“That Wells Fargo note is looking pretty prescient right now” – said no one, anywhere ever. Until now.
Author: therealheisenberg
Traders, Analysts Are Pissed: “At Some Point, Everyone Is Going To Realize The New Emperor Has No Clothes”
“As analyst notes flow in to investors’ inboxes during the next 24 hours, asset prices may start reflecting a far more negative outcome. Beware downside moves in the dollar, in U.S. yields, and even in equities. At some point, traders may realize the new emperor has no clothes.”
“Beware The S&P Air Pocket”
Regular readers may recall Citi’s News Implied Sentiment Indicator (NISI) which “aims to capture investor
With Odds Of March Mushroom Cloud Lower, Time For Trump Economic Team To “Muddy Those Expensive Loafers”
The political scientist in me is a little annoyed with some of the overnight Street
Chaaarge! Global Rally Is Back As Trump Discovers Teleprompter Is His Friend, Fed Speakers Talk Up March
It would be a stretch to say he “did a good job.” It felt like we were watching a man who had been told, in no uncertain terms, that this was most assuredly not the time to play presidential Mad Libs.
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
No, Janet Yellen Does Not Need To Wait On Donald Trump
Think back to last month. I know that’s really f*cking hard because with Trump in
“Fairly Soon” Means “Fairly Soon”: March Odds Spike On Spate Of Super Aggressive Fedspeak
As you might have noticed, the reflation narrative got a boost after hours when comments from
Tuesday Humor: The Working Man’s President
Just looking out for the little guy… by surrounding myself with billionaires.
Behold: The “Trump Trade Fade” In 2 Charts
Suddenly everyone cares about those cross-asset correlations I’ve been harping on since the election. Just
1/2 Off Heisenberg Phone Call Sale: $5,000/ 30 Minutes
It turns out people like bullsh*t research. Well, not really. Let me be more specific.
Reuters Is Going To Drive Up Oil Prices Today Dammit, Even If It Kills Them
Reuters is going to drive up oil prices today goddammit, even if they have to publish 18 stories to do it…
Here Are Goldman’s Option Plays For Trump’s Big Speech
Are you looking to trade around Tuesday night’s big event? Sure you are.
What Trump Won’t Tell You About Illegal Immigrants And The Economy
One of the great things about having an intelligent, articulate, and cultured leader is that
Rise Of The “Dumb” Money In One Chart
Dear active managers…
“Steve Bannon Didn’t Get Trump This Far By Not Using The Opposition Against Itself”
Boy, oh boy, Tuesday morning’s missive from former FX trader turned Bloomberg contributor Richard Breslow
“Big League?” Why The Market Is “Less Euphoric” On Tuesday Trump Speech
Tonight’s the night – as they say. Donald Trump will deliver his highly anticipated speech
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Markets Frozen As Batsh*t Crazy Trump Speech Awaited
It’s all quiet on the Western and Eastern fronts as the market sits in suspended
This About Covers It: “It’s A Confusing, Annoying, Topsy-Turvy World”
“I understand that it’s frustrating to hate the world and have to watch equities continue higher. But frankly it’s a lesson you should have learned over the last eight years.”
P2P Lender Who Accidentally Bankrolled San Bernardino Massacre Strikes $5 Billion Deal With Jefferies, Soros
Over the past week, I’ve given readers a window into the sometimes seedy world of marketplace
So, You Say You Want To Get Long Treasurys?
So, you say you want to get long Treasurys and/or bunds to take advantage of i) political risk-induced haven flows and/or ii) short covering in the massive spec UST short?
Chart Check (Push, Meet Pull)
What’s driving global yields?
When Inequality Goes Corporate
One of the oft-cited reasons for the populist fervor that swept Donald Trump into the
Time To Put On Your Flatteners?
Ok, so this is worth noting. Recent richening in the German front end is alarming
Heisenberg Challenge: Spot The Odd One Out
I’ve talked a ton about this, but I think it’s important to continually track how different assets are or aren’t pricing in the risk associated with a prospective Marine Le Pen victory in France. Let’s try a fun game…
“Just Imagine How Messy This Could Get!”: One Trader Warns On Yen-Sanity
“The yen market is offside and being short-squeezed. This looks set to sustain even amid resilience in equities, but just imagine how messy the move could get if U.S. shares crash to converge with how other assets are trading”…
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