Skip to content
Saturday, November 07, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Weekly: Melodrama

November 7, 2026November 7, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 6, 2026
  • Inflation Fatalism Has Set In

    November 6, 2026
  • Drunken Monkey Darts

    November 6, 2026November 6, 2026

Markets

On Wall Street: Crash And F’in’ Burn

November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026
  • Deus Ex Machina?

    November 4, 2026November 5, 2026
  • The Capex Catch-22

    November 3, 2026November 4, 2026

economy

‘Tis The Season! For Temporary Fulfillment Jobs

November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026
  • In Other News: Scorching ‘Job Changer’ Pay Gains, AI Disruption

    November 4, 2026November 5, 2026
  • Someone’s Got Work For You

    November 3, 2026November 4, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

An ARM And A Leg

October 28, 2026October 30, 2026

The Only Thing To Fear Is (Tariff) Fear Itself

April 20, 2019April 20, 2019

“This was a momentum shock, not a structural slowdown.”

Read More

1 Comment on The Only Thing To Fear Is (Tariff) Fear Itself

BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’

April 20, 2019April 20, 2019

This time really is different, apparently.

Read More

6 Comments on BofA: ‘Yield-Curve Inversion Is No Longer A Reliable Signal For Recession’

‘It’s Akin To The Exit Door Getting Smaller As More People Try To Run Out’: A Simple Explainer On Volatility-Liquidity Reflexivity

April 20, 2019April 21, 2019

“…if this is indeed the case, the reflexivity in markets ratchets up by multiple orders.”

Read More

2 Comments on ‘It’s Akin To The Exit Door Getting Smaller As More People Try To Run Out’: A Simple Explainer On Volatility-Liquidity Reflexivity

One Trader Thinks It’s Time To Buy Equity Vol. – But Not For The Reason You Think

April 19, 2019April 19, 2019

“…on a risk-adjusted basis, they are giving these call options away.”

Read More

2 Comments on One Trader Thinks It’s Time To Buy Equity Vol. – But Not For The Reason You Think

As Warren Calls For Impeachment Proceedings, Trump Cries ‘Treason’, Romney Wants To Vomit

April 19, 2019April 20, 2019

“The correct process for exercising that authority is impeachment”.

Read More

6 Comments on As Warren Calls For Impeachment Proceedings, Trump Cries ‘Treason’, Romney Wants To Vomit

Trump Calls Mueller Report ‘Crazy’, Decries Spreading Of ‘Bullsh*t’

April 19, 2019April 19, 2019

“Notes”.

Read More

6 Comments on Trump Calls Mueller Report ‘Crazy’, Decries Spreading Of ‘Bullsh*t’

‘We’re All Sick And Tired’ Of The Coalition: Italy’s Date With Strongman Rule Draws Closer

April 19, 2019November 1, 2021

“Today as well the League threatens to make the government fall”.

Read More

1 Comment on ‘We’re All Sick And Tired’ Of The Coalition: Italy’s Date With Strongman Rule Draws Closer

‘Impeachment Is One Possibility’: Jerry Nadler Goes On Offense

April 18, 2019April 19, 2019

A “road map”.

Read More

Leave a Comment on ‘Impeachment Is One Possibility’: Jerry Nadler Goes On Offense

‘Trump Acts Capable Of Undue Influence Over Probe’: Mueller Report Highlights

April 18, 2019April 20, 2019

Mueller concluded Congress can determine whether obstruction took place.

Read More

3 Comments on ‘Trump Acts Capable Of Undue Influence Over Probe’: Mueller Report Highlights

If You’re ‘Having A Good Day’, Donald Trump Needs You To Know His Is Better

April 18, 2019

And now begins the fallout. 

Read More

1 Comment on If You’re ‘Having A Good Day’, Donald Trump Needs You To Know His Is Better

William Barr Parrots ‘No Collusion’ Catchphrase In Mueller Report Press Conference

April 18, 2019April 18, 2019

There were disagreements with Mueller on “legal theories”.

Read More

4 Comments on William Barr Parrots ‘No Collusion’ Catchphrase In Mueller Report Press Conference

‘Oh Financial Times! What Do You Know’: Erdogan Furious As World Discovers Central Bank Lying About Reserves

April 18, 2019

“[We are] under attack by Western media outlets”.

Read More

Leave a Comment on ‘Oh Financial Times! What Do You Know’: Erdogan Furious As World Discovers Central Bank Lying About Reserves

One Day, Things Will Turn Around For Germany – That Day Isn’t Today

April 18, 2019

There may be a light at the end of this tunnel, but it’s still a long way off.

Read More

2 Comments on One Day, Things Will Turn Around For Germany – That Day Isn’t Today

‘Here’s A Thought, Keep Your Mouth Shut’: Barr Takes Heat For ‘Dog And Pony Show’ Mueller Presser, White House Briefings

April 17, 2019November 1, 2021

Meanwhile, from the “news that will surprise exactly nobody” files…

Read More

1 Comment on ‘Here’s A Thought, Keep Your Mouth Shut’: Barr Takes Heat For ‘Dog And Pony Show’ Mueller Presser, White House Briefings

Nobody Cares About Trump’s Trade Deal Anymore

April 17, 2019April 17, 2019

Sell the news, baby. Sell the news.

Read More

5 Comments on Nobody Cares About Trump’s Trade Deal Anymore

‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017

April 17, 2019April 17, 2019

…among European credit investors, that is.

Read More

1 Comment on ‘Global Recession’ Now Highest Conviction Worry Since ‘Populism’ Ca. 2017

‘The Worst Is Over’: What Wall Street Thinks Of China’s Key Data Deluge

April 17, 2019April 17, 2019

Turning a corner?

Read More

1 Comment on ‘The Worst Is Over’: What Wall Street Thinks Of China’s Key Data Deluge

Horrible Slump In European Auto Market And Grievous Cut To German Growth Outlook Are Things That Don’t Matter, Yes?

April 17, 2019April 17, 2019

“Hope springs eternal.”

Read More

Leave a Comment on Horrible Slump In European Auto Market And Grievous Cut To German Growth Outlook Are Things That Don’t Matter, Yes?

Stimulate Me! China Ain’t Done Yet

April 17, 2019April 17, 2019

Xi has your back, or so it seems.

Read More

Leave a Comment on Stimulate Me! China Ain’t Done Yet

Morgan Stanley Delivers Solid Quarter Amid Otherwise Mixed Bank Earnings

April 17, 2019April 17, 2019

Gorman delivers top and bottom line beats after lackluster Q4.

Read More

Leave a Comment on Morgan Stanley Delivers Solid Quarter Amid Otherwise Mixed Bank Earnings

China Hits Home Run With Hotly-Anticipated Data Deluge

April 16, 2019

This will certainly come as a relief.

Read More

Leave a Comment on China Hits Home Run With Hotly-Anticipated Data Deluge

Trump Issues Second Veto Because Obviously, Helping The Saudis Perpetuate Yemen Crisis Is Crucial To National Security

April 16, 2019April 16, 2019

“This resolution is unnecessary.”

Read More

4 Comments on Trump Issues Second Veto Because Obviously, Helping The Saudis Perpetuate Yemen Crisis Is Crucial To National Security

A New ‘Problem’ Emerges In US-China Trade Talks

April 16, 2019April 16, 2019

And now, more absurdity.

Read More

2 Comments on A New ‘Problem’ Emerges In US-China Trade Talks

Trump’s War On Ilhan Omar Is Highly Disconcerting

April 16, 2019April 17, 2019

A perilous, perilous path.

Read More

9 Comments on Trump’s War On Ilhan Omar Is Highly Disconcerting

Goldman: ‘Market Depth Has Stopped Improving’, Stocks Still ‘Vulnerable To Sudden Volatility Shifts’

April 16, 2019April 16, 2019

“Use protection”.

Read More

2 Comments on Goldman: ‘Market Depth Has Stopped Improving’, Stocks Still ‘Vulnerable To Sudden Volatility Shifts’

Gray Rhino Or Black Swan? Characterizing Vol. Spikes In A ‘Smart Power’ Regime

April 16, 2019April 16, 2019

Oh, and in case the “gray rhino”/”black swan” fans are wondering…

Read More

3 Comments on Gray Rhino Or Black Swan? Characterizing Vol. Spikes In A ‘Smart Power’ Regime

Bank Of America Delivers Decent Quarter, Wonders If It’s Good Enough For You

April 16, 2019April 16, 2019

All in all, one doubts this is going to be “enough”…

Read More

Leave a Comment on Bank Of America Delivers Decent Quarter, Wonders If It’s Good Enough For You

Posts pagination

Previous 1 … 476 477 478 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party

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.