Impetuous Markets
As regular readers are acutely aware, I’m a big fan of Bloomberg’s Richard Breslow. I’d even go so far asContinue Reading
Author: therealheisenberg
Will Trump’s Fiscal Policy Be A “Game Changer”?
From Deutsche’s Alan Ruskin (emphasis mine): For those who were sitting on trading floor, it felt like Brexit all overContinue Reading
Because I Couldn’t Help It…
You just have to laugh (from SocGen dated 11/09/2016)… Thanks a lot SocGen…
How Strong Is Too Strong For The Dollar?
How strong is the dollar and what will America’s new commander in chief tolerate in terms of USD strength? ThoseContinue Reading
“7 Days Later”
Tuesday will mark “7 Days Later” for the US. No, we didn’t a zombie apocalypse last week, but we didContinue Reading
Global Bonds Slide $1 Trillion
The problem is simple, suppressed vol allowed vol targeting strats to lever up but when vol spikes, these strats areContinue Reading
“The Ultimate Extension To The Decoupling Theory”
Well, count me surprised. We’ve weathered the black swan walking – the comb over cowboy – the belligerent billionaire. HereContinue Reading
All Hail The King
‘Twas election night in America, when all through the house Not a creature was stirring, not even a mouse; MyContinue Reading
Because Someone Had To Say It…
Average American voter explains a ballot cast for Trump:
Trader: “I See It, And Still Don’t Believe It”
How many times have I said it? Your politics or your money, choose wisely. Well America has chosen and theContinue Reading
Deutsche Bank Weighs In On Trump
Here’s Deutsche’s George Saravelos: It will take a very long time to understand the implications of a potential Trump presidency.Continue Reading
One Bank Explains What Comes Next
Here’s Citi on Trump: Donald Trump Wins the 2016 Presidential Election, With Republicans Controlling Both House and Senate Based onContinue Reading
President Trump
Well, America has officially lost its mind. Donald Trump is the President elect. We’ve Plaxico’d ourselves. Futs have tanked… …theContinue Reading
So Much For Liquidity
Well this isn’t what you want to see: (Charts: Morgan Stanley) So much for liquidity….
Goldman’s “Guide To Election Night”
(Charts: Goldman)