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Author: therealheisenberg
Just How Concerned Is America About Trump And Russia? It Depends
“In an earlier post, I explained how polling data on the Russia investigation underscores the degree to which partisanship taints Americans’ assessment of security politics.”
Goldman: ‘2 Years Is Too Early’
“It is hard not to worry that things are a little ‘too good’. But market timing is tricky.”
The Only 2 Jobs Charts You Need (‘God’ Is Laughing)
“The greatest jobs President that God ever created.”
Trump Explains Jobs Beat: ‘Me’
“…and I have only just begun.”
Dollar Jumps, Yields Rise, Gold Trounced On Jobs Beat
Some folks are trading…
Jobs Report Beats
U.S. July Nonfarm Payrolls Rose 209k; Unemp. Rate at 4.3%
Avg. hourly earnings 0.3% m/m, est. 0.3%, prior 0.2%; Y/y 2.5%, prior 2.5% est. 2.4%
Trader: Here Is The Only Way This Can End Well
“So how then might the story line read? That all this nonsense that globally rising rates and widespread balance sheet reduction just can’t be a calm experience. Investors simply own too much toxic “financial products†to make that likely.”
‘I’ll Take It’: Dan Loeb Got It Wrong, But It Didn’t Matter And Here’s Why…
“I guess it’s a case of better lucky than right.”
Grizzly Attack! Albert Edwards Says ‘January 2008 Is Here Again’
“This was last seen in 2007, just before the bursting debt bubble blew the global economy and financial system to smithereens.”
An Open Letter To Mike Pence: ‘If I Were A Betting Man, You’re Going To Be President’
“A betting man might place odds that, sometime in the next three and a half years, and maybe a lot sooner than that, you will become president of the United States.”
Grand Jury Subpoenas Issued In Connection To Trump Jr. Meeting: Reuters
And the plot thickens just 45 minutes later.
Mueller Impanels Grand Jury, Stocks Hit, VIX Spikes
MUELLER IS SAID TO IMPANEL GRAND JURY IN RUSSIA PROBE
Is This The Cure For Slumping Energy Stocks?
The ratio is now at its lowest level since 2004…
Thursday Satire: Trump’s New Affirmative Action Questionnaire
“In an effort to gather research about the societal issues concerning white people, the U.S. Department of Justice worked with the Trump Administration to create this objective questionnaire.”
Trump Transcripts: ‘Drug-Infested Dens,’ ‘Dump’y White Houses, And One ‘Pleasant’ Putin
48 hours of Donald Trump transcripts.
“But you cannot say that to the press. The press is going to go with that and I cannot live with that.”
Goldman Has 5 Options Trades And 1 ‘Unusual’ Dynamic They Want To Tell You About
Katherine and John – God bless ’em – are big believers in the whole Goldman doing “God’s work” thing.
2 Charts Show Trump Has Done Nothing To Improve Relative Confidence Among His Base
This is truly hilarious.
Ok, So Yeah, That Looks Like Collusion…
“The goal of the Russian spy game is to nudge a person to step over the line into an increasingly conspiratorial relationship.”
Traders, Trump Agree: ‘You Have To Be Long Stocks’
“Love them or hate them, you’ve had to be long equities.”
Presenting: The Trade Of The Day
CZECH CENTRAL BANK RAISES KEY INTEREST RATE TO 0.25%
BoE Sparks UK Stock, Gilt Rally
Buy it all.
6-2! Pound Dives On Dovish BoE Vote Count, Growth Outlook Slashed
BANK OF ENGLAND VOTES 6-2 TO MAINTAIN BENCHMARK INTEREST RATE
Going Off ‘Base’ – Trump’s Losing The Support Of His Voters
“Trump voters “hold different perceptions of justice in the political and economic systems.â€
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