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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

Grand Theft Donald: Trump Can Gun Down Pedestrians In The Street If He Wants, Lawyer Tells Federal Judges

October 23, 2019

“It’s, like, incredible”.

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3 Comments on Grand Theft Donald: Trump Can Gun Down Pedestrians In The Street If He Wants, Lawyer Tells Federal Judges

AOC Wonders If Mark Zuckerberg Sees Facebook For The Raging Dumpster Fire It Really Is

October 23, 2019October 24, 2019

“I’m just trying to understand the bounds here, what’s fair game.”

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14 Comments on AOC Wonders If Mark Zuckerberg Sees Facebook For The Raging Dumpster Fire It Really Is

Trump Brands GOP Opposition ‘Human Scum’, Gaetz Plus Wingnuts Storm Briefing Room, ‘Woman In Blue’ Dazzles

October 23, 2019October 23, 2019

“Meanwhile that woman in blue is about to get swept up in the Rapture”.

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7 Comments on Trump Brands GOP Opposition ‘Human Scum’, Gaetz Plus Wingnuts Storm Briefing Room, ‘Woman In Blue’ Dazzles

Leon Cooperman And Six Unidentified Cowards Say Elizabeth Warren ‘Sh**ting On The F***ing American Dream’

October 23, 2019October 23, 2019

Who you gonna trust?!

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10 Comments on Leon Cooperman And Six Unidentified Cowards Say Elizabeth Warren ‘Sh**ting On The F***ing American Dream’

In Utterly Disgraceful Syria Address, Trump ‘Congratulates’ Himself On Facilitating Massacre Of Kurds

October 23, 2019October 23, 2019

“Blood-stained sand”.

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2 Comments on In Utterly Disgraceful Syria Address, Trump ‘Congratulates’ Himself On Facilitating Massacre Of Kurds

Susan Rice: Lindsey Graham Is A ‘Piece Of Sh**t’

October 23, 2019November 27, 2021

“I said it. I said it, damnit. Finally.”

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Leave a Comment on Susan Rice: Lindsey Graham Is A ‘Piece Of Sh**t’

America’s Humiliation In Syria Complete As Putin, Erdogan Strike Deal; Assad Essentially Restored

October 23, 2019

Dmitry Peskov rubbed it in.

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Leave a Comment on America’s Humiliation In Syria Complete As Putin, Erdogan Strike Deal; Assad Essentially Restored

‘Abuse Of Power Is Not A Crime’: Matt Whitaker, Former Attorney General, Previews Awesome New Trump Defense!

October 23, 2019October 23, 2019

Crimes aren’t crimes.

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8 Comments on ‘Abuse Of Power Is Not A Crime’: Matt Whitaker, Former Attorney General, Previews Awesome New Trump Defense!

Caterpillar Results Land With A Thud, As Bellwether Cuts Outlook Amid Global ‘Uncertainty’

October 23, 2019

“There are no rays of hope”, one commentator laments.

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Leave a Comment on Caterpillar Results Land With A Thud, As Bellwether Cuts Outlook Amid Global ‘Uncertainty’

Trump Wonders If Mnuchin, Conway Are Stupid Enough To Replace Mick Mulvaney After He’s Tweet-Fired

October 22, 2019

“You’ve got a working brain and a pulse, want to be my chief of staff?”

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5 Comments on Trump Wonders If Mnuchin, Conway Are Stupid Enough To Replace Mick Mulvaney After He’s Tweet-Fired

Read The Stunning Deposition Statement From Bill Taylor

October 22, 2019

“Let me now provide the Committees with a chronology of events”…

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2 Comments on Read The Stunning Deposition Statement From Bill Taylor

‘He Wanted Zelensky In A Box’: Bill Taylor Delivers Devastating Account Of Trump’s Ukraine Pressure Campaign

October 22, 2019October 23, 2019

“…‘everything’ was dependent on such an announcement, including security assistance”.

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4 Comments on ‘He Wanted Zelensky In A Box’: Bill Taylor Delivers Devastating Account Of Trump’s Ukraine Pressure Campaign

Boris Johnson Wins, Then Loses, Then Pauses Brexit Bill

October 22, 2019October 22, 2019

“One way or another”…

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1 Comment on Boris Johnson Wins, Then Loses, Then Pauses Brexit Bill

Watch Larry Kudlow Explain How ‘Phase 1’ With China Will Become Phase 2, And Then 3, And Then…

October 22, 2019

“…it may not be necessary to do everything all at once”.

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1 Comment on Watch Larry Kudlow Explain How ‘Phase 1’ With China Will Become Phase 2, And Then 3, And Then…

Lindsey Graham: ‘Pretty Well Accurate’ To Compare Trump To Lynching Victims

October 22, 2019October 22, 2019

“I’m going to let the whole world know”…

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1 Comment on Lindsey Graham: ‘Pretty Well Accurate’ To Compare Trump To Lynching Victims

Steve Mnuchin Has Exactly 9 Days To Tell Elizabeth Warren What Caused Repo Market Chaos

October 22, 2019October 22, 2019

Spoiler alert: Easing regulations is not an acceptable answer when it comes to fixes.

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5 Comments on Steve Mnuchin Has Exactly 9 Days To Tell Elizabeth Warren What Caused Repo Market Chaos

As Syria Ceasefire Expires, Erdogan Meets Putin In Sochi, Iraq Says No Thanks To ‘Mark Esperanto’s’ 1,000 Nomadic US Troops

October 22, 2019

“There is no permission granted for these forces to stay inside Iraq”.

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Leave a Comment on As Syria Ceasefire Expires, Erdogan Meets Putin In Sochi, Iraq Says No Thanks To ‘Mark Esperanto’s’ 1,000 Nomadic US Troops

Hungary’s Orban Bad-Mouthed Ukraine To Trump Just 10 Days Before Crucial Meeting With ‘Amigos’

October 22, 2019October 22, 2019

The meeting with Orban, along with a May 3 call to Putin, are now being scrutinized by lawmakers.

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Leave a Comment on Hungary’s Orban Bad-Mouthed Ukraine To Trump Just 10 Days Before Crucial Meeting With ‘Amigos’

Here’s Who Will Be Buying (And Selling) US Stocks In 2020

October 22, 2019October 22, 2019

Show me the flows.

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1 Comment on Here’s Who Will Be Buying (And Selling) US Stocks In 2020

Putin, Orban Played Role In Souring Trump On Ukraine, Feeding Paranoia Conjured By Giuliani

October 21, 2019October 21, 2019

Here’s a sitting duck – please exploit him.

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1 Comment on Putin, Orban Played Role In Souring Trump On Ukraine, Feeding Paranoia Conjured By Giuliani

Hevrin Khalaf Too Dead To Thank Mike Pompeo For ‘Saving Lives’ In Syria Amid Turkey Invasion

October 21, 2019October 21, 2019

“I am highly confident that we saved lives”.

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2 Comments on Hevrin Khalaf Too Dead To Thank Mike Pompeo For ‘Saving Lives’ In Syria Amid Turkey Invasion

‘It’s The Private Sector, Stupid’: Trump May Have A Ricardian Equivalence Problem

October 21, 2019October 22, 2019

One wonders if legendary “economists” Stephen Moore and Larry Kudlow anticipated this.

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Leave a Comment on ‘It’s The Private Sector, Stupid’: Trump May Have A Ricardian Equivalence Problem

Trump: Emoluments Clause Is ‘Phony’, ‘I’m The One’ Who Captured ISIS, Not ‘You People’

October 21, 2019October 21, 2019

“If you’re rich, it doesn’t matter”.

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5 Comments on Trump: Emoluments Clause Is ‘Phony’, ‘I’m The One’ Who Captured ISIS, Not ‘You People’

Larry Kudlow Tells The Truth For First Time In Months, Admits He Has No Idea What’s Going With Trade Talks

October 21, 2019

“My hunch is…”

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1 Comment on Larry Kudlow Tells The Truth For First Time In Months, Admits He Has No Idea What’s Going With Trade Talks

‘An Unexpected Shock Could Bring The Global Economy To Its Knees’: One Bank Says Secular Stagnation Now ‘Good Case’ Scenario

October 21, 2019October 21, 2019

Hemmed in by populism.

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2 Comments on ‘An Unexpected Shock Could Bring The Global Economy To Its Knees’: One Bank Says Secular Stagnation Now ‘Good Case’ Scenario

Wilbur Ross, Maria Bartiromo Excited About Prospect Of US, UK Teaming Up To Screw Europe On Trade

October 21, 2019October 21, 2019

“Yeah, that’s a good point”.

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5 Comments on Wilbur Ross, Maria Bartiromo Excited About Prospect Of US, UK Teaming Up To Screw Europe On Trade

Beijing Is Prepared For Slower Chinese Growth And Rising Defaults. But Is Everyone Else?

October 21, 2019October 21, 2019

…a maddeningly slow drip of stimulus.

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2 Comments on Beijing Is Prepared For Slower Chinese Growth And Rising Defaults. But Is Everyone Else?

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Monthly Letter

  • The Arbitrageur

Recent Comments

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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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