This Hasn’t Happened In 82 Weeks
On Sunday evening in the tongue-in-cheek-entitled “Investors Dump Stocks For Super-Safe Junk Bonds,” we noted that in the week toContinue Reading
Author: therealheisenberg
Janet Yellen Tries Twitter Q&A, Twitter Says “WTF?”
Well, markets look to have made it through Janet Yellen’s “ask-a-Fed-chair” session without incident. Which is good for asset prices, but seems to have frustrated some netizens.
Vive La France! A Bad Holocaust “Joke,” A Goldman Short Reco, And A 4-Way Race
The “funny” (I mean, it’s not really “funny”, but it kinda is at the same time) thing about Marine LeContinue Reading
One Bank Explains What’s Next For Oil, Commodities, And The Risk Assets They Influence
One of the notable market developments over the past month was the spike in HY’s correlation to crude prices whenContinue Reading
Deutsche Bank Exclaims: “This Is The Most Boring Year Ever!!!”
Credit. Is. Passed. The. F*ck. Out.
Calling Off The Dogs? Bannon Mouthpiece Breitbart Orders Editors To Be Nice To Jared Kushner
This is nothing if it’s not hilarious….
Cartoon Break (“Spin The Wheel”)
“Where he stops, nobody knows”…
Relax: Syria’s Assad Didn’t Use White Phosphorous, “Just” “Incendiary Russian Cluster Bombs”
“However, Neil Gibson, an expert at Jane’s Information Group, said the firestorm looked more likely to have been caused by RBK-250 or RBK-500 incendiary cluster bombs.”
Gundlach: “This Reflation Trade Is Going Away”
We’ve been saying since January that investors were showing signs of fading the reflation narrative (a.k.a. “the Trump trade”). OurContinue Reading
“We’ve Got To Turn This Around” – 30 Trump Staffers Held Secret “Rebranding” Meeting Last Week
“One hundred days is the marker, and we’ve got essentially two-and-a-half weeks to turn everything around,” said one White House official. “This is going to be a monumental task.”
We’re At “An Inflection Point” – Here’s How NOT To Play It
Over the weekend, we talked a bit about the “seismic battle taking place between the bullish growth, bullish risk asset,Continue Reading
Goldman Has A “Compelling” Trade Idea, So Listen Up
“For investors looking for a macro hedge, credit offers more attractive hedging opportunities. For investors adding to bullish positions, equity offers more attractive buying opportunities.”
“How Could It Be That You Didn’t Know?” McMaster Implicates Moscow In Syria Chemical Attack
“I think what we should do is ask Russia, how could it be, if you have advisers at that airfield, that you didn’t know that the Syrian air force was preparing and executing a mass murder attack with chemical weapons?”
After Frozen Jobs Report, Goldman Says Economy Still On F*cking Fire
“We think the labor market is at full employment, with a risk of overheating over the next 1-2 years given our forecast for growth.”
#Thiswasabadidea: Amid All Kinds Of War, Janet Yellen Takes To Twitter To Calm Nervous Markets
Oh what a difference three days and one Dudley makes. See, you (and a whole bunch of other folks) misconstruedContinue Reading