Skip to content
Monday, November 09, 2026
Heisenberg Report

Heisenberg Report

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

Category: yen

Davos Man.

January 26, 2018January 26, 2018

Well, that didn’t disappoint.

Read More

oil3 Comments on Davos Man.

Let The Currency Wars Commence: Amid USDJPY Slide, One Bank Asks What’s Next

January 26, 2018January 26, 2018

Everyone wants to know what comes next.

Read More

Leave a Comment on Let The Currency Wars Commence: Amid USDJPY Slide, One Bank Asks What’s Next

Bloody Thursday In Asia As H-Shares Snap Historic Streak, Japan Dives

January 25, 2018January 25, 2018

But hey, who cares, right? After all: “America first”.

Read More

1 Comment on Bloody Thursday In Asia As H-Shares Snap Historic Streak, Japan Dives

Ok Guys, We’re Goin’ On Tour.

January 24, 2018January 24, 2018

Predictably, it went awry almost immediately.

Read More

11 Comments on Ok Guys, We’re Goin’ On Tour.

Mnuchin Sinks Dollar From Davos

January 24, 2018January 24, 2018

MNUCHIN SAYS WEAKER DOLLAR IS GOOD FOR TRADE

Read More

6 Comments on Mnuchin Sinks Dollar From Davos

Money Laundering.

January 23, 2018January 23, 2018

What to say about Tuesday? Well, a lot actually.

Read More

oil4 Comments on Money Laundering.

Do Yourself A Favor And Don’t Ignore The BoJ, Ok?

January 23, 2018January 23, 2018

What’s in a word or, in this case, four words?

Read More

Leave a Comment on Do Yourself A Favor And Don’t Ignore The BoJ, Ok?

Buckle Up, We Need You: Full Week Ahead Preview

January 21, 2018January 21, 2018

This should be interesting.

Read More

3 Comments on Buckle Up, We Need You: Full Week Ahead Preview

If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?

January 21, 2018

…what we wanted to point out are the multiple layers of irony here.

Read More

1 Comment on If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?

Kanye Shrug.

January 19, 2018January 19, 2018

And that’s the week.

Read More

oil9 Comments on Kanye Shrug.

Rumblings In The East: WSJ Says BoJ Thinking About ‘Massaging’ You

January 19, 2018

Needless to say, that’s likely to fan the flames in terms of speculation about whether the predictably “boring” BoJ is about to get more exciting and thereby become a source of uncertainty for markets. 

Read More

Leave a Comment on Rumblings In The East: WSJ Says BoJ Thinking About ‘Massaging’ You

Albert Edwards Warns Of ‘Surprise’ From The East, Explains ‘How To Call 10 Of The Last 1 Crashes’

January 16, 2018

“Many clients we meet are fully invested bears, nervously looking over their shoulder for signals of the next ‘Great Unwind’.”

Read More

1 Comment on Albert Edwards Warns Of ‘Surprise’ From The East, Explains ‘How To Call 10 Of The Last 1 Crashes’

Trader: There Are Better Places To Sell

January 10, 2018

“I don’t know if they are trying to show Trump who is boss ahead of trade talks, or if there is some other game theory tactic at work. Either way, be careful assuming this is some market shift China announced ahead of time out of the goodness of their hearts.”

Read More

1 Comment on Trader: There Are Better Places To Sell

Kitchen Sink.

January 9, 2018January 9, 2018

Everything but…

Read More

3 Comments on Kitchen Sink.

One Bank Reveals 7 Key Calls For The New Year

January 3, 2018January 3, 2018

But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…

Read More

oil, OPECLeave a Comment on One Bank Reveals 7 Key Calls For The New Year

The Â¥3.2 Trillion Question: What Will Mrs. Watanabe Do With ‘Her’ Bitcoin Riches?

January 2, 2018January 2, 2018

Draw your own conclusions.

Read More

2 Comments on The Â¥3.2 Trillion Question: What Will Mrs. Watanabe Do With ‘Her’ Bitcoin Riches?

Holiday Drift.

December 21, 2017December 21, 2017

Waiting on Santa.

Read More

Leave a Comment on Holiday Drift.

All’s Well That Ends With A Record Close.

December 8, 2017December 8, 2017

It’s Friday.

Read More

oil, OPECLeave a Comment on All’s Well That Ends With A Record Close.

A Truly Contrarian Call

December 4, 2017December 4, 2017

“…it’s about to accelerate. Not only that, the tank is full of gasoline, and the car has been stripped of all the extra weight.”

Read More

1 Comment on A Truly Contrarian Call

What Could Go Wrong? Full Week Ahead Preview

December 3, 2017December 3, 2017

Buckle up, this could be a bumpy ride.

Read More

Leave a Comment on What Could Go Wrong? Full Week Ahead Preview

Nothing Doing.

November 27, 2017November 27, 2017

Not exactly “exhilarating.”

Read More

oilLeave a Comment on Nothing Doing.

Drumstick.

November 21, 2017November 21, 2017

More records.

Read More

3 Comments on Drumstick.

Thanks A Lot: Full Week Ahead Preview

November 19, 2017November 19, 2017

Holiday road.

Read More

1 Comment on Thanks A Lot: Full Week Ahead Preview

Sour Note.

November 17, 2017November 18, 2017

Well, an eventful week ended on a sour note, which is a shame for the bulls because Thursday was a barnburner. 

Read More

oilLeave a Comment on Sour Note.

Here Are Goldman’s Top Themes And Trades For 2018, So If You Don’t Get Rich That’s Your Problem, Ok?

November 16, 2017

Maybe you heard and maybe you didn’t, but Goldman’s got themselves some trade ideas for 2018 they want to tell you about, ok?

Read More

2 Comments on Here Are Goldman’s Top Themes And Trades For 2018, So If You Don’t Get Rich That’s Your Problem, Ok?

What Caused Japan’s Mini-Volatility Shock?

November 16, 2017November 16, 2017

All’s well that ends well in Japan after a six-day slide. Or maybe not.

Read More

Leave a Comment on What Caused Japan’s Mini-Volatility Shock?

A Truly Taxing Day.

November 9, 2017November 9, 2017

Thursday, bloody Thursday.

Read More

3 Comments on A Truly Taxing Day.

Posts pagination

Previous 1 … 4 5 6 … 13 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Soutomaxwell on Rasputin Presiding
  • Caribbean Breeze on Jensen Got Honey-Trapped
  • J. on Jensen Got Honey-Trapped
  • ebogan13 on Jensen Got Honey-Trapped

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.