Skip to content
Sunday, September 20, 2026
Heisenberg Report

Heisenberg Report

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

Category: shanghai composite

Forget Trade, This May Be The Biggest Threat To China’s Economy

November 4, 2018

“It’s the category that counts.”

Read More

Leave a Comment on Forget Trade, This May Be The Biggest Threat To China’s Economy

Recapping Friday’s Monumental Rally In Asian Stocks

November 2, 2018November 2, 2018

Now that’s what I call a rally.

Read More

Leave a Comment on Recapping Friday’s Monumental Rally In Asian Stocks

Chinese Stocks Have A New Biggest Worry: Plunging Liquor

October 29, 2018October 18, 2021

Go home, Kweichow Moutai, you’re drunk.

Read More

2 Comments on Chinese Stocks Have A New Biggest Worry: Plunging Liquor

A Quick Look At China’s 5 Trillion Yuan Pledged-Stock Margin Call Trap

October 24, 2018

Don’t make Xi have to arrest you, ok?

Read More

Leave a Comment on A Quick Look At China’s 5 Trillion Yuan Pledged-Stock Margin Call Trap

World’s Most Volatile Stock Market Braces For More Turbulence

October 24, 2018October 24, 2018

We’re going to need more rhetoric.

Read More

Leave a Comment on World’s Most Volatile Stock Market Braces For More Turbulence

Asian Stocks In Tuesday Bloodbath As Risk-Off Returns With A Vengeance

October 23, 2018

Suffice to say China’s ongoing efforts to jawbone markets higher fell on deaf ears Tuesday. 

Read More

Leave a Comment on Asian Stocks In Tuesday Bloodbath As Risk-Off Returns With A Vengeance

China Engineers Mammoth Monday Stock Rally

October 22, 2018October 18, 2021

Let’s hope this lasts, because if 2015 is any guide…

Read More

Leave a Comment on China Engineers Mammoth Monday Stock Rally

Chinese Stocks Close Week With Barnburner Session As Officials Jawbone The Bear

October 19, 2018October 19, 2018

Powerful mouths.

Read More

Leave a Comment on Chinese Stocks Close Week With Barnburner Session As Officials Jawbone The Bear

Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic

October 18, 2018October 18, 2018

Where is the “National Team”?

Read More

Leave a Comment on Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic

Chinese Shares Will Now Fall Some More If It Pleases The Court

October 15, 2018October 19, 2021

Further off the rails…

Read More

Leave a Comment on Chinese Shares Will Now Fall Some More If It Pleases The Court

Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario

October 14, 2018October 19, 2021

What’s priced in and how bad could it conceivably get?

Read More

Leave a Comment on Chinese Stocks Could Fall 10% In ‘Bear’ Case, 30% In ‘Crisis’ Scenario

Chinese Stocks Plunge In Worst Rout Since 2016

October 11, 2018October 11, 2018

Things didn’t go well in China on Thursday.

Read More

2 Comments on Chinese Stocks Plunge In Worst Rout Since 2016

Holiday Hangover: No Sign Of National Team As Chinese Shares Dive With Yuan

October 8, 2018

Truly harrowing.

Read More

Leave a Comment on Holiday Hangover: No Sign Of National Team As Chinese Shares Dive With Yuan

Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain

September 21, 2018October 17, 2021

Don’t call it a come back.

Read More

Leave a Comment on Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain

You Call It ‘Yuan Stability Promises’ And ‘Stimulus Hopes’, I Call It ‘The National Team’

September 19, 2018September 19, 2018

“Tomato, tomahto”…

Read More

Leave a Comment on You Call It ‘Yuan Stability Promises’ And ‘Stimulus Hopes’, I Call It ‘The National Team’

‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War

September 18, 2018September 18, 2018

Wilbur needs you to understand that everything is under control.

Read More

Leave a Comment on ‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War

Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”

September 17, 2018October 17, 2021

“We are looking forward to a more beautiful counter-attack.”

Read More

1 Comment on Chinese Stocks Fall To Four-Year Low As Beijing Promises ‘Pain’, Trump Brands The World ‘Tariffed!”

‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets

September 10, 2018September 10, 2018

Donald Trump is a man who knows an “exciting” plan when he hears one…

Read More

Leave a Comment on ‘People Are In A Panic Today’: Apple Suppliers Just Plunged Thanks To Trump’s Tariffs And Tweets

China Is Now Intervening To The Tune Of ‘Billions’ In The Stock Market And That’s Not All

August 21, 2018August 21, 2018

Visible hand(s).

Read More

Leave a Comment on China Is Now Intervening To The Tune Of ‘Billions’ In The Stock Market And That’s Not All

China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks

August 20, 2018

Here comes the “national team”.

Read More

Leave a Comment on China Draws Line In Sand At 2016 Closing Lows As State Funds Buy Stocks

Who’s Really ‘Winning’ The Trade War? The Truth Behind The Rhetoric

August 10, 2018August 11, 2018

Make sure you know the whole story.

Read More

4 Comments on Who’s Really ‘Winning’ The Trade War? The Truth Behind The Rhetoric

Tuesday Brings Good News For China As Stocks Soar, July FX Reserves Post Surprise Gain

August 7, 2018August 7, 2018

A welcome reprieve.

Read More

1 Comment on Tuesday Brings Good News For China As Stocks Soar, July FX Reserves Post Surprise Gain

‘The Disconnect Between Fear And Reality Seems High’: Goldman Weighs In On China Stock Slump

August 6, 2018October 16, 2021

Of course it’s not all rainbows and unicorns.

Read More

1 Comment on ‘The Disconnect Between Fear And Reality Seems High’: Goldman Weighs In On China Stock Slump

As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

August 6, 2018August 6, 2018

“Kudlow should understand China’s firm will.”

Read More

1 Comment on As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

August 2, 2018October 16, 2021

“The U.S. is playing a carrot-and-stick tactic on China, but this approach is not going to work.”

Read More

1 Comment on Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

U.S. ‘Blackmail’ Is Bitter Pill For Chinese Stocks

August 1, 2018August 1, 2018

Save us, Steve Mnuchin!

Read More

Leave a Comment on U.S. ‘Blackmail’ Is Bitter Pill For Chinese Stocks

China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

July 24, 2018July 24, 2018

If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.

Read More

1 Comment on China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

Posts pagination

Previous 1 2 3 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • Biscuit Creek on The ‘Real-World’ Energy Shock’s Finally Here
  • Jesse on Who’s Coming To Nashville?
  • John on The ‘Real-World’ Energy Shock’s Finally Here
  • T-Dog on The ‘Real-World’ Energy Shock’s Finally Here

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.