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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

Larry Kudlow, Joe Kernen Talk ‘Deep State’ Plots In Real Credit To CNBC’s Journalistic Standards

October 17, 2019

“I don’t want to explain that”.

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4 Comments on Larry Kudlow, Joe Kernen Talk ‘Deep State’ Plots In Real Credit To CNBC’s Journalistic Standards

‘Black Zero’ Gotta Go: Germany Slashes 2020 Growth Outlook Amid Heinous Factory Slump

October 17, 2019

When it comes to what can save the world…

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1 Comment on ‘Black Zero’ Gotta Go: Germany Slashes 2020 Growth Outlook Amid Heinous Factory Slump

‘Chinese Police Took Alyssa!’ US-China Relations Take New Turn For The Absurd With Arrest Of US Citizens Petersen, Harlan

October 17, 2019November 27, 2021

“We don’t and won’t know many details”.

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2 Comments on ‘Chinese Police Took Alyssa!’ US-China Relations Take New Turn For The Absurd With Arrest Of US Citizens Petersen, Harlan

Morgan Stanley Surges Following Blockbuster FICC Performance

October 17, 2019

This looks like a standout.

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1 Comment on Morgan Stanley Surges Following Blockbuster FICC Performance

In Tragedy, Elijah Cummings Dies At 68

October 17, 2019October 17, 2019

“Very soon you and I will be dancing with the angels”.

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3 Comments on In Tragedy, Elijah Cummings Dies At 68

Just Three Years Later, A Brexit Deal Emerges From A Raging Dumpster Fire But…

October 17, 2019October 17, 2019

Hallelujah.

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6 Comments on Just Three Years Later, A Brexit Deal Emerges From A Raging Dumpster Fire But…

Rudy Giuliani Subject Of FBI Counterintelligence Probe; Pressed Trump To Hand Gulen To Erdogan In 2017

October 16, 2019November 27, 2021

“FBI and criminal prosecutors in Manhattan are looking at a broader set of issues”.

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1 Comment on Rudy Giuliani Subject Of FBI Counterintelligence Probe; Pressed Trump To Hand Gulen To Erdogan In 2017

Read Donald Trump’s Embarrassing Letter To Recep Tayyip Erdogan

October 16, 2019October 16, 2019

“I’ll call you later”.

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2 Comments on Read Donald Trump’s Embarrassing Letter To Recep Tayyip Erdogan

Pelosi Says Trump Had ‘Meltdown’ In Syria Meeting After House Rebuke, All-Day Graham Criticism

October 16, 2019November 27, 2021

At one point, the president called the Speaker a “third rate politician”.

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16 Comments on Pelosi Says Trump Had ‘Meltdown’ In Syria Meeting After House Rebuke, All-Day Graham Criticism

Michael McKinley, Top Pompeo Aide, Tells Lawmakers He Resigned Over Ukraine, Says Diplomats Mistreated

October 16, 2019October 16, 2019

Yovanovitch was the last straw for Pompeo’s top advisor.

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Jamie Dimon Could Have Stopped The Repo Squeeze. Here’s Why He Didn’t…

October 16, 2019October 16, 2019

“…it’s about how the regulators want to manage the system”.

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3 Comments on Jamie Dimon Could Have Stopped The Repo Squeeze. Here’s Why He Didn’t…

Trump: Those Kurds Are ‘No Angels’

October 16, 2019October 16, 2019

There was no word on Napoleon Bonaparte’s plans.

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1 Comment on Trump: Those Kurds Are ‘No Angels’

Turkey Bans Short-Selling In Plunging Financials After US Brings ‘Illegal’ Charges Against Halkbank

October 16, 2019

“It was closed but they unlawfully reopened it”.

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Leave a Comment on Turkey Bans Short-Selling In Plunging Financials After US Brings ‘Illegal’ Charges Against Halkbank

Nomura’s McElligott: Here’s What Caused The ‘Sling-Shot Move’ In US Equities

October 16, 2019October 16, 2019

“Melt-up flows”.

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4 Comments on Nomura’s McElligott: Here’s What Caused The ‘Sling-Shot Move’ In US Equities

Retail Sales Post First Drop Since February In Fresh Sign That MAGA Economy Is Decelerating

October 16, 2019

But hey, it should be fine.

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1 Comment on Retail Sales Post First Drop Since February In Fresh Sign That MAGA Economy Is Decelerating

‘Clown’ Who Presided Over Worst December For S&P Since Great Depression Says Democrats Will Crash Economy ‘Like 1929’

October 16, 2019October 16, 2019

“…if any of those clowns became President!”

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5 Comments on ‘Clown’ Who Presided Over Worst December For S&P Since Great Depression Says Democrats Will Crash Economy ‘Like 1929’

Here’s The Kind Of Quarter Bank Of America Had…

October 16, 2019October 16, 2019

This will probably work for folks.

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China Threatens ‘Strong’ Retaliation After US House Passes Hong Kong Human Rights Bill

October 15, 2019October 15, 2019

This doesn’t bode well for Sino-US relations, even if it’s a win for democratic norms.

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2 Comments on China Threatens ‘Strong’ Retaliation After US House Passes Hong Kong Human Rights Bill

Mike Pence Won’t Participate In ‘Purported’ Impeachment Inquiry, Which Is Fine, Because He Probably Doesn’t Know Much Anyway

October 15, 2019November 27, 2021

Here’s some obstruction for you.

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3 Comments on Mike Pence Won’t Participate In ‘Purported’ Impeachment Inquiry, Which Is Fine, Because He Probably Doesn’t Know Much Anyway

In Total Coincidence, US Finally Charges Turkey’s Halkbank In Zarrab Case

October 15, 2019

“Halkbank will now have to answer for its conduct in an American court”.

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2 Comments on In Total Coincidence, US Finally Charges Turkey’s Halkbank In Zarrab Case

Rudy Giuliani Will Defy Subpoena, Is ‘100% Sure’ The $500K He Made At ‘Fraud Guarantee’ Isn’t Fraudulent

October 15, 2019October 16, 2019

It’s almost too stupid to believe.

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13 Comments on Rudy Giuliani Will Defy Subpoena, Is ‘10013 Sure’ The $500K He Made At ‘Fraud Guarantee’ Isn’t Fraudulent

Another Day, Another Sign Of ‘Japanification’ In The US Economy…

October 15, 2019

Don’t chase down the rabbit hole – it will only make things worse.

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‘Good News Is Good News’ Again. Here’s What It Means For Markets, According To Goldman

October 15, 2019

“…better growth needs to take over as a driver”.

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John Bolton Called Giuliani A ‘Hand Grenade’, Described Trump’s Ukraine Scheme As ‘Drug Deal’, Fiona Hill Told Congress

October 15, 2019October 15, 2019

“According to whom, she asked. The president, he answered.”

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Leave a Comment on John Bolton Called Giuliani A ‘Hand Grenade’, Described Trump’s Ukraine Scheme As ‘Drug Deal’, Fiona Hill Told Congress

IMF Issues Quarterly Doom And Gloom Report – Cuts Growth Outlook Again

October 15, 2019

“…a much more subdued pace of global activity could well materialize”.

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Leave a Comment on IMF Issues Quarterly Doom And Gloom Report – Cuts Growth Outlook Again

China Thinks Trump Needs To Lift Tariffs If He Wants Xi To Make ‘Patriot Farmers’ Solvent Again

October 15, 2019

“Massive” farm purchases are contingent, apparently.

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3 Comments on China Thinks Trump Needs To Lift Tariffs If He Wants Xi To Make ‘Patriot Farmers’ Solvent Again

Goldman Posts Dramatic Drop In Investment And Lending Unit Amid Carnage In Equity Book

October 15, 2019October 15, 2019

Call an Uber.

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Leave a Comment on Goldman Posts Dramatic Drop In Investment And Lending Unit Amid Carnage In Equity Book

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Monthly Letter

  • The Arbitrageur

Recent Comments

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  • WMD on Have The Hyper-Scalers Lost Their Minds?
  • WMD on Apple Sets A Bunch Of Records. Misses In China
  • hackpoet 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

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