“For every malignant or bigoted action, there will be an opposite reaction.”
Author: therealheisenberg
Key Calls (Monday): Upgrades, Downgrades & Initiations
You need an upgrade.
Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview
Well, here’s hoping this week lives up to last week…
Iron Ore Soars As China Construction Gauge ‘Booms To Enhance The High’
“Construction industry boom to enhance the high.”
China PMI Misses, Hot Weather Blamed
CHINA JULY MANUFACTURING PMI AT 51.4; EST. 51.5
This Hasn’t Happened Since 2009…
There’s been no shortage of digital ink spilled over the past couple of weeks about the euro’s inexorable rise both against the dollar and, more recently, agains the Swiss franc which at this point is more “beleaguered” than Jeff Sessions after a Trump Twitter tantrum.Â
NY Times Says Trump W.H. Is ‘Criminal Cartel,’ Hieronymus Bosch Hellscape
““They like to knife them and cut them, and let them die slowly because that way, it’s more painful, and they enjoy watching that much more. These are animals.â€
‘$50 Is A Big Number’: WTI Jumps, Venezuela Sanctions Coming ‘As Soon As Monday’
“$50 is a big number.â€
Sunday Satire: Trump Voters Outraged After Discovering They Still Have Health Care
“I went to bed Thursday night and slept like a baby, assuming that when I woke up I would have zero health insurance,†Carol Foyler, a Trump voter, said. “Instead, this nightmare.â€
These 2 Charts Are Either Bullish Or Bearish For Junk. You Choose…
Of course if you’re determined to stay bullish…
Financial Times: Mr. Trump, Give It Up, It’s Over.
“Any lingering hopes that he might grow into his role as commander-in-chief evaporated this week, a chaotic and self-destructive one even by the dismal standards of this presidency.”
Qatar’s International Reserves Just Plunged 30% In One Month
Well that escalated quickly.
5 Tail Risks That Could ‘Spoil The Party’ & Why One Bank ‘Stopped Worrying’
“We continue to stand by the message that a window of opportunity remains open”…
Franc Plunge In Focus As Traders Ponder ‘The Mystery Of The Swiss In The Night’
“I have fielded more enquiries about what’s going on this week than I have the rest of the year combined.”
Parker On Trump: ‘So Many Shiny Objects, So Few Left To Fool’
“Back at the Ponderosa…”
2 Mega Cap Charts To Consider On A Saturday Night…
Submitted for your approval – or disapproval. Whatever.
As Trump Blasts China, North Korea, ‘Fake Geniuses’ Bloomberg Begs: ‘Delete Twitter’
“At the Pentagon,â€Â reports BuzzFeed, the tweet “raised fears that the president was getting ready to announce strikes on North Korea or some other military action.â€
Don’t Look At This Chart…
“Probably nothing”…
Wall Street Journal Blasts Trump (Again): ‘It’s Him’!
“…but this shuffling of the staff furniture won’t matter unless Mr. Trump accepts that the White House problem isn’t Mr. Priebus. It’s him.”
This Is The ‘Go-To’ ETF For Tactical Purposes In Oil
“The bigger picture context is that investors need to be aware that different ETFs are used for different purposes. Frequently, there is one ETF which becomes the “goto†vehicle for tactical purposes for a given market segment. Within Energy, XOP has emerged as that vehicle.”
Guess What? Trump Probably Can’t Ban Transgender Service Members After All
“One reporter claimed to overhear someone in the Pentagon muse, “We’re taking orders via Twitter now?â€Â And the answer is, of course, no.”
Police Slam Trump’s ‘Paddy Wagon’ Speech 4 Days After Boy Scout Fiasco
“When you see these thugs being thrown into the back of a paddy wagon … you just see ’em thrown in, rough” …
There’s Good News On Buybacks! Just Don’t Read The Fine Print…
“Really though, we needn’t think too hard about this.”
Marcus: ‘The White House Has Imploded’
“The only real thing to debate in that sentence is the tense. “Has imploded†is certainly arguable.”
Jeff Gundlach Devastated After Discovering ‘Crass Hucksters’ Sold Him $1 Million In Fake Wine
Stick to investing, because when it comes to tasting vintage reds, it is you sir, who are the “fake.”
Third Person Trump Says ‘Russia Was Against Trump,’ Says ‘Dems’ Control Country
In what has become an American tradition, Donald Trump is kicking off the weekend with some inspirational tweets that are aimed at uniting a divided nation around a set of noble principles and a shared vision of hope.
Just kidding.
‘Vol. Sellers Should Walk To The Exit’: One Rates Team Is Worried About August
“In fact, August has been the worst performing month for systematic vol sellers since 2010.”
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