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Author: therealheisenberg

O, Canada! China?! Yellen Yellin’: Full Week Ahead Preview

July 9, 2017July 9, 2017

Ok, well this should be an interesting week. We’ll get the BoC, which will make

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Why We’re Vulnerable: CTAs’ ‘Oversized Loss’ Betrays Extreme Positioning

July 9, 2017

“Recent oversized loss in response to a relatively minor sell off suggests a substantial overweight: A 20bp rise in rates has produced comparable losses as a 50bp sell off across the presidential elections in November.”

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An Incredulous Marco Rubio Lampoons Trump’s ‘Cyber Security Unit’ Tweet

July 9, 2017

It is indeed as ridiculous as it sounds. Marco thinks so too.

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5 Comments on An Incredulous Marco Rubio Lampoons Trump’s ‘Cyber Security Unit’ Tweet

OPEC May Ask Libya, Nigeria To Cap Output In Effort To Rescue Market

July 9, 2017July 9, 2017

KUWAIT: OPEC, NON-OPEC INVITED LIBYA, NIGERIA TO MEET IN RUSSIA
KUWAIT: OPEC, NON-OPEC TO DISCUSS OUTPUT CAPS ON LIBYA, NIGERIA
KUWAIT: LIBYA, NIGERIA MAY BE ASKED TO CAP OUTPUT SOON

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‘A Few Weeks Ago, We Were Whistling Past The Graveyard’: 2 Charts To Watch In Junk

July 9, 2017

Now “the high-yield bond market is waking up,” he went on to caution.

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oil, OPECLeave a Comment on ‘A Few Weeks Ago, We Were Whistling Past The Graveyard’: 2 Charts To Watch In Junk

Saudi State Media Accuses Qatar Of Bribing ‘Sorcerers,’ ‘Harnessing Genies’

July 9, 2017July 9, 2017

“Sorcerers from Senegal and Mauritania get millions of dollars after sheikhs in Qatar offer to bring down spirits and harness genies to solve the crisis.”

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Goldman Previews Q2 Earnings Season

July 9, 2017July 9, 2017

Look, here’s the thing: Goldman has got some shit on their chest they need to get off with regard to upcoming earnings results.

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NY Times Presents: Vlad, The Trump Impaler

July 9, 2017

Their conversation boiled down to this:

Trump: “Did you do it?”

Putin: “Nyet.”

Trump: “Whew! Glad that’s out of the way.”

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1 Comment on NY Times Presents: Vlad, The Trump Impaler

If This Is The Big One, ‘You’re Going To Have To See It Here Too’…

July 9, 2017

“Do as we say in rates and do as we do in credit” – or something.

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1 Comment on If This Is The Big One, ‘You’re Going To Have To See It Here Too’…

Trump: Me And Putin Forming ‘Impenetrable Cyber Security Unit’ To Make Hacking Safe Again

July 9, 2017

“Make hacking and many other negative things safe and guarded again.”

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2 Comments on Trump: Me And Putin Forming ‘Impenetrable Cyber Security Unit’ To Make Hacking Safe Again

‘The Real Fun Is Just Beginning’: Quants Stare Blankly At Worst Losses In 10 Years

July 8, 2017July 8, 2017

It’s been a long time coming, but the week(s) of reckoning have finally come for

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President Pence?

July 8, 2017

“The appeal of Mike Pence to many is rooted in a desire to get us back to some sort of normalcy in the presidency.”

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7 Comments on President Pence?

Anadarko’s Al Walker Says US Shale Is An Alcoholic And Investors Are ‘A Problem’

July 8, 2017

“It’s kind of like going to AA. You know, we need a partner. We really need the investment community to show discipline.”

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oil, OPEC5 Comments on Anadarko’s Al Walker Says US Shale Is An Alcoholic And Investors Are ‘A Problem’

What Kind Of Crook Is Donald Trump?

July 8, 2017July 8, 2017

“But what crime? Can anybody identify the crime?”

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6 Comments on What Kind Of Crook Is Donald Trump?

‘Rout,’ ‘Tantrum,’ ‘Debacle,’: One Trader Says ‘This Is All A Bunch Of Tripe’

July 8, 2017July 8, 2017

“And we have newspaper people on the payroll, don’t we, Tom?”

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3 Comments on ‘Rout,’ ‘Tantrum,’ ‘Debacle,’: One Trader Says ‘This Is All A Bunch Of Tripe’

Can Trump Pardon Himself?

July 8, 2017

“So it’s a live question: Infuriated by these investigations, will the president try to short-circuit them by pardoning himself and others caught up in the Mueller investigations? And, if he did, would those pardons be valid?”

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5 Comments on Can Trump Pardon Himself?

‘The Clock May Stop Ticking’: Oil Price Rout Bites As HY Energy Issuance Plunges

July 8, 2017

Tick, tock. 

Tick, tock…

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oil, OPECLeave a Comment on ‘The Clock May Stop Ticking’: Oil Price Rout Bites As HY Energy Issuance Plunges

Surreal Picture Shows Ivanka Sitting In For Trump At G20 Summit

July 8, 2017

America is now officially a Third World dictatorship.

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If Trump Has Read Machiavelli, It Doesn’t Show

July 7, 2017

Including tweets? “Including tweets,” he acknowledged…

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Hedge Funds Now Most Net Short 2Y Since 2007

July 7, 2017

Yeah so, this is worth noting as you ride off into the weekend sunset..

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‘There’s No Such Thing As A Bad Tick’ – Another Theory On Silver’s Flash Crash

July 7, 2017

Via Kevin Muir of “The Macro Tourist” fame It’s one of those periods when everything

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Photo Of The Week: Mike Pence Visits NASA

July 7, 2017July 7, 2017

“Critical Space Flight Hardware”

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BofAML: ‘Simply Said’, Shit Just Isn’t That Volatile

July 7, 2017

You know, at a certain point this just becomes laughable and almost not worth mentioning.

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1 Comment on BofAML: ‘Simply Said’, Shit Just Isn’t That Volatile

‘If I Could Slit His Neck’: HanAssholeSolo Critic Describes Alt-Right Death Threats

July 7, 2017

“Same goes for pretty much any shitlib whiny or fake-news propagandist. The only thing stopping me is that it would be inconvenient, and the fact that the law enforcement apparatus is still semi-functional.”

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5 Comments on ‘If I Could Slit His Neck’: HanAssholeSolo Critic Describes Alt-Right Death Threats

Goldman Presents: 3 Reasons For Equity Investors To Fear A Slowdown In Global Trade

July 7, 2017

So obviously, deglobalization is a terrible idea. It’s a step backward in time. It represents

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1 Comment on Goldman Presents: 3 Reasons For Equity Investors To Fear A Slowdown In Global Trade

Trump & Putin: The Forgotten Hits

July 7, 2017

“I’ll be watching you”…

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The Risk Parity Unwind Is Underway – But One Strategist Says It’s Fine

July 7, 2017

Given what we’ve seen this week in terms of DM yields spiking and that spilling

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1 Comment on The Risk Parity Unwind Is Underway – But One Strategist Says It’s Fine

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