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Author: therealheisenberg

‘Khamenei Is The New Hitler’: Mohammed Bin Salman Regales Thomas Friedman

November 24, 2017

Someone thought it was a good idea to send Thomas Friedman to Riyadh to interview Mohammed bin Salman…

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4 Comments on ‘Khamenei Is The New Hitler’: Mohammed Bin Salman Regales Thomas Friedman

What Can Stop This Party?

November 23, 2017November 23, 2017

Obviously, nothing could go wrong here.

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Michael Flynn Said To Be Cooperating With Robert Mueller

November 23, 2017November 23, 2017

“That agreement has been terminated, the four people said.”

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8 Comments on Michael Flynn Said To Be Cooperating With Robert Mueller

Trader: ‘This Has The Potential To Destabilize The Entire System On Its Own’

November 23, 2017

“But how ironic would it be, if the instrument that was the hands-down winner during the last crisis, ended up causing the next crisis because too many people were short it?”

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4 Comments on Trader: ‘This Has The Potential To Destabilize The Entire System On Its Own’

Some Inconvenient Truths.

November 23, 2017November 23, 2017

You’re welcome…

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4 Comments on Some Inconvenient Truths.

Time For A French Kiss?

November 23, 2017November 23, 2017

Meanwhile, across the pond…

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Bloodbath In China: Overnight Stock Collapse Blamed On Bond Fears, Liquor

November 23, 2017November 23, 2017

“…this is very bad news for the stock market.”

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3 Comments on Bloodbath In China: Overnight Stock Collapse Blamed On Bond Fears, Liquor

‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

November 22, 2017November 23, 2017

“Yet, we would argue that the mere fact that investors fail to spot trouble in a single sector should not be grounds for comfort: the reason why no single sector stands out may be that all the sectors are mispriced.”

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3 Comments on ‘Run Screaming For The Hills’: Presenting The Fallacy Of Disaggregation

Grandma Is In Trouble.

November 22, 2017November 22, 2017

“Today’s post is an important one. I might have put Grandma in the trunk, but the coming struggle between generations is no laughing matter. It very well might end up being the defining theme for financial markets in coming decades.”

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4 Comments on Grandma Is In Trouble.

Phew, That’s Over – Now Go Get Drunk.

November 22, 2017

Well, what can you say?

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oil, OPECLeave a Comment on Phew, That’s Over – Now Go Get Drunk.

Gandalf Sighting! Kolanovic Calls For ‘Year-End Rally’

November 22, 2017November 22, 2017

The thing about wizards is they are “never late, nor are they early.” Rather, “they arrive precisely when they mean to.”

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‘Just Tell Him He’s Brilliant’: Gary Cohn Faked Bad Connection So He Could Hang Up On Trump

November 22, 2017November 22, 2017

“We’re not going to have a real conversation here — can’t you just tell the president that he is brilliant and say we’re losing … the connection and then hang up?”

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2 Comments on ‘Just Tell Him He’s Brilliant’: Gary Cohn Faked Bad Connection So He Could Hang Up On Trump

Jamie Dimon Is Taking A Tony Soprano Approach To Bitcoin Futures

November 22, 2017November 22, 2017

Jamie Dimon is a gangster. You’d do well to remember that.

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10 Comments on Jamie Dimon Is Taking A Tony Soprano Approach To Bitcoin Futures

Trump Calls LaVar Ball ‘Don King Without The Hair’, Renames Mar-A-Lago ‘Winter White House’

November 22, 2017November 22, 2017

Happy Thanksgiving, America!

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37 Comments on Trump Calls LaVar Ball ‘Don King Without The Hair’, Renames Mar-A-Lago ‘Winter White House’

‘Can It Continue? Yes.’ Asian Stocks Push To Records As Hang Seng Dusts 30,000

November 22, 2017

Fade it? Not yet.

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Mueller Now Investigating Jared Kushner’s Contacts With Foreign Governments

November 21, 2017November 21, 2017

Again, you’d have to be a fool to think Kushner is being forthright. And Robert Mueller is no fool.

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7 Comments on Mueller Now Investigating Jared Kushner’s Contacts With Foreign Governments

Drumstick.

November 21, 2017November 21, 2017

More records.

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3 Comments on Drumstick.

How To Hedge Against A 5% S&P Decline From Tax Reform Failure

November 21, 2017

One of the caveats in Goldman’s outlook centered around the idea that tax cuts might not materialize or, perhaps more appropriately, that this process will continue to be so fraught as to make it a source of ongoing angst as opposed to a reason to celebrate. 

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2 Comments on How To Hedge Against A 52 S&P Decline From Tax Reform Failure

Lost: $25 Trillion Worth Of Yield

November 21, 2017November 21, 2017

Please return to market if found.

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2 Comments on Lost: $25 Trillion Worth Of Yield

Goldman’s 2018 S&P Outlook Is Here: ‘Irrational’ Versus ‘Rational’ Exuberance

November 21, 2017November 21, 2017

“We would deem it ‘irrational exuberance’ if the S&P 500 during the next three years followed the exponential trajectory of stocks in the late 1990s.”

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5 Comments on Goldman’s 2018 S&P Outlook Is Here: ‘Irrational’ Versus ‘Rational’ Exuberance

‘This Is A Joke’: Lira Crashes To Record Low As Market Doubts Erdogan’s Credentials As Rates Strategist

November 21, 2017

This is completely out of control.

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1 Comment on ‘This Is A Joke’: Lira Crashes To Record Low As Market Doubts Erdogan’s Credentials As Rates Strategist

Chinese Shares Soar As Tencent Passes Facebook

November 21, 2017November 21, 2017

If U.S. shares needed an excuse to rally, they’ve got it.

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Tales From The Crypto: Bitcoin Dumps And Pumps After Tether Robbed Of $31 Million

November 21, 2017November 21, 2017

Everyday it’s something else.

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18 Comments on Tales From The Crypto: Bitcoin Dumps And Pumps After Tether Robbed Of $31 Million

The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)

November 20, 2017November 20, 2017

The air up here is thin.

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8 Comments on The Big Top, The Big Long, The Big Short, & The Big Risk (‘Big League’)

HR McMaster: Trump Is An ‘Idiot’ With The ‘Intelligence Of A Kindergartner’

November 20, 2017November 20, 2017

“…administration officials threatened to retaliate against several figures with knowledge of the July dinner if they spoke to BuzzFeed News.”

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23 Comments on HR McMaster: Trump Is An ‘Idiot’ With The ‘Intelligence Of A Kindergartner’

Into The Wild Blue Yonder.

November 20, 2017November 20, 2017

Ok, well there were some notable headlines to start the week…

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Get Up On Brian’s Level: Wall Street Has A New Biggest Bull

November 20, 2017November 20, 2017

So get up on Brian’s level or get left in the dust.

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2 Comments on Get Up On Brian’s Level: Wall Street Has A New Biggest Bull

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