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Author: therealheisenberg

At G-7 Meeting, World Leaders To Ponder Most Effective Way To Extract Agitated Man-Child From Control Booth

June 7, 2018June 7, 2018

“You say President Trump doesn’t care. Maybe.”

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Back To 2011? Not Exactly.

June 7, 2018June 7, 2018

Don’t panic.

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1 Comment on Back To 2011? Not Exactly.

Market Super ‘Impressed’ With Rate Hike From Turkey As Everyone Temporarily Forgets Who Is Really In Charge Over There

June 7, 2018June 7, 2018

Buyer beware.

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2 Comments on Market Super ‘Impressed’ With Rate Hike From Turkey As Everyone Temporarily Forgets Who Is Really In Charge Over There

Emmanuel Macron And His ‘Dandruff’ All Set To Give Trump The Finger At G-7

June 7, 2018June 7, 2018

“Besties!”

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Sam Zell Has Never Been Concerned About Getting “More Pussy on The Block” Because Sam Zell Is A Feminist Or Whatever

June 6, 2018June 6, 2018

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God Bless Us, Everyone.

June 6, 2018June 6, 2018

Muddling through, where that means: voracious rally.

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2 Comments on God Bless Us, Everyone.

Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

June 6, 2018June 6, 2018

“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”

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1 Comment on Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

Can You Blame Algos For Oil’s Recent Losses? Sure You Can!

June 6, 2018

Blame the Terminators. You can always blame the Terminators.

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‘Heavy Hikers’ And EM Basket Cases: Turkey And Argentina On The Brink

June 6, 2018June 6, 2018

Do note that this is no trivial/esoteric/academic debate.

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Italy Doesn’t Look Like It’s Fixed. Actually, It Kinda Looks Like Traders Are Fumbling Around In The Dark For An Equilibrium That May Not Exist.

June 6, 2018

Monkeys throwing darts.

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2 Comments on Italy Doesn’t Look Like It’s Fixed. Actually, It Kinda Looks Like Traders Are Fumbling Around In The Dark For An Equilibrium That May Not Exist.

Fate Of ECB QE Hangs In The Balance As Policymakers Say Decision On When To End Program Could Come Next Week

June 6, 2018June 6, 2018

“It’s clear that next week the Governing Council will have to make the assessment.”

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1 Comment on Fate Of ECB QE Hangs In The Balance As Policymakers Say Decision On When To End Program Could Come Next Week

China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

June 5, 2018

One certainly imagines this is going to be too little, too late given Trump’s recent penchant for escalating any and all conflicts whether related to trade or domestic politics, but for whatever it’s worth…

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6 Comments on China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

Fly Eagles, Fly.

June 5, 2018

A listless Tuesday.

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oil, OPEC1 Comment on Fly Eagles, Fly.

Did Jamie Dimon Just Reveal The Tagline For His 2020 Run At The White House?

June 5, 2018

Trade is hard.

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Welcome To ‘The Age Of Fragility’

June 5, 2018

Enjoy your stay.

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Urjit Patel And The Dollar Liquidity Shortage Debate

June 5, 2018June 5, 2018

The “double whammy” problem.

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An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!

June 5, 2018

“No good and will not be accepted!”

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oil, OPEC3 Comments on An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!

The Rookie In Natural Gas

June 4, 2018

Dukey tipped out the door of the exchange for two tall cool Bud cans on the train home. Just like every night.

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Pardon Him.

June 4, 2018June 4, 2018

Put on your tinfoil hats and let’s make some damn money.

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4 Comments on Pardon Him.

Of Coffee, Covfefe And Vodka: Why One Strategist Is Thinking About His Former ‘Swedish Colleagues’

June 4, 2018

“A policy of over-indulgence in both stimulants and sedatives probably carried with it certain unpleasant side effects.”

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Goldman: Tech Is Not A Bubble.

June 4, 2018

Phew. Glad that’s settled.

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Former US Attorney, DOJ Official: Trump Thinks He’s King, He’s Wrong

June 4, 2018June 4, 2018

But he does get two scoops of vanilla.

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1 Comment on Former US Attorney, DOJ Official: Trump Thinks He’s King, He’s Wrong

Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes

June 4, 2018June 4, 2018

Don’t worry, eeeeeverything will be fine “after the election.”

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1 Comment on Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes

Relief, But Not-So-Great Expectations.

June 4, 2018June 4, 2018

“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.

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All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

June 3, 2018June 3, 2018

Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.

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Rudy Giuliani: Trump Can ‘Probably’ Pardon Himself

June 3, 2018June 3, 2018

Believe it or not, that wasn’t even the punchline – this was…

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Who Really Understands The Risks? It’s Probably Not Who You Think.

June 3, 2018

I think that gets it backwards.

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11 Comments on Who Really Understands The Risks? It’s Probably Not Who You Think.

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