“We have some experience in this domain: the example of Greece in the summer of 2015. That is not a happy precedent.”
Author: therealheisenberg
“We Only Need Tax Returns And A Financial Statement – Which We Won’t Investigate”…
“Do you ever have déjà vu, Mrs. Lancaster?”
The S&P Has Now Gone 93 Days Without A 1% Decline
“Since 1980, there have been only six instances of the S&P 500 trading for 80 or more consecutive days without a 1% decline.”
So You Want To Be Long Oil? Here’s How You Should Do It
Earlier on Friday I said “you just have to laugh.” And I meant that. There’s
Spot The Dumb Money
You know what they say…
Goldman Wants To Know What Trump Voters Are So Damn Upset About
Obviously, large swaths of the American electorate (and this apparently applies to European voters as well)
All You Can Do Is Laugh
Still bullish?…
“Has The Whole World Gone Crazy?!” Part Deux
For the hundredth time: “What do rates know that credit doesn’t?”
Holy “Schatz”
If you’re long equities, it is incumbent upon you to explain this to yourself…
“A Glaring Error Of Omission”
VaR shocks. Taper tantrums. I talk about such things a lot. And with good
Reflation Frustration
This is probably a decent time to start asking yourself if the narrative still makes
Key Calls (Friday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
“Our Animal Spirits Have Been Shot By Poachers”
“It’s not so much whether the Fed minutes were a damp squib, the media round by the Treasury Secretary was underwhelming or we were once again reminded of European political risk”…
Just Three Words
All. In. Dammit.
Can You Hear Me Now?
So one of the things I’ve been harping on since the release of the Fed
Chart Check (A Dubious New Record)
On Wednesday evening, I brought you “As Subprime Auto Bubble Bursts, Lenders Use GPS To
Bacon Bubble Suddenly Bursts, BLT Demand In Serious Jeopardy
“We continue to recommend caution with any major bacon purchases.”
How The OPEC “Cut” Actually Added 1 Million Barrels/Day To The Oil Market
Well I’m not sure if I’d call it “bullish”, but as I’ve noted before “less
Chart Check (“Just How Anti-Euro Are You?”)
You’d be forgiven for thinking that the EU and the EMU are quickly becoming institutional
As French Election Risk Plunges, One Heisenberg Reader Called It
Wax on, wax off. Risk on, risk off. I said it on Sunday: this week
Trader To Trump: “You’ve Got One More Chance To Deliver”
“Trump needs to deliver next Tuesday or markets will throw a tantrum.”
Dollar Pulled Between Minutes And Mnuchin, Crude Hopes For Bullish EIA Print
Ok so it’s Thursday morning and everyone has generally come around to what I said
Key Calls (Thursday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
As Subprime Auto Bubble Bursts, Lenders Use GPS To Hunt Deadbeat Borrowers
Earlier this month, I noted that “Subprime Auto Loans Might Be Ok Because After All,
No, Those Fed Minutes Were Not Hawkish
Following the release of the latest Fed Minutes, I was exceedingly amused to watch as seemingly every commentator one cared to (virtually) consult tried to put a hawkish spin on things. That is of course consistent with what Bloomberg’s Richard Breslow described overnight as a “hawkish retelling” of an otherwise dovish statement.
Dear Sterling: It Would Be Best If You Just Accepted Your Fate
Now days, the best way forward for the currency that Deutsche Bank suggested may soon become “irrelevant” may be for lawmakers to simply roll over and choose the path of least resistance.
Confusion In The Air After Fed Minutes
FOMC TO START BALANCE SHEET DEBATE AT UPCOMING MEETINGS
MOST FED OFFICIALS JUDGED GRADUAL RATE HIKE PACE APPROPRIATE
FOMC SEES DOWNSIDE RISK FROM STRONG DOLLAR
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