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”…
“There’s No Point Denying The Reality We Live In”
On Monday in “There Are Plenty Of Investors Who Would Celebrate An 8% Drop,” I
Obamacare Repeal May Be More Complex Than Taking Away Poor People’s iPhones, Goldman Reckons
For the enterprising among you and/or for all the poor people out there who, thanks to the above-mentioned Jason Chaffetz, are now trying to figure out whether to trade in that goddamn iPhone for a WalMart pre-paid, Goldman has a handy table for you and some accompanying color…
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
China Trade Data “Surprises” Bigly, Shows First Deficit In 3 Years
Wednesday begins in China, where we got highly anticipated trade data that probably shouldn’t have
Did Donald Trump Just Guarantee His Own Impeachment?
Let’s all just be honest with each other: Donald Trump is probably going to be
US Beer Market Hit By Heisenberg Effect
Long-time Heisenberg fans are well acquainted with my penchant for fine spirits. Unfortunately for local
Japan Dumps US Debt In Longest Streak Since June 2013
As you’re no doubt aware, Japanese investors have been dumping US debt. “Data from Japan’s
Chart Check: “Trouble”
So earlier today in “To ‘Tantrum’ Or Not To ‘Tantrum’, That Is The Question,” I
Boy, That Escalated Quickly: Crude Dumps, RBOB Pumps On Stock Data
Boy, oh boy. If you wanted a dramatic set up for tomorrow’s EIA data, I’ve
Yes, I’ll Take “Vanilla” Please
A lot of people are talking about ‘Sharon‘ this month. For those new to Heisenberg,
Should We Take Trump’s Wiretap Claim Seriously? “Sure… Of Course Not,” White House Says
I think we might need to start a new series here at Heisenberg Report dedicated
Good News! “Only” 16% Of The World’s Total Debt Now Has A Negative Yield
The only question now is whether the long list of “known unknowns” eventually conspires to put the brakes on the reflation meme and trigger a central bank response that plunges us right back down the “accommodative” policy rabbit hole.
To “Tantrum” Or Not To “Tantrum”, That Is The Question
Did you think the massive short in US Treasurys had been materially trimmed? Did you
Jason Chaffetz Thinks Maybe Poor People Shouldn’t Have An iPhone Like His
“Maybe I didn’t say it as smoothly as I possibly could”…
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