“And there is still little evidence that the committee is close to the halfway mark from this perspective.”
Author: therealheisenberg
Volatility: Proudly Made In The U.S.A.
Make domestic equities volatility again. #MDEVA
Former Lehman Trader Weighs In On The Issues As Investors Ponder An Uncertain Future
“I think we are just in the middle of a correction. And I think, overall, the structural story is still pretty positive. But this is a correction that may not be over yet.”
Trump: The Stock Market Stopped Going Up ‘Because I Have To Do Things’
Thanks for clearing that up, sir.
Here’s What To Watch For In The Suddenly Resurgent Dollar
Remember: “Nearly every consensual macro trade has an implicit short-dollar view built-into it.”
Why This Is ‘A More Painful Rate Shock’
Listen, you people are concerned about 10Y yields, and that’s fine. After all, we blew threw the February highs this week on the way to the “dreaded” 3% “pain threshold” and while there were no swarms of locusts and no Pazuzu sightings (that I’m aware of), there are still concerns that the higher we go, the closer we get to a situation characterized by “diversification desperation” or, more simply, a scenario where bonds and stocks selloff in tandem.
David Stockman Weighs In On Amazon’s Quarter, Calls Bezos A ‘Shark Jockey’
“There are only so many malls to destroy.”
Nasty Places.
We gotta get out of this place.
The Saga Continues: Deripaska, Down $3.8 Billion, Resigns From En+
If you can’t take the heat…
How Bad Was Trump’s Fox & Friends Meltdown From A Legal Perspective? Here’s A Lawsplainer
“Think about Trump’s legal problems as a three-car pile-up, with Trump and Cohen in the middle vehicle. If they pull forward, they’ll hit the criminal investigation. If they move backward, they’ll hit the civil suit.”
Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013
We’ll be looking forward to the tweets.
After Seven Short Decades, North And South Korea To End War – Trump Hails Great Day For Trump
Who came out better here?
David Stockman On Subprime, WeWork And Beer Goggles
“Between the March 2009 bottom and the January 2018 peak, of course, they were essentially buying the dips—-about 50 of them with material dimension. The short-run narrative constantly changed—low interest rates, escape velocity ahead, synchronous global reflation, Goldilocks once more—-but the mechanic was always the same.”
Traders Have A Fever, And The Only Prescription Is More 3% On 10s Analysis
Cowbell. More of it.
Keep. It. Together.
K.I.T.
No Tapestries For This Market.
“Dear me, the man is dense, is he not? This is a castle isn’t it? There are tapestries here?”
‘Doc Ronny’ Jackson And His Percocets Didn’t Want Your Damn Veterans Affairs Position Anyway
“We call him Doc Ronny, you know, we call him ‘Doc Ronny,’ and we call him ‘Admiral Ron.'”
Down $3.8 Billion Already, Deripaska Will Fight To The Bitter End – Aluminum Jumps
As a reminder, this has already cost Deripaska nearly $4 billion in personal wealth.
Trader Breaks Down Big League Transatlantic Bond Trade
“Never forget that Shooter blew a 4 stroke lead on the back nine.”
ECB On Hold: Everything You Need To Know For Draghi
It’ll be more interesting than people were anticipating in light of last Friday’s comments from Draghi and recent lackluster econ.
The Dragon, The Riks, And The Wardrobe
Well, here’s hoping the “dragon energy” is with you on Thursday.
Cracks In The Carry Trade
“For the first time since the start of 2016 (when the risk-on phase started), dollar liquidity has rolled over.”
Mick Mulvaney To Banking Industry: I Don’t Dance Now, I Make Money Moves
Only Mick Mulvaney would have the balls to explain lobbying to lobbyists.
‘Dragon Energy’.
That’s one “very cool” holding pattern.
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