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Author: therealheisenberg

Should Bond Bears Be Worried About How Much Company They Have?

May 16, 2018

2 is company but is 3 (%) a crowd?

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Italian Bonds Spooked As Two Guys Who Are Admittedly ‘Not Superman And Batman’ Ponder Asking For €250 Billion ECB Writedown

May 16, 2018May 16, 2018

Populism strikes again.

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1 Comment on Italian Bonds Spooked As Two Guys Who Are Admittedly ‘Not Superman And Batman’ Ponder Asking For €250 Billion ECB Writedown

Word Is Bond.

May 15, 2018

Dat’s yo’ word, son?

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Step Right Up, Folks, And Short These Bonds!

May 15, 2018

What could go wrong?

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Steve Mnuchin’s Treasury Sanctions Iran’s Central Bank Governor For Funneling Money To Soleimani, Quds, Hezbollah

May 15, 2018May 15, 2018

“It is appalling, but not surprising.”

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The Market Has A New ‘Top Tail Risk’ (And The Same ‘Most Crowded Trade’)

May 15, 2018

Risks aplenty.

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For One Bank, This Is ‘One Of The Most Striking Developments Of The Past Few Weeks’

May 15, 2018May 15, 2018

Hint: it’s the normalization of U.S. equity volatility.

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Retail Sales! Who’s Excited?!

May 15, 2018May 15, 2018

As a reminder, this is the marquee data point in the U.S. this week and it will be yet another opportunity for the market to assess the new, U.S.-centric growth narrative.

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1 Comment on Retail Sales! Who’s Excited?!

Lira Plunges To New Record Low As Erdogan Delivers Insane, Deadpan Bloomberg Interview

May 15, 2018May 15, 2018

“Yes.”

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11 Comments on Lira Plunges To New Record Low As Erdogan Delivers Insane, Deadpan Bloomberg Interview

‘Transitory’ Or Not, European Deceleration Raises ‘QF’ Specter, Dreaded ‘Ammo’ Question

May 15, 2018

Nobody say “quantitative failure”.

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Uncharted Waters: Budget Lunacy, The #MAGA Economy And What PredictIt Predicts For Rates

May 14, 2018May 14, 2018

“You will ride eternal, tacky and gold leaf”…

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Different Day, Same Stories, Only Different.

May 14, 2018May 14, 2018

But still, read it.

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‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance

May 14, 2018May 14, 2018

Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”

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If Consensus Conference Wanted To Prove How Dope Crypto Is, They Might Have Gone With 2 Chainz Over Snoop For ‘Secret’ Afterparty

May 14, 2018

“Lookin like a big ole Bitcoin.”

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Canary Tipping And Dynamite Fishing

May 14, 2018May 14, 2018

“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “

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Divorcing Bill Gross Will Turn You Into A World-Class Art Forger And Master Thief

May 14, 2018May 14, 2018

Oh, you want details of how Sue Gross pulled off a dope-ass, shady-ass art heist on her ex-husband?

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Counting Dollars: Full Week Ahead Preview

May 13, 2018

Here’s what’s in play.

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What Does History Say About Mideast Turmoil, Crude And Inflation?

May 13, 2018

More questions than answers, as per usual.

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When You Cross The Streams, Why Don’t Stocks Go To Infinity?

May 13, 2018

“Instead of just tossing the Fed Model aside as useless and broken, it makes sense to think about how it might once again recouple and provide some guidance for stock market pricing.”

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‘What The Hell Happened?’ Michael Bloomberg Slams ‘Epidemic Of Dishonesty’ At Rice Commencement

May 13, 2018

“However, today when we look at the city that bears Washington’s name, it’s hard not to wonder, ‘What the hell happened?’”

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Do You Speaka The English?! John Kelly Accidentally Says His Ancestors Shouldn’t Have Been Allowed Into The U.S.

May 13, 2018May 13, 2018

“Look, the USA simply doesn’t have room for people who don’t speaka the English. People like the second wife of one of John Kelly’s own great-grandfathers.”

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Transparency, Trust And The ‘Fed In Wonderland’

May 12, 2018May 12, 2018

“Oh dear! Oh dear! I shall be too late!”

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Good News! The Algos Say The US Economy ‘Is Doing Just Fine’

May 12, 2018

Ignore the large laser cannon, he’s just here to help!

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3 Comments on Good News! The Algos Say The US Economy ‘Is Doing Just Fine’

Sarah Huckabee Sanders: Trump Taking Money From Special Interests Is ‘Proof The President Isn’t Influenced By Special Interests’

May 12, 2018

The sky isn’t blue.

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You People Gave The Best Earnings Season In Recent Memory The Kanye Shrug. Why?

May 12, 2018

Mehh.

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Are You An Institutional Investor Who’s Worried That Someone Will Chop Off Your Hand And Use It To Access The Bitcoin Keys You’re Storing In The Side Of A Mountain? Pete Najarian Can Help!

May 11, 2018

“…said Clark, who noted the vault’s fingerprint scanners were equipped with a pulse reader to prevent amputated hands from being used.”

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Nuclear Football.

May 11, 2018May 11, 2018

And that’s the week.

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