Listen, if you’ve lost the plot line don’t worry because everyone else has too. Just
Author: therealheisenberg
This Is What It Looks Like When Everyone Starts Selling Their “Junk”
Over the course of the last two days, I’ve suggested that perhaps the junk bond bubble
More Trouble
I don’t know if maybe you noticed, but this is playing out exactly like I
“What You Got Was The Exact Opposite”: Macro Hedge Funds Join The “Dumb” Money
I swear to God I’m starting to think that before this is all over, index
So Yeeahhh… About That Reflation Thing
“While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there.”
Wells Fargo Offers To Address Heisenberg’s Concerns – “No Account Numbers” Necessary
They’re just trying to help, dammit.
Albert Edwards: “2008 Is Going To Look Like A Soft-Landing When The Fed Blows This Sucker Sky High”
Ok, so if you’re bearish, a market skeptic, or otherwise prone to cynicism, you know that when SocGen’s Albert f*cking Edwards comes stomping through, you just have to sit your ass down and let the master do his thing…
“Animal Spirits”: An American Tragedy
Not sure this was what Keynes had in mind…
Dammit, Who’s “Sherlock” Here? BofAML Weighs In On A Fed That’s Behind The Curve
“While this has allowed the Fed to have its cake and eat it too at the March meeting, in our view there could be a bigger sign from the markets to the Fed: financial conditions could be at the cusp of signaling that policy is behind the curve.”
“It Means A Financial Crisis” Any Questions?
I really, really hope that I’m not right about France. But the setup is hard to
Oil Erases Entire OPEC Cut Rally: “And Like That, It’s Gone”
Well goddammit I told you so. I don’t how many times I’ve said that oil
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“I Think It’s Safe To Say Everyone Will Take A Glass Half-Full Approach”
“I think it’s safe to say that given the current mood among traders, they will be squarely focused on the glass half-full elements rather than grasp at signs for temperance.”
“Please Let There Be A Cute Girl There With Glitter” Or, Your Last Minute ECB Preview
As Bloomberg notes, “while the ECB is unlikely to surprise today, the central bank meeting
After A Rough Start, It’s Been “Smooth” Sailing
“After 62 weeks, the present cycle has had the fewest corrections (six times) relative to other hiking cycles (Chart 3). By contrast, the equity market was turbulent during the 1999-2000 hiking cycle with 14 weekly corrections of at least 1.5% in 52 weeks.”
Did WikiLeaks Just Become Donald Trump’s CIA?
“Perhaps Trump is staying silent because he stands to benefit from WikiLeaks’ latest revelations”…
Chart Check: “Things Fall Apart”
Presented without comment.
Aaaand Oil Absolutely Collapses
“The crude market is losing patience”…
Don’t Look Now, But The Junk Bond Bubble May Be Bursting
I’ve been shouting from the rooftops, pounding the table, beating dead horses, etc. etc. for
Will Everyone Just Chill Out? All Marine Le Pen Wants Is To “Set Off & Conquer The World”
As you know, Marine Le Pen is batsh*t crazy. As you also know, she’s hell
US No Longer A “Full Democracy,” Single-handedly Cuts Percentage Of Democratic World In Half
“This dramatic decline is primarily down to the US having been demoted to a “flawed democracy,†in the classification of the EIU – as a result of low public confidence in the government.”
Chart Of The Day: “Bear” This In Mind If You’re Short
Have you put on your flatteners? That’s a question some folks are asking these days
Goldman Is Fired Up, Raises Forecast For Friday’s Big Number
“But even an in line payrolls report could drive volatility in stocks as it would make a rate hike at the upcoming meeting even more likely”…
Dear Mr. Trump: “This Is How Crazy You Sound To The Sane Among Us”
Joe Biden is following me. I go to lunch at Mickey’s Diner and he’s sitting two stools away, wearing a stocking cap and a fake mustache with a fake nose and glasses but he says, “Hey, how’s it going, fella?†It’s Joe Biden. So pathetic. Sad.
‘Big League’ Crude Build, ‘Bigly’ Gasoline Draw Overshadow CERAWeek Banter
So on Tuesday afternoon I said the following after the API numbers (which showed a
Treasurys Plunge, Yields Highest Since December After Blockbuster ADP Print
Remember a few Fridays ago when everyone was panicking about whether or not the reflation
Chart Check: When 94% Isn’t Enough
“That’s what I thought”…
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