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

Jobs Report Beats, Wage Growth Cools As Goldilocks Makes Friday Cameo

April 5, 2019April 28, 2019

This will work.

Read More

1 Comment on Jobs Report Beats, Wage Growth Cools As Goldilocks Makes Friday Cameo

Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

April 4, 2019October 10, 2019

“I would think within the next four weeks, or maybe less, maybe more, whatever…”

Read More

1 Comment on Trump Touts ‘Granddaddy Of Them All’ Deal With China, Is 100% Sure ‘Something Could Be Announced Maybe’

‘NIRP Mania’ And A Record Streak Of Negative Data Surprises

April 4, 2019

More bond markets “gone mad”.

Read More

Leave a Comment on ‘NIRP Mania’ And A Record Streak Of Negative Data Surprises

‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason

April 4, 2019April 4, 2019

“We’re gonna give ’em a one-year warning”…

Read More

3 Comments on ‘It’s The Big Ball Game’: Trump Blindsides Mexico With Car Tariff Threat, One-Year Drug Deadline, Invokes Perry Mason

‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!

April 4, 2019April 4, 2019

A clickbait godsend for the financial media.

Read More

7 Comments on ‘Jamie Dimon’ And ‘Liquidity’ In The Same Headline? Yes Please!

Meanwhile, In Italy…

April 4, 2019April 4, 2019

Ciao bella.

Read More

3 Comments on Meanwhile, In Italy…

Things Aren’t Going Well In Germany…

April 4, 2019

Is it “always darkest before the dawn”?

Read More

1 Comment on Things Aren’t Going Well In Germany…

Dear Steve, It Is Time To Do Your Patriotic Duty By Defying Congress On Trump’s Tax Returns

April 4, 2019April 4, 2019

“…the numbers are big and I guess when you have a name, you’re audited.”

Read More

5 Comments on Dear Steve, It Is Time To Do Your Patriotic Duty By Defying Congress On Trump’s Tax Returns

Is This Still A Bear Market?

April 3, 2019

What does it all mean?!

Read More

2 Comments on Is This Still A Bear Market?

Bill & Jerry’s.

April 3, 2019April 4, 2019

“I will give the Attorney General time to change his mind.”

Read More

Leave a Comment on Bill & Jerry’s.

The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’

April 3, 2019April 14, 2019

The good news is, it won’t be because of defaults.

Read More

7 Comments on The Bad News Is, ‘The Next Recession Could See The Third-Worst Spread Peak In History’

LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

April 3, 2019April 3, 2019

…and a crypto zinger, for good measure.

Read More

1 Comment on LOLz, Momentum Factor Destruction, Cyclical Melt-Up Catalysts And Another Fata Morgana

FOMO.

April 3, 2019April 3, 2019

…it could get more frothy still.

Read More

Leave a Comment on FOMO.

The Simulated Devil’s Playground

April 3, 2019November 1, 2021

“Camouflaging liminality as an escape route from marginality in today’s America has the sole purpose of reconciling the interests of billionaires with those of the marginalized sector of its population.”

Read More

3 Comments on The Simulated Devil’s Playground

‘Chair Powell, You Have A Call – It’s Donald Trump’…

April 3, 2019April 3, 2019

All you can do is laugh.

Read More

3 Comments on ‘Chair Powell, You Have A Call – It’s Donald Trump’…

As McConnell Warns Of ‘Catastrophe’, Trump Floats ‘Getting Rid Of Judges’, Waxes Nostalgic For Father’s Make-Believe German Birthplace

April 2, 2019November 1, 2021

“…to be honest with you.”

Read More

4 Comments on As McConnell Warns Of ‘Catastrophe’, Trump Floats ‘Getting Rid Of Judges’, Waxes Nostalgic For Father’s Make-Believe German Birthplace

Adios Muchachos?

April 2, 2019April 2, 2019

“…the speed of the recovery and the resulting moderation in volatility have been impressive.”

Read More

1 Comment on Adios Muchachos?

Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him

April 2, 2019April 3, 2019

Great things are happening – the president just can’t tell you what they are right now.

Read More

2 Comments on Trump Has ‘Great HealtCare’ Plan But He Needs To Keep It A Secret Until You Re-Elect Him

Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’

April 2, 2019April 2, 2019

“It all comes down to the renewed ‘Carry is King’ worldview in light of central banks being scared of their own shadows.”

Read More

Leave a Comment on Nomura’s McElligott: ‘Carry Mania’ Is Back As Central Bank Vol. Suppression Returns ‘With A Vengeance’

Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

April 2, 2019April 2, 2019

Finally, you know it’s a languid day when cryptos are back in the news

Read More

1 Comment on Listless Drifting Amid RBA Tasseography, Crypto Surge, Brexit Burnout

April Fools And The Teleportation Of Volatility

April 1, 2019

Is the kind of euphoria we saw on Monday justified?

Read More

4 Comments on April Fools And The Teleportation Of Volatility

Meanwhile, In Trumplandia, It’s Subpoena Time…

April 1, 2019April 2, 2019

Donald Trump will have his battles, one way or another.

Read More

1 Comment on Meanwhile, In Trumplandia, It’s Subpoena Time…

On Simultaneous Surges.

April 1, 2019

When it all goes right.

Read More

1 Comment on On Simultaneous Surges.

Is It Really ‘2016 All Over Again’?

April 1, 2019November 1, 2021

“If only…”

Read More

3 Comments on Is It Really ‘2016 All Over Again’?

Off And Running.

April 1, 2019April 1, 2019

“Equities are ‘foaming at the mouth’ to start the week”…

Read More

2 Comments on Off And Running.

Trump Voters Will Surely Render Sound Verdict On President’s ‘Ethics’, Right Mick?

March 31, 2019April 1, 2019

“Ethics”, Mick. “Ethics.”

Read More

2 Comments on Trump Voters Will Surely Render Sound Verdict On President’s ‘Ethics’, Right Mick?

Borderline: Full Week Ahead Preview

March 31, 2019October 30, 2021

Bonds, borders and balderdash.

Read More

Leave a Comment on Borderline: Full Week Ahead Preview

Posts pagination

Previous 1 … 479 480 481 … 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.