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Author: therealheisenberg

New From Epsilon Theory: ‘The Acrobat And The Fly’

June 2, 2018

“Dream out loud, and don’t let the bastards grind you down.”

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Italian Junk Food.

June 2, 2018June 2, 2018

“Currently, the yield differential between EUR HY and Italy 5yr bond is the tightest it has been throughout the whole history of the EU sovereign crisis, going back to 2010.”

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‘It’s Difficult To See A Clear Path Towards Resolution’: When It Comes To Italy, Grab Your Magic 8 Balls

June 2, 2018

Spinning plates.

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Sears Still Screwed, Eddie Lampert Still Gonna Be Fine

June 2, 2018

Might even be in line for a nice parting gift.

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Tumult.

June 1, 2018June 1, 2018

Aaaand that’s the week.

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Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him

June 1, 2018June 1, 2018

Draw your own conclusions.

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Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’

June 1, 2018

Well, we already know what President Dennison thinks about the May jobs report. In fact,

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‘If That Was Anyone But Him, They Would Have A Date With The SEC’: White House Fends Off Criticism After Trump Leaks Jobs Report

June 1, 2018June 1, 2018

“…this is all according to routine, law and custom.”

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Donald Trump Now So Excited About Previously ‘Fake’ Jobs Data, He’s Helping Traders Frontrun The BLS With His Twitter Account

June 1, 2018

“The ratings will be tremendous.”

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Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased

June 1, 2018June 1, 2018

“Looking forward to seeing it”…

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Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?

June 1, 2018June 1, 2018

He “respects your decision” but don’t you expect him to “share” it, ok?

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‘Brilliant’ Strategist Steve Bannon Says Trump May Need To Fire Rod Rosenstein And Wait … Why Does Anyone Care Again?

May 31, 2018

Oh, Christ on a bike.

Are we still listening to Steve Bannon?

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With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?

May 31, 2018May 31, 2018

Good luck trying to figure all of this out.

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Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

May 31, 2018May 31, 2018

Because fuck friends. I guess (?)

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Robert Shiller Thinks Bitcoin Will Probably Go Extinct, But If You Want To Trade It During His Final Exam, Then Go Ahead And Be A Moron

May 31, 2018

“I had one student who asked if he could keep his laptop during our final exam so he could make a trade.”

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Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers

May 31, 2018

The bar is high. Or is it?

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In Europe: A Tenuous Calm

May 31, 2018

It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…

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Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

May 30, 2018

Just when you thought it was safe.

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Opposite Day.

May 30, 2018May 30, 2018

Like yesterday, only completely different.

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Bill Gross Suffers Worst Day In Four Years Proving That At Least One Man Is Indeed In A ‘Bear Market’

May 30, 2018

“Bonds, like men, are in a bear market.”

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I Don’t Know You Guys, It Seems Like That German Inflation Print Is Bad News When It Comes To Whether The ECB Will Be Inclined To Rescue Italy

May 30, 2018

Call me crazy, but…

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Trump Has Buyer’s Remorse, ‘Wishes’ He Had Never Made Jeff Sessions Attorney General In The First Damn Place

May 30, 2018

When a “little” treason just isn’t enough to satisfy an overbearing parent.

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I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike

May 30, 2018

Lost in the shuffle, but perhaps unjustifiably so.

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In Italy: Digestif

May 30, 2018May 30, 2018

Relief. Fleeting, maybe. But relief nonetheless.

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Keep Calm, Hold Cash, Watch The ISDA Basis And Buy This Crazy 5X Leveraged Short BTP Product

May 29, 2018

Decisions, decisions. Damn these decisions.

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Fuggedaboutit.

May 29, 2018

Ciao Bella.

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