Skip to content
Friday, February 13, 2026
Heisenberg Report

Heisenberg Report

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

Category: right feature

What, Exactly, Is Going On In China?

November 3, 2021November 9, 2021

China is coping with what counts as a “severe” COVID outbreak considering the Party’s “zero

Read More

3 Comments on What, Exactly, Is Going On In China?

Rational Decision-Making

October 24, 2021

Referendums and elections are always about human feelings, not about human rationality. If democracy were

Read More

9 Comments on Rational Decision-Making

Xi’s ‘Profound Revolution’ Renders Market Calls Worthless

August 31, 2021September 7, 2021

As it turns out, Xi Jinping’s sweeping regulatory blitz (which, if you date to Jack

Read More

1 Comment on Xi’s ‘Profound Revolution’ Renders Market Calls Worthless

Booster Clarion Call: Reasoning With The ‘Other’ Half

August 18, 2021August 23, 2021

It’s probably best if you get a booster shot, US health officials reckon. “The available

Read More

7 Comments on Booster Clarion Call: Reasoning With The ‘Other’ Half

Battered And Bruised, Bitcoin Ponders IRS, FBI Scrutiny

June 8, 2021

A new report from Chainalysis shows US-based investors logged more than $4 billion in realized

Read More

13 Comments on Battered And Bruised, Bitcoin Ponders IRS, FBI Scrutiny

What Is There To ‘Respect’?

May 27, 2021May 28, 2021

The US and China are talking “candidly, pragmatically and constructively” about trade again. That’s according

Read More

8 Comments on What Is There To ‘Respect’?

Is The Retail Mania Over?

May 26, 2021May 26, 2021

At various intervals over Q1, analysts and commentators suggested the pandemic-era “retail mania” evident in,

Read More

8 Comments on Is The Retail Mania Over?

Which Analogue Do You Prefer?

May 21, 2021May 27, 2021

Inflows to global equities continued apace over the last week, despite considerable “chop” across stocks

Read More

1 Comment on Which Analogue Do You Prefer?

Acknowledging Gravity: Notes On The Crypto Meltdown

May 20, 2021May 26, 2021

May 19, 2021, will be burned into the minds of investors and speculators alike, specifically

Read More

1 Comment on Acknowledging Gravity: Notes On The Crypto Meltdown

A Staggering Miss: April Jobs Report Is Huge Letdown

May 7, 2021May 10, 2021

The US economy added just 266,000 jobs last month, April’s hotly-anticipated nonfarm payrolls report showed.

Read More

4 Comments on A Staggering Miss: April Jobs Report Is Huge Letdown

US Jobless Claims Fall Below Half-Million In New Milestone

May 6, 2021May 6, 2021

498,000 Americans filed for unemployment benefits last week (figure below). It was the first time

Read More

1 Comment on US Jobless Claims Fall Below Half-Million In New Milestone

Technical Taper: BOE Slows QE In ‘Operational’ Adjustment

May 6, 2021May 6, 2021

The BOE will slow the pace of weekly bond-buying by £1 billion to £3.4 billion,

Read More

Leave a Comment on Technical Taper: BOE Slows QE In ‘Operational’ Adjustment

Marko Kolanovic: Most Portfolios Are Vulnerable To ‘Inflation Shock’

May 5, 2021May 10, 2021

“If one stretches rubber too long, it eventually snaps,” JPMorgan’s Marko Kolanovic wrote Wednesday, in

Read More

US Private Employers Add Most Jobs Since September

May 5, 2021

Private employers added 742,000 jobs in April, ADP said Wednesday. That was below consensus. The

Read More

1 Comment on US Private Employers Add Most Jobs Since September

McElligott: Tech Is ‘Epicenter For How Index Movement Could Get Weird’

May 4, 2021May 4, 2021

While consensus seems united around the notion that buying any and all dips in equities

Read More

Grab Your (Left) Tails

April 21, 2021April 21, 2021

After poking their heads “out of the bunker” beginning early last month, market participants are

Read More

The Day Janet Yellen Buried Trump’s Foreign Policy

April 5, 2021April 13, 2021

Revenge is a dish best served cold, as Treasury Secretary. More than three years after

Read More

6 Comments on The Day Janet Yellen Buried Trump’s Foreign Policy

If Enough People Read This, Hyperinflation Is Coming Next Week

March 27, 2021March 28, 2021

Pernicious fictions You can feel the ground shifting. The pandemic forced the issue. Around this

Read More

19 Comments on If Enough People Read This, Hyperinflation Is Coming Next Week

Treasury ETF In Bear Market As US Borrows Portugal’s GDP In 4 Days

March 12, 2021March 16, 2021

If you go by TLT, bonds are in a bear market. The widely-followed long-end product

Read More

1 Comment on Treasury ETF In Bear Market As US Borrows Portugal’s GDP In 4 Days

The Most Important Auctions In Recent Memory

March 10, 2021March 10, 2021

“There’s no deep loyalty to most of the reopening names,” one CIO told CNBC on

Read More

Leave a Comment on The Most Important Auctions In Recent Memory

In Europe, A Melt-Up

March 8, 2021March 8, 2021

Although these kinds of brief articles are (by definition) stale by the time most folks

Read More

Leave a Comment on In Europe, A Melt-Up

China Posts Ridiculous Trade Surge On Base Effects, Demand Recovery

March 7, 2021March 9, 2021

What do you get when you combine pent-up demand abroad, a maturing domestic recovery, and

Read More

Leave a Comment on China Posts Ridiculous Trade Surge On Base Effects, Demand Recovery

February Jobs Report ‘Not Good Enough’

March 5, 2021March 9, 2021

The February jobs report came in hot Friday, suggesting the US labor market is on

Read More

4 Comments on February Jobs Report ‘Not Good Enough’

Potpourri

March 3, 2021March 7, 2021

The market was back to pondering another sharp move higher in yields Wednesday, although things

Read More

3 Comments on Potpourri

The Wealth Tax And Our Shared Insanity

March 2, 2021March 3, 2021

I’d describe my life as a largely stress-free endeavor. Attaining serenity wasn’t easy. At first,

Read More

34 Comments on The Wealth Tax And Our Shared Insanity

Like A Lion

March 2, 2021March 3, 2021

“March came in like a proverbial lion,” Bloomberg’s Laura Cooper wrote Tuesday. “Sure, a Chinese

Read More

1 Comment on Like A Lion

Guo’s Bubbles

March 2, 2021March 5, 2021

Tuesday’s word was “bubble” or, actually, “bubbles,” plural. Guo Shuqing, chairman of the China Banking

Read More

1 Comment on Guo’s Bubbles

Posts pagination

1 2 Next

Monthly Letter+

  • Resignation

Recent Comments

  • SeaTurtle on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
  • SeaTurtle on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
  • therealheisenberg on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
  • WMD on Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’

Monthly Letters

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

Bookkeepers

November 30, 2025November 30, 2025

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.