Skip to content
Monday, September 28, 2026
Heisenberg Report

Heisenberg Report

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

Author: therealheisenberg

China Puts Up Decent PMIs, But Doubts Persist. Trump Says Beijing Plotting Against Him.

April 29, 2020April 29, 2020

“China will do anything they can to have me lose this race.”

Read More

Leave a Comment on China Puts Up Decent PMIs, But Doubts Persist. Trump Says Beijing Plotting Against Him.

Fed Critics Show No Class In Crisis

April 29, 2020April 29, 2020

“It is heartbreaking to see all that threatened right now.”

Read More

20 Comments on Fed Critics Show No Class In Crisis

Amid Remdesivir Euphoria, Trump Plans ‘Operation Warp Speed’ For Vaccine

April 29, 2020April 30, 2020

The plan is expected to cost billions of dollars.

Read More

18 Comments on Amid Remdesivir Euphoria, Trump Plans ‘Operation Warp Speed’ For Vaccine

Fed Says Virus Causing ‘Tremendous’ Human, Economic Suffering. Punts On IOER

April 29, 2020April 29, 2020

“…sharp declines in economic activity and a surge in job losses.”

Read More

4 Comments on Fed Says Virus Causing ‘Tremendous’ Human, Economic Suffering. Punts On IOER

4 Charts Reveal Extent Of Collapse In US Services Sector

April 29, 2020April 29, 2020

Not all of them are necessarily intuitive.

Read More

9 Comments on 4 Charts Reveal Extent Of Collapse In US Services Sector

The Great Coronavirus Recession Has Begun

April 29, 2020April 29, 2020

Mother Nature had other plans.

Read More

6 Comments on The Great Coronavirus Recession Has Begun

Stocks Are Too Rich For Rich People, Europeans Are Terrified, And A ‘Remarkable Liquidity Opportunity’

April 29, 2020April 29, 2020

“The same can be said for investors who were concerned as the equity market approached the lows.”

Read More

1 Comment on Stocks Are Too Rich For Rich People, Europeans Are Terrified, And A ‘Remarkable Liquidity Opportunity’

How Many Trillions Equals Negative 1? (And 100-Year Floods That Happen All The Time)

April 28, 2020

Don’t forget the lessons from March.

Read More

15 Comments on How Many Trillions Equals Negative 1? (And 100-Year Floods That Happen All The Time)

Give Me Bacon Or Give Me Death: Trump Orders Meat Plants Open As Shortages Loom

April 28, 2020April 30, 2020

No more “road blocks”.

Read More

11 Comments on Give Me Bacon Or Give Me Death: Trump Orders Meat Plants Open As Shortages Loom

Marko Kolanovic Delivers New COVID-19 Analysis. Says ‘Research Should Not Be Biased By Political Views’

April 28, 2020April 29, 2020

“It should go without saying”…

Read More

As Consumer Confidence Falls Most In 47 Years, Kevin Hassett Appeals To ‘God’ For Recovery

April 28, 2020April 28, 2020

In case you were curious, Hassett sees the jobless rate rising as high as 20% by June.

Read More

5 Comments on As Consumer Confidence Falls Most In 47 Years, Kevin Hassett Appeals To ‘God’ For Recovery

How Great Would It Be If Jeff Gundlach Shorted Stocks Just Before The Fed Starts Buying Them?

April 28, 2020June 9, 2020

Mnuchin told Sorkin only that Fed buying is “highly unlikely”.

Read More

5 Comments on How Great Would It Be If Jeff Gundlach Shorted Stocks Just Before The Fed Starts Buying Them?

Nomura’s McElligott: CTAs Set To Flip Long In S&P As Vol Normalization Triggers ‘Second-Order Slingshot’

April 28, 2020April 28, 2020

Back to “normal”?

Read More

5 Comments on Nomura’s McElligott: CTAs Set To Flip Long In S&P As Vol Normalization Triggers ‘Second-Order Slingshot’

‘Better Odds At The Neighborhood Craps Game’

April 28, 2020April 28, 2020

I suppose that’s just as good a summary as any.

Read More

oil2 Comments on ‘Better Odds At The Neighborhood Craps Game’

Trump: ‘Smart People’ Are Buying Stocks Right Now

April 27, 2020April 28, 2020

“It’s not going to be that long” of a process.

Read More

9 Comments on Trump: ‘Smart People’ Are Buying Stocks Right Now

‘This Crisis Will Impair Living Standards For Most Of The Decade’: Scott Minerd Delivers Another Dire Warning

April 27, 2020April 27, 2020

“…the United States will never be able to return to free market capitalism.”

Read More

4 Comments on ‘This Crisis Will Impair Living Standards For Most Of The Decade’: Scott Minerd Delivers Another Dire Warning

It’s Time To Sink The US Oil Fund In The Harbor.

April 27, 2020April 27, 2020

Let’s face it..

Read More

oil7 Comments on It’s Time To Sink The US Oil Fund In The Harbor.

Tyson Delivers Shrill Warning. Says Food Supply Chain ‘Breaking.’ Shortages, Mass ‘Depopulation’ Imminent.

April 27, 2020April 27, 2020

“Millions of animals – chickens, pigs and cattle – will be depopulated.”

Read More

11 Comments on Tyson Delivers Shrill Warning. Says Food Supply Chain ‘Breaking.’ Shortages, Mass ‘Depopulation’ Imminent.

Good Vibes, Bad Oil And Chinese Non-Profits

April 27, 2020April 27, 2020

It wasn’t all good news, though.

Read More

oil2 Comments on Good Vibes, Bad Oil And Chinese Non-Profits

Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying

April 27, 2020April 27, 2020

“Necessary amounts.”

Read More

4 Comments on Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying

Bazooka Show.

April 26, 2020April 27, 2020

If you’re in the camp that is genuinely offended by monetary largesse, this is going to a rough six months for your sanity.

Read More

2 Comments on Bazooka Show.

In Potentially Pivotal Remarks, Cuomo Sketches Reopening Plan For New York

April 26, 2020April 26, 2020

But “there is no relative context to death.”

Read More

2 Comments on In Potentially Pivotal Remarks, Cuomo Sketches Reopening Plan For New York

Less Demand, More Supply. Some Fear Wave Of Equity Sales As Buybacks Collapse

April 26, 2020April 26, 2020

And we don’t need any more headwinds, that’s for sure.

Read More

9 Comments on Less Demand, More Supply. Some Fear Wave Of Equity Sales As Buybacks Collapse

Steve Mnuchin On Deficit, National Debt: ‘We’re At War, Chris’

April 26, 2020April 27, 2020

“And we’re gonna do whatever we need to do”.

Read More

6 Comments on Steve Mnuchin On Deficit, National Debt: ‘We’re At War, Chris’

Goldman’s Warning: Market Concentration Now Exceeds Tech Bubble Peak

April 25, 2020April 26, 2020

“Eventually, though, narrow market breadth is always resolved the same way.”

Read More

7 Comments on Goldman’s Warning: Market Concentration Now Exceeds Tech Bubble Peak

Blown-Up Risk Models And Decimated US Drilling: Insane Week In Oil Leaves Trail Of Destruction

April 25, 2020

Historical precedent is no longer useful.

Read More

oil, OPEC5 Comments on Blown-Up Risk Models And Decimated US Drilling: Insane Week In Oil Leaves Trail Of Destruction

Bad Setup: Just Before Pandemic, World Trade Did Something It Hasn’t Done Since The GFC

April 25, 2020April 25, 2020

One more time: There is never a “good” time for a pandemic, but…

Read More

7 Comments on Bad Setup: Just Before Pandemic, World Trade Did Something It Hasn’t Done Since The GFC

Posts pagination

Previous 1 … 368 369 370 … 752 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • Engineer on Oil Boils The Frogs
  • Engineer on Warsh’s Position Is Untenable Already
  • John L on Oil Boils The Frogs
  • Engineer on Oil Boils The Frogs

Monthly Letters

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Escape Artists

May 11, 2026May 11, 2026

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

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.
Loading Comments...

You must be logged in to post a comment.