we’ve already heard this from Mick.”

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This Simple Measure Suggests Investors Are The Least Myopic They’ve Been In 20 Years

August 24, 2018

Let’s see what happens over the next couple of years when equity volatility resets to some semblance of normal.

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End Game: Trump Organization CFO Allen Weisselberg Granted Immunity By Feds

August 24, 2018October 13, 2021

This is one domino that Donald Trump could ill afford to see tipped

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Powell Invokes ‘Whatever It Takes’ In Jackson Hole For No Reason, Speech Skews Dovish

August 24, 2018August 24, 2018

A dovish touch.

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Make Yuan Fixes Opaque Again! China Brings Back The CCAF

August 24, 2018October 16, 2021

The fix is in.

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Trump Will Now Bail Out Italy In Honor Of Closest Historical Analog

August 24, 2018

“I laughed quite a lot, when I saw the report.”

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‘Come On Jeff, You Can Do It!’ Trump Demands Sessions Investigate Long List Of Political Rivals

August 24, 2018October 15, 2021

A love the smell of obstruction of justice in the morning.

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One Bank’s Model Spit Out A Lower S&P Target, So Naturally, They Changed The Model

August 23, 2018August 23, 2018

If at first you don’t succeed…

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Jeff Sessions Hits Back At Trump As Republicans Suggest Attorney General Will Be Fired

August 23, 2018August 25, 2018

“While I am Attorney General, the actions of the Department will not be improperly influenced by politics.”

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‘It’s Still Bleeding Over’: Strategist Warns On All-Important Chinese Credit Impulse

August 23, 2018

Remember, credit creation in China is a key piece of the macro puzzle…

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Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’

August 23, 2018August 23, 2018

The tide is going out.

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Fed’s Esther George Says Trump Can Tweet Until The Doves Come Home For All She Cares

August 23, 2018August 23, 2018

“I don’t tell him what to say”.

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Trump: ‘If I’m Impeached The Market Will Crash And You’ll All Be Very Poor’

August 23, 2018August 24, 2018

“Without this thinking”.

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Why September Is Ripe For A ‘Monster’ Momentum Rally, According To One Strategist

August 22, 2018August 22, 2018

Hint: seasonality.

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Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts

August 22, 2018August 22, 2018

“We note that there has been no change to our view of Fed policy tightening, but”…

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Fed Minutes Show ‘Many’ Officials Think Another Hike Is ‘Appropriate’ – And ‘Soon’

August 22, 2018October 15, 2021

“…it would likely soon be appropriate to take another step in removing policy accommodation.

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Saudi Arabia Calls Off ‘Zombie’ Aramco IPO

August 22, 2018July 2, 2019

Turns out “black box” and “public company” aren’t consistent with one another.

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oil, OPEC4 Comments on Saudi Arabia Calls Off ‘Zombie’ Aramco IPO

In West Virginia Rally, Trump Says His Mom ‘Gestates’ Turkeys, Claims Invading Armies Will ‘Blow Up’ U.S. Windmills

August 22, 2018

“This guy is craaaaazy”.

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Trump: ‘If You’re Looking For A Good Lawyer, Don’t Hire Michael Cohen!’

August 22, 2018October 15, 2021

Bad news, sir…

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‘MEGA’? Citi Economic Surprise Index Now More Negative For U.S. Than For Europe

August 22, 2018August 22, 2018

A shift in the narrative?

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‘Con’ Job: World’s Second-Largest Car-Parts Maker Drives Off A Cliff

August 22, 2018

Don’t worry, tariffs will fix it.

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In Surreal Afternoon, Manafort Found Guilty, Cohen Admits To Violating Laws ‘At Direction Of Candidate’

August 21, 2018October 15, 2021

There is no “witch hunt” here America.

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Michael Cohen Will Plead Guilty To All Kinds Of Crimes, Go To Jail Because ‘Witch Hunt’!

August 21, 2018August 22, 2018

Just a little tax fraud. And bank fraud. And campaign finance violations.

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