All eyes will turn to brand new Fed Chair (and guy who is regretting it already) Jerome Powell on Tuesday as he heads to Capitol Hill to regale lawmakers with some shit they won’t understand.
Author: therealheisenberg
One Analyst Suggests CTAs Face Existential Crisis After February Quant Quake
“In fact, the opposite happened during February’s correction.”
David Stockman: Amazon Is ‘The Poster Child For The 11th Hour Mania’
“The historic relationship between trends on main street and Wall Street to go absolutely haywire.”
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
Trump On School Shooting: ‘I’d Run In There Even If I Didn’t Have A Weapon’
“Cadet Bone Spurs.”
Obviously The Best Pick To Head The FAA Is Trump’s Personal Pilot
“Of course, it’s only metaphorical when we talk about those agencies being run into the ground in a giant flaming fireball by the Trump administration.”
Morgan Stanley Goes Rogue, Is Bullish On Bonds Because Frankly, Consensus Is ‘Usually Wrong’
“The wisdom of crowds has yet to grace itself on bond yield forecasters.”
Area Granddad Shows Up On CNBC, Paraphrases Recent Letter He Wrote
As usual, we’re gonna dwell on grandpa’s amorphous market aphorisms for another couple of days.
All Hail The ‘Xi Put’: Chinese Shares Soar As Xi Decides ‘Forever’ Is Better Than ‘Not Forever’ When It Comes To Ruling
Folks are fired up about the possibility that the Xi “put” will be squarely in place in Chinese markets for the foreseeable future. And by “foreseeable future” I mean…
Let’s Get Italian: Full Week Ahead Preview
No shortage of event risk.
Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%
It’s comforting. Sort of. But sort of not.
Are The Locusts Coming? Here’s What History Says About Stocks, Credit, Yields And Inflation
“Lions, tigers, and bears, oh my!”
There Is ‘Only One Scenario’ Where Equities Benefit From Here
Boy, I’ll tell you what: I would absolutely love to rent out a small auditorium, pack it full of economists and analysts, make it an open bar event (so, all you can drink for free), set the conversation topic to “impact of rising rates on stocks”, lock the all the doors and then watch what happens from the safe confines of an observation deck.
Here Is The Democratic Memo That Refutes Devin Nunes
“Christopher Steele’s reporting which he began to share with an FBI agent through the end of October, 2016 played no role in launching the FBI’s counterintelligence investigation into Russian interference and links to the Trump campaign.”
Jeff Gundlach Discovers ‘Strange, Weird’ Truth About Bitcoin And Stocks
“Strangely, bitcoin seems to be the poster child for social mood and market mood.”
Just Take A Minute To Appreciate How Bad Paul Manafort And Rick Gates Are At Being Criminals
“These guys are brazen IDIOTS.”
Goldman’s Buyback Desk Has Most Active 2 Weeks In History
Well it’s time for another update on how corporate America intends to spend the windfall from the GOP tax cuts…
Local Grandpa Delivers Annual Letter, Reminds You He Is Very Wise And Also Super Rich
Well, it’s one of those Saturdays.
David Stockman Presents: A $67 Trillion Nightmare
“To wit, there never would have been a double inverse VIX ETF under a regime of honest money and free market financial discipline; nor would you find European junk bond yields trading inside of US treasuries.”
High Note.
And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.
Trump Delivers Wild CPAC Speech, Proclaims Himself Greatest President Of All Time
Well, Donald Trump just delivered what might very fairly be described as one of the most unhinged speeches the public has witnessed since his infamous “sons of bitches”/”rocket man” rant in Huntsville.Â
This Is ‘Atypical’: Hedge Funds Ride Out Correction By Sticking With Most Crowded Positions
Well in a testament to the relative merits of doing the opposite of what David has been doing by simply riding the wave in the bubble stocks (with leverage) at a time when nothing makes any sense…
Good News: Marko Kolanovic Still Sounds Pretty Bullish
Gandalf. Need more Gandalf.
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