Skip to content
Thursday, November 05, 2026
Heisenberg Report

Heisenberg Report

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

Author: therealheisenberg

‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’

February 19, 2020February 19, 2020

“It’s a macro tape, you’re just living in it”.

Read More

6 Comments on ‘Mania Has Taken Hold’, And Other Observations As The Tape Goes ‘Macro’

Meanwhile, In Turkey…

February 19, 2020

Rate cuts and plans for another cross-border incursion in Syria – this time against Assad’s forces.

Read More

Leave a Comment on Meanwhile, In Turkey…

China Ponders Airline Bailouts, Yanks Press Credentials Of WSJ Reporters For ‘Racist’ Article

February 19, 2020February 19, 2020

“The mighty Chinese juggernaut has been humbled this week, apparently by a species-hopping bat virus.”

Read More

Leave a Comment on China Ponders Airline Bailouts, Yanks Press Credentials Of WSJ Reporters For ‘Racist’ Article

No Man’s Land And The Boilerplate Bond Chyron

February 18, 2020February 18, 2020

“Investors want to be long US Treasurys”.

Read More

7 Comments on No Man’s Land And The Boilerplate Bond Chyron

Pardon Me. And Also Him. And How About Him, Too?

February 18, 2020February 19, 2020

But no Michael Cohen, that’s for sure.

Read More

2 Comments on Pardon Me. And Also Him. And How About Him, Too?

All Hail The Titans

February 18, 2020February 18, 2020

Another cautionary tale?

Read More

7 Comments on All Hail The Titans

Treasury Pulls Trigger On Russia’s Rosneft For Trafficking Maduro’s Oil

February 18, 2020February 18, 2020

“The United States is determined to prevent the looting of Venezuela’s oil assets”.

Read More

oil1 Comment on Treasury Pulls Trigger On Russia’s Rosneft For Trafficking Maduro’s Oil

BofA Fund Manager Survey: ‘Full Capitulation’ Into Deflation Trades, QE-Forever And MMT As Reflation Savior

February 18, 2020February 18, 2020

“New highs, fewer bulls.”

Read More

Leave a Comment on BofA Fund Manager Survey: ‘Full Capitulation’ Into Deflation Trades, QE-Forever And MMT As Reflation Savior

Big Miss On German Investor Confidence Is Bad Omen For Virus Fallout

February 18, 2020

“Further corrections” may be in the offing.

Read More

1 Comment on Big Miss On German Investor Confidence Is Bad Omen For Virus Fallout

Bad Apple.

February 18, 2020February 18, 2020

Shaking the apple tree.

Read More

2 Comments on Bad Apple.

Everyday Low Guidance: Walmart Serves Up Disappointing Forecast

February 18, 2020February 18, 2020

“The company continues to monitor the Coronavirus outbreak”.

Read More

1 Comment on Everyday Low Guidance: Walmart Serves Up Disappointing Forecast

Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins

February 17, 2020February 18, 2020

“All of our stores in China and many of our partner stores have been closed.”

Read More

6 Comments on Apple Says It Won’t Meet Revenue Guidance As Coronavirus Fallout Begins

What Pandemic? Not Much De-Risking Is Happening And One CIO Thinks It’s Nuts

February 17, 2020February 17, 2020

“I have never in my career seen anything as crazy as what’s going on right now.”

Read More

8 Comments on What Pandemic? Not Much De-Risking Is Happening And One CIO Thinks It’s Nuts

Bonds, Greeks And Stubborn Greenbacks

February 17, 2020February 17, 2020

This is a good time to roll out the most nauseatingly clichéd quip in the history of market jokes…

Read More

3 Comments on Bonds, Greeks And Stubborn Greenbacks

Chinese Stocks Recover All Post-Holiday Losses As Autos, Brokerages Skyrocket. Parliament Delay Pondered

February 17, 2020February 17, 2020

Like it never happened – sort of.

Read More

Leave a Comment on Chinese Stocks Recover All Post-Holiday Losses As Autos, Brokerages Skyrocket. Parliament Delay Pondered

China’s Latest Rate Cut: Here’s What It Means

February 16, 2020February 16, 2020

This paves the way for the de facto benchmark to be cut later this week.

Read More

Leave a Comment on China’s Latest Rate Cut: Here’s What It Means

Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History

February 16, 2020February 16, 2020

And this was before the virus.

Read More

4 Comments on Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History

More Than 1,000 Former DOJ Officials Demand Bill Barr Resign, Call AG’s Behavior ‘Grave Threat’

February 16, 2020February 16, 2020

“Mr. Barr’s actions in doing the President’s personal bidding unfortunately speak louder than his words.”

Read More

5 Comments on More Than 1,000 Former DOJ Officials Demand Bill Barr Resign, Call AG’s Behavior ‘Grave Threat’

A Large Butterfly Flaps Its Wings In Paris: The Early Days Of A Crisis

February 16, 2020February 17, 2020

“We have 200 people to keep alive.”

Read More

3 Comments on A Large Butterfly Flaps Its Wings In Paris: The Early Days Of A Crisis

‘All Roads Lead To Lower Rates’: Kocic

February 16, 2020February 17, 2020

“The least ambiguous trade”…

Read More

3 Comments on ‘All Roads Lead To Lower Rates’: Kocic

Bad, Worse, Ugly Or ‘Unthinkable’? One Bank Goes ‘Dystopian Hollywood’ With Coronavirus Scenario Analysis

February 16, 2020February 16, 2020

“Let’s all pray it does not come to pass.”

Read More

2 Comments on Bad, Worse, Ugly Or ‘Unthinkable’? One Bank Goes ‘Dystopian Hollywood’ With Coronavirus Scenario Analysis

Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable

February 15, 2020February 16, 2020

Ben Bernanke is the worst co-conspirator in the world.

Read More

2 Comments on Conspiracies Aren’t Conspiracies And ‘Fundamentals’ Are Malleable

The World’s An Unfriendly Place When King Dollar Refuses To Roll Over

February 15, 2020February 16, 2020

“King dollar” can be a real pain sometimes.

Read More

3 Comments on The World’s An Unfriendly Place When King Dollar Refuses To Roll Over

Coronavirus And China’s Never-Ending Spinning Plates Routine

February 15, 2020February 15, 2020

The anti-epidemic bond issuance story is a microcosm of a broader narrative.

Read More

Leave a Comment on Coronavirus And China’s Never-Ending Spinning Plates Routine

Things Just Keep Getting Weirder At Bill Barr’s Justice Department

February 14, 2020February 15, 2020

“I just think it’s a banana republic when we go down that road”.

Read More

2 Comments on Things Just Keep Getting Weirder At Bill Barr’s Justice Department

Trump Has New Plan To Drive Stocks Into Stratosphere (But You Have To Reelect Him)

February 14, 2020February 14, 2020

“If you reelect this administration, this is what you’re going to get”.

Read More

8 Comments on Trump Has New Plan To Drive Stocks Into Stratosphere (But You Have To Reelect Him)

Total Trumpification.

February 14, 2020February 16, 2020

“…a strange hybrid of tacky glitz and truck stop, bumper sticker jingoism.”

Read More

5 Comments on Total Trumpification.

Posts pagination

Previous 1 … 390 391 392 … 756 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • TebbyFresh on Tsunami
  • NY Jeff on Tsunami
  • Mr. Lucky on Tsunami
  • BustedClock on Tsunami

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.