Skip to content
Monday, November 02, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Have The Hyper-Scalers Lost Their Minds?

November 2, 2026November 2, 2026
  • Apple Sets A Bunch Of Records. Misses In China

    November 2, 2026November 2, 2026
  • Debbie Downers Amid The Renaissance

    November 2, 2026November 2, 2026
  • Sell-Side Sarcasm: New And Improved!

    November 2, 2026November 2, 2026

Markets

Weekly: The Leveraged Buildout (Speculative Gravity Control)

October 31, 2026November 2, 2026
  • The Problem, In A Nutshell…

    October 30, 2026November 2, 2026
  • What’s What And WTF?

    October 30, 2026November 1, 2026
  • Oil, Dammit!

    October 30, 2026November 1, 2026
  • My Goodness: Amazon Spent Some Money

    October 29, 2026October 31, 2026

economy

Polls, Projectiles And Payrolls

November 1, 2026November 2, 2026
  • ‘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

Geopolitics

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

The Tragic Irony Of The Israeli State

October 28, 2026October 29, 2026

Duly Noted

An ARM And A Leg

October 28, 2026October 30, 2026

Not Since 1969…

October 22, 2026October 24, 2026

‘The Evidence Is Razor Thin’: Pulitzer Prize Finalist Rukmini Callimachi Reveals New Information On Soleimani Assassination

January 4, 2020January 4, 2020

“Hard to decouple his killing from the impeachment saga.”

Read More

2 Comments on ‘The Evidence Is Razor Thin’: Pulitzer Prize Finalist Rukmini Callimachi Reveals New Information On Soleimani Assassination

Amid The Melt-Up, Never Mind The ISM’s Flagrant Heresy

January 4, 2020January 4, 2020

“Awesome…except for the economy, profits and valuations”.

Read More

1 Comment on Amid The Melt-Up, Never Mind The ISM’s Flagrant Heresy

As Tens Of Thousands March In Soleimani Funeral, New Details Emerge On Plan To Target US Troops

January 4, 2020January 4, 2020

“…from there to Tehran and his hometown Kerman in the southeast for burial on Tuesday”.

Read More

4 Comments on As Tens Of Thousands March In Soleimani Funeral, New Details Emerge On Plan To Target US Troops

The Day The Earth Stood Still: In Death, Qassem Soleimani Halts Global Market Rally

January 3, 2020January 4, 2020

“This far eclipses the deaths of bin Laden or Baghdadi”.

Read More

8 Comments on The Day The Earth Stood Still: In Death, Qassem Soleimani Halts Global Market Rally

Fed Minutes Show Rates On Hold, Repo Discussion Front And Center

January 3, 2020January 3, 2020

Policy is “appropriate”. Unless there’s a world war.

Read More

Leave a Comment on Fed Minutes Show Rates On Hold, Repo Discussion Front And Center

President ‘Stop Endless Wars’ To Deploy 3,000 Troops To Mideast To Fight Ghost Of Qassem Soleimani

January 3, 2020January 3, 2020

“The dispatching of extra troops reflects concern about potential Iranian retaliatory action”.

Read More

2 Comments on President ‘Stop Endless Wars’ To Deploy 3,000 Troops To Mideast To Fight Ghost Of Qassem Soleimani

ISM Manufacturing Posts Disastrous Miss For December In Blow To Reflation Narrative

January 3, 2020January 3, 2020

Lowest since 2009.

Read More

1 Comment on ISM Manufacturing Posts Disastrous Miss For December In Blow To Reflation Narrative

Mike Pompeo’s Credibility Deficit Makes PR Effort Around Soleimani Assassination Hopeless

January 3, 2020January 3, 2020

“President Trump’s decision to remove Qassem Soleimani from the battlefield saved American lives”.

Read More

5 Comments on Mike Pompeo’s Credibility Deficit Makes PR Effort Around Soleimani Assassination Hopeless

‘Ahhhh, A Tail’: Nomura’s McElligott Delivers Quick Thoughts Following Geopolitical Earthquake

January 3, 2020

“Is this event enough of a macro catalyst to trigger a larger deleveraging”?

Read More

oil1 Comment on ‘Ahhhh, A Tail’: Nomura’s McElligott Delivers Quick Thoughts Following Geopolitical Earthquake

World Reacts To Assassination Of Qassem Soleimani: ‘This Is The Worst-Case Scenario’

January 3, 2020January 3, 2020

“At times, adversary looked more like ally, however tenuous the relationship”.

Read More

9 Comments on World Reacts To Assassination Of Qassem Soleimani: ‘This Is The Worst-Case Scenario’

US Kills Qassem Soleimani In Historic Assassination

January 2, 2020January 3, 2020

It is impossible to overstate the significance of his demise.

Read More

18 Comments on US Kills Qassem Soleimani In Historic Assassination

Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

January 2, 2020January 2, 2020

Oh, and speaking of that, 2020 kicked off with bull-flattening.

Read More

3 Comments on Amid Rip-Roaring Start To 2020, Did Small Caps Just Flash A Warning Signal?

Can China Keep Easing Without Irritating Donald Trump?

January 2, 2020January 2, 2020

Tug-of-wars are inherently unsustainable.

Read More

Leave a Comment on Can China Keep Easing Without Irritating Donald Trump?

‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

January 2, 2020

Define “barnburner”.

Read More

1 Comment on ‘Sentiment Is Too Darn High’: ‘Melt-Up’ Replaces ‘Recession’ As Clickbait Topic Du Jour

Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

January 2, 2020January 2, 2020

The supply shortage is making a comeback.

Read More

1 Comment on Net Supply Of Safe-Haven Bonds Set For First Drop In 4 Years As CBs Fire Up Presses

Bernie Dusts Dems In Q4 Fundraising Race With $34.5 Million Haul

January 2, 2020January 2, 2020

Meanwhile, Trump has more than $100 million cash on-hand.

Read More

Leave a Comment on Bernie Dusts Dems In Q4 Fundraising Race With $34.5 Million Haul

‘Dire’ Final PMIs Underscore Depth Of European Slump, Pernicious Brexit Impact

January 2, 2020January 2, 2020

“A dire end to 2019”.

Read More

Leave a Comment on ‘Dire’ Final PMIs Underscore Depth Of European Slump, Pernicious Brexit Impact

For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism

January 2, 2020January 2, 2020

Kweichow Moutai may be a harbinger, but it matters not on Thursday.

Read More

Leave a Comment on For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism

Mohamed El-Erian Is Worried. Here’s Why…

January 1, 2020

“Improvement” may be such a relative term right now as to be nearly meaningless. 

Read More

2 Comments on Mohamed El-Erian Is Worried. Here’s Why…

Requiem For A Dreamy 2019

January 1, 2020January 2, 2020

Happy new year.

Read More

1 Comment on Requiem For A Dreamy 2019

‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

January 1, 2020

Trump is sending an infantry battalion.

Read More

6 Comments on ‘You Can’t Do Anything’: Khamenei Lampoons Trump’s ‘Threat’ As US Deploys Infantry Battalion To Iraq

China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity

January 1, 2020January 1, 2020

Expect more where this came from in 2020.

Read More

Leave a Comment on China Delivers Promised RRR Cut, Releasing 800 Billion Yuan In Liquidity

Bellwether South Korea Staggers Out Of Rough 2019 With Better-Than-Expected December Trade Data

December 31, 2019December 31, 2019

For the year, South Korea’s exports fell 10.3%.

Read More

Leave a Comment on Bellwether South Korea Staggers Out Of Rough 2019 With Better-Than-Expected December Trade Data

How Bad Would It Have Been Without The Xanax?

December 31, 2019January 1, 2020

We may never know.

Read More

1 Comment on How Bad Would It Have Been Without The Xanax?

What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

December 31, 2019

This is pretty simple, really.

Read More

4 Comments on What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat

December 31, 2019December 31, 2019

“Let’s see what happens”.

Read More

3 Comments on As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat

Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

December 31, 2019December 31, 2019

Someone “will be held fully responsible”, Trump swears.

Read More

5 Comments on Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

Posts pagination

Previous 1 … 404 405 406 … 764 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on Have The Hyper-Scalers Lost Their Minds?
  • Wave Dash on Sell-Side Sarcasm: New And Improved!
  • John3D on Have The Hyper-Scalers Lost Their Minds?
  • Wave Dash on Have The Hyper-Scalers Lost Their Minds?

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.