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Author: therealheisenberg

How About We Just Go Ahead And Subpoena Allen Weisselberg?

July 26, 2018October 14, 2021

“He knows every dollar that goes in and every dollar that leaves.”

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1 Comment on How About We Just Go Ahead And Subpoena Allen Weisselberg?

Mueller May Use Trump’s Tweets As Evidence Of Witness Intimidation, Which Is Obviously Hilarious

July 26, 2018October 14, 2021

“The special counsel’s investigators have told Mr. Trump’s lawyers they are examining the tweets under a wide-ranging obstruction-of-justice law beefed up after the Enron accounting scandal.”

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Leave a Comment on Mueller May Use Trump’s Tweets As Evidence Of Witness Intimidation, Which Is Obviously Hilarious

As Trump, Pence Threaten Turkey With Sanctions, It’s Time For Markets To Accept The Reality Of Erdogan

July 26, 2018October 14, 2021

Accepting idiosyncratic, country-specific risk is part and parcel of investing in emerging markets, but this has gone well beyond that.

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5 Comments on As Trump, Pence Threaten Turkey With Sanctions, It’s Time For Markets To Accept The Reality Of Erdogan

Amid Bab el-Mandeb Attacks, Iran’s Soleimani Warns Trump: ‘I Will Destroy All That You Own’

July 26, 2018October 14, 2021

“You may begin the war, but it us who will end it.”

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oil, OPEC1 Comment on Amid Bab el-Mandeb Attacks, Iran’s Soleimani Warns Trump: ‘I Will Destroy All That You Own’

Chinese Yuan Slump Zeros Out First Two Rounds Of Trump Tariffs: By The Numbers

July 26, 2018October 14, 2021

“Easy to win” – with Chinese characteristics.

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1 Comment on Chinese Yuan Slump Zeros Out First Two Rounds Of Trump Tariffs: By The Numbers

‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

July 26, 2018July 26, 2018

“We haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”

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3 Comments on ‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means

July 26, 2018July 26, 2018

“It depends on what the meaning of the word ‘ is’ is.

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‘It’s More Likely I’ll Be Playing In The NBA’: Top Republicans Lampoon Meadows, Jordan For Rosenstein Impeachment Push

July 25, 2018October 14, 2021

No, this is not going anywhere.

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1 Comment on ‘It’s More Likely I’ll Be Playing In The NBA’: Top Republicans Lampoon Meadows, Jordan For Rosenstein Impeachment Push

#Delete Facebook

July 25, 2018October 14, 2021

Menlo, we have a problem.

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3 Comments on #Delete Facebook

Art Of The Deal? Trump, Juncker Announce ‘New Phase’ In U.S.-E.U. Relationship, Averting Trade War

July 25, 2018October 14, 2021

“Truce”?

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8 Comments on Art Of The Deal? Trump, Juncker Announce ‘New Phase’ In U.S.-E.U. Relationship, Averting Trade War

A Dejected Trump Cancels Putin White House Visit Citing ‘Witch Hunt’

July 25, 2018October 14, 2021

“But not now.”

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‘This Is No Fly In The Ointment’: One Bank Politely Asks You Not To Ignore ‘Supremely Important’ Trade War

July 25, 2018

“For us, this is supremely important.”

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2 Comments on ‘This Is No Fly In The Ointment’: One Bank Politely Asks You Not To Ignore ‘Supremely Important’ Trade War

‘Trust Me’: As Executives, Republicans Warn Of $200 Billion Mistake, Trump Forges Ahead With Auto Tariffs

July 25, 2018July 25, 2018

“Trump wants to move forward despite numerous warnings from GOP leaders and business executives.”

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3 Comments on ‘Trust Me’: As Executives, Republicans Warn Of $200 Billion Mistake, Trump Forges Ahead With Auto Tariffs

The Curious Case Of The NRA, The Accused Russian Spy And The Nashville Lawyer

July 25, 2018October 14, 2021

“Hey, I got a friend who is interested in the NRA, gun rights, that kind of stuff. Happens to be a Russian senator.”

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2 Comments on The Curious Case Of The NRA, The Accused Russian Spy And The Nashville Lawyer

Trump’s Tariffs Claim Another Victim As General Motors Slashes Profit Outlook, Shares Tumble

July 25, 2018July 25, 2018

“Tariffs are the greatest!”

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4 Comments on Trump’s Tariffs Claim Another Victim As General Motors Slashes Profit Outlook, Shares Tumble

‘No Weakness!’, Trump Shrieks, Ahead Of Key Trade Meeting With E.U.’s Juncker

July 25, 2018July 25, 2018

“What can they be thinking?”

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2 Comments on ‘No Weakness!’, Trump Shrieks, Ahead Of Key Trade Meeting With E.U.’s Juncker

‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately

July 25, 2018October 14, 2021

“I wonder if that will come up in the trade conversations today?”

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1 Comment on ‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately

CNN Releases ‘Secret’ Trump-Cohen Tape, ‘He’s Gonna Flip!’ Alan Dershowitz Warns

July 24, 2018July 25, 2018

“He’s going to flip. There’s no question.”

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3 Comments on CNN Releases ‘Secret’ Trump-Cohen Tape, ‘He’s Gonna Flip!’ Alan Dershowitz Warns

‘Black Swans From Helsinki’ Beckon As Senators Ponder ‘Nuclear Option’ For New Russia Sanctions

July 24, 2018October 14, 2021

The fallout continues and sovereign debt is back on the table.

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5 Comments on ‘Black Swans From Helsinki’ Beckon As Senators Ponder ‘Nuclear Option’ For New Russia Sanctions

One Bearish Indicator Hits Its Highest Level Since 1990

July 24, 2018

“I have never even heard of tariffs”.

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1 Comment on One Bearish Indicator Hits Its Highest Level Since 1990

U.S. Government Announces $12 Billion Bailout To Save Farmers From Tariffs, As Trump Says ‘Be Patient’

July 24, 2018July 25, 2018

“America’s farmers don’t want to be paid to lose – they want to win by feeding the world.”

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4 Comments on U.S. Government Announces $12 Billion Bailout To Save Farmers From Tariffs, As Trump Says ‘Be Patient’

Harley-Davidson Still Has A Donald Trump Problem, Your Protestations Notwithstanding

July 24, 2018July 24, 2018

“You’re a great, great group of people.”

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1 Comment on Harley-Davidson Still Has A Donald Trump Problem, Your Protestations Notwithstanding

Trump To Spend ‘Billions’ On Emergency Assistance For Farmers Struggling To Cope With Trump

July 24, 2018October 14, 2021

“And I love all people — rich or poor — but in those particular positions, I just don’t want a poor person.”

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3 Comments on Trump To Spend ‘Billions’ On Emergency Assistance For Farmers Struggling To Cope With Trump

Like ‘Trump Steaks’ And ‘Trump U’, ‘Trump Tariffs’ Are ‘The Greatest’ And Will Bankrupt Anyone Who Touches Them

July 24, 2018July 24, 2018

Dear, America: In case it isn’t clear enough yet, “it” is not “as simple as that.”

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3 Comments on Like ‘Trump Steaks’ And ‘Trump U’, ‘Trump Tariffs’ Are ‘The Greatest’ And Will Bankrupt Anyone Who Touches Them

‘Tough’ Trump Now Says Russia ‘Fighting Very Hard’ To Rig Midterms For Democrats

July 24, 2018July 24, 2018

“Yes. Yes I did”.

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4 Comments on ‘Tough’ Trump Now Says Russia ‘Fighting Very Hard’ To Rig Midterms For Democrats

China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

July 24, 2018July 24, 2018

If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.

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1 Comment on China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

Markets Shocked – Shocked, I Tell You! – To Discover That When Erdogan Says Low Rates, Erdogan Means Low Rates

July 24, 2018July 24, 2018

Dear markets: Berat Albayrakc is not your cool son-in-law.

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1 Comment on Markets Shocked – Shocked, I Tell You! – To Discover That When Erdogan Says Low Rates, Erdogan Means Low Rates

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Monthly Letter

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