Skip to content
Tuesday, November 03, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Someone’s Got Work For You

November 3, 2026November 3, 2026
  • 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

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

Debbie Downers Amid The Renaissance

November 2, 2026November 3, 2026
  • 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

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

Analyst Who Called The Repo Squeeze Warns On ‘Combustible Cocktail’ Into Year-End

October 27, 2019

“There could be a broader de-leveraging across financial markets”.

Read More

2 Comments on Analyst Who Called The Repo Squeeze Warns On ‘Combustible Cocktail’ Into Year-End

Barrage Of Crucial Data To Test Market Calm, Fed Message In New Week

October 27, 2019October 28, 2019

Any plans on the part of the Fed to telegraph a pause could be derailed immediately.

Read More

1 Comment on Barrage Of Crucial Data To Test Market Calm, Fed Message In New Week

A ‘Hawkish Cut’ From A ‘Derelict’ Fed? What To Expect From The October FOMC

October 27, 2019October 27, 2019

Will it be “three and out”?

Read More

1 Comment on A ‘Hawkish Cut’ From A ‘Derelict’ Fed? What To Expect From The October FOMC

Trump Describes Abu Bakr Al-Baghdadi Kill Operation In Cartoonishly Graphic Address

October 27, 2019October 27, 2019

“His body was mutilated by the blast. The tunnel had caved in on it in addition”.

Read More

1 Comment on Trump Describes Abu Bakr Al-Baghdadi Kill Operation In Cartoonishly Graphic Address

Abu Bakr Al-Baghdadi Is Dead. Only For Real This Time

October 27, 2019October 27, 2019

This is at least the fourth time Baghdadi has been killed.

Read More

Leave a Comment on Abu Bakr Al-Baghdadi Is Dead. Only For Real This Time

John Kelly: I Told Trump He Would Be Impeached Without Someone Like Me

October 26, 2019October 26, 2019

“Don’t hire someone that will just nod and say, ‘That’s a great idea Mr. President.’”

Read More

2 Comments on John Kelly: I Told Trump He Would Be Impeached Without Someone Like Me

‘International Bandit’ Trump Has Plan To Protect Syrian Oil Fields. And It May Require The Same Number Of Troops As Before

October 26, 2019

“International state banditry”.

Read More

2 Comments on ‘International Bandit’ Trump Has Plan To Protect Syrian Oil Fields. And It May Require The Same Number Of Troops As Before

‘Stay Liquid’: Negative Microstructure Seasonality Could Be Particularly Acute In 2019

October 26, 2019

“Trading volumes and liquidity measures should exhibit strong seasonality”.

Read More

6 Comments on ‘Stay Liquid’: Negative Microstructure Seasonality Could Be Particularly Acute In 2019

Impeachment Inquiry Is Legal, Now Hand Over That Secret Grand Jury Evidence You Scoundrels!

October 26, 2019November 27, 2021

“DOJ is wrong”.

Read More

5 Comments on Impeachment Inquiry Is Legal, Now Hand Over That Secret Grand Jury Evidence You Scoundrels!

Liquidity May Be Disappearing In The Most Liquid Market On Earth

October 25, 2019

“In our view, the significant drop in rates market liquidity is not temporary”.

Read More

3 Comments on Liquidity May Be Disappearing In The Most Liquid Market On Earth

Hell Hath No Fury Like A Mustache Scorned: John Bolton’s Lawyers Are Talking To Impeachment Investigators

October 25, 2019October 25, 2019

“Oh, do you know the mustache man, the mustache man, the mustache man…”

Read More

Leave a Comment on Hell Hath No Fury Like A Mustache Scorned: John Bolton’s Lawyers Are Talking To Impeachment Investigators

Friday Humor: Trump Charged Irish Cops $12,250 For ‘Snack Bags’ In June

October 25, 2019

$973 for tea and coffee.

Read More

4 Comments on Friday Humor: Trump Charged Irish Cops $12,250 For ‘Snack Bags’ In June

‘Excellent’ China Trade Call Fans Hope For Concrete Breakthrough

October 25, 2019October 25, 2019

“So far, all systems are go on that”.

Read More

3 Comments on ‘Excellent’ China Trade Call Fans Hope For Concrete Breakthrough

William Barr, America’s ‘Rogue’ AG, Turns Trump’s Conspiracy Theory Into An Actual Criminal Investigation

October 25, 2019

A terrifying prospect, to be sure.

Read More

4 Comments on William Barr, America’s ‘Rogue’ AG, Turns Trump’s Conspiracy Theory Into An Actual Criminal Investigation

Will Trump Give Up His Leverage Over Jerome Powell To Secure A Deal With Xi?

October 25, 2019October 25, 2019

Sealing the deal with Xi may require giving up on rate cuts in an election year.

Read More

6 Comments on Will Trump Give Up His Leverage Over Jerome Powell To Secure A Deal With Xi?

A Delusional Boris Johnson Says ‘Of Course’ October 31 ‘Still Possible’ For Brexit, As EU Punts On Length Of Delay

October 25, 2019

“We could leave on October 31.”

Read More

2 Comments on A Delusional Boris Johnson Says ‘Of Course’ October 31 ‘Still Possible’ For Brexit, As EU Punts On Length Of Delay

China: Mike Pence Is An Arrogant Liar Who Should Look In The Mirror And Get His Racist House In Order

October 25, 2019October 25, 2019

But other than that, his speech was fine.

Read More

1 Comment on China: Mike Pence Is An Arrogant Liar Who Should Look In The Mirror And Get His Racist House In Order

Military Aid Wasn’t The Only US Assistance To Ukraine Held Up By The White House…

October 24, 2019

“Everything” means everything.

Read More

1 Comment on Military Aid Wasn’t The Only US Assistance To Ukraine Held Up By The White House…

Nobody Has Tried To Punch Albert Edwards Lately, But That Doesn’t Mean IT Stocks Won’t Crash

October 24, 2019October 25, 2019

“…slam the whole sector and work it out later”.

Read More

3 Comments on Nobody Has Tried To Punch Albert Edwards Lately, But That Doesn’t Mean IT Stocks Won’t Crash

Read The Bernie Sanders Plan To Legalize Marijuana (Which Was Rolled Out At Exactly 4:20)

October 24, 2019October 24, 2019

“We will legalize marijuana and vacate and expunge past marijuana convictions.”

Read More

Leave a Comment on Read The Bernie Sanders Plan To Legalize Marijuana (Which Was Rolled Out At Exactly 4:20)

Mike Pence Casually Asks If NBA, Nike Are ‘Wholly Owned Subsidiaries’ Of Chinese Communist Devils

October 24, 2019October 24, 2019

Summarized: Donald Trump is still mad at the Golden State Warriors and also at Colin Kaepernick.

Read More

1 Comment on Mike Pence Casually Asks If NBA, Nike Are ‘Wholly Owned Subsidiaries’ Of Chinese Communist Devils

Boris Johnson Writes Letter To Corbyn, Just Wants ‘This Nightmare To End’

October 24, 2019

“…bad for the economy, bad for businesses, and bad for millions of people”.

Read More

1 Comment on Boris Johnson Writes Letter To Corbyn, Just Wants ‘This Nightmare To End’

Trump: Fed Must Lower ‘The Rate’ Or Be Judged ‘Derelict In Its Duties’

October 24, 2019October 24, 2019

“Ideally, they’ll stimulate”.

Read More

1 Comment on Trump: Fed Must Lower ‘The Rate’ Or Be Judged ‘Derelict In Its Duties’

Some Key Geopolitical Context As Turkey’s Captive Central Bank Delivers Another Big Rate Cut

October 24, 2019October 24, 2019

So much winning – for one man, anyway.

Read More

Leave a Comment on Some Key Geopolitical Context As Turkey’s Captive Central Bank Delivers Another Big Rate Cut

Art Of The Deal: China Willing To Buy The Same Amount Of US Farm Goods They Bought In 2017. Maybe.

October 24, 2019October 24, 2019

This is spectacularly stupid.

Read More

5 Comments on Art Of The Deal: China Willing To Buy The Same Amount Of US Farm Goods They Bought In 2017. Maybe.

ECB Reiterates QE Infinity At Mario Draghi’s Final Meeting

October 24, 2019October 24, 2019

Wave goodbye to Super Mario.

Read More

4 Comments on ECB Reiterates QE Infinity At Mario Draghi’s Final Meeting

October PMIs Offer Fresh Evidence Of Global Economic Malaise

October 24, 2019October 24, 2019

No respite.

Read More

Leave a Comment on October PMIs Offer Fresh Evidence Of Global Economic Malaise

Posts pagination

Previous 1 … 423 424 425 … 764 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • dayjob on Sell-Side Sarcasm: New And Improved!
  • Mr. Lucky on Have The Hyper-Scalers Lost Their Minds?
  • therealheisenberg on Debbie Downers Amid The Renaissance
  • John L on Debbie Downers Amid The Renaissance

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.