“I don’t like heroes. The concept of heroes is never great”…
Author: therealheisenberg
“Nothing To Get Bullish About”: Is The Long Dollar Trade Dead?
“There’s nothing to get bullish about in la-la dollar-land”…
Daily Kickstart (King Trump Tanks King Dollar)
It’s “too complicated.” I imagine that probably sums up Donald Trump’s feelings about a lot
Sterling Spikes As May Delivers Brexit Speech
“I don’t want to see the EU unravel”…
Here’s Chinese President Xi Jinping’s Message To The World
“There is no point in blaming economic globalization for the world’s problems because that is simply not the case.”
One Trader’s Message To Markets: No, This Is Not A “Bad Dream”
Normally, my sentiments with regard to markets align pretty closely with those of former FX trader and Bloomberg contributor Richard Breslow. Not this morning.
Western Democracy’s Last Stand: Merkel Versus Trump
The irony in all of this is that should Merkel lose the battle, the savior of Western democratic ideals may well end up being a communist…
Chart Check (A History Of Major Treasury Selloffs)
Ok look, it’s anyone’s guess where yields are going to be in 12 months. Rates
5 Recent FX Flash Crashes: Triggers, Amplifiers, & Stabilizers
Earlier today in “Anatomy Of A Flash Crashing Black Swan,” I noted how multi-sigma events (i.e.
Anatomy Of A Flash Crashing Black Swan
Let’s see, in 2015 there was the Swiss franc in January, German bunds in April/May,
15 Things We Learned About Donald Trump From His Interview With The Times
“People don’t want to have other people coming in & destroying their country”…
Mind The GAAP
“I pro-forma’d the f*ck out of those people in there! Voila!”…
This Is What It’s Come To In America
“Fake news: Michigan GOP elector didn’t choose suicide over voting for Trump.”
A “Clean And Hard” Pounding: Complete Recap Of Pound’s Rough Day
As expected, all anyone cares about this morning is cable, which of course plunged overnight on reports that UK PM Theresa May is set to push the envelope on a “hard Brexit” in a speech on Tuesday.
China’s Nasdaq Crashes
The normalization of initial public offerings (IPOs) in China could help raise the financing efficiency
Monday Morning Chart Check (“Clean And Hard” Edition)
Theresa May likes her Brexits “clean and hard.”
Sunday Humor (Scottish TV Guide Edition)
“After a long absence, The Twilight Zone returns”…
Macro Funds “Losing Patience” With British Pound; Trump Comments, UK Treasury Provide Little Relief
Sunday was all about Brexit. The stage was set for cable to collapse today after The
Chart Check (Let’s All Move To Hong Kong)
Are you a Chinese citizen who wants to circumvent Beijing’s increasingly onerous capital controls on the
Pound Plunges On Brexit Fears
So just what kind of hit are we talking about for sterling due to May’s speech,
“Fasten Your Seat Belts” Or, Prepare For A “Pound”ing
So what did we learn on Saturday evening? Well, we learned that next Friday’s circus
“Expect A Correction”: Big Brexit Speech “May” Sow Chaos
You can argue for protectionism and against progressivism and multiculturalism all you want, but what you can’t do is stop the market from rendering its own judgement.
2016 Vs. 2017: YTD Returns
Anything would have been better than last year…
Is The Market Turning On The Man In The Blonde Wig?
And now, back to our regularly scheduled programming…
China: We’ll “Fight Against Protectionism,” Lead “Global Governance” Push
Beijing is making a concerted effort to present China as the new champion of global governance. To the extent Trump believes he’s undercutting the Chinese, he’s actually creating a kind of power vacuum that Xi Jinping is more than happy to fill.
Chart Check (Heisenberg “Uncertainty” Principle)
What’s wrong with this picture?
Dear Donald: You’re Not Hamilton And We’re Not Living In 1791
Since the election, these pages have been awash with commentary suggesting that the incoming Trump
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