Skip to content
Sunday, November 01, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Weekly: The Leveraged Buildout (Speculative Gravity Control)

October 31, 2026October 31, 2026
  • The Problem, In A Nutshell…

    October 30, 2026
  • What’s What And WTF?

    October 30, 2026October 30, 2026
  • Oil, Dammit!

    October 30, 2026October 30, 2026

Markets

My Goodness: Amazon Spent Some Money

October 29, 2026October 31, 2026
  • Alphabet Whiffs, Microsoft Hits

    October 28, 2026October 31, 2026
  • Mona Lisa’s Smirk

    October 28, 2026October 29, 2026
  • F-ck You, Claude (Zen)

    October 27, 2026October 28, 2026
  • Around, Around We Go

    October 27, 2026October 28, 2026

economy

‘Remains Elevated’

October 29, 2026October 30, 2026
  • Boom!

    October 29, 2026October 30, 2026
  • Dissembling Strategery

    October 28, 2026October 29, 2026
  • Frozen Bubble

    October 27, 2026October 28, 2026
  • It’s All Relative

    October 27, 2026October 28, 2026

Geopolitics

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

The Tragic Irony Of The Israeli State

October 28, 2026October 29, 2026

Lula!

October 26, 2026October 27, 2026

Duly Noted

An ARM And A Leg

October 28, 2026October 30, 2026

Not Since 1969…

October 22, 2026October 24, 2026

‘That’s The Plan’: Pelosi, Mnuchin See Stimulus Deal By Saturday, But Senate Hurdle Remains

October 20, 2020October 21, 2020

Predictably, market participants were inundated with stimulus headlines after the closing bell Tuesday, as a

Read More

17 Comments on ‘That’s The Plan’: Pelosi, Mnuchin See Stimulus Deal By Saturday, But Senate Hurdle Remains

Netflix Results Point To End Of Pandemic Bump

October 20, 2020

Is the pandemic bump over? That’s one question investors will want answered from big-cap US

Read More

1 Comment on Netflix Results Point To End Of Pandemic Bump

‘We Should Have Done Something. But I’m Not Optimistic’

October 20, 2020October 20, 2020

Nancy Pelosi stoked stimulus optimism Tuesday during remarks to Bloomberg Television just hours ahead of

Read More

4 Comments on ‘We Should Have Done Something. But I’m Not Optimistic’

‘OK, Google, Call The Lawyers’

October 20, 2020October 20, 2020

Months in the making, the Justice Department’s antitrust case against Google is set to go

Read More

10 Comments on ‘OK, Google, Call The Lawyers’

Mitch, Please…

October 20, 2020October 20, 2020

Donald Trump on Tuesday doubled down on the notion that he can cajole Mitch McConnell

Read More

4 Comments on Mitch, Please…

This Is No Lehman. Meet Me At Dave & Buster’s!

October 20, 2020October 20, 2020

There’s talk of “lockdowns 2.0,” which I suppose is market parlance for politicians’ latest efforts

Read More

8 Comments on This Is No Lehman. Meet Me At Dave & Buster’s!

Nothing Is A Panacea

October 20, 2020October 20, 2020

Tuesday was the ostensible “deadline” for The White House to meet Nancy Pelosi’s demands if

Read More

1 Comment on Nothing Is A Panacea

One Bad Red Hed (Where The Two Americas Meet)

October 19, 2020October 20, 2020

“On balance, I am comfortable with our current policy stance,” Atlanta Fed boss Raphael Bostic

Read More

1 Comment on One Bad Red Hed (Where The Two Americas Meet)

Stranger Than Fiction: Trump Calls Fauci A 500-Year-Old ‘Idiot’ On A Recorded Phone Call

October 19, 2020October 19, 2020

Satire is dead. It’s a common refrain heard across social media and echoed by journalists

Read More

5 Comments on Stranger Than Fiction: Trump Calls Fauci A 500-Year-Old ‘Idiot’ On A Recorded Phone Call

‘It’s Running Out’: Yellen, Chase Researchers Say Americans May Be Tapped Out

October 19, 2020October 19, 2020

“Monetary policy has already done a huge amount,” Janet Yellen said Monday, speaking in an

Read More

3 Comments on ‘It’s Running Out’: Yellen, Chase Researchers Say Americans May Be Tapped Out

Why The Size Of A Senate Majority Is ‘More Important Than Ever’ And The Fate Of The Filibuster

October 19, 2020October 19, 2020

When you think about the economic and market implications of a prospective Democratic sweep in

Read More

22 Comments on Why The Size Of A Senate Majority Is ‘More Important Than Ever’ And The Fate Of The Filibuster

Boilerplate Lines, Pernicious Canards

October 19, 2020October 19, 2020

Stop me if you’ve heard this one before: US equities came into the new week

Read More

11 Comments on Boilerplate Lines, Pernicious Canards

China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day

October 18, 2020October 19, 2020

“Unscathed” isn’t the right word. Neither is “resilient.” Rather than cycle through my mental Rolodex

Read More

2 Comments on China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day

48 Hours, Two Minutes, Many Numbers

October 18, 2020October 19, 2020

“If you said a trillion-eight, if you said 2 trillion, if you said 2 trillion-two

Read More

7 Comments on 48 Hours, Two Minutes, Many Numbers

It’s Not Going Away. And There’s No Going Back

October 18, 2020October 18, 2020

The US and Europe have now seemingly lost control of the virus — again. Although

Read More

7 Comments on It’s Not Going Away. And There’s No Going Back

Mitch And Marie

October 18, 2020October 18, 2020

Outside of housing, there’s little in the way of data on the docket stateside in

Read More

7 Comments on Mitch And Marie

The (Corporate) World According To COVID-19

October 17, 2020October 18, 2020

Of 345 publicly-traded companies in the US with market caps greater than $25 billion, 43

Read More

1 Comment on The (Corporate) World According To COVID-19

It’s Not ‘Debt’

October 17, 2020October 17, 2020

The world is “awash” in debt. It’s not “sustainable.” “Something’s gotta give.” Familiar refrains, all.

Read More

18 Comments on It’s Not ‘Debt’

‘A Lot Of This Is Him’: Desperate Times, Dangerous Rhetoric As Election Looms

October 17, 2020October 17, 2020

“A lot of this is the president himself,” an adviser to Donald Trump told Axios’s

Read More

12 Comments on ‘A Lot Of This Is Him’: Desperate Times, Dangerous Rhetoric As Election Looms

T-Minus

October 16, 2020October 17, 2020

Equities attempted to coast out of what felt like a frustratingly long week on a

Read More

3 Comments on T-Minus

2021 And The ‘6 P’s’

October 16, 2020October 16, 2020

It’ll be “tough” for equities to keep hitting new highs now that volatility, spreads, and

Read More

7 Comments on 2021 And The ‘6 P’s’

‘Currently’ Things Aren’t Great

October 16, 2020October 16, 2020

The preliminary read on University of Michigan sentiment for October shows consumers are concerned about

Read More

Leave a Comment on ‘Currently’ Things Aren’t Great

Idle Hands

October 16, 2020

On Friday, we’re thankful the US is a consumption-driven economy. Why? Well, because retail sales

Read More

3 Comments on Idle Hands

Damn The Torpedoes, Honey. Go Shopping!

October 16, 2020October 16, 2020

Retail sales, one of the few top-tier economic indicators to stage a “real” V-shaped recovery,

Read More

4 Comments on Damn The Torpedoes, Honey. Go Shopping!

Waiting Games

October 16, 2020October 16, 2020

Markets were optimistic Friday as investors awaited news on fiscal stimulus in the US and

Read More

1 Comment on Waiting Games

The Bankers Are Fine

October 15, 2020

US equities managed to recover from fairly steep early losses to close mixed Thursday, as

Read More

Leave a Comment on The Bankers Are Fine

Mitch’s Message

October 15, 2020October 16, 2020

“What I’ll put on the floor is a half a trillion dollars – that’s a

Read More

10 Comments on Mitch’s Message

Posts pagination

Previous 1 … 337 338 339 … 764 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • John3D on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • derek on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • hackpoet on Weekly: The Leveraged Buildout (Speculative Gravity Control)
  • therealheisenberg on F-ck You, Claude (Zen)

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.