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

Harley Bassman: ‘The Pandemic Has Pulled Back The Curtain On The Downside Of Xenophobic Nationalism’

March 5, 2020March 7, 2020

“Such a pity that a passport is not required for this virus to travel across borders.”

Read More

2 Comments on Harley Bassman: ‘The Pandemic Has Pulled Back The Curtain On The Downside Of Xenophobic Nationalism’

And I’ll Dance With You In Vienna.

March 5, 2020March 6, 2020

“There’s a tree where the doves go to die”…

Read More

oil, OPEC5 Comments on And I’ll Dance With You In Vienna.

All This Selloff Was Missing Was A Jeff Gundlach Chat With Scott Wapner. Not Anymore.

March 5, 2020March 5, 2020

“Stick a fork in it.”

Read More

5 Comments on All This Selloff Was Missing Was A Jeff Gundlach Chat With Scott Wapner. Not Anymore.

We’re All Momentum Traders Now

March 5, 2020March 6, 2020

“We are all subject to the same risk management parameters.”

Read More

7 Comments on We’re All Momentum Traders Now

Fear Reigns.

March 5, 2020March 5, 2020

“In a significant way”.

Read More

4 Comments on Fear Reigns.

‘Try 8X Instead’: As Market Crosses Another ‘Ice Age’ Milestone, Albert Edwards Looks Ahead

March 5, 2020March 6, 2020

“Try 8x instead at the bottom of the next recession and see where that takes us!”

Read More

2 Comments on ‘Try 8X Instead’: As Market Crosses Another ‘Ice Age’ Milestone, Albert Edwards Looks Ahead

We Should Have Just Ordered Chinese.

March 5, 2020March 5, 2020

Oh, the tragic irony.

Read More

2 Comments on We Should Have Just Ordered Chinese.

‘A Lot Has Changed Since This Weekend’: World, Markets Go COVID-Crazy

March 4, 2020March 5, 2020

“We certainly hope that these latest measures are enough”.

Read More

3 Comments on ‘A Lot Has Changed Since This Weekend’: World, Markets Go COVID-Crazy

Depth Charge And The Biden Affair

March 4, 2020March 4, 2020

“…since the beginning of the COVID-19 panic, there’s been a ~90% plunge in futures market depth.”

Read More

2 Comments on Depth Charge And The Biden Affair

Wild Discrepancy Opens Up Between Key Gauges Of US Services Sector

March 4, 2020March 4, 2020

Which one of you is lying?

Read More

1 Comment on Wild Discrepancy Opens Up Between Key Gauges Of US Services Sector

Global Rate Cut Bonanza Continues As Canada Takes A Swing At COVID-19

March 4, 2020March 4, 2020

Are you listening virus?!

Read More

4 Comments on Global Rate Cut Bonanza Continues As Canada Takes A Swing At COVID-19

Nomura’s McElligott: ‘One Left Tail Down, One To Go’

March 4, 2020March 4, 2020

The ever-present COVID-19 tape bomb risk notwithstanding…

Read More

2 Comments on Nomura’s McElligott: ‘One Left Tail Down, One To Go’

Joe Biden Odds Go Full-Tesla, Virus Spreads Virtually Unchecked

March 4, 2020March 4, 2020

A “miracle” comeback and an ongoing public health crisis.

Read More

2 Comments on Joe Biden Odds Go Full-Tesla, Virus Spreads Virtually Unchecked

Fed Harshly Panned For ‘Panic’ Rate Cut. Market Looks To Biden For Relief

March 3, 2020March 4, 2020

Now, in 2020, it’s not clear where we are, besides on the border of lost credibility.

Read More

7 Comments on Fed Harshly Panned For ‘Panic’ Rate Cut. Market Looks To Biden For Relief

Zoltan Pozsar Takes On COVID-19: ‘Use The Swap Lines, An Uncapped Repo Facility And QE’

March 3, 2020March 3, 2020

“Dollar funding is always the orphaned child of crises”.

Read More

10 Comments on Zoltan Pozsar Takes On COVID-19: ‘Use The Swap Lines, An Uncapped Repo Facility And QE’

Pop Your Collar, The Black Swan Is Here.

March 3, 2020March 3, 2020

Things didn’t go according to plan.

Read More

12 Comments on Pop Your Collar, The Black Swan Is Here.

Steve Mnuchin Says ‘There’s No Reason’ To Halt The Stock Market (And 10-Year Yields Make History)

March 3, 2020March 3, 2020

“…the markets are working properly.”

Read More

Leave a Comment on Steve Mnuchin Says ‘There’s No Reason’ To Halt The Stock Market (And 10-Year Yields Make History)

Coronavirus Selloff Resembles Lehman In One Key Respect. Will The Emergency Fed Cut Change That?

March 3, 2020March 4, 2020

Is your parachute working?

Read More

4 Comments on Coronavirus Selloff Resembles Lehman In One Key Respect. Will The Emergency Fed Cut Change That?

Fed Delivers Emergency 50 Basis Point Rate Cut Amid Virus Scare, Oversubscribed Repos

March 3, 2020March 3, 2020

“Whatever it takes”, I suppose.

Read More

5 Comments on Fed Delivers Emergency 50 Basis Point Rate Cut Amid Virus Scare, Oversubscribed Repos

Nomura’s McElligott Explains The Market’s ‘Embedded Short’, Looks Ahead

March 3, 2020

And yet, through it all…

Read More

1 Comment on Nomura’s McElligott Explains The Market’s ‘Embedded Short’, Looks Ahead

Strategists ‘Fight To Keep Their Inner Cynic At Bay’ As G-7 Deus Ex Machina Disappoints

March 3, 2020March 3, 2020

Quixotic?

Read More

5 Comments on Strategists ‘Fight To Keep Their Inner Cynic At Bay’ As G-7 Deus Ex Machina Disappoints

RBA Cuts Rates, BoJ Shows Resolve As Central Banks Take Aim At Virus

March 2, 2020

It’s at least possible market participants will view the RBA’s cut as too little, and the BoJ’s liquidity ops as meaningless.

Read More

1 Comment on RBA Cuts Rates, BoJ Shows Resolve As Central Banks Take Aim At Virus

One Strategist Is ‘Taking Profits As Soon As Possible’ After Best Surge Since 2009

March 2, 2020March 3, 2020

Everyone bought the G-7 teleconference “rumor”. Will they sell the news?

Read More

6 Comments on One Strategist Is ‘Taking Profits As Soon As Possible’ After Best Surge Since 2009

A (Dove’s) Wing And A Prayer.

March 2, 2020March 2, 2020

Either way…

Read More

6 Comments on A (Dove’s) Wing And A Prayer.

Recession Ahoy?

March 2, 2020March 2, 2020

Printing presses vs. pandemics.

Read More

2 Comments on Recession Ahoy?

ISM Manufacturing Hangs Tough, But Virus Concerns Are Pervasive

March 2, 2020March 2, 2020

“Coronavirus continues to be front and center as a major supply chain risk to our company.”

Read More

Leave a Comment on ISM Manufacturing Hangs Tough, But Virus Concerns Are Pervasive

The Cat’s Out Of The Bag.

March 2, 2020March 2, 2020

Traders have questions.

Read More

1 Comment on The Cat’s Out Of The Bag.

Posts pagination

Previous 1 … 382 383 384 … 752 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • derek on Oil Boils The Frogs
  • SeaTurtle on Oil Boils The Frogs
  • therealheisenberg on High Macro Drama
  • Engineer on High Macro Drama

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.