Skip to content
Sunday, November 01, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Author: therealheisenberg

China’s Economic Recovery Questioned As PBoC Retains Easing Bias

March 18, 2023March 19, 2023

Allegedly, China’s economic recovery was going so well last month that Party officials were taken

Read More

Leave a Comment on China’s Economic Recovery Questioned As PBoC Retains Easing Bias

2023 As Year Of The Recession-Causing Credit Crunch

March 17, 2023March 17, 2023

The case for fear and, more to the point, recession, isn’t difficult to make now.

Read More

Leave a Comment on 2023 As Year Of The Recession-Causing Credit Crunch

Arrest Warrant Issued For Putin

March 17, 2023March 18, 2023

The International Criminal Court on Friday issued an arrest warrant for one “Mr. Vladimir Putin”

Read More

9 Comments on Arrest Warrant Issued For Putin

Maintaining The ‘Moral Hazard Bid’

March 17, 2023March 17, 2023

Not even bank runs (and bank collapses) are sufficient to compel equity investors to capitulate.

Read More

Leave a Comment on Maintaining The ‘Moral Hazard Bid’

Behind The Scenes Of An American Bank Panic

March 17, 2023April 2, 2023

In “Signs Of The Financial Apocalypse”+ (and yes, the title was mostly tongue-in-cheek) I talked briefly

Read More

12 Comments on Behind The Scenes Of An American Bank Panic

America’s Mood Was Already Worsening On Eve Of Bank Crisis

March 17, 2023March 18, 2023

There wasn’t much to be gleaned about America’s still simmering bank crisis from the preliminary

Read More

1 Comment on America’s Mood Was Already Worsening On Eve Of Bank Crisis

Cash! The Government Kind

March 17, 2023March 18, 2023

Investors rushed to safe cash over the past week like there was a pandemic afoot.

Read More

3 Comments on Cash! The Government Kind

Signs Of The Financial Apocalypse

March 16, 2023March 16, 2023

If you’re wondering whether recent events — and by “recent events” I mean bank runs,

Read More

1 Comment on Signs Of The Financial Apocalypse

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 20, 2023

America’s top bankers and key government officials seemed pretty pleased with themselves in the US

Read More

14 Comments on First Republic Rescued, Dimon Met With Yellen

Wall Street Rescues First Republic. Executives Sold Stock Before Collapse

March 16, 2023March 16, 2023

The big guys (and Jane Fraser) came to the rescue for beleaguered First Republic, which

Read More

Leave a Comment on Wall Street Rescues First Republic. Executives Sold Stock Before Collapse

Nascent Housing Recovery Faces New Test In Regional Bank Crisis

March 16, 2023March 17, 2023

Not surprisingly, US mortgage rates dropped over the last week alongside falling US yields. The

Read More

2 Comments on Nascent Housing Recovery Faces New Test In Regional Bank Crisis

TikTok Gets A Biden Ultimatum

March 16, 2023March 16, 2023

The never-ending TikTok soap opera may finally be nearing some manner of resolution, albeit not

Read More

3 Comments on TikTok Gets A Biden Ultimatum

ECB Forges Ahead Despite ‘Current Market Tensions’

March 16, 2023March 17, 2023

They pre-committed. So, they followed through. Consistent with the forward guidance that accompanied the February

Read More

17 Comments on ECB Forges Ahead Despite ‘Current Market Tensions’

‘Everything Is Fine’: Saudis Suggest Credit Suisse Turmoil Was Misunderstanding

March 16, 2023March 17, 2023

Yesterday, Ammar Al Khudairy was “absolutely not” going to invest another dollar (or riyal or

Read More

2 Comments on ‘Everything Is Fine’: Saudis Suggest Credit Suisse Turmoil Was Misunderstanding

US Jobless Claims Plunge Most Since July

March 16, 2023March 16, 2023

So much for the spike in US jobless claims. Last week, data showed initial filers

Read More

Leave a Comment on US Jobless Claims Plunge Most Since July

Bank Drama Hits GDP Forecasts As Goldman Cuts US Outlook

March 15, 2023March 16, 2023

What a difference a few weeks makes. This time last month, market participants were convinced

Read More

1 Comment on Bank Drama Hits GDP Forecasts As Goldman Cuts US Outlook

Credit Suisse To Tap SNB For $54 Billion In Liquidity

March 15, 2023March 16, 2023

Near the close of US trading on Wednesday, the SNB and the Swiss Financial Market

Read More

Leave a Comment on Credit Suisse To Tap SNB For $54 Billion In Liquidity

Credit Suisse In Talks With Swiss Government: Report

March 15, 2023March 15, 2023

The Swiss government is in talks with Credit Suisse about options to shore up confidence

Read More

Leave a Comment on Credit Suisse In Talks With Swiss Government: Report

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 20, 2023

I’m the last person to yell “Fire!” in a crowded theater. I’m also instinctually averse

Read More

7 Comments on Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

‘The Moment Is Upon Us’

March 15, 2023March 15, 2023

“It feels like that moment is upon us,” Morgan Stanley’s Mike Wilson wrote earlier this

Read More

Leave a Comment on ‘The Moment Is Upon Us’

‘Many More Problems’ To Follow SVB Collapse, Dalio Says

March 15, 2023March 16, 2023

[Editor’s note: Ray Dalio occasionally conducts “ask me anything” sessions on social media, Reddit first

Read More

3 Comments on ‘Many More Problems’ To Follow SVB Collapse, Dalio Says

Behold: The Most ‘Brutal’ CTA Shock In History

March 15, 2023March 15, 2023

It’s been a tough several days for… well, for pretty much everybody, really, except for

Read More

4 Comments on Behold: The Most ‘Brutal’ CTA Shock In History

Fed ‘Pause’ Hopes Get Boost From PPI Drop

March 15, 2023March 15, 2023

US producer prices unexpectedly fell last month, data released on Wednesday showed. Separate figures, released

Read More

5 Comments on Fed ‘Pause’ Hopes Get Boost From PPI Drop

Let’s Hope We Don’t Have To Worry About Credit Suisse

March 15, 2023March 15, 2023

The deluge of bank headlines continued unabated Wednesday, when Credit Suisse returned to the spotlight

Read More

13 Comments on Let’s Hope We Don’t Have To Worry About Credit Suisse

America’s Banks May Face ‘Profitability Crisis’

March 14, 2023March 14, 2023

It still feels a bit like markets haven’t internalized (or are unwilling to come to

Read More

2 Comments on America’s Banks May Face ‘Profitability Crisis’

US Investigates Old SVB As New SVB Courts Deposits

March 14, 2023

Not surprisingly, the US government has some questions for, and about, Silicon Valley Bank. Among

Read More

Leave a Comment on US Investigates Old SVB As New SVB Courts Deposits

Zuckerberg’s Layoff Letter Walked Out Of The Onion

March 14, 2023March 15, 2023

For the third time in as many months, I’m compelled to report that Mark Zuckerberg

Read More

14 Comments on Zuckerberg’s Layoff Letter Walked Out Of The Onion

Posts pagination

Previous 1 … 191 192 193 … 755 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • John3D on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • derek on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • hackpoet on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • therealheisenberg on F-ck You, Claude (Zen)

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.