It’s fair to say the melt-up materialized. That’d be the equity melt-up I spent the
Author: therealheisenberg
I’m Doing Great, How Are You?
I’m doing great, how are you? One of the great tragedies of Donald Trump’s populism
Caution: Men Working
I promised myself I wasn’t going to write about Donald Trump’s publicity stunt at the
Before The Fall, A Blow-Off Top?
Are US equities approaching a “blow-off” top ahead of the traditional late-summer vol expansion and
America’s New Home Inventory Bloat Reaches Epic Proportions
The pace of new home sales in the US barely rose in June leaving the
About Those ‘Urgent’ Rate Cuts…
There wasn’t much Thursday in the way of evidence to support a US slowdown narrative.
‘This Guy’s Gotta Go’
“This is literally the government of Japan giving Donald Trump and the America people $550
What Even Is Tesla These Days?
Remember Tesla? That’s the car company Elon Musk runs when he’s not… well, when he’s
Alphabet’s Spending Plan In Focus After Very Solid Quarter
Alphabet kicked off Magnificent 7 results with what looked like a solid beat. The company
The Fed’s Probably Lost To Us
House Speaker Mike Johnson’s “disenchanted” with Jerome Powell. That’s Johnson’s word. “Disenchanted.” He used it
Existing Home Prices Soar To New Record. Sales Torpedoed
Surprise! Existing home sales in the US fell far more than expected last month, according
A Concept Of A Deal
Japan will invest $550 billion — equivalent, roughly, to a bazillion, gagillion yen — in
What A Weak Dollar Means For Corporate Bottom Lines
These are the sessions — hot summer sessions when everybody who’s anybody is on vacation
Should The Fed Just Give Up? After All, Everyone Else Has
More or less everyone’s lost their minds in America. I get that. And most people
The Fundamentals Are Sound
The fundamentals are sound. Said everyone in the days and weeks before every market crash
Resilient And Serene
“Economic vitals are proving resilient” and markets are “oddly serene.” That sentence is spliced together
What’s The Bet?
It’ll all work out ok in the end. That’s how US equities — which powered
Stocks’ Advice On Tariff Man: Just Ignore Him
Equity investors, for better or worse, have stopped listening to Donald Trump’s tariff threats. The
What Do Trump, Bessent And Warsh Have In Mind For The Fed?
The writing’s on the wall, and it’s so large by now that Stevie Wonder could
Powell Persecution Is Martin Niemöller Moment For Wall Street
Nobody has to “explain” anything to Donald Trump. Not you, not me and certainly not
The Japan Canary
“I continue to have a number of duties I must fulfill for the nation,” Shigeru
ECB Takes Center Stage As Tariff Clock Ticks
This’ll be a pretty light week on the data front in the US, which is
Watch Tokyo
We may have a problem in Tokyo. Last week, I contextualized another steep selloff in
‘Who’ To Thank For Stocks’ Blind Eye To Powell Drama
I try to strike a healthy balance between characterizing (“caricaturing” is probably more apt on
Sorry, Chris. He’s Still Not Going To Pick You
Poor Chris Waller. If there’s anything more pathetic than a man pandering to another man
When You’re In A Hole, Stop Building
The first rule of holes is that when you’re in one, you stop digging. US
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