Skip to content
Wednesday, November 04, 2026
Heisenberg Report

Heisenberg Report

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

Author: therealheisenberg

Brett Kavanaugh Is Proudly Brought To You By Beer, Official Beverage Of SCOTUS Nominees

September 27, 2018October 17, 2021

“I like beer”.

Read More

11 Comments on Brett Kavanaugh Is Proudly Brought To You By Beer, Official Beverage Of SCOTUS Nominees

These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate

September 27, 2018

The straw that breaks the camel’s back…

Read More

Leave a Comment on These Are The Three Most Vulnerable Areas To A Rising Risk-Free Rate

Hong Kong Hijinks: Here Comes A Bursting Property Bubble

September 27, 2018September 27, 2018

“This is fine.”

Read More

Leave a Comment on Hong Kong Hijinks: Here Comes A Bursting Property Bubble

Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst

September 27, 2018

Well, you can’t say they aren’t trying.

Read More

Leave a Comment on Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst

Italian Assets Crushed As Populists Upend Budget Talks At Last Minute

September 27, 2018October 17, 2021

Predictably, the fraught Italian budget negotiations went off the rails at the last minute.

Read More

Leave a Comment on Italian Assets Crushed As Populists Upend Budget Talks At Last Minute

The George Washington Presser: Donald Trump Delivers Crowning Achievement In Abject Absurdity

September 26, 2018September 27, 2018

“…according to Mr. Pillsbury, China has total respect for Donald Trump’s ahh-very large brain.”

Read More

6 Comments on The George Washington Presser: Donald Trump Delivers Crowning Achievement In Abject Absurdity

Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push

September 26, 2018November 3, 2019

“…the question arises whether the rest of the world should diversify away from the risks of the USD and USD-centric finance.”

Read More

Leave a Comment on Marko Kolanovic: Current U.S. Policies May Accelerate Global De-Dollarization Push

Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage

September 26, 2018October 17, 2021

And now, the main event.

Read More

Leave a Comment on Fed Hikes Rates, Removes ‘Accommodative’ From Statement: Full Coverage

Someone Called Julie Swetnick Says Brett Kavanaugh ‘Spiked The Punch’, Was Present For ‘Gang Rapes’

September 26, 2018October 17, 2021

“I became a victim of one of these ‘trains'”.

Read More

4 Comments on Someone Called Julie Swetnick Says Brett Kavanaugh ‘Spiked The Punch’, Was Present For ‘Gang Rapes’

What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic

September 26, 2018October 28, 2018

Reading the tea leaves.

Read More

1 Comment on What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic

‘This Matters Meaningfully’: Nomura’s McElligott Flags Inflection In Key ‘2020 Recession’ Indicator

September 26, 2018September 26, 2018

“Stay tuned.”

Read More

Leave a Comment on ‘This Matters Meaningfully’: Nomura’s McElligott Flags Inflection In Key ‘2020 Recession’ Indicator

Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’

September 26, 2018September 26, 2018

“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”

Read More

2 Comments on Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’

For A Split Second On Tuesday, Donald Trump And The World Shared A Joke

September 25, 2018September 29, 2018

And the joke was Donald Trump.

Read More

1 Comment on For A Split Second On Tuesday, Donald Trump And The World Shared A Joke

‘Do It At Your Own Risk’: Bolton, Pompeo Not Amused With Europe’s Plan To Circumvent Iran Sanctions

September 25, 2018October 17, 2021

“…take a good hard look at your business with Iran.”

Read More

1 Comment on ‘Do It At Your Own Risk’: Bolton, Pompeo Not Amused With Europe’s Plan To Circumvent Iran Sanctions

Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside

September 25, 2018

“The catalysts for this last rally appear clear”.

Read More

oil, OPECLeave a Comment on Goldman Updates Oil Forecast Following Trump’s U.N. OPEC Broadside

Trump ‘Rejects Globalism’, Blasts ‘Socialism’, Accuses OPEC Of ‘Ripping Off The World’: Full U.N. Highlights

September 25, 2018September 26, 2018

The bar was set pretty high – or pretty low…

Read More

2 Comments on Trump ‘Rejects Globalism’, Blasts ‘Socialism’, Accuses OPEC Of ‘Ripping Off The World’: Full U.N. Highlights

Just When You Thought Emerging Markets Might Be Out Of The Woods, Argentina Spoils The Party

September 25, 2018September 25, 2018

“Personal issues.”

Read More

Leave a Comment on Just When You Thought Emerging Markets Might Be Out Of The Woods, Argentina Spoils The Party

In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions

September 25, 2018September 25, 2018

“The question is whether this will work.”

Read More

oil2 Comments on In Brazen Move, Europe, Russia, China Establish SPV To Circumvent Trump’s Iran Sanctions

Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks

September 25, 2018September 25, 2018

Unfortunately, Peter Navarro was on national television this morning…

Read More

Leave a Comment on Peter Navarro Promises More China Tariffs, Says ‘Small Things’ Impeding Canada Talks

As Yields Rise, The Ghost Of Diversification Desperation Comes Calling

September 24, 2018October 17, 2021

Here comes the stock-bond return correlation debate (again).

Read More

Leave a Comment on As Yields Rise, The Ghost Of Diversification Desperation Comes Calling

‘Disgraceful Bullsh*t’: Rod Rosenstein Story Sparks Civil War In Journo Land

September 24, 2018September 25, 2018

This is not what America needs.

Read More

3 Comments on ‘Disgraceful Bullsh*t’: Rod Rosenstein Story Sparks Civil War In Journo Land

In India, ‘Another Fed-Induced Tightening Tantrum’

September 24, 2018

And don’t say Urjit Patel didn’t try to warn you.

Read More

Leave a Comment on In India, ‘Another Fed-Induced Tightening Tantrum’

Rod Rosenstein Said To Resign As Deputy AG: Constitutional Crisis, Here We Come

September 24, 2018September 25, 2018

Expect a veritable firestorm on the Hill.

Read More

2 Comments on Rod Rosenstein Said To Resign As Deputy AG: Constitutional Crisis, Here We Come

Morgan Stanley: Treasury Yields Aren’t High Enough To Attract ‘Sufficient Funds To Cover U.S. Capital-Import Needs’

September 24, 2018

The dollar needs to fall.

Read More

1 Comment on Morgan Stanley: Treasury Yields Aren’t High Enough To Attract ‘Sufficient Funds To Cover U.S. Capital-Import Needs’

‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’

September 24, 2018September 24, 2018

“Beijing can set an example for the world.”

Read More

4 Comments on ‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’

Dear Brett Kavanaugh: Do You Remember Deborah Ramirez?

September 23, 2018October 17, 2021

“I remember a penis being in front of my face.”

Read More

4 Comments on Dear Brett Kavanaugh: Do You Remember Deborah Ramirez?

Something For Everybody: Full Week Ahead Preview

September 23, 2018September 23, 2018

Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.

Read More

oilLeave a Comment on Something For Everybody: Full Week Ahead Preview

Posts pagination

Previous 1 … 513 514 515 … 756 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • T-Dog on Let’s Talk Blue Waves
  • WMD on The Capex Catch-22
  • Gerard Jones on Let’s Talk Blue Waves
  • WMD on Let’s Talk Blue Waves

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.