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Author: therealheisenberg

Borderline Slimy Weasel Newly-Minted Bridgewater Billionaire

July 2, 2018

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China And The ‘FX/Liquidity Contradiction’

July 2, 2018July 6, 2018

“… a riddle, wrapped in a mystery, inside an enigma.”

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1 Comment on China And The ‘FX/Liquidity Contradiction’

Trump Sends Irritated Letters To Freeloading Deadbeats Ahead Of NATO Summit

July 2, 2018July 3, 2018

No one has ever accused Donald Trump about being shy when it comes to expressing

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7 Comments on Trump Sends Irritated Letters To Freeloading Deadbeats Ahead Of NATO Summit

‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel

July 2, 2018July 3, 2018

“…a market correction may be necessary to reduce the likelihood of a further escalation of trade wars.”

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4 Comments on ‘This Strategist Had Held Out Hope Until The End’: A Dejected FX Analyst Throws In The Towel

Amid Worsening Commodities Rout, Agriculture Index Dives To Record Low

July 2, 2018July 2, 2018

“Escalating global trade tensions bring a risk of demand destruction across commodity markets.”

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Trump Wants To ‘Blow Up’ The WTO With ‘Insane’ ‘FART’ Act And The Internet Is Amused

July 2, 2018October 14, 2021

Irony and satire are dead.

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2 Comments on Trump Wants To ‘Blow Up’ The WTO With ‘Insane’ ‘FART’ Act And The Internet Is Amused

The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand

July 2, 2018July 6, 2018

If there’s elegance in simplicity…

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3 Comments on The ‘Pain Trade’: A Simple Way To Determine Who’s Holding The Stronger Hand

‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?

July 2, 2018July 2, 2018

Let’s just say Chinese stocks did not start July on a positive note.

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1 Comment on ‘It Would Be A Bad Time To Buy Right Now’: Anyone Want To Catch A Falling Knife In Chinese Stocks?

Independence Day: Full Week Ahead Preview

July 1, 2018July 6, 2018

Fireworks.

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2 Comments on Independence Day: Full Week Ahead Preview

Things Could Probably Get Worse For David Einhorn, We’re Just Not Sure How Right Now

July 1, 2018

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Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market

July 1, 2018July 6, 2018

“… it fills us with a lot of fear [and] not just because many central banks would be relatively constrained in their ability to cut rates after their big post-GFC easing.”

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2 Comments on Beware Fallen Angels: One Bank Ponders The Fate Of The European Junk Market

The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25

July 1, 2018July 6, 2018

In favor, that is.

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6 Comments on The Decision Tree: Why The Odds Of Permanent Tariffs Are 75/25

Wilbur Ross: Come Hell Or Low Stock Market, Trump Will Not Surrender On Trade

July 1, 2018July 2, 2018

“…there’s no bright line level of the stock market that’s going to change policy.”

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Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast

July 1, 2018July 1, 2018

“… there is no way one country could go 2 million b/d above their production allocation unless they are walking out of OPEC.”

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OPEC1 Comment on Iran Says Saudi Arabia Is ‘Walking Out Of OPEC’ By Entertaining Trump’s 2 Million Barrel Bombast

In Absurd CNN Interview, Peter Navarro Basically Accuses Harley-Davidson And General Motors Of Being Foreign Agents

June 30, 2018July 1, 2018

“Speaking with forked tailpipe”.

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Just 10 Stocks Accounted For More Than 100% Of The S&P’s First Half Gain

June 30, 2018July 6, 2018

Imagine that.

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16 Comments on Just 10 Stocks Accounted For More Than 10016 Of The S&P’s First Half Gain

Requiem For A Rally: 2018’s First Half In Charts

June 30, 2018July 6, 2018

Remember January?

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oil, OPEC4 Comments on Requiem For A Rally: 2018’s First Half In Charts

Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase

June 30, 2018July 1, 2018

“”Good morning, this is your President, coming to live on Twitter from my bedroom, and I’d like to share some highly confidential, highly sensitive geopolitical news with you”…

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oil, OPEC3 Comments on Trump Wakes Up, Says ‘Maybe’ Saudi Arabia Will Upend Oil Market With 2 Million Barrel Production Increase

General Motors Warns Tariffs Will Lead To ‘A Smaller GM’ As ‘Stable Genius’ Trade Strategy Backfires (Again)

June 29, 2018June 30, 2018

Have genius, will travel.

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Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?

June 29, 2018June 30, 2018

Boy, I’ll tell you what, Fox News is having one helluva day when it comes to cramming lies down the throat of the American public.

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7 Comments on Larry Kudlow Now Just Plain Old Lying On National Television About The Deficit, Because Who Even Cares Anymore, Right?

A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’

June 29, 2018June 29, 2018

“What may degenerate into an extended trade war of attrition could preserve financial market volatility indefinitely.”

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1 Comment on A Rabid Badger And How To ‘Snatch Defeat From The Jaws Of Victory’

Steve Mnuchin And Maria Bartiromo ‘Won’t Use’ The Term ‘Fake News’ To Describe WTO ‘Rumor’, Instead They’ll Just Call It ‘Fake News’

June 29, 2018

Oh, nothing. Just sycophants being sycophants.

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‘We Always Get F*@%ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’

June 29, 2018June 29, 2018

“We think he’s nuts, but not that nuts”.

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2 Comments on ‘We Always Get F*@2ed By Them’: Trump Set To Pull U.S. Out Of WTO Because He’s ‘That Nuts’

Operation Twist – With European Characteristics

June 29, 2018June 29, 2018

If you’re in EGB steepeners, this probably isn’t great news.

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1 Comment on Operation Twist – With European Characteristics

European Assets Get Fleeting Reprieve From Migration ‘Deal’ In Purported Boon To Italy’s Populists

June 29, 2018June 29, 2018

“Mobilizing” to find a “solution”.

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EastWest: Why U.S. Banks Are Poised to Outperform Canadian Counterparts

June 28, 2018June 29, 2018

“Try Googling “Canadian banks 2008 crisis”.

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Silence Is Golden.

June 28, 2018June 28, 2018

Don’t expect it to last.

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2 Comments on Silence Is Golden.

Posts pagination

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