December 15, 2016 – Heisenberg Report

Syria: There Is No “Right” Side

December 15, 2016December 16, 20164 min read

I’ll confess that I’m hopelessly torn when it comes to Syria’s five year old, bloody civil war. I became even more so today after reading

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2016 Performance Revisited And Deutsche’s 2017 Equity Outlook

December 15, 20162 min read

As 2016 comes to a close with US risk on a veritable tear thanks to (possibly misplaced) optimism surrounding the prospects for fiscal stimulus under

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Daily Kickstart With Bloomberg & Deutsche Bank

December 15, 201611 min read

Well it’s time to deal with Fed fallout. Depending on who you ask, the FOMC was either nearly as boring as expected (i.e. it was

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You Are Not Capital. You Just Think You Are

April 8, 2021April 9, 20217 min read

It's becoming apparent that between the general public's apathy, aversion to what I'll call "scare"…

What Does It Mean To Starve?

April 3, 2021April 11, 20217 min read

Back in February, I removed a reader comment from an article called "The Children Are…

If Enough People Read This, Hyperinflation Is Coming Next Week

March 27, 2021March 28, 20219 min read

Pernicious fictions You can feel the ground shifting. The pandemic forced the issue. Around this…

Bar Hopping & Bar Hoping

March 6, 2021March 10, 202110 min read

My heart may be "as cold as hockey gloves" (to quote one of the most…

The Wealth Tax And Our Shared Insanity

March 2, 2021March 3, 202114 min read

I'd describe my life as a largely stress-free endeavor. Attaining serenity wasn't easy. At first,…

Stimulus And The Tyranny Of ‘Practicality’

February 27, 2021March 5, 20218 min read

The House passed Joe Biden's $1.9 trillion virus relief bill early Saturday. It was not…