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Author: therealheisenberg

Calm Shattered? U.S. Releases Tariff List On $200 Billion In Chinese Goods

July 10, 2018July 10, 2018

It was just a matter of time. 

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1 Comment on Calm Shattered? U.S. Releases Tariff List On $200 Billion In Chinese Goods

‘They Go Low, We Go High’: China Responds To Trump’s Latest Trade Escalation

July 10, 2018July 10, 2018

Badger hair.

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1 Comment on ‘They Go Low, We Go High’: China Responds To Trump’s Latest Trade Escalation

Thanks To Recent Crash Course In Nepotism, Americans Now In A Better Position To Understand Why Turkey’s Currency Crisis Is Likely To Get Worse

July 10, 2018

“Capital controls cannot be ruled out in the medium term.”

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Leave a Comment on Thanks To Recent Crash Course In Nepotism, Americans Now In A Better Position To Understand Why Turkey’s Currency Crisis Is Likely To Get Worse

Global Investors Are Overweight (Stocks) And It’s Not Clear They Can Keep Eating – Even If They Want To

July 10, 2018July 11, 2018

Who will be the marginal buyer of equities going forward?

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2 Comments on Global Investors Are Overweight (Stocks) And It’s Not Clear They Can Keep Eating – Even If They Want To

Who You Gonna Believe? Wall Street’s Biggest Banks Divided On Emerging Market Dip-Buying Call

July 10, 2018July 10, 2018

… or your lyin’ eyes?

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Heat Wave? One Bank Checks Their Heatmap For Signs Of A High Volatility Regime

July 10, 2018July 10, 2018

“Overall, the broad picture remains healthy”, but at the same time…

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‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War

July 10, 2018

“…fewer choices, potentially less quality, less productivity and higher prices if we reverse globalization.”

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4 Comments on ‘Chart Of The Century’ Hints At Potential Dire Outcome Of Prolonged Global Trade War

‘Easy To Win’: A Quick Reference Guide To America’s Multi-Front Trade War

July 10, 2018July 10, 2018

“Well, it’s weird.”

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Tesla To Sign MOU For Giant China Factory As Trade War Creates Sense Of Urgency For Musk

July 10, 2018July 10, 2018

Let’s hope there’s a Twitter war between Trump and Musk.

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1 Comment on Tesla To Sign MOU For Giant China Factory As Trade War Creates Sense Of Urgency For Musk

‘This Is Absolutely Not What We Hoped For’: Analysts Incredulous As Erdogan Puts Son-In-Law In Charge Of Turkey’s Economy

July 9, 2018July 9, 2018

“…it is not market-friendly.”

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2 Comments on ‘This Is Absolutely Not What We Hoped For’: Analysts Incredulous As Erdogan Puts Son-In-Law In Charge Of Turkey’s Economy

Local Grandpa Looks On Wistfully As $4.2 Billion Collection Of Massively Profitable ‘WMDs’ Begins To Expire

July 9, 2018

Mr. “Aw-Shucks” didn’t want to have to use these “WMDs”, but the allure of $2.4 billion in earnings from 2008 to 2017 was just too much to resist.

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Leave a Comment on Local Grandpa Looks On Wistfully As $4.2 Billion Collection Of Massively Profitable ‘WMDs’ Begins To Expire

The Devil In The Details: These Market Darlings Are Actually More Exposed To A Trade War Than You Think

July 9, 2018July 10, 2018

A quick look under the hood.

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3 Comments on The Devil In The Details: These Market Darlings Are Actually More Exposed To A Trade War Than You Think

Time To ‘Get Wet’: Morgan Stanley Says ‘Proper Rain Storm’ May Be Coming For Tech And Small Caps

July 9, 2018July 10, 2018

The first shall be last.

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7 Comments on Time To ‘Get Wet’: Morgan Stanley Says ‘Proper Rain Storm’ May Be Coming For Tech And Small Caps

Trade War Sends Tesla Prices Surging In China And Elon Musk Is On The Way To Shanghai

July 9, 2018July 9, 2018

“…details of the trip weren’t immediately available.”

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3 Comments on Trade War Sends Tesla Prices Surging In China And Elon Musk Is On The Way To Shanghai

Dead Cats And Such: Chinese Stocks Surged Monday After Shanghai Exchange Flags ‘Obvious Opportunities’

July 9, 2018July 9, 2018

“…companies and shareholders are adamantly confident of listed companies’ operations, profitability and growth prospects.”

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2 Comments on Dead Cats And Such: Chinese Stocks Surged Monday After Shanghai Exchange Flags ‘Obvious Opportunities’

‘The Bullish Conclusion Is Simple’: Analysts Quickly Adapt To Oil’s New Reality As Japan To Stop Importing Iranian Oil In September

July 9, 2018July 10, 2018

“This could leave the oil markets vulnerable to even minor output disruptions.”

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oil, OPECLeave a Comment on ‘The Bullish Conclusion Is Simple’: Analysts Quickly Adapt To Oil’s New Reality As Japan To Stop Importing Iranian Oil In September

As The World Turns: Full Week Ahead Preview

July 8, 2018July 11, 2018

Or “burns” – whichever.

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3 Comments on As The World Turns: Full Week Ahead Preview

So The Saudi Aramco IPO Might Never Happen – Who’s Surprised?

July 8, 2018

The “crude” vagaries of geopolitics.

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‘Zero Tolerance’ Policy On Iran Will ‘Likely’ Push Oil Prices To $120/bbl, One Bank Says

July 8, 2018July 9, 2018

“A complete cutoff of Iran exports would be very hard to manage”.

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oil, OPEC8 Comments on ‘Zero Tolerance’ Policy On Iran Will ‘Likely’ Push Oil Prices To $120/bbl, One Bank Says

Mike Pompeo Clears Up North Korea Confusion: Says ‘The World Is Gangster’, ‘Refuses’ To ‘Go Nuts’

July 8, 2018July 13, 2018

I’m not sure this helps.

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3 Comments on Mike Pompeo Clears Up North Korea Confusion: Says ‘The World Is Gangster’, ‘Refuses’ To ‘Go Nuts’

‘All That Is Gone Now’: From Apples To Oranges, America’s Farmers Fear The Worst From Tariffs

July 7, 2018

“The math is simple.”

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5 Comments on ‘All That Is Gone Now’: From Apples To Oranges, America’s Farmers Fear The Worst From Tariffs

(Black) Swan Lake

July 7, 2018July 9, 2018

Duck, duck, swan.

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1 Comment on (Black) Swan Lake

Is It Time To Dip Your Toe Into Troubled Waters? Here’s What The ‘Perfect’ Indicator Says

July 7, 2018July 8, 2018

Thiiiiis close to a “buy” signal.

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5 Comments on Is It Time To Dip Your Toe Into Troubled Waters? Here’s What The ‘Perfect’ Indicator Says

Trump Asks Twitter To Ban New York Times, WaPo, Says Both Will Be ‘Out Of Business’ By The Time His Theoretical Second Term Ends

July 7, 2018July 7, 2018

Donald Trump is not an authoritarian, ok?

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1 Comment on Trump Asks Twitter To Ban New York Times, WaPo, Says Both Will Be ‘Out Of Business’ By The Time His Theoretical Second Term Ends

‘I Slept Just Fine’: ‘Gangster’ Mike Pompeo Accidentally Irritates North Korea During Absurd Exchange About Sleep Quality

July 7, 2018July 13, 2018

“So thinking about those discussions, you might have not slept well last night.”

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Pompeo Gifts Kim Jong-Un A Copy Of Elton John’s ‘Rocket Man’ Signed By Donald Trump

July 6, 2018July 6, 2018

Stranger than fiction.

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1 Comment on Pompeo Gifts Kim Jong-Un A Copy Of Elton John’s ‘Rocket Man’ Signed By Donald Trump

Trade Wars, Tariffs, Stocks And The Definition Of ‘Winning’

July 6, 2018July 7, 2018

Is this what “winning” looks like?

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