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

Euro Soars 3% Against The Yen, Shorts Seen “Reloading”

April 23, 2017

You probably don’t want to read too much into it because Sunday evening Australasia FX moves aren’t exactly the

Read More

Leave a Comment on Euro Soars 3% Against The Yen, Shorts Seen “Reloading”

Macron, Le Pen Set To Square Off In Second Round

April 23, 2017April 23, 2017

Centrist Macron, far-Right Le Pen advance in what should be a market-friendly outcome.

Read More

3 Comments on Macron, Le Pen Set To Square Off In Second Round

Euro Surges Out Of The Gate On French Election Result

April 23, 2017April 23, 2017

Up, up and away…

Read More

Leave a Comment on Euro Surges Out Of The Gate On French Election Result

Sunday Humor: Bill Clinton Gets “Bugged”

April 23, 2017

“Donald Trump isn’t alone”…

Read More

Leave a Comment on Sunday Humor: Bill Clinton Gets “Bugged”

Here’s How The French Polls Will Influence Central Banks This Week

April 23, 2017

“Following a “disruptive” election outcome, however, the market may expect a more accommodative tone from the ECB, and the Riksbank is likely to announce an extension of its QE programme that is due to end in June.”

Read More

Leave a Comment on Here’s How The French Polls Will Influence Central Banks This Week

Guest Post: The End Game

April 23, 2017

“We have too much debt. It’s simple math. We are screwed. Full stop.”

Read More

10 Comments on Guest Post: The End Game

Full Week Ahead Preview: Here’s “What To Watch” After France Votes

April 23, 2017April 23, 2017

“We’ve heard comment running the gamut from “everyone is petrified” to “should be a happy time for risk.”

Read More

1 Comment on Full Week Ahead Preview: Here’s “What To Watch” After France Votes

Alex Jones Is A Dope Smokin’, Zebra Eatin’, Pantless Fit Parent

April 23, 2017

“Does chili affect your memory?”
“Big bowl o’ chili?”
“Yeah.”

Read More

1 Comment on Alex Jones Is A Dope Smokin’, Zebra Eatin’, Pantless Fit Parent

Here Are The Phrases Trump Used Most In His First 100 Days

April 23, 2017April 23, 2017

“We’re gonna win so much! “

Read More

2 Comments on Here Are The Phrases Trump Used Most In His First 100 Days

“You’re Gonna Frighten People” – Bill Murray Does Frexit

April 22, 2017April 22, 2017

“That’s because it’s the first time I’ve seen it, sir.”

Read More

1 Comment on “You’re Gonna Frighten People” – Bill Murray Does Frexit

Dear FX Traders: Do Not Start Fucking With Thomas Jordan Tomorrow

April 22, 2017

Earlier we noted that the ECB is prepared to step in with emergency liquidity in

Read More

Leave a Comment on Dear FX Traders: Do Not Start Fucking With Thomas Jordan Tomorrow

Knife Edge: ECB Readies For Sunday Emergency, One Analyst Says “Keep Your Head”

April 22, 2017April 22, 2017

“If there should be problems for specific French banks liquidity-wise, then the ECB has the … ELA, Emergency Liquidity Assistance, but we don’t expect of course any special movements.”

Read More

1 Comment on Knife Edge: ECB Readies For Sunday Emergency, One Analyst Says “Keep Your Head”

Caption Contest: Sarah Palin Strikes Gangsta Pose In Front Of Clinton Portrait

April 22, 2017

You know, most things that are initially funny lose their luster after a while. Indeed,

Read More

4 Comments on Caption Contest: Sarah Palin Strikes Gangsta Pose In Front Of Clinton Portrait

Hedge Fund Performance Is (Still) Improving! Everyone (Still) Doesn’t Care.

April 22, 2017

Earlier this month, we brought you “It’s Probably Too Late: Hedge Fund Performance ‘Improves,’ But

Read More

hedge fundsLeave a Comment on Hedge Fund Performance Is (Still) Improving! Everyone (Still) Doesn’t Care.

“It Is Evident There Is No Policy”: Trump Governs By Vacuous Platitude

April 22, 2017

“…he treats foreign policy as a series of discrete public-relations exercises, unrelated to other actions and messages we send to foes and allies. He equates ‘winning’ with a good news cycle, without much regard for what foreign policy objectives we are pursuing.”

Read More

3 Comments on “It Is Evident There Is No Policy”: Trump Governs By Vacuous Platitude

Here’s Another Trade Idea For The Coming Retail Apocalypse

April 22, 2017

You might not realize it, but there’s a kind of ongoing debate about the best

Read More

1 Comment on Here’s Another Trade Idea For The Coming Retail Apocalypse

Trader: Don’t Let Those Damn French People “Ruin Your Weekend”

April 22, 2017

“Enjoy your Saturday. No polls can be published after Friday midnight Enjoy most of your Sunday. And Good luck!”

Read More

Leave a Comment on Trader: Don’t Let Those Damn French People “Ruin Your Weekend”

Friday Night Reading From Goldman: Here’s What Clients Are Talking About

April 21, 2017

After a one-week holiday hiatus, Goldman’s David Kostin and crew are back with their weekly

Read More

Leave a Comment on Friday Night Reading From Goldman: Here’s What Clients Are Talking About

“Brick And Martyr”: When Retail Workers Become Bartenders

April 21, 2017April 21, 2017

“In particular, majority of retail workers that find jobs in the leisure and hospitality sector find jobs in the food services and drinking places industry.”

Read More

1 Comment on “Brick And Martyr”: When Retail Workers Become Bartenders

Yields, Dollar Jump On “Massive,” “Bigly,” “Phenomenal,” Tax Cut Promise

April 21, 2017April 21, 2017

BIGLY MASSIVE.

Read More

3 Comments on Yields, Dollar Jump On “Massive,” “Bigly,” “Phenomenal,” Tax Cut Promise

Exposing The Real Reason Active Managers Can’t Perform: “It’s Not You, It’s Me”

April 21, 2017

“In the meantime, active managers might need a bit of therapy to restore their relationship with the market.”

Read More

hedge fundsLeave a Comment on Exposing The Real Reason Active Managers Can’t Perform: “It’s Not You, It’s Me”

CitiWide Change Bank Is Back: Emerging Markets ETF Edition

April 21, 2017

I’m not sure how many times I’m going to have to go over this, but what

Read More

1 Comment on CitiWide Change Bank Is Back: Emerging Markets ETF Edition

Reuters Exclusive: How You Were Duped By RT, Sputnik, And US-Based Bloggers

April 21, 2017

“Putin had the objective in mind all along, and he asked the institute to draw him a road map.”

Read More

3 Comments on Reuters Exclusive: How You Were Duped By RT, Sputnik, And US-Based Bloggers

Guest Post: The World’s Worst Market Timer

April 21, 2017

Whatever you do, make sure you keep in mind that the world’s worst market timer (the government) just cried “Uncle.” The proper trade is to assume they will make a mess. A big one.

Read More

3 Comments on Guest Post: The World’s Worst Market Timer

Here’s What’s Changed: “Markets Might Not Have To Wait Two Weeks To Sell Off”

April 21, 2017April 21, 2017

It’s probably safe to say we’ve reached something that approximates “peak” French election analysis on Wall

Read More

1 Comment on Here’s What’s Changed: “Markets Might Not Have To Wait Two Weeks To Sell Off”

Chart Of The Day: (No) Go With The Flow

April 21, 2017

“Flows across the asset classes we track have slowed down to the lowest level since late 2015.”

Read More

Leave a Comment on Chart Of The Day: (No) Go With The Flow

Things Jeff Sessions Learned This Week: Hawaii Is A State

April 21, 2017April 21, 2017

“Hawaii is, in fact, an island in the Pacific — a beautiful one where the Attorney General’s granddaughter was born.”

Read More

4 Comments on Things Jeff Sessions Learned This Week: Hawaii Is A State

Posts pagination

Previous 1 … 698 699 700 … 752 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • therealheisenberg on High Macro Drama
  • Engineer on High Macro Drama
  • Hopium Dealer on High Macro Drama
  • John3D on High Macro Drama

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.