China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.
Author: therealheisenberg
Trump Makes An Ass Of Nikki Haley, Halts Plans For Further Russia Sanctions
“Hey, it’s us. Yeah, we don’t know what she was talking about, but we’re not announcing anything tomorrow.”
Here’s Why Russia Sanctions Are ‘A Game Changer’ For OPEC
“…one very good reason to deepen its ongoing cooperation with OPEC.”
Trader: ‘Investors Know Central Banks Are Just As Deeply Into These Trades As They Are’
“It has been just too great a strategy to call the bluff of those advising caution.”
Trader Recounts ‘The Greatest Risk Arb Of All-Time’
” Most of what I learned about this trade was through rumours heard at bars and tidbits passed along the trading desk at slow moments. Yet I think I know the story well enough to recount the tale of one of the gutsiest risk arbitrage plays of all time.”
‘It’s Not Like We’re In This Spectacular Market’: Shiller Delivers Reality Check
“The United States is the most expensive market in the world.”
Chinese Stocks Fall As Hong Kong Warns ‘Rising Rates Are Unavoidable’
“We must carefully consider whether we can cope with the increase in interest expense on loans, and we must also pay attention to the increase in interest rates to asset prices.”
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’
“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”
‘Slippery James’ And ‘Wild Bill’: How Insane Was Trump’s Sunday Twitter Rant?
What would this sound like if we quoted him like a normal person? I don’t know, let’s try it!
Pick A Fire, Any Fire!
“Annette, Annette”…
The Poverty Of Tech And The Tech Of Poverty
It was one of those rainy and damp days, I was finding my way out of the F-train subway on Bergen St. in Brooklyn. On the mezzanine level, in the corner of the stairwell, I noticed a young man, couldn’t have been much older than 30….
Here Are The Biggest Risks Facing Tech
This debate is obviously crucial for the market going forward. Everyone is acutely aware of how important it is for tech high-fliers to avoid an Icarus moment until we finally see the fabled “rotation” back into value or, more simply, until another sector proves it’s capable of taking the baton in this aging bull market.
Inner And Outer Limits: Resolving An Inconsistency And What It Means For Risk
An “optimal control problem.”
Is Michael Cohen The Dumbest Lawyer In America? Maybe, Probably, Yes!
“There are 1.3 million lawyers in America, but Michael Cohen may be the stupidest one of all.”
International Community Reacts To Syria Strikes – Around The World In 1,300 Words
What’s everyone thinking on Saturday? Well, I’m glad you asked…
U.S., U.K., France Launch Air Strikes Against Assad Regime In Syria; Operation Said Completed
‘RIGHT NOW THIS IS A ONE-TIME SHOT’
Slime Balls, Animals And Lawyers, Oh My!
All you can do is laugh.
For Markets, Geopolitics Grabs Center Stage – Who’s Excited?!
After all, the market’s muted response to geopolitical turmoil in 2016 and 2017 was in large part down to the central bank put, which is now in question. And it goes without saying that the low vol. regime seems to have come to an end over the past couple of months.Â
The Michael Cohen Tapes May Be Even Better Than The Pee Tape (Allegedly)
“And in fact, the belief that Cohen routinely recorded his conversations was one reason people on Trump’s 2016 campaign avoided Cohen like that one mean kid in elementary school who always wore a dirty white t-shirt and whose breath smelled like old loogies.”
Here Are The 3 Reasons Why Mario Draghi Should Worry
…if you wait too long and the cycle turns on you while you’re still sitting in NIRP with a bloated balance sheet, well then where do you go from there?
JPMorgan And Citi Are Just Fine With This Whole Higher Volatility Thing
Sorry Seth Golden, it’s Jamie Dimon’s turn to make some money now.
Trump Says ‘Slime Ball’ Comey ‘Should Be Prosecuted’ For His ‘Leakin’, Lyin” Ways
It’s better to be pissed off than pissed on.
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