Skip to content
Monday, November 02, 2026
Heisenberg Report

Heisenberg Report

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

Author: therealheisenberg

‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build

February 15, 2018February 15, 2018

The fun may be just getting started.

Read More

2 Comments on ‘Bubbly Rallies’ And ‘Sharp Selloffs’: 3 Scenarios For Stocks As Inflation Pressures Build

Tom Lee’s Latest Bitcoin Prediction Is Here (That Is Its Own Joke)

February 15, 2018

Listen, Fundstrat Global Advisors’ Tom Lee is a guy who knows Bitcoin, ok?

Read More

1 Comment on Tom Lee’s Latest Bitcoin Prediction Is Here (That Is Its Own Joke)

David Stockman Presents: The Folly Of 2% Inflation Targeting

February 15, 2018

“At the end of the day, the real scandal of central banking is that it takes credit for what it doesn’t cause and can’t achieve in the main street economy, while ignoring the mayhem its machinations bring to the financial system.”

Read More

3 Comments on David Stockman Presents: The Folly Of 23 Inflation Targeting

50 Yards…

February 15, 2018February 15, 2018

“Wow, dad.”

Read More

oilLeave a Comment on 50 Yards…

Hedge Fund Decca Loses 25% Of Its Value In ‘Vol-pocalypse’

February 15, 2018

Read More

Leave a Comment on Hedge Fund Decca Loses 25% Of Its Value In ‘Vol-pocalypse’

This Has Only Happened 3 Times Since 2012 (Banana Republic Edition)

February 15, 2018February 15, 2018

Ok, so do you want to see something funny?

Read More

Leave a Comment on This Has Only Happened 3 Times Since 2012 (Banana Republic Edition)

‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!

February 15, 2018February 15, 2018

Wait, Harry? Who the fuck is Harry?

Read More

2 Comments on ‘I’ll Bet Every Algo In Asia Was Reading That Text’: It Was Harry!

Only ‘Odd-Balls’ Think Low Vol. ETFs Are Vulnerable During A Tantrum, Says Guy Running Low Vol. ETF

February 15, 2018February 15, 2018

“…when you look at any given day or week, you see what appear to be odd-ball circumstances.”

Read More

Leave a Comment on Only ‘Odd-Balls’ Think Low Vol. ETFs Are Vulnerable During A Tantrum, Says Guy Running Low Vol. ETF

What The Hell Is Going On With Stocks? Explanations Vary…

February 15, 2018February 15, 2018

Who knows.

Read More

22 Comments on What The Hell Is Going On With Stocks? Explanations Vary…

Goldman’s Buyback Desk Went Nuts During Selloff, But It Wasn’t Enough…

February 14, 2018February 14, 2018

Whatever the case, it looks like Goldman’s buyback desk isn’t enough to stop the bleeding in an acute situation…

Read More

2 Comments on Goldman’s Buyback Desk Went Nuts During Selloff, But It Wasn’t Enough…

David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination

February 14, 2018

“That was fast.”

Read More

5 Comments on David Stockman: ‘Goldilocks’ Is A Figment Of Your Imagination

A $30 Million Military Parade Is Just What The Doctor Ordered For A Stock Market Terrified Of Fiscal Outlook

February 14, 2018

Read More

Leave a Comment on A $30 Million Military Parade Is Just What The Doctor Ordered For A Stock Market Terrified Of Fiscal Outlook

‘You’re Going The Wrong Way!’

February 14, 2018February 14, 2018

“Oh, they’re drunk. How would they know where we’re going?”

Read More

oil6 Comments on ‘You’re Going The Wrong Way!’

Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’

February 14, 2018February 14, 2018

“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”

Read More

3 Comments on Albert Edwards: ‘TrumpÂ’’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’

Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short

February 14, 2018

“We will probably never know, but I think it’s an interesting exercise to speculate on the reasons for the massive bet.”

Read More

5 Comments on Trader: Here’s Why I Would Fade Ray Dalio’s Massive Short

Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat

February 14, 2018

“…inflation risks are clearly shifting to the upside.”

Read More

Leave a Comment on Wall Street Weighs In On ‘Super-Important’, Bigly Tremendous CPI Beat

CPI Quick Take: What Happens When The Battle Is ‘Won’?

February 14, 2018February 14, 2018

That’s the question.

Read More

1 Comment on CPI Quick Take: What Happens When The Battle Is ‘Won’?

Futures Plunge, Yields Spike As CPI Fears Realized

February 14, 2018February 14, 2018

Well there you go folks. 

Read More

3 Comments on Futures Plunge, Yields Spike As CPI Fears Realized

CPI Blows Through Estimates, End Of World?

February 14, 2018February 14, 2018

U.S. JANUARY CONSUMER PRICES RISE 0.5%; CORE INDEX UP 0.3%

Read More

3 Comments on CPI Blows Through Estimates, End Of World?

The Most Critical Number In The World Or Mountain Out Of A Molehill?

February 14, 2018

And so we waited, breathless.

Read More

Leave a Comment on The Most Critical Number In The World Or Mountain Out Of A Molehill?

Overnight: Yen-Sanity

February 14, 2018

It was all about the yen overnight. Again.

Read More

Leave a Comment on Overnight: Yen-Sanity

Market Correction: Lessons From 2006

February 13, 2018

If you’re looking for some confirmation bias for your still-bullish outlook…

Read More

Leave a Comment on Market Correction: Lessons From 2006

Jerome Powell Is About Two Rate Hikes Away From Getting A Lesson In Erdoganomics 101

February 13, 2018

Read More

Leave a Comment on Jerome Powell Is About Two Rate Hikes Away From Getting A Lesson In Erdoganomics 101

Die Another Day.

February 13, 2018February 13, 2018

So the real drama (if there proves to be any) will come tomorrow.

Read More

2 Comments on Die Another Day.

Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’

February 13, 2018

“As I struggle to find the words to communicate my thoughts, I worry they will be misconstrued. Yet I don’t know how else to say it – except to blurt it out. So at the risk of being labeled a fool, here it goes - it’s different this time.”

Read More

2 Comments on Trader: ‘I Don’t Know How Else To Say It – It’s Different This Time’

Look! A ‘Junk Stock VIX’

February 13, 2018February 13, 2018

Looking for a new leading indicator? Here’s one candidate.

Read More

2 Comments on Look! A ‘Junk Stock VIX’

Guy Who Literally Told You To Sell Days Ahead Of The Meltdown Says Don’t BTFD

February 13, 2018February 13, 2018

Any questions?

Read More

3 Comments on Guy Who Literally Told You To Sell Days Ahead Of The Meltdown Says Don’t BTFD

Posts pagination

Previous 1 … 571 572 573 … 756 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on Let’s Talk Blue Waves
  • Gimpy on Let’s Talk Blue Waves
  • azh on Let’s Talk Blue Waves
  • DL 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.