“The strategy almost looks foolproof on paper.  Yet like most things in the markets, nothing lasts forever.”
Author: therealheisenberg
Two Reasons To Doubt The Narrative On Yields And Stocks
…have you run out of ways to communicate that you think the hysteria might be overdone while simultaneously ensuring that in your zeal to make fun of everyone else, you hedge your language enough that in the event the locusts actually do come, you can retain some credibility?Â
Mike Pompeo Thinks It’s About Time America Had A Secretary Of State That’s In Good With Jesus
” “The people that worked under him at the CIA that came to us were never confused—they never had time to be confused. They were shocked and then they were scared shitless”…
‘Herd’ On The Street: Crowded Trades Get Slaughtered As World’s Most-Followed ‘Strategist’ Proven Right
Don’t say he didn’t warn you.
Turkey Delivers LLW Hike, But It’s Not Going To Be Enough Because They Have A Sultan Who Calls Himself ‘The Enemy Of Interest Rates’
Yeah, that’s probably not going to do it.
Pins And Needles.
Mood.
David Stockman: Trump Is ‘Piling One Delusion Upon Another’
“Stated differently, the Orange Comb-Over is definitely not making America Great Again.”
Terrible Tuesday.
That didn’t go so well.
Jeff Sessions Won’t Recuse Himself From Cohen Probe Because If He Does That, How Will He Feed Trump All The Juicy Details?
Yeah, I mean what do you expect, right?Â
Trump Very Impressed With ‘Honorable’ Kim Jong-Un, Not So Impressed With Macron’s ‘Dandruff’, Iranian Devils
“I think, from everything we’re seeing”, that the world is ending.
Crypto Assets Are Up 75% In April, In Case You Were Wondering Whether People Are Still Morons
Watch your “double bottoms.”
It’s Time To Talk About Petrodollar Flows
If you do the math there, that means that in the space of just two years, there was a ~$400 billion decline in reserve accumulation from oil exporters. That’s “QT” – depending of course on what they’re accumulating.
Revisiting The Hierarchy Of Vulnerability (Again)
The bottom line (or at least from where I’m sitting), is this…
Bailed Out By Beijing: Fiscal Stimulus Hint Catalyzes Big Rally In Chinese Stocks
Margined housewives rejoice!
David Stockman Weighs In On 10Y Yields At 3%
“In a word, honest bond yields will knock the stuffings out of the mainstream fairy tale that passes for economic and financial reality.”
Let’s Talk About ‘Extreme’ Moves And Volatility Spillover Some More, Ok?
And so the debate continues.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Jeff Gundlach Shows Up At Sohn Dressed As The Joker, Touts Facebook/Oil ‘Pair Trade’ That’s Just As ‘Risky’ As His Suit
For anyone who wants to trade like Jeff by shorting Mark Zuckerberg and going long oil producers, just know that Jeff does call it “a fairly risk” idea. Much like that goddamn clown suit.
Amazon Is Building Elon Musk’s Immortal Robot Dictator And Its Name Is ‘Vesta’
I always liked Ex Machina.
Are We Living In A Self-Regulating System?
I don’t know, fuck it.
Treasury May Drop Rusal Sanctions If Someone Says ‘Please’ – Aluminum Drops
I wonder if anyone told Nikki Haley or whether she’s still “confused”…
‘We Got No More Liquor!’ These Yield Curve Inversion As A Recession Predictor Probabilities Are Sure To Be A Hit At The Bar
If you’re not talking about the inexorable flattening in the U.S. curve in public settings, well then one wonders what the hell it is you’re saying at the bar when you’re spittin’ game to the waitresses.Â
All Eyez On 3
The selloff in the long end late last week and accompanying steepening has everyone squarely focused on that oh so scary round number again and yields ticked up a bit more overnight, ensuring that your coworkers will be forced to begrudgingly try and come up with some new factoid about 3% so they can impress their colleagues.Â
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Digital Panopticon And The Triumph Of The Unfree Will
“Smartphones have become a tool for governing — they enable one to shape opinions, diffuse dissent, streamline emotions, manufacture consensus, assassinate opponents, stage revolutions, and declare wars and victories, imaginary and real, all alike.”
One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’
Who could have seen this coming?
‘He’ll End Up Shooting Us In The Foot’: Trump’s $100 Billion Tariff Gamble Is Going To Cost You At The Cash Register
“Habitually. He’s a habitual line stepper.”
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