Are you confused about the political outlook in Washington? Yeah? Well, that’s ok because believe
Author: therealheisenberg
Dear North Korea: Don’t Make Mike Pence Pull Out His “Sword”
“The United States of America will always seek peace but under President Trump, the shield stands guard and the sword stands ready.”
Gesundheit! The VIX Is Sneezing, Will Emerging Markets “Catch Cold?”
“What is clearer is that, as investors continue to wait for the global economy to ‘show me the activity’, they have become increasingly nervous about the prospect of a large, sharp S&P drawdown.”
A “Soggy” Bottom Morning
“Soggy US housing starts and soggy industrial production data just reinforced the soggy message from last week’s figures, and with it the growing sense that the inflation peak is earlier and lower than many feared.”
“Petty” (And Pesky) Narratives
One day after warning that “frazzled” would be “the word of the month” for traders,
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Is It Just Me, Or Was That A Nightmare?
You know, I don’t do a lot of “that’s a wrap” or “the day that
White Nationalist, Grandfather Demand Trump Pay Damages For Brainwashing Them
“I acted pursuant to the directives and requests of Donald J. Trump and Donald J. Trump for President [so] any liability must be shifted to one or both of them.”
Chart Of The Day: “What Goes Up…”
Presented without comment…
“This Man Is Dangerous” – Liz Warren On Trump, The Street’s “Fearless Girl” & Why Clinton Lost
“I don’t know; I don’t know, and it’s again, we are where we are,” she says. “Donald Trump has only been here, not even 100 days yet — God, it’s like dog years or something, it feels like so much has gone on. We’ve got to get focused on what we’re going to do in the next week, in the next month. This man is truly dangerous.”
Trump’s American Dystopia In One Chart
Everywhere you look it’s the same story: the “Trump trade” is fading. And fast. But there’s an exception that seems to be flying under the radar…
Goldman: About That “Top” Long Dollar Trade – Fuck It.
Those who, like me, are in the maddening habit of tracking markets on a minute-by-minute
Guest Post: “Giddy Up – Sometimes Trades Are This Simple”
“Be careful assuming that elections are bad news for a nation’s currency. In this case, it is the exact opposite.”
Trump Calls Erdogan: Man Who Rigged Vote Congratulates Man Who Rigged Vote
The powers that be in Europe (those would be the same folks the Marine Le
Trader: “The Word Of The Month Is Going To Be ‘Frazzled'”
” The problem is, market pricing notwithstanding, nerves remain frayed. And markets may find that short-term volatility, in both directions, remains higher than is comfortable for most people.”
French Fries: “Everyone Is Petrified”
Everyone is petrified. The challenge for each of the four candidates is to seek new votes without alienating their base. French voters are like fish, like eels — very slippery.
Hey! I Know May Stole The Show But Don’t Forget Iron Ore Is Collapsing
It was a sharp move lower in iron ore that weighed on risk sentiment overnight as futures dropped 3.7%, following a nearly 2% move lower on Monday.
Theresa May Calls Snap Election In UK After Getting Sick Of “Game-Playing”
“It should be really bad but the most striking thing is, it isn’t really bad. She will have a glass of wine on a Friday night and go to bed perfectly relaxed because there is simply no effective opposition.’’
Yesterday, “The Direction Of Choice Was Down,” But Today “The Future Is Bright”
“Hyped tail risks keep failing to materialize as we overcome multiple hurdles.”
Key Calls (Tuesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
Visual Proof That Central Banks Killed Active Management
“I’ve gone to great lengths to try and disabuse retail of that notion, and not because I want to make people feel stupid. But rather because I want investors to understand that if central banks pull back and markets are allowed to trade in a two-way manner again, suddenly everyone is going to realize they weren’t the gurus they thought they were.”
Monday Night Humor: A FLOTUS Reminder
A friendly nudge…
Dude, Relax: Stanley Fischer Doesn’t See Any Risk Of Another Taper Tantrum
Well, I’m by no means sure that anyone cares on a lazy, post-holiday-weekend Monday, but
The March Deflation Mystery Is Solved. Hint: “Can You Hear Me Now?”
Let me preface this by saying that I have no idea how much weight to
Listen Up! Dollar Pares Losses On Mnuchin FT Ramble
MNUCHIN STILL EXPECTS THE TAX SYSTEM TO BE REFORMED IN ’17: FT
MNUCHIN: MAY BE WAYS TO RAISE $1TN W/OUT BORDER ADJUSTMENT: FT
Goldman: Your Favorite Stock ETF May Be Creating A Gross Misallocation Of Capital
At the risk of turning Monday into “Heisenberg’s anti-ETF crusade” day, I’m going to show
Alex Jones In Court: It’s Not Real, I’m “Playing A Character”
Here’s something that, on the surface, doesn’t seem like it’s worth highlighting. In fact however,
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