Skip to content
Tuesday, October 03, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Category: north korea

Donald Trump Is Sick Of Being Extorted By Koreans, Is Done Talking.

August 30, 2017August 30, 2017

Fast forward to Wednesday and….

Read More

Leave a Comment on Donald Trump Is Sick Of Being Extorted By Koreans, Is Done Talking.

Apocalypse Wow.

August 29, 2017August 29, 2017

The crowds are huge for the end of the world…

Read More

6 Comments on Apocalypse Wow.

Dip-Buyers Prevail As Stocks Rebound – ‘Absence Of Trump Belligerence’ Cited

August 29, 2017

“…traders citing the absence of stepped-up belligerence in President Donald Trump’s reaction that cleared the way for dip-buyers in the futures market.”

Read More

2 Comments on Dip-Buyers Prevail As Stocks Rebound – ‘Absence Of Trump Belligerence’ Cited

Trader: ‘And Then I Realized They Weren’t Talking About The Korean’

August 29, 2017

“I was taken aback this morning when someone said to me that this was an especially concerning time because of the crazy person in charge.”

Read More

1 Comment on Trader: ‘And Then I Realized They Weren’t Talking About The Korean’

‘As Reliable As Gold’: About That ‘Other’ Safe Haven…

August 29, 2017

“Yuan strength during periods of North Korea related turmoil is becoming as reliable as the demand for yen or gold.”

Read More

Leave a Comment on ‘As Reliable As Gold’: About That ‘Other’ Safe Haven…

‘I’m Worried About Donald Trump’- Global Markets, Analysts React To North Korea

August 29, 2017August 29, 2017

While there’s no way to know, ahead of time, if “this time is different” in

Read More

Leave a Comment on ‘I’m Worried About Donald Trump’- Global Markets, Analysts React To North Korea

Kospi, Nikkei Fall As Market Ponders Whether They’ll Be A Tomorrow Or Not

August 28, 2017August 28, 2017

“Clap for me bitchez”…

Read More

1 Comment on Kospi, Nikkei Fall As Market Ponders Whether They’ll Be A Tomorrow Or Not

S&P Futs ‘Take Beating’; Yen, Franc Surge As North Korea Fires Missile Over Japan

August 28, 2017August 28, 2017

SEVERAL MISSILES WERE FIRED BY NORTH KOREA, JAPAN GOVT SAYS:NHK
NORTH KOREA APPEARS TO HAVE FIRED MISSILE TOWARD JAPAN: NHK

Read More

4 Comments on S&P Futs ‘Take Beating’; Yen, Franc Surge As North Korea Fires Missile Over Japan

‘Conflicts Of Interest’: A History Of Markets During Wartime

August 22, 2017

“However, the market impact of a potential conflict on the Korean peninsula could be different.”

Read More

Leave a Comment on ‘Conflicts Of Interest’: A History Of Markets During Wartime

Mr. Woo And The Chickens: ‘It’s Not Too Late To Hedge’

August 14, 2017August 14, 2017

“… it is reasonable to think the repricing has not run its course.”

Read More

1 Comment on Mr. Woo And The Chickens: ‘It’s Not Too Late To Hedge’

‘Playing With Fire’ – Full Week Ahead Preview

August 13, 2017August 14, 2017

“Deterrence counts on the rationality of the opponents. The build-up of mutual threats and the shows of force in the past weeks have unsettled markets, with risk assets and high-beta currencies underperforming, and it is likely to continue.”

Read More

4 Comments on ‘Playing With Fire’ – Full Week Ahead Preview

Henry Kissinger Imagines A Solution To North Korea

August 12, 2017August 12, 2017

“Heretofore, the administration has urged China to press North Korea as a kind of subcontractor to achieve American objectives.”

Read More

2 Comments on Henry Kissinger Imagines A Solution To North Korea

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’

‘It’s Hard To Price An Extinction Event’ – But Some Traders Are Trying

August 10, 2017August 10, 2017

“They’re trying to buy dollar-call bids at any price to hedge the risks.”

Read More

1 Comment on ‘It’s Hard To Price An Extinction Event’ – But Some Traders Are Trying

America, The Rogue Nuclear State

August 9, 2017

“But worse, this crisis comes at a moment when America has another dangerous rogue actor to contend with: the president of the United States. Trump is every bit as erratic as Kim is and is less schooled on these issues than his counterpart.”

Read More

3 Comments on America, The Rogue Nuclear State

Ashes To Ashes: Surveying The Fallout 24 Hours Later

August 9, 2017August 9, 2017

Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?

Read More

2 Comments on Ashes To Ashes: Surveying The Fallout 24 Hours Later

2 Charts Show People Have Been ‘Buying The Nuclear War Dip’ Since 1962

August 9, 2017

So what are you waiting for?

Read More

1 Comment on 2 Charts Show People Have Been ‘Buying The Nuclear War Dip’ Since 1962

‘I Knew It!’ Trader Sets Record For Most Sarcasm Crammed Into 7 Bullet Points

August 9, 2017August 9, 2017

“I knew it, I knew it, I’ve been saying it, sometimes, all along.”

Read More

2 Comments on ‘I Knew It!’ Trader Sets Record For Most Sarcasm Crammed Into 7 Bullet Points

Playing Chicken With Armageddon: Goldman Ponders North Korea

August 9, 2017

“We still suspect that investors are more concerned than markets reveal.”

Read More

11 Comments on Playing Chicken With Armageddon: Goldman Ponders North Korea

Trump Brags About Mighty Nuke Arsenal, While European Stocks Plunge, Gold Surges

August 9, 2017

Well, on Wednesday the world is once again discovering that it might have been a mistake to “forgot to correct for the data point that Donald Trump is the fucking President of the United States.”

Read More

9 Comments on Trump Brags About Mighty Nuke Arsenal, While European Stocks Plunge, Gold Surges

3 Charts, 3 Armed Conflicts: What Did The S&P Do Ahead Of Iraq And Libya?

August 8, 2017

Ok, so now that Donald Trump has promised to unleash “fire and fury the likes of which the world has never seen” on North Korea, and now that Pyongyang has responded by threatening to bomb Guam, you might be asking yourself the following question: “what would this mean for stocks?” 

Read More

3 Comments on 3 Charts, 3 Armed Conflicts: What Did The S&P Do Ahead Of Iraq And Libya?

Trump Threat Immediately Backfires As North Korea Threatens To Bomb Guam

August 8, 2017

“KPA Strategic Force is now carefully examining the operational plan for making an enveloping fire at the areas around Guam with medium-to-long- range strategic ballistic rocket.”

Read More

2 Comments on Trump Threat Immediately Backfires As North Korea Threatens To Bomb Guam

‘W.T.F.?’ Trump’s ‘Fire & Fury’ North Korea Threat Leaves Lawmakers Dumbfounded

August 8, 2017August 8, 2017

“I’m not sure how it helps”…

Read More

26 Comments on ‘W.T.F.?’ Trump’s ‘Fire & Fury’ North Korea Threat Leaves Lawmakers Dumbfounded

Trump Promises ‘Fire And Fury’, Stocks Turn Lower, VIX Spikes

August 8, 2017

“I love the smell of fire and fury in the afternoon”…

Read More

6 Comments on Trump Promises ‘Fire And Fury’, Stocks Turn Lower, VIX Spikes

Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top

July 31, 2017

But we would caution that you have now run out ahead of your fairy godmother…

Read More

1 Comment on Einsteinian Insanity, The Chicken Dance, And An Autumn Market Top

As North Korea Fires Missile, The Only Question Worth Asking Is…

July 28, 2017July 28, 2017

“…it appears that someone’s used to opportunity to JBTD.”

Read More

4 Comments on As North Korea Fires Missile, The Only Question Worth Asking Is…

Offshore Money Is Pouring Into This Country At The Fastest Pace In 5 Years

July 19, 2017

What could go wrong?

Oh… right…

Read More

Leave a Comment on Offshore Money Is Pouring Into This Country At The Fastest Pace In 5 Years

Posts navigation

Previous 1 … 4 5 6 Next

Monthly Letter+

  • Dysfunction, Division and Dystopia

Weekly+

  • What’s Behind The Bond Bear?

Sign up for real-time article alerts

* = required field

Week’s News

Immaculate Disinflation Narrative Gets Unwelcome Jolt

October 3, 2023October 3, 2023

Open For Business

October 1, 2023October 2, 2023

September’s Twin Stock, Bond Selloff Is Bitter Pill For Fed-Weary Markets

September 28, 2023September 30, 2023

Marko Kolanovic Conjures 2008 Crash With Striking Reprint

September 27, 2023September 28, 2023

China Has Evergrande, And Its Billionaire Founder, Under Control

September 27, 2023September 28, 2023

Most Read

  • What If Mega-Cap Tech Stocks Are Actually Cheap?
    What If Mega-Cap Tech Stocks Are Actually Cheap?
  • Until Something Breaks
    Until Something Breaks
  • Expensive Observations
    Expensive Observations
  • Rally Bets Saddle Stocks With 'Upside Overhang'
    Rally Bets Saddle Stocks With 'Upside Overhang'
  • US Manufacturing Stabilizes With All Eyes On Services
    US Manufacturing Stabilizes With All Eyes On Services

Recent Comments

  • Blognonymous on Oreos
  • Anonymous on Oreos
  • Anonymous on What If Mega-Cap Tech Stocks Are Actually Cheap?
  • Anonymous on What If Mega-Cap Tech Stocks Are Actually Cheap?
  • Anonymous on Expensive Observations

Monthly Letters

Dysfunction, Division and Dystopia

October 1, 2023October 1, 2023

Devil’s Bargains

September 1, 2023October 1, 2023

Oblivion

July 30, 2023September 23, 2023

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...
 

You must be logged in to post a comment.