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Featured

Tech Got No Love This Earnings Season

November 3, 2026November 3, 2026
  • 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

Markets

Sell-Side Sarcasm: New And Improved!

November 2, 2026November 3, 2026
  • 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

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

‘Tipping Points’, Payrolls And A ‘Stalling’ US Economy

November 2, 2019November 2, 2019

What if he doesn’t even run?

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3 Comments on ‘Tipping Points’, Payrolls And A ‘Stalling’ US Economy

America Is Getting Serious About Pete Buttigieg

November 2, 2019November 3, 2019

It’s a somewhat uncomfortable discussion. But Trump will have it. You can be sure of that.

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9 Comments on America Is Getting Serious About Pete Buttigieg

John Eisenberg Politely Told Alexander Vindman To Shut Up About What He Heard On Trump-Zelensky Call

November 1, 2019November 1, 2019

Maybe Trump can clear it up in his planned “fireside chat”.

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Beto O’Rourke Was ‘Born To Be In It’. Now He’s Out Of It.

November 1, 2019November 2, 2019

“He raised more in his first 48 hours than in the following thousand days”.

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1 Comment on Beto O’Rourke Was ‘Born To Be In It’. Now He’s Out Of It.

WTO Says China Fully Justified In Giving U.S. A $3.6 Billion Slap In The Face

November 1, 2019November 1, 2019

“We always get f***ed by them”.

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All Kinds Of Progress Being Made Towards Meaningless ‘Phase One’ Non-Deal, US, China Jointly Declare

November 1, 2019November 1, 2019

The two sides “are in the process of resolving outstanding issues”.

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Larry Kudlow: The Whole Stock Market Will ‘Literally Evaporate’ If Elizabeth Warren Tries To Expand Healthcare

November 1, 2019November 1, 2019

“This would have a devastating, catastrophic effect”…

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8 Comments on Larry Kudlow: The Whole Stock Market Will ‘Literally Evaporate’ If Elizabeth Warren Tries To Expand Healthcare

ISM Rebound Fails To Materialize, As Production Dives To Crisis-Era Levels; New Export Orders Surge

November 1, 2019November 1, 2019

But a feeble bounce.

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2 Comments on ISM Rebound Fails To Materialize, As Production Dives To Crisis-Era Levels; New Export Orders Surge

Here’s How Elizabeth Warren Will Pay For Medicare For All (Hint: There Are Taxes Involved)

November 1, 2019

“My approach to Medicare for All would mark one of the greatest federal expansions of middle class wealth in our history”.

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2 Comments on Here’s How Elizabeth Warren Will Pay For Medicare For All (Hint: There Are Taxes Involved)

October Jobs Report Beats Handily, Revisions Add 95k To September, August

November 1, 2019November 2, 2019

And so, the labor market hangs tough, it would appear.

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8 Comments on October Jobs Report Beats Handily, Revisions Add 95k To September, August

Market Cheers China PMI Surprise, But Some See Stagflation For World’s Second-Largest Economy

November 1, 2019November 1, 2019

Who you gonna believe?

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2 Comments on Market Cheers China PMI Surprise, But Some See Stagflation For World’s Second-Largest Economy

Somebody Is ‘Wrong’. Is It Consumers Or CEOs?

October 31, 2019October 31, 2019

And so, we’re left with another “jaws” scenario.

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7 Comments on Somebody Is ‘Wrong’. Is It Consumers Or CEOs?

It’s Too Late. Trump Can’t Save Trumponomics. And Neither Can Larry Kudlow.

October 31, 2019November 1, 2019

Trump, Kudlow and House Republicans are reportedly working behind the scenes on a new stimulus package.

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7 Comments on It’s Too Late. Trump Can’t Save Trumponomics. And Neither Can Larry Kudlow.

Tim Morrison Corroborates Quid Pro Quo Account. Says Trump-Zelensky Call Was ‘Concerning’ But Not ‘Illegal’

October 31, 2019October 31, 2019

“I had three concerns about a potential leak of the MemCon”…

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3 Comments on Tim Morrison Corroborates Quid Pro Quo Account. Says Trump-Zelensky Call Was ‘Concerning’ But Not ‘Illegal’

Nancy Pelosi Gives Trump, GOP What They Asked For But Didn’t Really Want

October 31, 2019October 31, 2019

The White House issued a patently ridiculous statement suggesting that somehow, the president is “not hurt”.

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11 Comments on Nancy Pelosi Gives Trump, GOP What They Asked For But Didn’t Really Want

‘Look, This Isn’t A Surprise To Anyone’: Nomura’s McElligott Weighs In On Latest US-China Trade ‘Scoop’. Also Comments On Fed

October 31, 2019

“Many believe Trump will keep at least one more ‘negative trade surprise’ in his pocket”.

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4 Comments on ‘Look, This Isn’t A Surprise To Anyone’: Nomura’s McElligott Weighs In On Latest US-China Trade ‘Scoop’. Also Comments On Fed

Chicago PMI Plunges Anew, Hits Lowest Since 2015

October 31, 2019October 31, 2019

July called…

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6 Comments on Chicago PMI Plunges Anew, Hits Lowest Since 2015

More Slippage In The MAGA Economy As Consumer Spending Sputters

October 31, 2019

Slowly, but surely, the US economy is decelerating.

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As Hong Kong Dives Into Recession, ‘You Can Throw Molotov Cocktails Or Have A Totally Normal Sunday’

October 31, 2019October 31, 2019

“It’s weird”.

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China, Like The Rest Of Humanity, Knows It’s Impossible To Strike A Long-Term Deal With Donald Trump

October 31, 2019October 31, 2019

“Phase One” and out?

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China’s October PMI Data Disappoints, Underscoring Intractability Of Global Growth Slump

October 30, 2019October 31, 2019

No “green shoots” for you.

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Wall Street’s Fed Postmortems Are All Over The Place

October 30, 2019October 31, 2019

Suffice to say there are disagreements on what comes next.

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3 Comments on Wall Street’s Fed Postmortems Are All Over The Place

John Bolton May Testify In Impeachment Probe On November 7

October 30, 2019

Fear the mustache.

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1 Comment on John Bolton May Testify In Impeachment Probe On November 7

‘Is This It?’ Jerome Powell Signals Fed On Hold Until Something (Else) Crazy Happens

October 30, 2019October 30, 2019

“The current stance of monetary policy is likely to remain appropriate”.

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Fed Takes Out More ‘Insurance’, Cuts Rates For Third Time, Drops ‘Act As Appropriate’ Language

October 30, 2019October 30, 2019

“Act as appropriate” is gone.

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Leveraged Loan ‘Bubble’ Warnings Are A Thing Again And Goldman Is ‘Concerned’

October 30, 2019

“Fragile”.

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Chile Cancels APEC In Another Example Of Global Fallout From Local Unrest. Trade Deal In Flux, Peso Falls To 15-Year Low

October 30, 2019October 30, 2019

“A president needs to put its people above everything else”.

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Leave a Comment on Chile Cancels APEC In Another Example Of Global Fallout From Local Unrest. Trade Deal In Flux, Peso Falls To 15-Year Low

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Monthly Letter

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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

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