Skip to content
Wednesday, November 04, 2026
Heisenberg Report

Heisenberg Report

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

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

Fox’s Brian Kilmeade Asked Trump To Explain Anti-Fox Tweets. Here’s What Happened Next

August 29, 2019August 29, 2019

“So I don’t understand, if someone comes on and they’re critical of one thing about you”…

Read More

3 Comments on Fox’s Brian Kilmeade Asked Trump To Explain Anti-Fox Tweets. Here’s What Happened Next

It’s Those Darn Hawks Again – Klaas Knot Makes An Unwelcome Cameo

August 29, 2019

Keeping the (non-existent) powder dry.

Read More

Leave a Comment on It’s Those Darn Hawks Again – Klaas Knot Makes An Unwelcome Cameo

Ray Dalio’s Flagship Fund Wrong-Footed By Rates Bets, Falls 6%: Report

August 29, 2019August 29, 2019

According to a source, Pure Alpha isn’t the only Bridgewater fund that’s struggling.

Read More

9 Comments on Ray Dalio’s Flagship Fund Wrong-Footed By Rates Bets, Falls 69: Report

Nomura’s McElligott Weighs In On Trade Olive Branch, Outlook For September

August 29, 2019August 29, 2019

“I believe risk trades higher into the ‘Gamma’ events mid-month”, but…

Read More

Leave a Comment on Nomura’s McElligott Weighs In On Trade Olive Branch, Outlook For September

Don’t Look Now, But China’s Yuan Just Dodged Its Longest Losing Streak On Record

August 29, 2019November 18, 2021

A stick save, as it were.

Read More

Leave a Comment on Don’t Look Now, But China’s Yuan Just Dodged Its Longest Losing Streak On Record

China Extends Olive Branch To Trump, Markets With Thursday Trade Comments

August 29, 2019August 29, 2019

Escalation benefits nobody.

Read More

3 Comments on China Extends Olive Branch To Trump, Markets With Thursday Trade Comments

A Terrified Thom Tillis Worries Jerome Powell May ‘Meddle In The Election’, Wants Senate Hearing

August 28, 2019

Further into the Twilight Zone we go.

Read More

5 Comments on A Terrified Thom Tillis Worries Jerome Powell May ‘Meddle In The Election’, Wants Senate Hearing

Lou Dobbs, Peter Navarro Talk ‘Leftist’ Yield Curve Conspiracies, ‘Powell Problem’ In Hilariously Weird Fox Clip

August 28, 2019

“Peter, Peter… Let me try this again”.

Read More

7 Comments on Lou Dobbs, Peter Navarro Talk ‘Leftist’ Yield Curve Conspiracies, ‘Powell Problem’ In Hilariously Weird Fox Clip

Mnuchin Says US Won’t Intervene To Weaken Dollar – For Now

August 28, 2019August 28, 2019

Not today, but who knows, right?

Read More

2 Comments on Mnuchin Says US Won’t Intervene To Weaken Dollar – For Now

For The First Time Since The Election, More Americans Think The Economy Is Getting Worse Than Better

August 28, 2019August 29, 2019

“Confidence in the economy is slipping”.

Read More

Leave a Comment on For The First Time Since The Election, More Americans Think The Economy Is Getting Worse Than Better

Trump Threatens Legal Action Against Lawrence O’Donnell For Deutsche Bank, Russian Oligarch Loan Claim

August 28, 2019August 28, 2019

The perils of “single source” reporting, apparently.

Read More

6 Comments on Trump Threatens Legal Action Against Lawrence O’Donnell For Deutsche Bank, Russian Oligarch Loan Claim

Trump, Warehouser Of ‘Very Large Brain’, Suggests Fed Is ‘Mentally’ Handicapped

August 28, 2019August 28, 2019

“ZERO INTEREST PLUS!”

Read More

2 Comments on Trump, Warehouser Of ‘Very Large Brain’, Suggests Fed Is ‘Mentally’ Handicapped

Prospect Of Functioning Government Now Good Enough For Desperate Yield-Seekers, Italy Proves

August 28, 2019August 28, 2019

“Sooner or later, the judgement of the people will be heard”.

Read More

Leave a Comment on Prospect Of Functioning Government Now Good Enough For Desperate Yield-Seekers, Italy Proves

Nomura’s McElligott: CTA Model Triggers ‘Short Spooz Again’ As We Enter ‘Chop Zone’

August 28, 2019August 28, 2019

But the good news is…

Read More

1 Comment on Nomura’s McElligott: CTA Model Triggers ‘Short Spooz Again’ As We Enter ‘Chop Zone’

Trump Says No Use For China Advice From People Who ‘Failed Miserably’

August 28, 2019

“This has never happened to them before!”

Read More

1 Comment on Trump Says No Use For China Advice From People Who ‘Failed Miserably’

UK Erupts After Boris Johnson Asks Queen To Suspend Parliament So He Can Pursue His ‘Very Exciting Agenda’

August 28, 2019August 28, 2019

Results may vary.

Read More

7 Comments on UK Erupts After Boris Johnson Asks Queen To Suspend Parliament So He Can Pursue His ‘Very Exciting Agenda’

‘Today’s Fix Blows Previous Ones Out The Water’: Analysts Question Sustainability Of Yuan Strategy

August 28, 2019August 28, 2019

A tenuous decoupling.

Read More

3 Comments on ‘Today’s Fix Blows Previous Ones Out The Water’: Analysts Question Sustainability Of Yuan Strategy

Deutsche Bank May Have Donald Trump’s Tax Returns, Court Letter Reveals

August 27, 2019August 28, 2019

“Based on Deutsche Bank’s current knowledge and the results of the extensive searches”…

Read More

7 Comments on Deutsche Bank May Have Donald Trump’s Tax Returns, Court Letter Reveals

Trump Diverts $271 Million From FEMA To Pay For Migrant Trials, Beds

August 27, 2019August 27, 2019

“The allocations were sent to Congress as a notification rather than a request”.

Read More

4 Comments on Trump Diverts $271 Million From FEMA To Pay For Migrant Trials, Beds

The 2s10s Is ‘Crazy Inverted’ Again, But This Is The Slope That Matters Most…

August 27, 2019August 27, 2019

“It dominates all other curves we checked in its power to predict”.

Read More

4 Comments on The 2s10s Is ‘Crazy Inverted’ Again, But This Is The Slope That Matters Most…

Trump: ‘The Fed Loves Watching US Manufacturers Struggle’

August 27, 2019August 27, 2019

Now, apparently, the Fed is rooting against US businesses.

Read More

3 Comments on Trump: ‘The Fed Loves Watching US Manufacturers Struggle’

Goldman Raises Estimate Of Growth Hit From Tariffs, Says Trump Could Theoretically Leverage IEEPA

August 27, 2019

“Presumably”.

Read More

2 Comments on Goldman Raises Estimate Of Growth Hit From Tariffs, Says Trump Could Theoretically Leverage IEEPA

Let’s Call It What It Is: Bill Dudley Just Said The Fed Should Overthrow Donald Trump

August 27, 2019August 27, 2019

“There’s even an argument that the election itself falls within the Fed’s purview”.

Read More

20 Comments on Let’s Call It What It Is: Bill Dudley Just Said The Fed Should Overthrow Donald Trump

Bill Dudley Has Some Advice For The Fed: Tell President Trump He’s On His Own

August 27, 2019August 27, 2019

“Central bank officials face a choice”.

Read More

Leave a Comment on Bill Dudley Has Some Advice For The Fed: Tell President Trump He’s On His Own

Have The Anticipated Rebalancing Flows Kicked In? Nomura’s McElligott Says Maybe

August 27, 2019August 27, 2019

The performance gap for August ranks in the 7th %ile since 1982.

Read More

2 Comments on Have The Anticipated Rebalancing Flows Kicked In? Nomura’s McElligott Says Maybe

Iran’s Rouhani Isn’t Interested In ‘Photos’ With Trump, But Says Photoshop Might Work

August 27, 2019

Really, though, the only opinion that matters is that of Khamenei.

Read More

Leave a Comment on Iran’s Rouhani Isn’t Interested In ‘Photos’ With Trump, But Says Photoshop Might Work

Details Of Germany’s Second Contraction In Four Quarters Show Worst Export Slump In Six Years

August 27, 2019August 27, 2019

The ECB will of course ease further in September, but the real question is…

Read More

Leave a Comment on Details Of Germany’s Second Contraction In Four Quarters Show Worst Export Slump In Six Years

Posts pagination

Previous 1 … 443 444 445 … 764 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • T-Dog on Let’s Talk Blue Waves
  • WMD on The Capex Catch-22
  • Gerard Jones on Let’s Talk Blue Waves
  • WMD 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

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.