In “not very exciting but nonetheless important” news, PBoC adviser Huang Yiping has gone on
Author: therealheisenberg
Reflections On The “Deeply Troubling” End Of Globalization
So, how many times in the past month have I written something about the possible
Daily Kickstart (European Stocks Get Lift From PMI Data, But Political Jitters Persist)
“While the strong end to 2016 is encouraging news the manufacturing revival clearly remains vulnerable to political risk.”
“Fertile Ground For Conspiracies And Revolutions”
Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.
How The Alt-Right Blogosphere Is Destroying Society
Unconcerned with the real-world ramifications of their disingenuous online banter, they revel in the fact that they can exploit uneducated readers, conspiracy theorists, and those who generally lack critical thinking skills for their own personal gain
Reader “Submission” (Get It?)
“I always knew he was very smart!”
“Keepin’ It Real”
“He just seems to have these swans on his mind”…
“It’s The Economy, Stupid”: January Preview
Don’t forget that next week, we’ll get the latest NFP number which will be used as fodder for Trump no matter how it prints.
“All Bets Are Off”
“If all bets are off then there can’t be any money, can there?”
On The Perils Of Trading In A 140-Character World
Judging from some of the mail I get and from some of the conversations I’ve
Trump Tweets Absurd New Year’s Eve Message To Haters
President-elect Donald Trump has tweeted some truly ridiculous things over the last several days while the
(Re)Balancing Act Bolsters Treasurys Into Year End
One question going into a week in which the tape was painfully thin across the
Mayhem In Money Markets: China Warns Investors Not To “Underestimate” The Danger
The complexity of the situation shouldn’t be underestimated. That’s a quote from the PBoC emphasizing
Why One Analyst Is High On High Yield
High yield had a hell of a year in 2016. In fact, at least as
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…
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