In all my many years observing and analyzing markets, I don’t know that I’ve ever
Author: therealheisenberg
A Little Reminder About Macro, Ca. 2010
Just to underscore why, as a macro guy, I focus so much on tail risk,
Is The “Full Employment” Meme A Myth?
I talk to a lot of folks (both pros and retail guys/gals) about markets and,
The Ghosts Of Central Banks Past And Future
Well, it’s just about over. The greatest (or worst, depending on how you’re inclined to
A “Deluge” Of “Craptacular Sh*t”: Barclays Complaint Reveals How They Really Felt
Early on Friday, I outlined the deals Deutsche Bank and Credit Suisse were able to strike with
Goldman: We Were “Mostly”/ “Partially” Correct On 2016 EM Predictions
One of the more popular posts on this site in December carried the headline “Goldman
“SuperPutin”: 5 Hilarious Quips From Putin’s Annual Press Conference
Vladimir Putin is the middle of his annual marathon press conference which The Telegraph describes
“Deja-Vu All Over Again”: Why 2017 Looks A Lot Like 2016
“Twas the Friday before Christmas and all through the house, …” Wait. To hell with
Daily Kickstart (“Sh*t Loans” Edition)
Deutsche Bank and Credit Suisse are on the move overnight after the banks both settled
Beware The “Currency Cold War”
One of the key themes in 2016 was the extent to which the dollar dictated
“Whoa, Who Said That?” Trump Calls Berlin Attack “Jihad Against Christians”, Promptly Forgets
There’s really not a whole lot I can add here, other than to just give
Paul Krugman Rips Trumponomics, Issues Hilarious Two-Word Warning
Ok, I’ll be honest. I spent almost two years of my professional career writing anonymous,
The Good Old Days “Are Surely Over” For Hedge Funds
“2 and 20” works fine when things are going well. Not so much when things
Billionaire Jamie Dimon To Businesses: “Share The Wealth A Little Bit, Ok?!”
One person who benefited handsomely from the rally off the 2009 bottom is JPMorgan Chase’s
Rise Of The Machines Will Lead To “Communist-Style”, “Unconditional” Basic Income
I know someone who works at McDonald’s in New York state. This person makes $9.50/hour
Daily Kickstart (Watch US Data For Direction)
European and Asian bourses are mixed on Thursday amid thin holiday trading following Wall Street’s
A Graphical History Of Oil Prices
“Traders are getting antsy and think this is a global oversupply pushing barrels into the
Fearing Trump, Liberals Buy Guns, Prepare For “Apocalypse”
Earlier this week, someone asked me to disclose how much physical gold and silver I
Most Russians Regret The Fall Of The Soviet Union: Study
Ok, I admit it: I’m not big on totalitarian regimes and autocrat rulers. I’m a
What’s Up With This? Percentage Of Young Americans Living At Home Hits 75-Year High
How many times have you heard that we’re nearing the “end of cycle” lately? Or
Daily Kickstart (Swedish Edition)
It makes total sense to take some money off the table. We’ve priced in no
Leaked Memo Shows Russia Didn’t Make Trump’s List Of “Defense Priorities”
Well this is truly epic. Those who have followed Donald Trump’s campaign from his grandiose,
Here’s What Carl Icahn Did After Trump’s Election
Over the past several weeks, I’ve noted time and again how markets seem to be
A Recent History Of Global Trade In One Chart
Ok, so let’s just be honest here. Anyone who suggests that the world would be
Goldman Predictions No Better Than Coin Flip, Bank Admits
Some folks think of Goldman Sachs as a collection of the smartest guys in the
Presenting A Timeline Of China’s Fraught Currency
On Monday I took an in-depth look back at China’s trials and travails as they’ve played
Daily Kickstart (BoJ Recap Edition)
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
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