“Do I have high conviction? Yes. For a reason.”
Author: therealheisenberg
‘They Have Chased Bears Back Into The Woods’: Oil Clings To Gains As Sentiment Turns
Listen, people are super excited about crude. On Tuesday afternoon, we got the latest API
‘In This Scenario We Could See Turbulence’: Lowe Warns On ‘Tipping Point’
“If such a tipping point were reached, inflation pressures could emerge quite quickly.”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Aussie Dives As Highly Anticipated CPI Print Misses, Lowe On Deck
Ok, so believe it or not, you’re going to need to parse the Australian CPI print…
Tuesday Satire: Girl Scouts Obtain Restraining Order On Trump
“Failing Girl Scouts bad (or sick) guys.”
‘After All, Populism Is Inflationary’: The Case For A ‘Gold’en Tail Hedge
“After all, populism, protectionism and deficit spending are all inflationary.”
Making Stupidity Great Again
“Hello, you have reached the United States of America. We’re sorry no one is here to take your call right now.”
Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’
“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…
Solving The Mystery Of The Big 2Y Short: ‘It’s Too Damn Rich!’
But there may be a simpler answer still…
‘Does This Train Have Any Brakes?!’ Goldman Slashes HY Energy
“History has shown that attempting this type of timing has rarely succeeded.”
Survey Says! ‘Consequences Could Be Very Painful’
“We have had a liquidity-fueled bull market [and] if that is taken away, there is a pressure point.”
As Bonds Slide, Here’s A Look At The Behind The Scenes Action
Let’s just scan the tape for interesting shit, shall we?…
‘Throw Us A Little Volatility Here, We’re Begging You’
“The Fed’s halting journey toward balance sheet normalization makes Odysseus’s trip home seem like a speedy jaunt on the hyperloop in comparison.”
Subpoena Issued For Paul Manafort
“While we were willing to accommodate Mr. Manafort’s request to cooperate with the committee’s investigation without appearing at Wednesday’s hearing, we were unable to reach an agreement.”
‘Kamikaze’: Trump Declares War On Law Enforcement With Tuesday Morning Tweets
“They bring us clearly into the territory, where we may have been for a while, of a president bent on destroying the authority of the Justice Department that he worries, perhaps for reasons only he knows, may destroy him.”
‘Trapped In The Waiting Room’
“There’s no reason why you can’t be trapped in the waiting room and still keep yourself occupied and have a bit of fun.”
‘Heavy Selling’ Seen In Treasurys After Block Trade ‘Spooks’ Market
“Another wave of selling was evident after the trade was published, potentially spooking the market.”
Pound, Euro Suddenly Surge, Trump Tweets ‘Very Big, Exciting’ Trade Deal With UK
After regaining its footing while bumping around at a 14-month low on Monday, the broad
The Germans Are ‘Euphoric’ And Christian Gives You A Good ‘Poking’
“This whole idea about a higher euro being bad for exporters has quite a few things you can poke at.”
Oil Spikes Again As Saudi Export Curbs, Anadarko Spending Cuts Ignite Momentum
“If Wall Street rewards them for being more reserved with their activity levels and capital expenditures, then maybe it catches on.”
Trump Says ‘Weak’ Sessions Is Hiding Hillary ‘Crimes,’ WaPo Is Helping Amazon Commit Tax Fraud
Good morning, America! Here’s some “covfefe”…
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
You need an upgrade.
Trump Demands ‘Loyalty’ From Boy Scouts, Blasts ‘Cesspool’, & Other Fun Videos
Donald Trump spent a lot of time with America’s youth on Monday.
As expected, he set a good example and his message was overwhelmingly positive.Â
Goldman Exits ETF Market Making, Leaves You In Capable Hands Of “Lesser-Known” Firms
“While some of our liquidity providers have narrowed their presence, it has opened the door for many more firms to enter the marketplace with positive results.”
Is Trump ‘Leaking’ To WaPo About ‘Beleaguered’ Jeff Sessions?
“It is not out of the question that these leaks originated out of the White House.”
Monday, Monday: The Day In Charts
“Can’t trust that day”…
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