So last week, I put you on “contagion alert” amid the chaos in commodities. I’m not
Author: therealheisenberg
Trader: “The World’s A Scary Place,” But That’s Always Been The Case
“To be fair, we still have loads of quantitative easing going on and the world remains a scary place. But it’s always been a scary place. We just have selective, as well as short, memories. And if black swans remain your major investing concern, then economic numbers are of very little import.”
Goldman Is Rapidly Losing Patience With You On This Whole Commodities Thing
“You keep tryin’ to distract people”…
Mario Who?! Presenting A “QE-esque” “Grab-a-thon”
“And yet – in relative terms – these credit market moves are stunning…in fact, QEesque in places.”
It’s Too Quiet: Except For China. And South Korea. And Collapsing Metals.
It’s Tuesday, and they’re voting in South Korea. There’s an annoying power vacuum over there
Goldman Explains Why The Whole World Is So Goddamn Happy
Because if you’re looking at geopolitical stability, there’s not a whole lot to get excited about. Well actually, that’s not true. There is a whole lot to get excited about. Where “excited” means “fucking terrified.”
One Trader Tells Us “A Tale Of 2 Tapers”
“For as long as the U.S.’s debt profile continues to deteriorate, it’ll be a difficult environment for the major buyer of that debt, the Fed, to step back. Especially if the related signal also lowers the demand from foreign governments.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Marty Lost His Ass In AT&T Shares – So Steve Bannon Had To “Save” America
The worst story ever told.
“Max Long Liquidity,” A “Bonanza,” & The Coolest Thing You’ll Read On Monday
“Liquidity and tight bid/offers in the CDS index market has been pivotal for a number of investors to use the CDS product as a risk allocation tool, rather than a hedging tool that has been traditionally used.”
Video: Marine Le Pen Does The “Nazi Shuffle” In “Bizarre” Dance Spectacle
At first I thought it was just me…
“Reply Hazy. Try Again Later.”
See, here’s the thing: Citi values your opinion. Wait. Actually, they don’t. Unless you’re a
Guest Post: Serving Up A Gift
“University professors should take this past week’s trading and immortalize it in their lesson plans”…
Photo Of The Year
This is 16-year-old Lucie Myslikova…
“It’s All Dumb Money Now”
“Here’s how that worked out.”
“Traders Are Dumping Their Holdings – The Pressure Is Too Great”
So this is probably a good time to remind you that the rout in iron
Trader Warns: “The Post-Election Implied Volatility Selling Is A Mistake”
“Well today’s get rich quick scheme didn’t work out so great”…
One Bank Goes Deep, Finds “The Major Performance Differentiator” For Stocks
Who cares about corporate leverage? Well shit, if you look at high yield spreads as
DB Didn’t Want To Have To Do This, But “Every Day” It’s Something New In China
“This is far from over in our view. Every day we see headlines on new regulations trying to control leverage in different parts of the system.”
“Nazi-Be-Gone” Rally Fizzles As Female Hitler Loss Seen Largely Priced In
Ok, so it’s Monday and France didn’t elect a fascist. So we’ve got that going for
“Big Trouble In Little China” As Yields Hit 22-Month High
So, we’ve talked plenty of late about “big trouble in little China.” (Very) long story,
One Bank Weighs In On The Euro’s “Sell The News” Moment
“The Euro went up a bit, down a bit and ended pretty much where it was last week. It faces two short-term challenges”…
Reflation Is Dead, Long Live Reflation
“Just don’t call it the reflation trade or your portfolio allocation may be misaligned to reality.”
Key Calls (Monday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“We’re Still Not As Dumb As Americans!” Sunday Night Satire
“We are smarter than the Americans, true, but they have set the bar very low, no?â€
Macron Elected President Of France In Landslide
Like father, like daughter. Crushed.
DB Explains Why Le Pen’s Performance Was “Less Impressive Than The Numbers Suggest”
“The National Front rise is less impressive than these figures suggest.”
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