Skip to content
Thursday, October 29, 2026
Heisenberg Report

Heisenberg Report

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

Author: therealheisenberg

Junk Rides The Roller Coaster – Did The Bubble Just Burst?

August 11, 2017

All kinds of people are suddenly talking about the bubble in high yield. Of course

Read More

1 Comment on Junk Rides The Roller Coaster – Did The Bubble Just Burst?

As ‘Nuclear’ Story Count Goes Nuclear, One Trader Says Look Out Below In EM

August 11, 2017

“Investors’ focus becomes dominated by risk-management and the profit-and-loss bottom line. Everything else is secondary.”

Read More

1 Comment on As ‘Nuclear’ Story Count Goes Nuclear, One Trader Says Look Out Below In EM

Friday Satire: Saving Private Trump

August 11, 2017

“Fighting is the main thing I do as a soldier, O.K.? I carry a machine gun for fighting, and it’s the best machine gun.”

Read More

Leave a Comment on Friday Satire: Saving Private Trump

‘Something’s Amiss’: Vol Of Vol Soars To Highest Since Yuan Devaluation

August 11, 2017August 11, 2017

“Well sure enough”…

Read More

Leave a Comment on ‘Something’s Amiss’: Vol Of Vol Soars To Highest Since Yuan Devaluation

Dollar, Yields Stage Hilarious Reversal Despite ‘Nail In The Rate Hike Coffin’

August 11, 2017August 11, 2017

“The CPI number pretty much puts the nail in the coffin for 2017 hikes.”

Read More

11 Comments on Dollar, Yields Stage Hilarious Reversal Despite ‘Nail In The Rate Hike Coffin’

CPI Misses Across The Board, Dollar Dives

August 11, 2017August 11, 2017

CPI rose 0.1% vs est. 0.2%, according to the BLS.

Ex. food, energy up 0.1% vs est. 0.2%

Read More

Leave a Comment on CPI Misses Across The Board, Dollar Dives

Make Bad News Great Again! Futures Jump With Gold On CPI Miss

August 11, 2017August 11, 2017

#MBNGA…. “make bad news great again”!

Read More

Leave a Comment on Make Bad News Great Again! Futures Jump With Gold On CPI Miss

Trump Overdoses On Fox & Friends, Tells World He’s ‘Locked And Loaded’

August 11, 2017

Trump is back on Twitter this morning to prove that he is a real contender for the absurd propaganda title belt that’s been comfortably held by Kim and his ancestors for decades.

Read More

6 Comments on Trump Overdoses On Fox & Friends, Tells World He’s ‘Locked And Loaded’

Bloodbath In South Korea: Stocks Slide 4th Day As Foreign Money Heads For Exits

August 11, 2017

Spoiler alert: the picture is not pretty.

Read More

1 Comment on Bloodbath In South Korea: Stocks Slide 4th Day As Foreign Money Heads For Exits

‘Traders Are Rushing For The Exit’: Hong Shares Collapse Most Since November

August 11, 2017

“Traders are rushing for the exit and trading volumes on the Hang Seng are more than 80% above their 30-day average.”

Read More

Leave a Comment on ‘Traders Are Rushing For The Exit’: Hong Shares Collapse Most Since November

Trump Has Been Making Threats His Whole Life – He Never Delivers

August 11, 2017

“Is this credible? No. The United States is not going to launch a preventive nuclear war in Asia.”

Read More

5 Comments on Trump Has Been Making Threats His Whole Life – He Never Delivers

Yuan Plunges Most Since January As PBoC Surprises Market With Fix

August 10, 2017

What you see in that chart folks, is the yuan falling the most against the dollar since January…

Read More

Leave a Comment on Yuan Plunges Most Since January As PBoC Surprises Market With Fix

Gundlach Plot Thickens As Jeff Says ‘Fake’ WSJ Is Conspiring Against Him

August 10, 2017August 10, 2017

Now I know what you’re thinking: “why would people be conspiring against Jeff Gundlach?”

But see that’s just it – we don’t know. And neither does Jeff.

Read More

5 Comments on Gundlach Plot Thickens As Jeff Says ‘Fake’ WSJ Is Conspiring Against Him

The Market Has A New Safe Haven Asset – But You Missed The Rally

August 10, 2017August 10, 2017

How much longer can this run?

Read More

1 Comment on The Market Has A New Safe Haven Asset – But You Missed The Rally

Jeffrey Lord Fired By CNN For Shouting Nazi Salute On Twitter

August 10, 2017August 10, 2017

 “Nazi salutes are indefensible.”

Read More

2 Comments on Jeffrey Lord Fired By CNN For Shouting Nazi Salute On Twitter

Here’s What The FBI Raid On Paul Manafort Means – Spoiler Alert…

August 10, 2017

“That brings us to the most important implication of the news of the Manafort raid.”

Read More

Leave a Comment on Here’s What The FBI Raid On Paul Manafort Means – Spoiler Alert…

Blood On The Streets

August 10, 2017August 10, 2017

Remember, you can always burn your stock certificates to keep warm in a nuclear winter.

Read More

Leave a Comment on Blood On The Streets

Trump: I’m Going To Do Things To North Korea That They ‘Never Thought Were Possible’

August 10, 2017August 10, 2017

“Things will happen to them like they never thought possible.”

Read More

15 Comments on Trump: I’m Going To Do Things To North Korea That They ‘Never Thought Were Possible’

Popular Emerging Market ETF Has Worst Day Since December Fed Hike

August 10, 2017

Looks like some folks have an “emerging” problem on their hands…

Read More

Leave a Comment on Popular Emerging Market ETF Has Worst Day Since December Fed Hike

‘What Will Happen If VIX Spikes?’ Deutsche, Barclays Answer The Unanswerable

August 10, 2017

You could call it cruelly ironic: after all, it is the popularity of these products that has served to embed the feedback loop that will ultimately be the cause of their demise. They will almost invariably become victims of their own “success.”

Read More

4 Comments on ‘What Will Happen If VIX Spikes?’ Deutsche, Barclays Answer The Unanswerable

Vol. Of Vol. Set For Highest Close Since 2015 But Here’s Why BTFD Will Win (Again)

August 10, 2017

“Vol quickly mean reverts until it doesn’t [but] the dip-buyers might win again in the end.”

Read More

Leave a Comment on Vol. Of Vol. Set For Highest Close Since 2015 But Here’s Why BTFD Will Win (Again)

Thursday Humor: ‘Hedging Right Now Is Laughable’

August 10, 2017

Risk-Reward of Adding Hedges ‘Laughable’ Given Vol Surface: MKM

Read More

Leave a Comment on Thursday Humor: ‘Hedging Right Now Is Laughable’

Uh-Oh: VIX Explodes To 15-Handle After Call Volume Hit 3rd Highest In A Year

August 10, 2017August 10, 2017

“Probably nothing.”

Read More

Leave a Comment on Uh-Oh: VIX Explodes To 15-Handle After Call Volume Hit 3rd Highest In A Year

‘Little Men Are Moved More By Fear And Pride’

August 10, 2017

“We got to get this under control, Linc,” he fumed. “You have to be goddamn careful!”

Read More

2 Comments on ‘Little Men Are Moved More By Fear And Pride’

Exercise Some ‘Common Sense,’ Or They’ll Be ‘Some Blood Shed’ At One Trader’s Desk

August 10, 2017

“All in on every hand and pray not to have gone broke before the broken clock has a chance to finally be right.”

Read More

Leave a Comment on Exercise Some ‘Common Sense,’ Or They’ll Be ‘Some Blood Shed’ At One Trader’s Desk

Oil Surges Above $50 On Heavy Volume As Market Digests OPEC Report

August 10, 2017

Hooray!

Read More

oil, OPEC1 Comment on Oil Surges Above $50 On Heavy Volume As Market Digests OPEC Report

‘An Eye-Watering Bubble’: Euro Junk Bond Yields Now Same As US Treasurys

August 10, 2017

“The “lust for return” is alive and kicking.”

Read More

1 Comment on ‘An Eye-Watering Bubble’: Euro Junk Bond Yields Now Same As US Treasurys

Posts pagination

Previous 1 … 646 647 648 … 755 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • SeaTurtle on The Arbitrageur
  • T-Dog on The Arbitrageur
  • therealheisenberg on The Arbitrageur
  • SeaTurtle on The Arbitrageur

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.