They don’t love it. “They” are US households, which is to say American voters. “It”
Author: therealheisenberg
The Casino’s On Fire
Another day, another absolutely harrowing session in the casino that is South Korea’s domestic equity
Skepticism Swirls Around Semis As Hyper-Scalers Report
Chip stocks looked shaky at the beginning of what could be a pivotal week for
Red Scare Day
The chips were down again in the US on Monday, when the SOX slipped back
In China, Fond Memory
They’re excited in China, where the nation’s notoriously high-strung retail set bid for more than
A Pivotal, Perilous Week
It’s a big week in macro-market land, where investors will parse policy decisions from three
Hyper-Scaler Earnings Highlight Market’s Catch-22
A tough post-earnings trade for Alphabet last week despite a very strong Google Cloud readout
What To Expect From The July FOMC
If the question’s what to expect from Kevin Warsh at the July FOMC meeting, I’m
Weekly: ABB
“Anything but bonds.” That’s been the zeitgeist (or the mantra) for the better part of
Bombed-Out Housing Needs More Than Price Cuts
Last week, in an update detailing yet another in a never-ending stretch of abysmal reads
Trump, Human Rights Champion, Takes Aim At Forced Labor
Donald Trump, noted human rights crusader, is doing his part to combat forced labor around
So, Kevin: What’s It Gonna Be?
“I am considering a massive attack. Bigger than ever before,” Donald Trump said Thursday, in
‘Hell Freezes Over’ As Uber-Bear Edwards Says ‘Everything’s Fine’
For all the concern about the hawkish read-across for monetary policy of rising energy costs,
Call In The Goat Herders!
Cue the Tusken Raiders memes. The Houthis were front-page news Thursday after the group fired
ECB Wishes All The Shooting Would Stop
The Houthis weren’t discussed at any length at this week’s ECB meeting, in case you
Tesla Bewilders With Convoluted Update
I don’t find Tesla’s quarterly reports to be especially useful, which means I don’t especially
‘Real Measurable Value’
Alphabet’s Cloud business blew past estimates in Q2 results released after the bell on Wall
Dude, Where’s My Sky-Dweller?
The VIX is sub-20, one-month trailing realized vol’s sub-11 and measures of relative demand for
The Yen Canary
Better do somethin.’ It’s gettin’ out of hand. And the intervention ain’t workin.’ The yen
Near-Death Experiences
I used to think it was silly when a dear friend — one of the
In China, A Quant Quake
China’s propping up the chips. On Tuesday, an ETF that tracks an index of the
Tariff Man Returns
Tariff man’s back. And in this case, that means it’s no longer safe to procrastinate
Gravity Comes For The Momentum Trade
How extreme is the July 2026 momentum unwind? Asked exactly no one with a life.
Chips And Dips
Semis might stage a near-term bounce, but assuming overall equity market gains hold into year-end,
Meanwhile, The Momentum Trade’s Blowing Up
I’ve spoken at some length recently about the juxtaposition between low index volatility and extremely
Traffic Jam
Once upon a time on America’s roads and highways, traffic congestion was reliably accompanied by
Boring But For The Bombs
Thank God the war’s back on, otherwise we might be set up for a rather
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