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

Zombieland.

January 27, 2020January 28, 2020

“Very few people on the streets, everyone wearing face masks”.

Read More

3 Comments on Zombieland.

$1 Trillion+ Surge In Negative Debt Pile Is Fillip For Yellow Paperweights, Digital Chuck E. Cheese Tokens

January 27, 2020January 27, 2020

That “blip” is worth about $1.5 trillion – with a “t”.

Read More

3 Comments on $1 Trillion+ Surge In Negative Debt Pile Is Fillip For Yellow Paperweights, Digital Chuck E. Cheese Tokens

Taliban Tests Trump’s Patience With Bombastic Claims About Afghanistan Plane Crash

January 27, 2020January 27, 2020

“All onboard including high-ranking CIA officers were killed”.

Read More

Leave a Comment on Taliban Tests Trump’s Patience With Bombastic Claims About Afghanistan Plane Crash

‘Stability Breeds Instability’: ‘Extreme’ Positioning From CTAs, Vol.-Targeters Raises Virus Contagion Risk

January 27, 2020January 27, 2020

While timeless, it’s become even more germane over the last decade…

Read More

2 Comments on ‘Stability Breeds Instability’: ‘Extreme’ Positioning From CTAs, Vol.-Targeters Raises Virus Contagion Risk

Oil Plunges, Saudi Shares In Rout As Kingdom Says Don’t Panic About Deadly Mystery Virus

January 27, 2020January 27, 2020

“Psychological factors and extremely negative expectations”.

Read More

oil1 Comment on Oil Plunges, Saudi Shares In Rout As Kingdom Says Don’t Panic About Deadly Mystery Virus

Coronavirus Black Swan Infects China’s Yuan To Start Week

January 27, 2020January 27, 2020

“Risk aversion is contagious”.

Read More

Leave a Comment on Coronavirus Black Swan Infects China’s Yuan To Start Week

Nomura’s McElligott: ‘Violent’ Virus Contagion Flips Dealer Gamma Profile, Prompts ‘Massive Stop-Outs’ In Treasury Shorts

January 27, 2020January 27, 2020

“”The lower we go from here”…

Read More

4 Comments on Nomura’s McElligott: ‘Violent’ Virus Contagion Flips Dealer Gamma Profile, Prompts ‘Massive Stop-Outs’ In Treasury Shorts

John Bolton Torpedoes Trump Impeachment Defense In Book Draft, NYT’s Haberman Says

January 26, 2020October 12, 2021

“There can be no doubt now that Mr. Bolton directly contradicts the heart of the president’s defense”.

Read More

6 Comments on John Bolton Torpedoes Trump Impeachment Defense In Book Draft, NYT’s Haberman Says

Treasury Yields Erase Entire ‘Phase One’ Trade Deal Bounce Amid Virus Scare

January 26, 2020January 26, 2020

It was risk-off out of the gate Monday.

Read More

7 Comments on Treasury Yields Erase Entire ‘Phase One’ Trade Deal Bounce Amid Virus Scare

(Still) The Most Underappreciated Tail Risk

January 26, 2020

It seems far-fetched now, but it’s always the ones you don’t see coming that are a problem.

Read More

3 Comments on (Still) The Most Underappreciated Tail Risk

Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere

January 26, 2020January 26, 2020

A little trepidation.

Read More

1 Comment on Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere

‘Head On A Pike’: Let’s Drop The Charade. Trump Physically Threatens People All The Time.

January 26, 2020January 26, 2020

“Do you take that as a threat?”

Read More

10 Comments on ‘Head On A Pike’: Let’s Drop The Charade. Trump Physically Threatens People All The Time.

Where Were You When The World Didn’t End?

January 25, 2020April 22, 2022

When the US House rejected the Wall Street bailout bill on September 29, 2008, I

Read More

11 Comments on Where Were You When The World Didn’t End?

As Wuhan Virus Spreads, Will The Yuan Get Sick?

January 25, 2020January 25, 2020

Assuming at least some of us live to trade another day…

Read More

Leave a Comment on As Wuhan Virus Spreads, Will The Yuan Get Sick?

‘Parabolic’ Tech And The ‘Good’ Idea Misnomer

January 25, 2020January 25, 2020

Too often, we conflate getting in lower than the next person in a “greater fool” market with making a “good” decision.

Read More

1 Comment on ‘Parabolic’ Tech And The ‘Good’ Idea Misnomer

After Worst Week For US Stocks Since August, The Big Story Is Actually Bonds

January 24, 2020January 25, 2020

This really wasn’t supposed to happen.

Read More

7 Comments on After Worst Week For US Stocks Since August, The Big Story Is Actually Bonds

Stocks, Crude Have Seen Enough ‘Deadly Respiratory Illness’ Headlines For One Week

January 24, 2020January 24, 2020

Let’s just get to the weekend before anything really bad happens.

Read More

oil1 Comment on Stocks, Crude Have Seen Enough ‘Deadly Respiratory Illness’ Headlines For One Week

‘Take Her Out’: Trump Caught On Tape Telling Lev Parnas To ‘Get Rid’ Of Marie Yovanovitch

January 24, 2020January 25, 2020

“I don’t care. Get her out tomorrow.”

Read More

10 Comments on ‘Take Her Out’: Trump Caught On Tape Telling Lev Parnas To ‘Get Rid’ Of Marie Yovanovitch

India Weighs New Trump Trade Demand, But Modi Has A Much Bigger Problem: Stagflation

January 24, 2020

“We are doomed”.

Read More

3 Comments on India Weighs New Trump Trade Demand, But Modi Has A Much Bigger Problem: Stagflation

‘TBH, I Doubt It Even Exists’: Some Now Worry Trump Auto Tariffs Based On Imaginary Document

January 24, 2020January 24, 2020

Maybe it only exists in Wilbur’s dreams.

Read More

Leave a Comment on ‘TBH, I Doubt It Even Exists’: Some Now Worry Trump Auto Tariffs Based On Imaginary Document

The ‘Boris Bounce’ Lives! ‘Decisive Change’ In UK PMIs Stokes Confusion Around Expected BOE Cut

January 24, 2020January 24, 2020

It’s now a coin flip – basically.

Read More

1 Comment on The ‘Boris Bounce’ Lives! ‘Decisive Change’ In UK PMIs Stokes Confusion Around Expected BOE Cut

Euro-Area PMIs Are Rorschach Test In January

January 24, 2020January 24, 2020

No recession, but don’t bet on a “V-shaped” recovery.

Read More

Leave a Comment on Euro-Area PMIs Are Rorschach Test In January

Superbug, Superbull

January 23, 2020January 24, 2020

But what is a “cycle” that doesn’t turn? Not a “cycle”, that’s for damn sure. 

Read More

2 Comments on Superbug, Superbull

‘Just As Independent As The Fed’: Erdogan’s Son-In-Law Jokes About Trump’s Control Over Central Bank

January 23, 2020January 23, 2020

This is yet another manifestation of Trump’s behavior normalizing autocratic regimes.

Read More

1 Comment on ‘Just As Independent As The Fed’: Erdogan’s Son-In-Law Jokes About Trump’s Control Over Central Bank

From IMAX To Mall Operators To ETFs, Here’s How The Wuhan Virus Infected Markets

January 23, 2020

Contagion!

Read More

Leave a Comment on From IMAX To Mall Operators To ETFs, Here’s How The Wuhan Virus Infected Markets

Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’

January 23, 2020January 23, 2020

Back to the future, as “slow-flation” trades are once again en vogue.

Read More

1 Comment on Nomura’s McElligott Takes Victory Lap As Markets Ponder Return Of ‘Duration Infatuation’

Markets Look To Lagarde For ECB Strategy Review Details As Japanification Sets In

January 23, 2020January 23, 2020

Mitigating ‘Japanification’ is all that matters now.

Read More

Leave a Comment on Markets Look To Lagarde For ECB Strategy Review Details As Japanification Sets In

Posts pagination

Previous 1 … 395 396 397 … 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.