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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

William Barr Doesn’t Need Any ‘Specific Evidence’ To Launch A Counter-Witch Hunt, Ok?!

April 10, 2019April 11, 2019

“Spying”.

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Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’

April 10, 2019April 10, 2019

The debate continues…

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2 Comments on Pavlov And Why One Bank Thinks This Time Is In Fact ‘Different’

Stephen Moore Tells Fox We Need Rate Cuts, Requires Access To Secret Fed Data To Determine How Many

April 10, 2019April 10, 2019

“Mr. Moore is superbly underqualified.”

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1 Comment on Stephen Moore Tells Fox We Need Rate Cuts, Requires Access To Secret Fed Data To Determine How Many

Blocked Exits.

April 10, 2019April 10, 2019

Delayed. Indefinitely.

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Take A Breather.

April 9, 2019April 9, 2019

Attribute it to whatever you like…

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3 Comments on Take A Breather.

Top Regime Officials Barr, Mnuchin Get Tuesday Grilling From Irritated Lawmakers

April 9, 2019April 10, 2019

This is what kind of day Bill Barr and Steve Mnuchin had…

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2 Comments on Top Regime Officials Barr, Mnuchin Get Tuesday Grilling From Irritated Lawmakers

‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade

April 9, 2019April 9, 2019

“…there are many downside risks.”

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1 Comment on ‘A Delicate Moment’: IMF Laments Slowest Pace Of Global Growth In A Decade

‘April Is Booming’ And Nomura’s Charlie McElligott Is ‘Excited’

April 9, 2019April 9, 2019

…especially about the “particulars”.

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‘Tariff Man’ Strikes Again – World Incredulous

April 9, 2019April 9, 2019

“Totally unjustified” and “greatly exaggerated.”

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5 Comments on ‘Tariff Man’ Strikes Again – World Incredulous

Without Further Ado, Wall Street Weighs In On MMT, Unlikely Pop Culture Phenomenon

April 8, 2019April 8, 2019

There’s good news and bad news. Which do you want first?

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6 Comments on Without Further Ado, Wall Street Weighs In On MMT, Unlikely Pop Culture Phenomenon

‘A Wholesale Decapitation’: Stephen Miller’s Purge Continues As Trump Ousts Secret Service Director ‘Tex’

April 8, 2019April 9, 2019

Who’s next?

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3 Comments on ‘A Wholesale Decapitation’: Stephen Miller’s Purge Continues As Trump Ousts Secret Service Director ‘Tex’

Ray Dalio Now Expected To Endure On-Air Abuse From Famous Nobody Joe Kernen

April 8, 2019April 8, 2019

“I honestly don’t understand what it is we’re arguing about”.

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8 Comments on Ray Dalio Now Expected To Endure On-Air Abuse From Famous Nobody Joe Kernen

Here’s How China’s World-Beating Rally Could Morph Into An Insane ‘Euphoria’, According To Goldman

April 8, 2019

The “Euphoric” case.

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‘It’s Intimidation’: Stephen Miller, Now Immigration Czar, Is Calling Random People At DHS, Justice And State

April 8, 2019November 1, 2021

“Anytime you get a call like this from the White House it’s intimidation.”

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1 Comment on ‘It’s Intimidation’: Stephen Miller, Now Immigration Czar, Is Calling Random People At DHS, Justice And State

Meanwhile, In Turkey…

April 8, 2019April 8, 2019

“There is stealing from the boxes.”

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1 Comment on Meanwhile, In Turkey…

What Breaks First? Full Week Ahead Preview

April 7, 2019

At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.

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hedge funds, oil, OPEC3 Comments on What Breaks First? Full Week Ahead Preview

Kirstjen Nielsen Will Catch You Folks On The Rebound

April 7, 2019April 8, 2019

“…engineered and directed by top Trump adviser Stephen Miller.”

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4 Comments on Kirstjen Nielsen Will Catch You Folks On The Rebound

Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver

April 7, 2019

“He has every right”…

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1 Comment on Larry Kudlow: Appointing Sycophants To Fed Definitely Not A Political Maneuver

‘Never’ Is When Democrats Will Get Trump’s Tax Returns, Mick Mulvaney Hopes (Against Hope)

April 7, 2019April 7, 2019

“As a lawyer, this is a pretty easy question to litigate.”

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2 Comments on ‘Never’ Is When Democrats Will Get Trump’s Tax Returns, Mick Mulvaney Hopes (Against Hope)

Of Dollar ‘Smiles’, Correlation Breakdowns And Other FX Notables

April 7, 2019April 7, 2019

The dollar has flummoxed more than a few folks in 2019.

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Why One Bank Thinks Investors Should ‘Fight The FOMO’

April 6, 2019November 1, 2021

Bind yourself to the mast and resist the sirens.

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5 Comments on Why One Bank Thinks Investors Should ‘Fight The FOMO’

Imagine A World Without Buybacks…

April 6, 2019

“Is this really what everybody wants?”

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6 Comments on Imagine A World Without Buybacks…

Trade-Offs.

April 6, 2019April 8, 2019

“No one should be surprised.”

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1 Comment on Trade-Offs.

Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros

April 6, 2019April 6, 2019

“[There are] two key signals from this quarter’s survey”…

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1 Comment on Here’s What Barclays’ Latest Global Macro Survey Reveals About The Mood Of 500 Pros

Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’

April 5, 2019April 7, 2019

“I lift my lamp beside the golden door!” — no more.

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2 Comments on Trump Unveils The New ‘New Colossus’: ‘Can’t Take You Anymore. Turn Around.’

Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE

April 5, 2019April 6, 2019

“… you would see a rocket ship.”

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7 Comments on Trump Closes The Loop, Calls On Fed To Cut Rates, Restart QE

Goldman: ‘In Other Words, The Easy Money Has Been Made’

April 5, 2019

“…we believe risk appetite is unlikely to turn positive”.

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Posts pagination

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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

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