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: October 2020

‘Christmas Is Going To Be Different This Year’: Boris Johnson Orders England Back Into Lockdown

October 31, 2020November 2, 2020

Just days after France, Italy, and Germany implemented strict new containment protocols amid an aggressive

Read More

2 Comments on ‘Christmas Is Going To Be Different This Year’: Boris Johnson Orders England Back Into Lockdown

‘Classic Toppy Signs’ In An Insane World

October 31, 2020November 2, 2020

The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of

Read More

16 Comments on ‘Classic Toppy Signs’ In An Insane World

Americans Don’t Really Care About The Stock Market. But You Can Sure Fool Them

October 31, 2020November 2, 2020

You can scarcely open Twitter without seeing something you don’t want to see, irrespective of

Read More

24 Comments on Americans Don’t Really Care About The Stock Market. But You Can Sure Fool Them

‘Unfathomable Consequences’

October 30, 2020November 2, 2020

The last full week of trading before America’s date with what some still fear will

Read More

12 Comments on ‘Unfathomable Consequences’

Stocks’ Worst Week Since March Spills Over Into Junk

October 30, 2020October 30, 2020

The same risk aversion that sent US stocks tumbling towards their worst weekly performance since

Read More

2 Comments on Stocks’ Worst Week Since March Spills Over Into Junk

‘Efficiency Work’

October 30, 2020

It’s fair to say 2020 has been a disastrous year for Exxon. The company, once

Read More

11 Comments on ‘Efficiency Work’

Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)

October 30, 2020October 30, 2020

The last of this week’s data deluge washed over markets that didn’t generally care on

Read More

Leave a Comment on Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)

From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed

October 30, 2020

The euro-area economy expanded at a record pace in Q3, as the same “turn the

Read More

1 Comment on From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed

For America’s Tech Titans, Weight Of The World Gets Heavy

October 30, 2020October 30, 2020

Tech shares weighed on equities Friday, as solid earnings from Apple, Facebook, Amazon, and Alphabet

Read More

1 Comment on For America’s Tech Titans, Weight Of The World Gets Heavy

These Great Numbers

October 29, 2020October 29, 2020

“Biggest and Best in the History of our Country, and not even close,” Donald Trump

Read More

4 Comments on These Great Numbers

Most Americans Would Be Better Off Voting For A ‘Radical’

October 29, 2020October 30, 2020

“When the sky is falling, Congress will act,” Claudia Sahm told Bloomberg, for a Thursday

Read More

24 Comments on Most Americans Would Be Better Off Voting For A ‘Radical’

Goodbye Goldilocks

October 29, 2020November 1, 2020

The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was

Read More

7 Comments on Goodbye Goldilocks

Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’

October 29, 2020October 29, 2020

The US economy rebounded in predictably robust fashion during the third quarter, but the recovery

Read More

2 Comments on Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’

Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown

October 29, 2020October 29, 2020

While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there

Read More

Leave a Comment on Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown

US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?

October 29, 2020October 29, 2020

The US economy expanded at a record pace in the third quarter, the first read

Read More

Leave a Comment on US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?

Posts navigation

1 2 … 12 Next

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

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

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...