“The recent divergence in the performance of US Equities vs. the rest of the world is unprecedented in history.”
Author: therealheisenberg
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.”
Do Not Underestimate Donald Trump When It Comes To The Fed
“You see what’s happening.”
On Monday, Donald Trump Accused Jerome Powell Of Acting Against The Interests Of America
“Am I happy with my choice? I’ll let you know in seven years.”
A ‘Stealth’ Rate Hike From Turkey And A ‘Pick Your Poison’ Quandary For Europe
How to hike without hiking and what to do when there are no “good” options.
Trump Calls Mueller A ‘National Disgrace’, Accidentally Admits To Obstruction Again
“If you FIGHT BACK or say anything bad about the Rigged Witch Hunt, they scream Obstruction!”
Italy’s Populists Determined To Triumph In Battle With Nefarious ‘Lo Spread’
“We will resist the bond yield spread, speculation, credit downgrades and attacks.”
China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks
Here comes the “national team”.
Michael Cohen Could Be Charged In $20 Million Bank Fraud, Cooperation Deal With Mueller Seems Likely
Michael Cohen is in some hot water. Which means Donald Trump is in some hot water too.
Concerned Citizens: Full Week Ahead Preview
New week, same issues. But let’s talk about them anyway.
Gundlach Warns Of Treasury Short Squeeze, Goldman Says Don’t Sweat Curve Inversion
Kings, squids, inversions and squeezes.
‘Truth Isn’t Truth’: Trump, Giuliani Square Off Against Maggie Haberman, Reality
“Don’t do this, this is going to become a bad meme”.Â
This Is Not A Drill: Jerome Powell Needs To Be Careful In Jackson Hole
Fragile. Handle with care.
Ignore That Bear Market And Focus On These Buybacks
“Tall order”.
Let’s Talk Farmers, Propaganda, Deere And Denmark
“…they’re selling the coin, or the, the corn.”
Trump’s Plan To Do Away With Quarterly Earnings Reports Is A Terrible Idea – Surely You Know That
“Abolishing quarterly reporting is a ridiculous idea.”
Of VaR Shocks And ‘Sucking Sounds’
That “sucks.”
There’s Only One Kind Of Umbrella For This Perfect Storm
It’s raining, it’s pouring…
Turkey Was Ready To Release Pastor Brunson Last Week And Then…
“We told them that at least we have to see some goodwill.”
You Can’t Fix Stupid: U.S. Treasury Will ‘Pressure’ China To Strengthen The Yuan
Trying to process the kind of narcissistic delirium that’s behind this “strategy” is quite challenging.
Trump Dubs Andrew Brunson ‘Patriot Hostage’, Says U.S. Won’t Pay A Dime For Him
If you’re Andrew Brunson, I’m not sure what’s more disconcerting…
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