“We’ve noted individual automakers increasingly engaged in aggressive discounting. GM is suddenly standing out in this regard with incentives up $1,350 per vehicle.”
Author: therealheisenberg
Rex Tillerson “Doesn’t Want” To Be Secretary Of State – Which Is Fine, Because Jared Kushner Does
“I didn’t want this job. My wife told me I’m supposed to do this.â€
These Charts Say We May Be Long Overdue For A “Flight To Safety” Episode
As explained in these pages exhaustively, last month’s “Holy Schatz” moment that saw the front
“Some Folks Missed Payments”: There’s A Storm Brewing In China
Some folks missed some payments. In the wake of the PBoC’s move to implement a
Kolanovic: Tuesday Was “No Surprise,” Should “Not Be Fitted To Political Narrative”
“While we don’t want to minimize the impact of political developments, today’s move was primarily technical and should not be fitted into a political narrative (which in fact was neutral between developments in France and US).”
Stock Selloff Goes Global
Investors “needed a good reason to take profit, and here it is.”
“Death By A Thousand Cuts”
“The market didn’t collapse. It went down. In the scheme of life, this is nothing. On the other hand, death by a thousand cuts has to be acknowledged at some point. “
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
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Trader: Don’t Worry, Be Happy – But Remember That Donald Trump Sucks
“Trump’s attacks on free trade and a lack of cohesive economic policy may be doing severe and permanent damage to brand U.S.A., and I frequently reiterate the long-term bearish dollar arguments, but a few weeks of risk aversion shouldn’t prompt panic or concern for the macro investor.”
“Equities Blinked”: One Bank Warns “We’ll See More Days Like This”
“It is not yet clear whether this warrants a tactically more defensive stance on credit. But volatility should be higher and we should see more days like this.”
Low “Bar”: Gorsuch Admits Trump’s Attacks On Judges Are Probably Bad
“Anyone is anyone”…
Full Retard: Drexel Hamilton Says Buy Snapchat For 50% Upside
Snap is a “platform for the imaginationâ€!
“This Is No Different” From 1987: Is Marko Kolanovic Right?
“When an institution allocates to a momentum strategy in the hope of cushioning itself from stock market downdraughts it is really commissioning someone to sell stocks on its behalf into a falling market.”
White House On Stocks: Then Versus Now
Then versus now…
“This Is Not A Tail Event”: A Subtle Reminder About Stock Market Mayhem
It happens more often than you think…
Investors Proper “FRAC”ed As “PUMP” Dumps
Let me tell you something you might not have known. Now is the time to
“Another Plank” Supporting The Dollar Has Been Removed
With the broad dollar sinking… …and the euro hitting six week highs (well on its
The Chinese Capital Flight Doom Loop & Why A One-Off Depreciation Could Cause A Crisis
” We take the contrary position and believe that a big devaluation might turn out instead be the final straw on the camel’s back of China’s credit bubble, leading to an even greater crisis.”
Here’s How To Return 51% Trading USDJPY
“The 50-day moving average (DMA) for USD/JPY is set to cross below the 100-DMA of the currency pair, and while I normally dismiss moving averages as a technical signal, this time is different.”
Behold! The Shale Oil “Deflationary Cycle” Flow Chart
We’ve written exhaustively about the deflationary dynamic that grips crude markets. Indeed, what you’re seeing
SocGen Joins The Party, Raises Stock Portfolio Allocation On “Equity Tailwinds”
“Although certainly not cheap, US equities maintain a backing from new US economic policy, given the agenda to boost growth (corporate tax cuts, infrastructure spending, tax rebates for offshore cash repatriation) and scale back of regulations in key sectors.”
Here Are The “4 Political Risks” Goldman Is Watching
From the beginning, the Heisenberg raison d’être (if you will) has always revolved around the extent
Trader Exclaims: “They Are Making This Up As They Go Along!”
“There’s comfort to lazing in the dark, as long as you can ignore the thought of what a sudden bright light might show is making those scratching noises.”
Euro Jumps To 6-Week High After Lunatic Loses Key Debate
We start Tuesday in Europe in the aftermath of the closely watched presidential debate at
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
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