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

Is Direct Lending The Next Subprime? Goldman Says Probably Not

February 1, 2019

Another “some worry” story.

Read More

Leave a Comment on Is Direct Lending The Next Subprime? Goldman Says Probably Not

Good News: The US Economy Might Not Be Falling Off A Cliff After All

February 1, 2019October 26, 2021

Phew.

Read More

2 Comments on Good News: The US Economy Might Not Be Falling Off A Cliff After All

Fentanyl Busts And Trump As A Reverse Lefty Guns

February 1, 2019October 26, 2021

Even when he’s right, he’s wrong.

Read More

2 Comments on Fentanyl Busts And Trump As A Reverse Lefty Guns

The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded

February 1, 2019

“Have central banks blinked? We think so”…

Read More

3 Comments on The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded

Jobs Report Smashes Estimates, As US Logs Record 100th Month Of Gains

February 1, 2019February 1, 2019

Goldilocks?

Read More

Leave a Comment on Jobs Report Smashes Estimates, As US Logs Record 100th Month Of Gains

As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet

February 1, 2019February 1, 2019

So much for the glass half-full take.

Read More

Leave a Comment on As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet

Trump Flounders As Two-Front War With Dems, China Takes Visible Toll

January 31, 2019February 1, 2019

Art of the dealbreaker.

Read More

6 Comments on Trump Flounders As Two-Front War With Dems, China Takes Visible Toll

Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)

January 31, 2019

If you’re Donald Trump, there’s a lot to like about Herman Cain.

Read More

2 Comments on Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)

Draft Of Democratic Border Proposal Surfaces: There Is No Wall Money

January 31, 2019January 31, 2019

“There’s not gonna be any wall money in the legislation.”

Read More

1 Comment on Draft Of Democratic Border Proposal Surfaces: There Is No Wall Money

Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq

January 31, 2019January 31, 2019

“Let’s be real though”…

Read More

5 Comments on Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘1005 Max Long’ On Nasdaq

Trump Demands You ‘Stop Playing Games’ With Him, Insists You ‘Call Walls Walls’ (No More ‘Wheels’, No More ‘Peaches’)

January 31, 2019January 31, 2019

As usual, you don’t know whether to laugh, cry or cry from laughing so hard.

Read More

3 Comments on Trump Demands You ‘Stop Playing Games’ With Him, Insists You ‘Call Walls Walls’ (No More ‘Wheels’, No More ‘Peaches’)

Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’

January 31, 2019January 31, 2019

“I am going back into a foxhole.”

Read More

4 Comments on Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’

Italy Succumbs, Falls Into Recession – Now How Long Before Salvini Seizes Power?

January 31, 2019January 31, 2019

Womp, womp.

Read More

2 Comments on Italy Succumbs, Falls Into Recession – Now How Long Before Salvini Seizes Power?

‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed

January 30, 2019January 31, 2019

“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”

Read More

7 Comments on ‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed

Seeking Redemption, Jerome Powell Blindsides Skeptics

January 30, 2019January 30, 2019

Is this what you wanted?

Read More

9 Comments on Seeking Redemption, Jerome Powell Blindsides Skeptics

Fed Drops Reference To Further Gradual Hikes, Says Prepared To Adjust Balance Sheet Runoff Plan

January 30, 2019January 30, 2019

And there’s that.

Read More

6 Comments on Fed Drops Reference To Further Gradual Hikes, Says Prepared To Adjust Balance Sheet Runoff Plan

The Last Time BBBs Did This, Stocks Were At Record Highs

January 30, 2019

The latest from the “BBB apocalypse” saga.

Read More

1 Comment on The Last Time BBBs Did This, Stocks Were At Record Highs

Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day

January 30, 2019January 30, 2019

“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”

Read More

1 Comment on Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day

One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’

January 30, 2019January 30, 2019

“Our forecast appears to be validated.”

Read More

Leave a Comment on One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’

Jeff Gundlach Discovers ‘The Most Recessionary Signal Yet’, Is Even More Scared Than That Time Someone Didn’t Hack His Twitter

January 29, 2019January 29, 2019

Nothing “innocuous” about this.

Read More

1 Comment on Jeff Gundlach Discovers ‘The Most Recessionary Signal Yet’, Is Even More Scared Than That Time Someone Didn’t Hack His Twitter

Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There

January 29, 2019January 30, 2019

It’s not treason if your wife sees the whole thing, we suppose.

Read More

10 Comments on Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There

Presenting, One Bank’s ‘Refi Losers’

January 29, 2019

Domino effects.

Read More

1 Comment on Presenting, One Bank’s ‘Refi Losers’

‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events

January 29, 2019January 29, 2019

For now, folks seem content to “rent” the risk rally.

Read More

3 Comments on ‘Nobody Move, Nobody Gets Hurt’: Nomura’s McElligott Weighs In On Market ‘Standoff’ Ahead Of Key Events

Harley-Davidson Profit Plunges To Zero Thanks To Trump’s Tariffs As MAGA Promise Keeps Delivering ‘Bigly’

January 29, 2019

“Hog wild”.

Read More

1 Comment on Harley-Davidson Profit Plunges To Zero Thanks To Trump’s Tariffs As MAGA Promise Keeps Delivering ‘Bigly’

As S&P Guns For Best January Since 1990, Risks Abound

January 29, 2019January 29, 2019

Mind the land mines.

Read More

Leave a Comment on As S&P Guns For Best January Since 1990, Risks Abound

Maduro Faces Endgame In Venezuela

January 28, 2019

It’s almost over.

Read More

8 Comments on Maduro Faces Endgame In Venezuela

One Way To Kill Trust Ahead Of Trade Talks Is To Announce Criminal Charges Against Huawei, So That’s Just What We’ll Do

January 28, 2019January 28, 2019

Bad timing.

Read More

3 Comments on One Way To Kill Trust Ahead Of Trade Talks Is To Announce Criminal Charges Against Huawei, So That’s Just What We’ll Do

Posts pagination

Previous 1 … 481 482 483 … 751 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • Engineer on High Macro Drama
  • Hopium Dealer on High Macro Drama
  • John3D on High Macro Drama
  • Abe Speckle on To Be Happy

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.