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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

Back To The Drawing Board

February 3, 2019October 26, 2021

“What does all this mean?”

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4 Comments on Back To The Drawing Board

Define Hilarious: Deutsche, Sewing Denied 2016 Trump Loan Request Out Of Concern For Bank’s ‘Reputation’

February 2, 2019February 3, 2019

“Mr. Trump’s divisive candidacy made such a loan too risky, the people said.”

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2 Comments on Define Hilarious: Deutsche, Sewing Denied 2016 Trump Loan Request Out Of Concern For Bank’s ‘Reputation’

One Bank Reminds You That ‘The World Is Still Flat’

February 2, 2019February 2, 2019

Trade still makes the world go round, sorry Mr. President.

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10 Comments on One Bank Reminds You That ‘The World Is Still Flat’

Into The Shadows: How Many Rate Hikes Is QT Worth?

February 2, 2019

“…the market’s focus on the import of the balance sheet is likely puzzling for Fed officials.”

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2 Comments on Into The Shadows: How Many Rate Hikes Is QT Worth?

Trump Tells CBS Pelosi Is ‘Bad For Our Country’, Says ‘People Are Dying’ Because Of Her

February 1, 2019February 2, 2019

This is wholly unconscionable.

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16 Comments on Trump Tells CBS Pelosi Is ‘Bad For Our Country’, Says ‘People Are Dying’ Because Of Her

Is Direct Lending The Next Subprime? Goldman Says Probably Not

February 1, 2019

Another “some worry” story.

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Leave a Comment on Is Direct Lending The Next Subprime? Goldman Says Probably Not

Good News: The US Economy Might Not Be Falling Off A Cliff After All

February 1, 2019October 26, 2021

Phew.

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2 Comments on Good News: The US Economy Might Not Be Falling Off A Cliff After All

Fentanyl Busts And Trump As A Reverse Lefty Guns

February 1, 2019October 26, 2021

Even when he’s right, he’s wrong.

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2 Comments on Fentanyl Busts And Trump As A Reverse Lefty Guns

The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded

February 1, 2019

“Have central banks blinked? We think so”…

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3 Comments on The Central Bank Put Is Still There, But ‘Politicians’ Implied Vol.’ Has Exploded

Jobs Report Smashes Estimates, As US Logs Record 100th Month Of Gains

February 1, 2019February 1, 2019

Goldilocks?

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As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet

February 1, 2019February 1, 2019

So much for the glass half-full take.

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Leave a Comment on As China Makes More Promises On Trade, Data Suggests Slowdown Isn’t Over Yet

Trump Flounders As Two-Front War With Dems, China Takes Visible Toll

January 31, 2019February 1, 2019

Art of the dealbreaker.

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6 Comments on Trump Flounders As Two-Front War With Dems, China Takes Visible Toll

Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)

January 31, 2019

If you’re Donald Trump, there’s a lot to like about Herman Cain.

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2 Comments on Herman Cain For Fed Board! Let’s Talk Pluses And Minuses (If You’re Trump)

Draft Of Democratic Border Proposal Surfaces: There Is No Wall Money

January 31, 2019January 31, 2019

“There’s not gonna be any wall money in the legislation.”

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1 Comment on Draft Of Democratic Border Proposal Surfaces: There Is No Wall Money

Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘100% Max Long’ On Nasdaq

January 31, 2019January 31, 2019

“Let’s be real though”…

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5 Comments on Nomura’s McElligott: Fed Now ‘De Facto’ Easing, CTA Model To Flip ‘1005 Max Long’ On Nasdaq

Trump Demands You ‘Stop Playing Games’ With Him, Insists You ‘Call Walls Walls’ (No More ‘Wheels’, No More ‘Peaches’)

January 31, 2019January 31, 2019

As usual, you don’t know whether to laugh, cry or cry from laughing so hard.

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3 Comments on Trump Demands You ‘Stop Playing Games’ With Him, Insists You ‘Call Walls Walls’ (No More ‘Wheels’, No More ‘Peaches’)

Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’

January 31, 2019January 31, 2019

“I am going back into a foxhole.”

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4 Comments on Jeff Gundlach Calls Reuters, Tells ‘Embarrassing’ Jay Powell To ‘Go Back In His Foxhole’

Italy Succumbs, Falls Into Recession – Now How Long Before Salvini Seizes Power?

January 31, 2019January 31, 2019

Womp, womp.

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2 Comments on Italy Succumbs, Falls Into Recession – Now How Long Before Salvini Seizes Power?

‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed

January 30, 2019January 31, 2019

“It is difficult to read the outcome of the January FOMC meeting as anything other than the Fed capitulating to recent market volatility.”

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7 Comments on ‘Capitulation’: What Wall Street Thinks Of Jerome Powell And The Fed

One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)

January 30, 2019January 30, 2019

“Today’s topic is sure to incite some pretty strong reactions.”

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18 Comments on One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)

Seeking Redemption, Jerome Powell Blindsides Skeptics

January 30, 2019January 30, 2019

Is this what you wanted?

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9 Comments on Seeking Redemption, Jerome Powell Blindsides Skeptics

Fed Drops Reference To Further Gradual Hikes, Says Prepared To Adjust Balance Sheet Runoff Plan

January 30, 2019January 30, 2019

And there’s that.

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6 Comments on Fed Drops Reference To Further Gradual Hikes, Says Prepared To Adjust Balance Sheet Runoff Plan

The Last Time BBBs Did This, Stocks Were At Record Highs

January 30, 2019

The latest from the “BBB apocalypse” saga.

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1 Comment on The Last Time BBBs Did This, Stocks Were At Record Highs

Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day

January 30, 2019January 30, 2019

“… very provocative, 11th hour talk through ‘consultant/ macro advisory’ circles” on the balance sheet”

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1 Comment on Nomura’s McElligott Talks Dovish Star-Wishing On Fed Day

One Bank Reminds You ‘What Makes This Fed Tightening Cycle Special’

January 30, 2019January 30, 2019

“Our forecast appears to be validated.”

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Jeff Gundlach Discovers ‘The Most Recessionary Signal Yet’, Is Even More Scared Than That Time Someone Didn’t Hack His Twitter

January 29, 2019January 29, 2019

Nothing “innocuous” about this.

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1 Comment on Jeff Gundlach Discovers ‘The Most Recessionary Signal Yet’, Is Even More Scared Than That Time Someone Didn’t Hack His Twitter

Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There

January 29, 2019January 30, 2019

It’s not treason if your wife sees the whole thing, we suppose.

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10 Comments on Trump Met With Putin Without Translator, Note-Taker Last Month – But Don’t Worry, Melania Was There

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on ‘Dem Fatale’ Crashes The AI Party
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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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