Skip to content
Monday, April 12, 2021
  • Twitter
Heisenberg Report

Heisenberg Report

  • Home
  • Markets
  • Economy
  • Politics
  • Subscribe To Premium
  • Premium Subscriber Log In
    • Premium Subscriber Profile
  • Shop (NEW)
You are Here
  • Home
  • 2017
  • February
  • 13

Day: February 13, 2017

Stagflation Cometh?

Stagflation Cometh?

February 13, 2017February 13, 20173 min read

From the very beginning – that is, from the time Trump was elected – there’s been this creeping suspicion that the new President’s policy platform

Continue Reading

1 Comment on Stagflation Cometh?
Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos

Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos

February 13, 2017February 13, 20173 min read

Proponents of the nationalistic fervor currently spreading across Europe will likely find some poetic justice in the fact that the dissolution of the EU could ultimately unfold just as the bloc celebrates a milestone in time.

Continue Reading

Leave a Comment on Poetic Justice? Europe “Celebrates” 25 Years Of Integration With Descent Into Chaos
I Like My Term Structures Kinky

I Like My Term Structures Kinky

February 13, 20172 min read

I’ve talked quite a bit about how the US equity market is grossly mispricing political risk. As a friendly reminder, last month was the third calmest

Continue Reading

1 Comment on I Like My Term Structures Kinky
Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View

Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View

February 13, 20175 min read

One of the most tragically ironic things about populism anno 2017 is the extent to which it reflects the very same radicalism its adherents claim to be fighting against.

Continue Reading

1 Comment on Tragic Irony: How Trump And Le Pen Perpetuate Radical Islam’s Apocalyptic World View
Heisenberg Challenge: To “Hedge” Or Not To “Hedge”

Heisenberg Challenge: To “Hedge” Or Not To “Hedge”

February 13, 20171 min read

Submitted for your approval: an amusing comparison.

Continue Reading

1 Comment on Heisenberg Challenge: To “Hedge” Or Not To “Hedge”
Spot The Country Not Facing A Political Black Swan

Spot The Country Not Facing A Political Black Swan

February 13, 20171 min read

Odd one out…

Continue Reading

Leave a Comment on Spot The Country Not Facing A Political Black Swan
Chart Check (Going Global On Valuations)

Chart Check (Going Global On Valuations)

February 13, 20171 min read

Valuations have become something of a hot topic of late for one very simple reason: they are stretched to the absolute breaking point. Or at

Continue Reading

Leave a Comment on Chart Check (Going Global On Valuations)
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity

“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity

February 13, 20173 min read

Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally for any length of time, you know that it’s pretty

Continue Reading

Leave a Comment on “Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Trump Official Inauguration Poster Misspells “Too”: No, Really

Trump Official Inauguration Poster Misspells “Too”: No, Really

February 13, 20171 min read

“This print captures the essence of Donald Trump’s campaign.”

Continue Reading

3 Comments on Trump Official Inauguration Poster Misspells “Too”: No, Really
“The World May All Be Crazy”: High Five On Golf Course Underpins Global Rally

“The World May All Be Crazy”: High Five On Golf Course Underpins Global Rally

February 13, 20173 min read

“Investors are taking comfort from the hope that, while the world may all be crazy, it hasn’t completely forgotten the realities of Mutually Assured Destruction.”

Continue Reading

Leave a Comment on “The World May All Be Crazy”: High Five On Golf Course Underpins Global Rally
Low Bar: “The Fact That Trump Met Another World Leader And Didn’t Cause An International Incident Is Now A Notable Event”

Low Bar: “The Fact That Trump Met Another World Leader And Didn’t Cause An International Incident Is Now A Notable Event”

February 13, 20173 min read

Boy I gotta tell you, the bar is pretty f*cking low these days. Going into last week’s Trump/Abe meeting, there were concerns that the new

Continue Reading

Leave a Comment on Low Bar: “The Fact That Trump Met Another World Leader And Didn’t Cause An International Incident Is Now A Notable Event”
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact

Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact

February 13, 2017February 13, 20173 min read

Well, it was all aboard the reflation train right out of the gate in early Asian trading last night with USDJPY jumping with 10Y yields

Continue Reading

1 Comment on Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Key Calls (Monday): Upgrades, Downgrades & Initiations

Key Calls (Monday): Upgrades, Downgrades & Initiations

February 13, 20172 min read

Are your stocks on the list?

Continue Reading

Leave a Comment on Key Calls (Monday): Upgrades, Downgrades & Initiations

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Subscribe

Enter your email address to subscribe and receive notifications of new articles by email.

Join 10,405 other subscribers

Recent Comments

  • fredm421 on The Word Is ‘Inflation.’ With A ‘K’
  • Fatmoose on The Word Is ‘Inflation.’ With A ‘K’
  • runamok on The Word Is ‘Inflation.’ With A ‘K’
  • runamok on The Word Is ‘Inflation.’ With A ‘K’

Most Read

  • Nomura's McElligott: The Easy Recovery Phase Money Has Been Made
    Nomura's McElligott: The Easy Recovery Phase Money Has Been Made
  • Simulation Game, One Year Later
    Simulation Game, One Year Later
  • Jane's Tale
    Jane's Tale
  • 'Any Disappointment'
    'Any Disappointment'
  • We Don't Have All The Answers
    We Don't Have All The Answers

Month’s Best

You Are Not Capital. You Just Think You Are

April 8, 2021April 9, 20217 min read

What Does It Mean To Starve?

April 3, 2021April 11, 20217 min read

If Enough People Read This, Hyperinflation Is Coming Next Week

March 27, 2021March 28, 20219 min read

Bar Hopping & Bar Hoping

March 6, 2021March 10, 202110 min read

Notes From Disgraceland

Idiocy And The Art Of Getting Lost

February 25, 2021February 25, 202112 min read

Adventures In Rage Kapitalism

December 29, 2020February 8, 202113 min read

Rage Kapital

December 12, 2020December 12, 202012 min read

The Wound That Never Heals: Lacan Meets Trump

November 22, 2020November 22, 20208 min read

Month’s Best

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…

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2021
Please support this website by adding us to your whitelist in your ad blocker. Ads are what helps us bring you premium content! Thank you!