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Author: therealheisenberg

Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

August 3, 2018October 16, 2021

“The market has just been getting narrower and narrower.”

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1 Comment on Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

China’s Friday Trade Ambush And FX Intervention: Everything You Need To Know

August 3, 2018October 16, 2021

Chess versus checkers.

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China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump

August 3, 2018October 16, 2021

If what you’re asking is whether China is going to help isolate Tehran, the answer is “no”.

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oil, OPECLeave a Comment on China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump

Jobs Report: Headline Misses Lowest Estimate, Wage Growth Firm, Unemployment Rate Ticks Back Down

August 3, 2018October 16, 2021

MAGA?

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3 Comments on Jobs Report: Headline Misses Lowest Estimate, Wage Growth Firm, Unemployment Rate Ticks Back Down

Dollar Delirium: A Quick Trip Through The Insanity Loop

August 2, 2018August 2, 2018

It’s maddening. It really, really is.

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1 Comment on Dollar Delirium: A Quick Trip Through The Insanity Loop

In Extraordinary Exchange With Acosta, Sarah Sanders Refuses To Say The Press Is Not ‘The Enemy Of The People’

August 2, 2018August 4, 2018

“For the sake of the people in this room, for the sake of this country and for the sake of democracy”…

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1 Comment on In Extraordinary Exchange With Acosta, Sarah Sanders Refuses To Say The Press Is Not ‘The Enemy Of The People’

‘Nuclear’ Winter? What The Proposed Russia Sanctions Bill Means For Markets

August 2, 2018August 2, 2018

Turning the screws.

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1 Comment on ‘Nuclear’ Winter? What The Proposed Russia Sanctions Bill Means For Markets

‘This Is About Impeachment’: As Giuliani Continues To Unravel, Trump Doubles Down On Koch Attacks

August 2, 2018October 16, 2021

“If Democrats get control of the House, do you think they’re going to treat President Trump fairly?”

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1 Comment on ‘This Is About Impeachment’: As Giuliani Continues To Unravel, Trump Doubles Down On Koch Attacks

One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like

August 2, 2018

“The breathless commentary about the large standard deviation move in JGB futures has reached a feverish pitch.”

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1 Comment on One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like

Turkey Roasted: Market Fears The Worst As Lira Plunges, Yields Surge Amid U.S. Sanctions

August 2, 2018

Come hell or high sanctions.

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Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

August 2, 2018October 16, 2021

“The U.S. is playing a carrot-and-stick tactic on China, but this approach is not going to work.”

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1 Comment on Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

Here’s Why You Should Be Concerned About The Latest Escalation In The U.S.-China Trade War

August 1, 2018October 16, 2021

Get ready to be “taxed”, you consumers, you.

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3 Comments on Here’s Why You Should Be Concerned About The Latest Escalation In The U.S.-China Trade War

Elon Musk Would Like To Kinda, Sorta Apologize For Calling You A ‘Boring, Bonehead’, Care To Listen?

August 1, 2018October 16, 2021

No figurative or literal Teslas crashed and burned today, so that’s good.

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1 Comment on Elon Musk Would Like To Kinda, Sorta Apologize For Calling You A ‘Boring, Bonehead’, Care To Listen?

Sorry, But Sarah Huckabee Sanders Doesn’t Have The ‘Space Force’ Answers You’re Looking For

August 1, 2018August 1, 2018

Stranger than fiction.

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1 Comment on Sorry, But Sarah Huckabee Sanders Doesn’t Have The ‘Space Force’ Answers You’re Looking For

Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’

August 1, 2018August 1, 2018

But what does Fed Chair Donald Trump think?

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1 Comment on Fed Pleased With ‘Strong’ U.S. Economy, Repeats Call For ‘Gradual Rate Increases’

Things Just Got Worse For Turkey As U.S. Said To Ready Sanctions, Lira Heads To No Man’s Land

August 1, 2018October 16, 2021

Erdogan isn’t going to like this.

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1 Comment on Things Just Got Worse For Turkey As U.S. Said To Ready Sanctions, Lira Heads To No Man’s Land

In Investment Grade Credit, A ‘This Has Never Happened Before’ Moment Emerges

August 1, 2018August 1, 2018

This should be bullish – I guess.

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If It’s Evidence Of Obstruction Mueller Is After, Trump’s Wednesday Attack On Jeff Sessions Is Exhibit A

August 1, 2018August 2, 2018

The tweets of wrath.

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1 Comment on If It’s Evidence Of Obstruction Mueller Is After, Trump’s Wednesday Attack On Jeff Sessions Is Exhibit A

These Five Farmers Will Suffer ‘To The Death’ For Trump And In Return, Trump Will Sell Them A $45 Hat

August 1, 2018August 1, 2018

“They’re saying, ‘it’s ok, we can take it.'”

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2 Comments on These Five Farmers Will Suffer ‘To The Death’ For Trump And In Return, Trump Will Sell Them A $45 Hat

U.S. ‘Blackmail’ Is Bitter Pill For Chinese Stocks

August 1, 2018August 1, 2018

Save us, Steve Mnuchin!

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Trump Said To Ponder Raising Stakes On China With Even Higher Tariff On $200 Billion In Imports

July 31, 2018August 1, 2018

Godspeed, Steve Mnuchin.

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1 Comment on Trump Said To Ponder Raising Stakes On China With Even Higher Tariff On $200 Billion In Imports

Things Are Going ‘Far Worse’ Than David Einhorn ‘Could Have Imagined’, But At Least He’s Out From Under His Model S Lease

July 31, 2018October 14, 2021

“We didn’t get it then and, truthfully, we don’t really get it now.”

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‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China

July 31, 2018July 31, 2018

This isn’t a real estate deal.

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3 Comments on ‘This Will Be Difficult To Win’: As Clock Ticks, Trump Confronts Reality Of ‘Proper’ Trade War With China

‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call

July 31, 2018July 31, 2018

“We have been out on a limb the past month.”

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1 Comment on ‘Who’ll Stop The Rain’? A Quick Look At One Bank’s ‘The Selling Has Just Begun’ Call

Turkey Will Give Up Andrew Brunson Around The Same Time Erdogan Gives Up Control Of Monetary Policy (So, Never)

July 31, 2018October 14, 2021

Meanwhile, 10Y yields in Turkey spike to record highs.

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1 Comment on Turkey Will Give Up Andrew Brunson Around The Same Time Erdogan Gives Up Control Of Monetary Policy (So, Never)

GOP Waterloo? Trump Decides To Call Koch Brothers ‘A Total Joke’ Three Months Before Midterms

July 31, 2018August 1, 2018

You can’t be at war with everyone, all the time.

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For ‘Better’ Or ‘Worse’, Here’s A Quick Snapshot Of Q2 Earnings Season So Far

July 31, 2018

But will it be enough?

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