High yield had a hell of a year in 2016. In fact, at least as
Author: therealheisenberg
Your 2017 Guide To European Political Upheaval
I’ve spent a lot of time brow-beating no one in particular about markets’ apparent lack
“That’s Why I’m Richer Than You”: Executives Miss Out On Dimon Rally
Earlier this month, I took a look back at Jamie Dimon’s decision to buy nearly
China: “No Float For You!”
There’s been no shortage of speculation about the veracity of China’s GDP data which many
“Loads Of Emotions And Lots To Ponder”
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own
Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail
Earlier this month, in an interview with alternative media outlet Artvoice, Carl Paladino (the co-chair
Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video
Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”
“Overshoot” Dead Ahead? King Dollar Has Green Light For More Gains
I’ve said it before and I’ll say it again: I do not mind beating a
Trump To Trump: “Thanks Donald”
Ok, so this is all over the place this morning (i.e. I’m hardly the first
How Tight Is Liquidity In China? This Tight
Earlier on Wednesday I highlighted tightening liquidity in China. For anyone who missed it or
Daily Kickstart (China Liquidity Edition)
“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG
Heisenberg Nightcap (Dollar Edition)
I’ve written volumes lately about the soaring dollar and the worsening global USD funding shortage. Here’s a bit more…
Does Tuesday’s “Trump’d” Up Confidence Data Mean More Spending Is Right Around The Corner?
A word of caution: we’re talking about a one quarter lead time here…
“We Wish We Bought Every Bond In The Index”: High Yield Knocks It Out Of The Park
“The fundamentals still are not that great”…
Dear Nigel…
Good luck Britain…
Thank You Mr. Trump: Consumers Are Confident As Hell
“The world was gloomy before I won”…
What’s Wrong With This Picture?
Here’s a hint…
Populism Partly To Blame For End Of Bond Bubble: Strategist
“There are few places to hide for bond investors in this environment”…
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
Turkey’s Erdogan Arrests Cafeteria Worker For Tea Insult
“Insulting the president is a crime punishable by up to four years in prison in Turkey”.
Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up
“The world was gloomy before I won…”
Saudi King Starts Charity For Syria After Helping To Destroy It
Here’s why I find it highly amusing (in a morbid kind of way) that Saudi Arabia’s King Salman has now created a charity for Syrian refugees.
Presenting The 3 “Transitions” That Will Shape Markets In 2017
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
Are Dictators Better Than Chaos?
For decades Arab opinion-makers have ascribed a host of regional ills to the West…
Three Kings…
“Just don’t mention the multiples…” Via Hedgeye
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