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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

Michael Cohen Just Told America That The Country Is No Longer A Democracy

February 27, 2019February 28, 2019

Don’t say you weren’t warned.

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21 Comments on Michael Cohen Just Told America That The Country Is No Longer A Democracy

Sideshow Bob (Lighthizer).

February 27, 2019October 26, 2021

“…and again I say ‘if’.”

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1 Comment on Sideshow Bob (Lighthizer).

Asked If Trump, Don Jr. And Ivanka May Have Been Compromised By Russia, Michael Cohen Has One Word For America…

February 27, 2019February 27, 2019

And other highlights from Wednesday’s testimony.

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3 Comments on Asked If Trump, Don Jr. And Ivanka May Have Been Compromised By Russia, Michael Cohen Has One Word For America…

Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

February 27, 2019February 27, 2019

Fresh off Tuesday’s sweeping assessment…

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1 Comment on Like Hannibal Smith, Nomura’s Charlie McElligott ‘Loves It When A Plan Comes Together’

House Now Looks To Depose Trump’s Tax Attorney Sheri Dillon – ‘Womp, Womp’

February 27, 2019February 27, 2019

“Papers” lady on the hot seat!

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Leave a Comment on House Now Looks To Depose Trump’s Tax Attorney Sheri Dillon – ‘Womp, Womp’

Bottoms Up? Goldman Sees ‘Green Shoots’

February 27, 2019

Good news!

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1 Comment on Bottoms Up? Goldman Sees ‘Green Shoots’

As ‘Racist, Lying, Conman’ Meets Nuke-Wielding Child King, Matt Gaetz Is ‘Sorry’ For All The Witness Tampering

February 27, 2019October 26, 2021

Of “courageous” men, homicidal maniacs and Matt Gaetz.

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9 Comments on As ‘Racist, Lying, Conman’ Meets Nuke-Wielding Child King, Matt Gaetz Is ‘Sorry’ For All The Witness Tampering

House Votes To Block Trump’s Border Emergency Primarily Because He’s Making It Up

February 26, 2019February 27, 2019

And now, the Senate will have its say.

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3 Comments on House Votes To Block Trump’s Border Emergency Primarily Because He’s Making It Up

Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!

February 26, 2019

Less “recessionary” now?

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The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says

February 26, 2019February 26, 2019

“I think the obvious trade (shorting LQD) will not be a money maker.”

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2 Comments on The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says

An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’

February 26, 2019

“The punchline then is this”…

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10 Comments on An Excited Charlie McElligott Details ‘The Makings Of A March Surprise’

‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility

February 26, 2019

“Recessions used to be exciting”…

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2 Comments on ‘Recessions Used To Be Exciting’: Deutsche’s Kocic Asks If It’s Finally Time To Own Volatility

If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

February 26, 2019

“… and most likely permanently.”

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4 Comments on If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

Welcome To 2019: Michael Cohen Will Tell Congress Trump Committed Crimes While In Office Just As Trump Dines With Kim Jong-Un

February 26, 2019February 26, 2019

“Cohen also will make public some of Trump’s private financial statements”…

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10 Comments on Welcome To 2019: Michael Cohen Will Tell Congress Trump Committed Crimes While In Office Just As Trump Dines With Kim Jong-Un

On The Edge Of Recession? A Handy Pocket Guide

February 25, 2019February 25, 2019

A quick lay of the land, so to speak.

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2 Comments on On The Edge Of Recession? A Handy Pocket Guide

Madeleine Albright, 84 Other Former Officials, Lawmakers Demand Congress Terminate Trump’s Border ‘Emergency’

February 25, 2019February 26, 2019

“Under no plausible assessment of the evidence is there a national emergency today”.

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2 Comments on Madeleine Albright, 84 Other Former Officials, Lawmakers Demand Congress Terminate Trump’s Border ‘Emergency’

Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does

February 25, 2019February 25, 2019

“No, I do not.”

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3 Comments on Janet Yellen: ‘I Doubt Trump Even Knows’ What The Fed Does

Treasonous Business Economists See US Recession On The Horizon

February 25, 2019February 25, 2019

Who wants to see a recession during an election year?!

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Leave a Comment on Treasonous Business Economists See US Recession On The Horizon

Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

February 25, 2019February 25, 2019

It’s a ‘tactical trading ‘green-light’.

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3 Comments on Nomura’s McElligott On ‘The Reflation Window’, ‘Breathtaking’ Policy Pivots, Credit Creation ‘Binges’ And More

In China: Euphoria

February 25, 2019February 25, 2019

Overt silliness.

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3 Comments on In China: Euphoria

Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

February 24, 2019February 25, 2019

Donald Trump is happy to inform you that he has decided not to deliver an open-handed slap to the face of Xi Jinping

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2 Comments on Trump ‘Pleased’ To Announce His ‘Greatest’ Trade Charade Will Go On For At Least Another Three Weeks

The Week The Earth Stood Still: Full Week Ahead Preview

February 24, 2019

If last week was painfully tedious at best and outright boring at worst, this week promises to break the monotony.

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4 Comments on The Week The Earth Stood Still: Full Week Ahead Preview

Adam Schiff Will ‘Obviously’ Subpoena Mueller Report, May Sue Some Folks If There’s A Coverup

February 24, 2019September 30, 2019

“…and work to have Robert Mueller testify before Congress if the Justice Department decides not make the report public.”

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7 Comments on Adam Schiff Will ‘Obviously’ Subpoena Mueller Report, May Sue Some Folks If There’s A Coverup

‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?

February 24, 2019February 24, 2019

Time to panic? Spoiler alert: probably not.

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5 Comments on ‘False Alarm’ Or Will An Earnings Recession Cause A ‘Real’ Recession?

China, Credit Growth And Diminishing Returns

February 23, 2019

There are a couple of problems here. And then there are problems within those problems.

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2 Comments on China, Credit Growth And Diminishing Returns

Phil Connors.

February 23, 2019October 30, 2021

“This is pitiful.”

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15 Comments on Phil Connors.

Trump, Icarus And One Man’s Legal Hell

February 23, 2019February 24, 2019

And this is where the real irony comes in.

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2 Comments on Trump, Icarus And One Man’s Legal Hell

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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