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Author: therealheisenberg

Holiday Road.

September 1, 2017September 1, 2017

“Well, that’s nothing to be proud of, Rusty…. 50 yaaaards.”

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This Has Only Happened 2 Other Times In – Well, In ‘Ever’.

September 1, 2017September 1, 2017

Now admittedly, “2” is a small sample size, but…

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1 Comment on This Has Only Happened 2 Other Times In – Well, In ‘Ever’.

Mueller Has Copy Of Unsent Trump Letter Detailing Reason For Comey Firing: NYT

September 1, 2017

“The May letter had been met with opposition from Donald F. McGahn II, the White House counsel, who believed that some of its contents were problematic.”

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3 Comments on Mueller Has Copy Of Unsent Trump Letter Detailing Reason For Comey Firing: NYT

EM’s Best Run Since 2004 Continues As Jobs Number Greenlights ‘Carry’ On

September 1, 2017September 1, 2017

That’s all fine and good and we wish anyone who’s still in this trade the best, but…

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Trump Reportedly Cheating On John Kelly With Steve Bannon

September 1, 2017

“… when Kelly is not around.”

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1 Comment on Trump Reportedly Cheating On John Kelly With Steve Bannon

Analysts Weigh In On What You Thought Was An Unambiguously Bad Jobs Report

September 1, 2017September 1, 2017

Ok, it’s time for everyone to try and read the tea leaves from the August

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As Trump Decries ‘Rigged System’, We Ask: How’s It Feel?

September 1, 2017

On behalf of every minority group who struggles each and every day to get ahead in a system that systematically disadvantages them…

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4 Comments on As Trump Decries ‘Rigged System’, We Ask: How’s It Feel?

Cohn Dispatched To Explain Away Bad Jobs Number, Promises Imminent Tax Reform

September 1, 2017September 1, 2017

WHITE HOUSE’S COHN SAYS JOBS REPORT NOT DISAPPOINTING

WHITE HOUSE’S COHN SAYS WE’RE VERY PLEASED WITH ECONOMY

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1 Comment on Cohn Dispatched To Explain Away Bad Jobs Number, Promises Imminent Tax Reform

Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’

September 1, 2017September 1, 2017

You want a reason to be dovish, you’ve got one now.

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3 Comments on Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’

Dollar, Yields Fall As Jobs Report Misses

September 1, 2017September 1, 2017

Well, it’s jobs day and there are a couple of ways you can approach the August print. 

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4 Comments on Dollar, Yields Fall As Jobs Report Misses

‘I’m Not Sure I’ve Talked To Anyone That Hasn’t Thrown In The Towel’

September 1, 2017

“But I have to say, the breadth of the consensus makes we wonder.”

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4 Comments on ‘I’m Not Sure I’ve Talked To Anyone That Hasn’t Thrown In The Towel’

Offshore Yuan Ties Record, Up 13th Consecutive Day

September 1, 2017September 1, 2017

6.50 doesn’t look far-fetched – at all.

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1 Comment on Offshore Yuan Ties Record, Up 13th Consecutive Day

McCain Rips Trump: He’s ‘Poorly Informed’ And ‘We Don’t Answer To Him’ Anyway

September 1, 2017

“That has never been truer than today, when Congress must govern with a president who has no experience of public office, is often poorly informed and can be impulsive in his speech and conduct.”

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7 Comments on McCain Rips Trump: He’s ‘Poorly Informed’ And ‘We Don’t Answer To Him’ Anyway

Euro Jumps As Nowotny Thinks You’re Being A Drama Queen

September 1, 2017

“Therefore, I wouldn’t over-interpret or dramatize.”

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Key Calls (Friday): Upgrades, Downgrades & Initiations

September 1, 2017September 1, 2017

You need an upgrade.

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With Corporate Debt-To-GDP At An All-Time High, The Defaults Are Coming…

August 31, 2017August 31, 2017

I have absolutely no idea how any of that is sustainable and/or realistic. 

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3 Comments on With Corporate Debt-To-GDP At An All-Time High, The Defaults Are Coming…

‘A One-Way Trip Back To The Shadows’: What Trump’s Dreamers Decision Really Means

August 31, 2017August 31, 2017

“In some of the cases they’re having DACA and they’re gang members and they’re drug dealers too. But you have some absolutely incredible kids, I would say mostly.”

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3 Comments on ‘A One-Way Trip Back To The Shadows’: What Trump’s Dreamers Decision Really Means

Trump To Actively Undermine Obamacare With Deep Spending Cuts

August 31, 2017August 31, 2017

Well don’t worry America, because if Obamacare wasn’t already in trouble, Trump is going to do everything in his power to undermine it.

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11 Comments on Trump To Actively Undermine Obamacare With Deep Spending Cuts

Riders On The Storm.

August 31, 2017August 31, 2017

Right, so the storm wasn’t supposed to come until next month.

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1 Comment on Riders On The Storm.

‘Peak Dollar?!’ Not So Fast You Ethereum-Lovin’ Millennial Shill

August 31, 2017

“Frankly, I’d be more convinced by an argument suggesting that the world’s reserve managers are going to hire a bunch of millennials who’ll switch their dollars into bitcoins, ethereum, and other crypto-“stores of value”.

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2 Comments on ‘Peak Dollar?!’ Not So Fast You Ethereum-Lovin’ Millennial Shill

‘Bigly’: This Was The Best Month For The Yuan Since It Was Revalued In 2005

August 31, 2017

We’ve been talking all month about the yuan, and for good reason.

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Soros Worst Trade

August 31, 2017

“The trouble was, Soros got it wrong.”

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2 Comments on Soros Worst Trade

Freedom Caucus Stark Warning: Harvey Relief Can’t Be Trojan Horse For Debt-Ceiling

August 31, 2017

“That sends all the wrong message.”

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This Hasn’t Happened Since 2005

August 31, 2017

Just how enamored are equity investors with emerging markets relative to the U.S.? 

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As Far As President Ashley Schaeffer And Yields, Goldman Figures It Can’t ‘Feasibly’ Get Any Worse

August 31, 2017

“Given how negative sentiment on the political outlook has become, it’s feasible this sell-off in the 10-year could originate with a positive surprise from the policy process.”

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Narratives: One Trader Demands To Know ‘Through What Puerile Prism’ You’re Looking

August 31, 2017

Last week’s, “this is so obvious” has morphed into “not so fast Kemo Sabe” heading to next week’s inevitable, “I knew it all along.”

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Deflation Is Here And The Ice Age Cometh: Albert Edwards Is Back

August 31, 2017

“I was too optimistic!”

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