“Please slow down”…
Author: therealheisenberg
‘Things Aren’t Falling Apart, But’ – Dismal Auto Sales Unleash Treasury Rally
“… but they are definitely falling.”
Sold To You, ‘Dumb’ Money
Of course, it’s becoming increasingly difficult to determine who exactly is the “smart” money and who’s the “dumb” money these days…
As Trump Gleefully Calls For Dow 22,000, One Analyst Says ‘Look At The Facts’
“The circus at the White House makes for compelling viewing, as evidenced by the recent rise and fall of “the Mooch.” But if you want to forecast asset markets correctly, focus on the facts.”
John Podesta: Gen. Kelly, You Shouldn’t Have Taken That Job
“As a former White House chief of staff, the best advice I could have given Gen. John F. Kelly has been overtaken by events: Don’t take the job.”
‘He Wants It Out Immediately’: Trump Worked With Fox To Create Fake Seth Rich Story
“Not to add any more pressure but the president just read the article. He wants the article out immediately. It’s now all up to you.”
ISM Misses Narrowly, But Prices Paid Beats
July U.S. ISM Manufacturing Falls to 56.3 vs Est. 56.4.
Bubble Mechanics: ‘The Only Sensible Thing To Do Is Keep Buying’!
“We’ve come to hope and expect that payment for current excesses can be put off longer than our careers will last.”
Incomes Flatline, Spending Barely Grows, PCE Manages Not To Be Catastrophe
Well, this could have been better.
Goldilocks Data In Europe Is ‘Just Right’ For Risk
What do you get when you combine PMI data that underscores dovish inflation dynamics with generally positive reads on the overall pace of economic expansion?Â
Tuesday Scaramucci Satire: ‘Bring Back The Mooch!’
Chanting “Bring back Mooch”…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
RBA Flags Risk To Outlook, Inflation From Stronger Aussie
It’s probably going to take more than some jawboning…
China Caixin PMI Beats, In Good News For The Reflation Narrative
More tea leaves from the global engine of growth and trade…
‘A Sudden Fracture In The Risk Outlook’ As South Korea Manufacturing PMI Dives
Unfortunately, you kind of have to care to the extent it matters for the global economic outlook…
Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top
But we would caution that you have now run out ahead of your fairy godmother…
Gamblers Make 7.5X Their Money Betting On Scaramucci’s Ouster
Late last week you could have bet on Jul-Aug. 2017 for just 14 cents.
‘High Levels Of Risk Appetite Signal Worse Asymmetry Of Returns,’ Goldman Warns (Again)
“A key near-term risk to the carry-friendly low vol regime could be rates increasing too fast, in particular real rates.”
The Dog Days: July In Charts
The dog days are here…
Scaramucci Fired After 10 Days
TRUMP REMOVES SCARAMUCCI FROM COMMUNICATIONS DIRECTOR JOB
‘WTF Is This?!’ Investors Dumped Most Tech Stocks Since 2007 Last Week
It was, poignantly, a Captain Picard moment.
Hey Republicans, If You Thought Health Care Was ‘Hard,’ Wait Until You Try Tax Reform
“Indeed, if the GOP thinks replacing the Affordable Care Act has been a nightmare, just wait until they try to reform the tax code.”
Euro Surges To January 2015 High
“More plz. Ok. Thnx. Bye.”
Iron Ore ‘Boom’ Fails To ‘Enhance The High’ For Dead-Sober Bond Yields
In other words: bonds ain’t buyin’ it.
Trump’s Preferred ‘Confidence’ Meter Down Every Month Since He ‘Created’ It
“I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me.”
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