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Author: therealheisenberg

‘One Problem Is You, Dear Reader’: 3 Reasons Why Nothing Will Change After Las Vegas

October 3, 2017

“Why? Three reasons.”

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5 Comments on ‘One Problem Is You, Dear Reader’: 3 Reasons Why Nothing Will Change After Las Vegas

‘Robot Monster’: Pricing In ‘Physical Annihilation’

October 3, 2017

“I cannot — yet I must. How do you calculate that? At what point on the graph do ‘must’ and ‘cannot’ meet?”

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Here’s One Rally You Should Maybe Fade…

October 3, 2017

“There are many flaws in the bullish argument for the greenback”…

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Key Calls (Tuesday): Upgrades, Downgrades & Initiations

October 3, 2017October 3, 2017

You need an upgrade.

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1 Comment on Key Calls (Tuesday): Upgrades, Downgrades & Initiations

‘Do You Accept Rubles?’ Facebook Admits 10 Million People Saw Russia-Linked Ads

October 2, 2017

“Weren’t some of these ads paid for in Russian currency? Why didn’t your ad review system notice this and bring the ads to your attention?”

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4 Comments on ‘Do You Accept Rubles?’ Facebook Admits 10 Million People Saw Russia-Linked Ads

Rotate Me.

October 2, 2017

“The past few weeks have been marked by significant rotations.”

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What Happens In Vegas.

October 2, 2017

A somber day. An ebullient market.

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1 Comment on What Happens In Vegas.

If You’re Short Volatility, Do Yourself A Favor And Go Buy A New iPhone

October 2, 2017October 2, 2017

Here’s one that’s sure to bring in some angry e-mail from both the Apple acolytes and the vol. sellers.

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3 Comments on If You’re Short Volatility, Do Yourself A Favor And Go Buy A New iPhone

This Is It: One Trader Calls The Top

October 2, 2017

“If you dared suggest maybe their theories might be flawed, you were labeled a luddite who did not understand the massive imbalances in the global financial system.”

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3 Comments on This Is It: One Trader Calls The Top

Reagan Adviser: Every Member Of Trump’s Cabinet May Go Down As The Worst In History

October 2, 2017

“…prominent figures on both sides of the political divide are already wondering whether the administration could be historically incompetent.”

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3 Comments on Reagan Adviser: Every Member Of Trump’s Cabinet May Go Down As The Worst In History

Trader: A Part Of Me Wants To ‘Sell Everything’

October 2, 2017

“On a purely emotional basis, I was torn between sell everything — hard to do in foreign exchange — and wondering anew whether news itself no longer has any meaning for investors.”

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1 Comment on Trader: A Part Of Me Wants To ‘Sell Everything’

Goldman To Start Bitcoin Trading Operation: WSJ

October 2, 2017October 2, 2017

“In response to client interest in digital currencies we are exploring how best to serve them in this space.”

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The Poison Pill: ‘Trump May Have To Resort To Shutting Down The Government’

October 2, 2017

“We struggle to understand the positive market reception to the unveiling of the detailed tax reform proposal last week. In our view, the plan, which is not even close to meeting the Byrd test, has little chance of becoming a reality.”

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4 Comments on The Poison Pill: ‘Trump May Have To Resort To Shutting Down The Government’

Cryptocurrency Monaco Soared Nearly 700% After Promoting A Visa Deal That Never Happened

October 2, 2017October 2, 2017

“In retrospect, we probably wouldn’t put the Visa name on there yet.”

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‘Until It Blew Up’…

October 2, 2017

“They mistake the distortions of their wall of money for the wisdom of their observations.”

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2 Comments on ‘Until It Blew Up’…

‘What’s The Worst That Can Happen’? Pandora’s Box And The ‘Balkanisation’ Of Spain

October 2, 2017October 2, 2017

“If he loses support in parliament, there’s an outside chance that this could topple the government and create unexpected political risks.”

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1 Comment on ‘What’s The Worst That Can Happen’? Pandora’s Box And The ‘Balkanisation’ Of Spain

‘Facebook Has Been Weaponized By Aliens’

October 2, 2017October 2, 2017

“However reluctantly, Zuckerberg is recognizing the not-so-nice aspects of our ever-more-interconnected world.”

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‘Maybe Volatility Is The Answer.’

October 2, 2017

“All this combines to suggest a volatile fourth quarter. Year-end themes remain elusive.”

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‘These Go To 11’: SocGen ‘Goes There’

October 2, 2017October 2, 2017

“This is the second longest stretch of consecutive gains for the MSCI World since its formation in 1969.”

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1 Comment on ‘These Go To 11’: SocGen ‘Goes There’

Key Calls (Monday): Upgrades, Downgrades & Initiations

October 2, 2017October 2, 2017

You need an upgrade.

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‘Tell Them This Guy Is Crazy’: Trump Now Instructs Advisors To Tell People He’s Lost His Mind

October 1, 2017October 1, 2017

“The downsides are obvious.”

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3 Comments on ‘Tell Them This Guy Is Crazy’: Trump Now Instructs Advisors To Tell People He’s Lost His Mind

Hurricane Damage: Full Week Ahead Preview

October 1, 2017

Ok, well it’s Sunday which means, barring Trump wandering into a nuclear war in the next several hours, tomorrow will be Monday. This week they’ll be a lot of talk about…

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One NFL Player Explains What The Protests Are Really About

October 1, 2017

“We want to lend our voices to changing this flawed system, which is crippling our nation and especially affects people who are poor or of color.”

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1 Comment on One NFL Player Explains What The Protests Are Really About

FEMA’s Brock Long Reckons Normandy And The Moon Ain’t Got Nothin’ On Puerto Rico

October 1, 2017October 1, 2017

“The most logistically challenging event the United States has ever seen.”

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11 Comments on FEMA’s Brock Long Reckons Normandy And The Moon Ain’t Got Nothin’ On Puerto Rico

Booms, Busts And (No) Recoveries

October 1, 2017

“Painting over cracks”…

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3 Comments on Booms, Busts And (No) Recoveries

‘A Fly In The Ointment’ But Nothing To Worry About, Apparently…

October 1, 2017October 1, 2017

“We would characterize existing political risks as of the run-of-the-mill variety that investors always face and a far cry from the high-stakes political events of the past several quarters (events that markets navigated with aplomb.”

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1 Comment on ‘A Fly In The Ointment’ But Nothing To Worry About, Apparently…

Trump Lashes Out At ‘Little Rocket Man’: ‘Save Your Energy Rex’, We’ll ‘Do What Has To Be Done’

October 1, 2017October 1, 2017

Forgive me, but it almost seems like he wants this to escalate. That is: why would you say that?

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4 Comments on Trump Lashes Out At ‘Little Rocket Man’: ‘Save Your Energy Rex’, We’ll ‘Do What Has To Be Done’

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