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

Parallels

September 1, 2020September 2, 2020

The Nasdaq touched another new record Tuesday, as a variety of dynamics (both fundamental and

Read More

4 Comments on Parallels

‘Zoom’ Goes The Money Printer

September 1, 2020September 1, 2020

The tech “crash up” went vertical Tuesday as shares of Zoom took off on a

Read More

1 Comment on ‘Zoom’ Goes The Money Printer

‘LOLWUT’: Nomura’s McElligott Explains Tech’s Upside Summer Crash

September 1, 2020September 1, 2020

There’s “consternation” about the “spot up, vol up” dynamic evidenced in US benchmarks of late,

Read More

7 Comments on ‘LOLWUT’: Nomura’s McElligott Explains Tech’s Upside Summer Crash

Economy Booming, Says Numbers

September 1, 2020September 1, 2020

“The recovery is on track”, they’ll say, if they haven’t already. The market easily cleared

Read More

3 Comments on Economy Booming, Says Numbers

No Ceilings (Spacemen)

September 1, 2020September 1, 2020

The dollar slumped to a fresh two-year low and the vaunted “stay at home” trade

Read More

2 Comments on No Ceilings (Spacemen)

Lagarde’s Trial By Fire Continues As Europe Sinks Into Deflation

September 1, 2020September 1, 2020

Europe had its first brush with deflation in four years in August, as the effects

Read More

Leave a Comment on Lagarde’s Trial By Fire Continues As Europe Sinks Into Deflation

Stocks Up, Vol Up And ‘The Mighty Call Trading Legion’

August 31, 2020September 1, 2020

Monday was yet another session that found stocks rising alongside volatility, although the S&P ended

Read More

3 Comments on Stocks Up, Vol Up And ‘The Mighty Call Trading Legion’

Marko Kolanovic: Investors Should Position For Rising Odds Of Trump Victory

August 31, 2020September 1, 2020

JPMorgan’s Marko Kolanovic predicted Donald Trump’s election victory in 2016. In a note dated Monday,

Read More

Clarida: Our Employment Models ‘Have Been Wrong’

August 31, 2020September 1, 2020

On Monday, Richard Clarida delivered a fairly lengthy series of prepared remarks for a webcast

Read More

5 Comments on Clarida: Our Employment Models ‘Have Been Wrong’

China Looks Poised To Inflate A Tech Bubble Of Its Own

August 31, 2020August 31, 2020

The Chinese economic recovery continued apace in August — or at least that’s the official

Read More

Leave a Comment on China Looks Poised To Inflate A Tech Bubble Of Its Own

Warren Buffett Goes Sogo Shosha

August 31, 2020August 31, 2020

Japanese stocks outperformed to start the new week as news of Berkshire’s $6 billion stake

Read More

Leave a Comment on Warren Buffett Goes Sogo Shosha

Redundancies

August 30, 2020September 1, 2020

In “Gods“, I described an inegalitarian market that not only reflects, but also feeds, an

Read More

12 Comments on Redundancies

The Uprising Decomplexified & The Madness Of William Barr

August 30, 2020August 31, 2020

[Read more from NOTES FROM DISGRACELAND and follow on Twitter] 30. VIII 2020 Do not

Read More

7 Comments on The Uprising Decomplexified & The Madness Of William Barr

The Iceman: Xi Intervenes In TikTok Deal At Last Minute

August 30, 2020August 31, 2020

What’s good for the goose is good for the gander, apparently. ByteDance may need Xi

Read More

2 Comments on The Iceman: Xi Intervenes In TikTok Deal At Last Minute

Equations

August 30, 2020August 31, 2020

August payrolls, due Friday, could mark the last of the “easy” jobs reports, and thereby

Read More

2 Comments on Equations

Gods

August 29, 2020August 31, 2020

An inegalitarian rally for an inegalitarian nation. That encapsulates a theme I’ve employed frequently in

Read More

7 Comments on Gods

Kenosha

August 29, 2020August 31, 2020

[Read more from NOTES FROM DISGRACELAND and follow on Twitter] 28. VIII 2020 In the

Read More

4 Comments on Kenosha

Coffee Grounds

August 29, 2020August 31, 2020

I’ve no need to venture off the proverbial “grounds” for coffee. Over the years, I’ve

Read More

19 Comments on Coffee Grounds

Steeped In It

August 28, 2020August 29, 2020

Another day, another record high for US equities. The S&P rose a seventh straight day

Read More

5 Comments on Steeped In It

Tragicomedy And The GOAT Rally

August 28, 2020August 28, 2020

“Consumer sentiment has remained trendless in the same depressed range it has traveled during the

Read More

3 Comments on Tragicomedy And The GOAT Rally

As Correlations Collapse, Thank ‘Tech Bubble’ For Low Index Volatility

August 28, 2020

I’ve committed gallons of digital ink to the noble cause of documenting the scope of,

Read More

1 Comment on As Correlations Collapse, Thank ‘Tech Bubble’ For Low Index Volatility

S&P 500 Now Third-Most Expensive In 120 Years, As Tech Decouples

August 28, 2020August 28, 2020

Well, we did it. We created an equity bubble during a global depression brought on

Read More

2 Comments on S&P 500 Now Third-Most Expensive In 120 Years, As Tech Decouples

Pulse Check

August 28, 2020August 28, 2020

Markets have been subjected lately to a deafening cacophony of viewpoints around whether and to

Read More

1 Comment on Pulse Check

Markets Ponder Life Without Abe As Resignation Raises Policy Questions

August 28, 2020August 28, 2020

“I am not confident of responding to the trust of the people while I am

Read More

3 Comments on Markets Ponder Life Without Abe As Resignation Raises Policy Questions

Max Dovish

August 27, 2020August 28, 2020

“Stocks rise, yield curve steepens” was the five-word summary for Thursday’s action in US equities

Read More

4 Comments on Max Dovish

‘Historic Fed Shift’ Was A Good Headline While It Lasted

August 27, 2020August 28, 2020

“We’re going to try to make up for past misses, but it’s going to be

Read More

3 Comments on ‘Historic Fed Shift’ Was A Good Headline While It Lasted

One Year Later, Fed Formally Adopts Alexandria Ocasio-Cortez Approach To Employment

August 27, 2020August 28, 2020

“I’ve been seeing lately that economists are increasingly worried that the idea of [the] Phillips

Read More

10 Comments on One Year Later, Fed Formally Adopts Alexandria Ocasio-Cortez Approach To Employment

Posts pagination

Previous 1 … 347 348 349 … 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.