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Featured

The Capex Catch-22

November 3, 2026November 3, 2026
  • 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

Markets

Apple Sets A Bunch Of Records. Misses In China

November 2, 2026November 3, 2026
  • 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

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

Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan

October 1, 2019October 1, 2019

“Tantrum” risk comes calling.

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2 Comments on Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan

William Barr Flew Around The World Soliciting Foreign Governments For Dirt On FBI, CIA, Mueller Probe

September 30, 2019November 21, 2021

It’s mind-boggling – until you consider the source.

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6 Comments on William Barr Flew Around The World Soliciting Foreign Governments For Dirt On FBI, CIA, Mueller Probe

Rudy Giuliani Subpoenaed In Trump Impeachment Probe

September 30, 2019September 30, 2019

“…an investigation of credible allegations that you acted as an agent of the President in a scheme” to abuse the Office of the President.

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2 Comments on Rudy Giuliani Subpoenaed In Trump Impeachment Probe

If ‘QE-Lite’ Reignites Classic QE Trade, Fade It, Goldman Says

September 30, 2019

“Compression of risk premia is only a side effect”.

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2 Comments on If ‘QE-Lite’ Reignites Classic QE Trade, Fade It, Goldman Says

Mitch McConnell Not Sure How Donald Trump Is Gonna Get Out Of This One

September 30, 2019September 30, 2019

“I would have no choice but to take it up”.

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9 Comments on Mitch McConnell Not Sure How Donald Trump Is Gonna Get Out Of This One

‘Wow’: Peter Navarro Goes Full Misogynist On Kayla Tausche, Calls Bloomberg ‘Irresponsible Fake News’

September 30, 2019September 30, 2019

“The problem we have here”…

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2 Comments on ‘Wow’: Peter Navarro Goes Full Misogynist On Kayla Tausche, Calls Bloomberg ‘Irresponsible Fake News’

Chicago Factory Gauge Slumps In Lackluster Start To Big Data Week

September 30, 2019

A bitter appetizer.

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Leave a Comment on Chicago Factory Gauge Slumps In Lackluster Start To Big Data Week

Bernie Sanders Unveils Tax Plan To Punish Egregious 287X CEO-Worker Pay Gap

September 30, 2019

“The American people want corporations to invest in their workers, not just dividends, stock buybacks and outrageous compensation packages”.

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8 Comments on Bernie Sanders Unveils Tax Plan To Punish Egregious 287X CEO-Worker Pay Gap

Trump Threatens To Have Adam Schiff Arrested For Treason (No, Really)

September 30, 2019September 30, 2019

The president takes things up yet another notch.

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7 Comments on Trump Threatens To Have Adam Schiff Arrested For Treason (No, Really)

Pelosi Warns Trump ‘Don’t Make It Worse’. Trump Promptly Threatens Whistle-Blower, Treason Trials, Civil War

September 30, 2019September 30, 2019

“Don’t make this any worse than it already is”, Pelosi said. It was too late.

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2 Comments on Pelosi Warns Trump ‘Don’t Make It Worse’. Trump Promptly Threatens Whistle-Blower, Treason Trials, Civil War

Saudi Arabia Downgraded By Fitch, As Crown Prince Warns Of Global ‘Economic Collapse’

September 30, 2019September 30, 2019

“There is a risk of further attacks on Saudi Arabia”.

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1 Comment on Saudi Arabia Downgraded By Fitch, As Crown Prince Warns Of Global ‘Economic Collapse’

Biden Campaign Demands Rudy Giuliani Be Banned From TV For Being Nuts

September 29, 2019September 29, 2019

Make facts great again.

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3 Comments on Biden Campaign Demands Rudy Giuliani Be Banned From TV For Being Nuts

‘Good Luck!’ Jobs, ISM, Fed Speakers Set To Battle Politics For Market’s Attention

September 29, 2019November 21, 2021

“Feel the market!”

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3 Comments on ‘Good Luck!’ Jobs, ISM, Fed Speakers Set To Battle Politics For Market’s Attention

Ukraine Prosecutor Who Liaised With Giuliani Now Says No Evidence Of Biden Wrongdoing

September 29, 2019September 29, 2019

“I told him I could not start an investigation just for the interests of an American official”.

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Leave a Comment on Ukraine Prosecutor Who Liaised With Giuliani Now Says No Evidence Of Biden Wrongdoing

DiGenova, Toensing Outed By Chris Wallace: Pair Worked With Giuliani ‘Off The Books’ For Trump In Biden-Ukraine Scandal

September 29, 2019September 29, 2019

“The only person in government who knows what they were doing is President Trump”.

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1 Comment on DiGenova, Toensing Outed By Chris Wallace: Pair Worked With Giuliani ‘Off The Books’ For Trump In Biden-Ukraine Scandal

Supervillain Stephen Miller Decimated By Chris Wallace In Embarrassing Fox Interview

September 29, 2019September 29, 2019

“This is an exercise in obfuscation”.

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5 Comments on Supervillain Stephen Miller Decimated By Chris Wallace In Embarrassing Fox Interview

Jim Jordan Called Out By Jake Tapper For Spreading ‘Wild Allegations’ On National Television

September 29, 2019September 29, 2019

“Sir, it’s not gymnastics, it’s facts”.

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1 Comment on Jim Jordan Called Out By Jake Tapper For Spreading ‘Wild Allegations’ On National Television

The Funding Storm Has Passed. Now What?

September 29, 2019September 29, 2019

It’s imperative that the Fed doesn’t somehow fumble the handoff or drop the baton.

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6 Comments on The Funding Storm Has Passed. Now What?

Treasury Won’t Block Chinese Companies From Listing On US Exchanges – For Now

September 28, 2019September 29, 2019

The other proposals mentioned in Friday’s reporting were not addressed by a spokeswoman.

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Leave a Comment on Treasury Won’t Block Chinese Companies From Listing On US Exchanges – For Now

Goldman Has A Simple Message On Trade Wars

September 28, 2019September 29, 2019

“In the old days”…

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4 Comments on Goldman Has A Simple Message On Trade Wars

A ‘Disastrous Non-Starter’: China Capital Restrictions Idea Laughed Off Stage

September 28, 2019November 21, 2021

“The timing is terrible”.

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4 Comments on A ‘Disastrous Non-Starter’: China Capital Restrictions Idea Laughed Off Stage

Read The Letter: 300 Former National Security Officials Say Impeachment Path Now ‘Necessary’

September 28, 2019September 29, 2019

“An unconscionable abuse of power”.

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2 Comments on Read The Letter: 300 Former National Security Officials Say Impeachment Path Now ‘Necessary’

Trump To Lavrov, Kislyak: I’m Not Concerned About Russia Interfering In The Election

September 27, 2019September 29, 2019

After all, the US does the same thing to other countries, right?

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3 Comments on Trump To Lavrov, Kislyak: I’m Not Concerned About Russia Interfering In The Election

White House Limited Access To Call With Saudi Crown Prince After Khashoggi Murder: Report

September 27, 2019September 29, 2019

One can only imagine.

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2 Comments on White House Limited Access To Call With Saudi Crown Prince After Khashoggi Murder: Report

Kurt Volker, US Envoy To Ukraine And Key Figure In Whistle-Blower Complaint, Resigns

September 27, 2019September 30, 2019

“Zelensky joked with Volker about Giuliani before the call”.

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1 Comment on Kurt Volker, US Envoy To Ukraine And Key Figure In Whistle-Blower Complaint, Resigns

Trump Train Flies Off Rails As Pompeo Subpoenaed, Giuliani, Barr Seen Testifying In Ukraine Cover-Up

September 27, 2019September 29, 2019

“We are hereby transmitting a subpoena that compels you to produce the documents”.

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3 Comments on Trump Train Flies Off Rails As Pompeo Subpoenaed, Giuliani, Barr Seen Testifying In Ukraine Cover-Up

‘Take Immediate Action’ To Avoid ‘Another Crash’: Read Elizabeth Warren’s ‘Inflated Bond Ratings’ Letter

September 27, 2019September 27, 2019

“Dear Chairman Clayton”…

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11 Comments on ‘Take Immediate Action’ To Avoid ‘Another Crash’: Read Elizabeth Warren’s ‘Inflated Bond Ratings’ Letter

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • T-Dog on The Capex Catch-22
  • T-Dog on Debbie Downers Amid The Renaissance
  • derek on Debbie Downers Amid The Renaissance
  • hackpoet on Let’s Talk Blue Waves

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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