Skip to content
Tuesday, February 07, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Month: July 2017

China Caixin PMI Beats, In Good News For The Reflation Narrative

July 31, 2017

More tea leaves from the global engine of growth and trade…

Read More

Leave a Comment on China Caixin PMI Beats, In Good News For The Reflation Narrative

‘A Sudden Fracture In The Risk Outlook’ As South Korea Manufacturing PMI Dives

July 31, 2017July 31, 2017

Unfortunately, you kind of have to care to the extent it matters for the global economic outlook…

Read More

1 Comment on ‘A Sudden Fracture In The Risk Outlook’ As South Korea Manufacturing PMI Dives

Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top

July 31, 2017

But we would caution that you have now run out ahead of your fairy godmother…

Read More

1 Comment on Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top

Gamblers Make 7.5X Their Money Betting On Scaramucci’s Ouster

July 31, 2017July 31, 2017

Late last week you could have bet on Jul-Aug. 2017 for just 14 cents.

Read More

Leave a Comment on Gamblers Make 7.5X Their Money Betting On Scaramucci’s Ouster

‘High Levels Of Risk Appetite Signal Worse Asymmetry Of Returns,’ Goldman Warns (Again)

July 31, 2017

“A key near-term risk to the carry-friendly low vol regime could be rates increasing too fast, in particular real rates.”

Read More

Leave a Comment on ‘High Levels Of Risk Appetite Signal Worse Asymmetry Of Returns,’ Goldman Warns (Again)

Let’s Listen To Sarah Huckabee Sanders ‘Explain’ Why Scaramucci Had To Go

July 31, 2017July 31, 2017

“Clean slates”…

Read More

2 Comments on Let’s Listen To Sarah Huckabee Sanders ‘Explain’ Why Scaramucci Had To Go

The Dog Days: July In Charts

July 31, 2017July 31, 2017

The dog days are here…

Read More

Leave a Comment on The Dog Days: July In Charts

Scaramucci Fired After 10 Days

July 31, 2017July 31, 2017

TRUMP REMOVES SCARAMUCCI FROM COMMUNICATIONS DIRECTOR JOB

Read More

9 Comments on Scaramucci Fired After 10 Days

‘WTF Is This?!’ Investors Dumped Most Tech Stocks Since 2007 Last Week

July 31, 2017July 31, 2017

It was, poignantly, a Captain Picard moment.

Read More

1 Comment on ‘WTF Is This?!’ Investors Dumped Most Tech Stocks Since 2007 Last Week

Hey Republicans, If You Thought Health Care Was ‘Hard,’ Wait Until You Try Tax Reform

July 31, 2017

“Indeed, if the GOP thinks replacing the Affordable Care Act has been a nightmare, just wait until they try to reform the tax code.”

Read More

Leave a Comment on Hey Republicans, If You Thought Health Care Was ‘Hard,’ Wait Until You Try Tax Reform

Euro Surges To January 2015 High

July 31, 2017

“More plz. Ok. Thnx. Bye.”

Read More

2 Comments on Euro Surges To January 2015 High

Iron Ore ‘Boom’ Fails To ‘Enhance The High’ For Dead-Sober Bond Yields

July 31, 2017

In other words: bonds ain’t buyin’ it.

Read More

Leave a Comment on Iron Ore ‘Boom’ Fails To ‘Enhance The High’ For Dead-Sober Bond Yields

Trump’s Preferred ‘Confidence’ Meter Down Every Month Since He ‘Created’ It

July 31, 2017July 31, 2017

“I think our dollar is getting too strong, and partially that’s my fault because people have confidence in me.”

Read More

1 Comment on Trump’s Preferred ‘Confidence’ Meter Down Every Month Since He ‘Created’ It

‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks

July 31, 2017July 31, 2017

Grab a 2-liter and a bag of Bugles…

Read More

3 Comments on ‘It’s So Easy!’: 9 Straight Months Of Gains For Global Stocks

Trader: ‘Stocks Have Done Nothing Wrong & They’ll Tell You When To Sell’

July 31, 2017

“There have been no actions by the central banks that would suggest that they believe there’s benefit in being the bubble popper.”

Read More

Leave a Comment on Trader: ‘Stocks Have Done Nothing Wrong & They’ll Tell You When To Sell’

Posts navigation

1 2 … 31 Next

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

Most Read

  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • Terminal Correction
    Terminal Correction
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...