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

Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does

February 25, 2019February 25, 2019

“No, I do not.”

Read More

3 Comments on Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does

Treasonous Business Economists See US Recession On The Horizon

February 25, 2019February 25, 2019

Who wants to see a recession during an election year?!

Read More

Leave a Comment on Treasonous Business Economists See US Recession On The Horizon

Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

February 25, 2019February 25, 2019

It’s a ‘tactical trading ‘green-light’.

Read More

3 Comments on Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

In China: Euphoria

February 25, 2019February 25, 2019

Overt silliness.

Read More

3 Comments on In China: Euphoria

Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

February 24, 2019February 25, 2019

Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping

Read More

2 Comments on Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

The Week The Earth Stood Still: Full Week Ahead Preview

February 24, 2019

If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.

Read More

4 Comments on The Week The Earth Stood Still: Full Week Ahead Preview

Adam Schiff Will ‘Obviously’ Subpoena Mueller Report, May Sue Some Folks If There’s A Coverup

February 24, 2019September 30, 2019

“…and work to have Robert Mueller testify before Congress if the Justice Department decides not make the report public.”

Read More

7 Comments on Adam Schiff Will ‘Obviously’ Subpoena Mueller Report, May Sue Some Folks If There’s A Coverup

‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?

February 24, 2019February 24, 2019

Time to panic? Spoiler alert: probably not.

Read More

5 Comments on ‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?

China, Credit Growth And Diminishing Returns

February 23, 2019

There are a couple of problems here. And then there are problems within those problems.

Read More

2 Comments on China, Credit Growth And Diminishing Returns

Phil Connors.

February 23, 2019October 30, 2021

“This is pitiful.”

Read More

15 Comments on Phil Connors.

Trump, Icarus And One Man’s Legal Hell

February 23, 2019February 24, 2019

And this is where the real irony comes in.

Read More

2 Comments on Trump, Icarus And One Man’s Legal Hell

Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event

February 22, 2019February 23, 2019

“…the question is an interesting one.”

Read More

5 Comments on Here’s The Blooper Reel From Trump’s Predictably Absurd China Trade Press Event

Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’

February 22, 2019

Any takers on a leveraged loan story?

Read More

1 Comment on Cov-Lite Reality Check: An Update On The Leveraged Loan ‘Bubble’

Congress Moves To Terminate Trump’s Emergency, Setting Stage For Veto, Twitter Meltdown, Name-Calling

February 22, 2019October 26, 2021

“Your all time favorite President” is going to lose his mind.

Read More

3 Comments on Congress Moves To Terminate Trump’s Emergency, Setting Stage For Veto, Twitter Meltdown, Name-Calling

The Truth Behind Trump’s Absurd New Mexico Wall Video

February 22, 2019February 22, 2019

Spoiler alert: he’s lying.

Read More

2 Comments on The Truth Behind Trump’s Absurd New Mexico Wall Video

As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

February 22, 2019February 22, 2019

If you’re looking to point fingers at anyone for currency “manipulation”…

Read More

1 Comment on As Trump Meets Liu He, Let’s Talk About That ‘Stable Yuan Pledge’ Again

Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally

February 21, 2019

As bad as 2018 was for nearly all investors, last year was especially trying for equity hedge funds.

Read More

hedge funds4 Comments on Hedge Funds Made (Kinda, Sorta) Great Again Amid 2019 Market Rally

Meanwhile, Still Lurking In The Background: The Debt Ceiling

February 21, 2019February 22, 2019

“Steven, no they won’t.”

Read More

10 Comments on Meanwhile, Still Lurking In The Background: The Debt Ceiling

Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey

February 21, 2019

Don’t worry, China will save us.

Read More

1 Comment on Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey

Different Day, Same Set Of Hopelessly Entangled Narratives

February 21, 2019February 21, 2019

Who can untangle this massive strand of Christmas lights?

Read More

2 Comments on Different Day, Same Set Of Hopelessly Entangled Narratives

Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’

February 21, 2019October 26, 2021

“…most surprising was the pungent smell of skunk that pervaded the streets almost everywhere.”

Read More

2 Comments on Albert Edwards Is Worried America Is ‘Gripped By An Epidemic Of Stoned Pedestrians Stepping Into Traffic’

Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’

February 21, 2019February 21, 2019

Oh well, there’s always services…

Read More

3 Comments on Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’

What Wall Street Thinks Of The January Fed Minutes

February 20, 2019

And so, an announcement in March is the base case.

Read More

5 Comments on What Wall Street Thinks Of The January Fed Minutes

William Barr Will Have The Mueller Report ‘As Early As Next Week’ – Sharing Is Caring, Bill!

February 20, 2019February 21, 2019

All good “witch hunts” must come to an end.

Read More

11 Comments on William Barr Will Have The Mueller Report ‘As Early As Next Week’ – Sharing Is Caring, Bill!

Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook

February 20, 2019February 20, 2019

“Almost all participants thought that it would be desirable to announce before too long a plan to stop reducing the Federal Reserve’s asset holdings later this year.”

Read More

4 Comments on Fed Minutes Detail Case For Patience, Desire To End QT, December Selloff Discussion, Inflation Outlook

One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’

February 20, 2019October 26, 2021

“…we should pay attention to this stuff.”

Read More

1 Comment on One Bank Channels Mike Tyson, Says ‘Everyone’s Got A Strategy, Until They Get Punched In The Face By QT’

Eric Trump: Idea The Deutsche Bank Worried My Dad Might Default On $340 Million Of Loans While President Is ‘Complete Nonsense’

February 20, 2019February 20, 2019

Eric Trump, son of “genius”, doesn’t know much, but…

Read More

2 Comments on Eric Trump: Idea The Deutsche Bank Worried My Dad Might Default On $340 Million Of Loans While President Is ‘Complete Nonsense’

Posts pagination

Previous 1 … 481 482 483 … 756 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Ricus Reeders on Tsunami
  • Frederic MARI on Irrepressible
  • Frederic MARI on Deus Ex Machina?
  • Frederic MARI 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.