On Monday in “These Charts Do Not Scream ‘Ready For A Super Aggressive Fed’“, we
Author: therealheisenberg
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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“Canaries”
“A sign that the market is accepting that rates are indeed going higher? That issuance is finally taking more to digest? Or just another correction that looks mild if you’ve ridden this thing for the last year? My hint: it may not matter as funds were marked-to-market at year-end.”
We Told You So: Junk’s Correlation With Oil, Copper Suddenly Skyrockets
File this one in the increasingly full “you heard it here first” folder.
Monday Humor: “Did You Mean That?”
Earlier on Monday, I documented U.S. Rep. Steve King’s “struggle” (someone will get the pun). See
“Unbelievable” That GOP Health Plan Leaves 24 Million Uninsured, Says White House Who Is Being Spied On By Microwaves
“”Fourteen million people would lose health coverage next year alone [and] premiums would be 15 to 20 percent higher in the first year compared to the ACA.”
These Charts Do NOT Scream “Ready For Super Aggressive Fed”
We don’t want to sound like a broken record, but …
Kellyanne Conway Is “Not Inspector Gadget,” And Is Also “Not In The Job Of Having Evidence”
“I’m not Inspector Gadget and I don’t believe people are using the microwave to spy on the Trump campaign. However, I have… I’m not in the job of having evidence.”
Chart Of The Day: Rise Of The “Dumb” Money
So as with all passive ETF posts, we have to put the word “dumb” in
“Have You Noticed Any Impact On Your Bank Accounts?” Le Pen Explains How She’s Not Going To Trigger A Bank Run
Well this one is fun. So here at HR, we’ve discussed at length the fact
Republican Congressman Doesn’t See What’s So Wrong With A Little Ethnic Cleansing
Again, what’s the big f*cking deal? King just thinks that maybe it would be better if we tried a little harder when it comes to creating an American master race.
Chart Check: “What Would You Do?”
I don’t want to set up a chart post with a strawman argument that posits a group of hypothetical investors beset with incredulity about Japan’s sudden penchant for selling US debt, but I’m going to do it anyway…
This Is Why The “Pros” Are Short Small Caps But Long The S&P
Over the weekend, I said the following about the most recent CFTC data which showed
This Is What Happens When Americans Don’t Get Their Tax Refunds
I think it’s safe to say we all knew that Americans aren’t exactly in the
Trump’s Kellyanne Conway Says Your Microwave Is Spying On You, Twitter Responds
“Microwaves that turn into cameras, etc. We know this is a fact of modern life.”
Trader Warns: Fed Meeting Will Be “Death Knell” For Reflation Trades
Dammit Mark, didn’t you learn anything from Goldman’s overnight note on commodities? When reality doesn’t reflect
Sneaky Ass Hawks
“We begin the new week with evidence that hawks are circling everywhere.”
Goldman: “Lack Of Hard Evidence” Aside, Long Oil, Copper Reco Still A Good Idea
Time stamp it. Sure, it may seem like a deflationary bombshell has been dropped on
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Key Calls (Monday): Upgrades, Downgrades & Initiations
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Your Quick Guide To A Big Week
As you’re aware, this is a big week. The Fed takes center stage, but the
“Spillover”
If you were following along last week (well, I guess technically it’s still “this” week,
“Clearly, Markets Would Be Scared”: Don’t Forget About Wednesday’s “Other” Big Event
“It would be a major political shock because then Marine le Pen’s claim
that nationalism could conquer the Continent would be right,” Holger Sandte, chief European analyst at the financial group Nordea, said in a podcast. “Clearly markets would be scared.”
Chart Check: “Who’s Right?”
This one is kind of esoteric, but someone will get it.
“He Talks To Jared All The Time”: Is Jared Kushner Trump’s De Facto Secretary Of State?
Rex is supposed to be the Secretary of State, but if you were going by things he’s said and public appearances, you’d be forgiven for thinking he was dead. Put differently, Rex is very much unlike Frederick Douglass, who, according to the President, “has done a great job and is getting noticed more and more.”
A One-Way Bet: “People Are Waist Deep For The First Time”
“People went toe in the water, knee in the water and now many are probably above the waist for the first time.”
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