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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

‘Now, Therefore, I, Donald J. Trump’: Draft Of National Emergency Order Leaks, Cites ‘Massive Amount Of Aliens’

January 24, 2019January 25, 2019

“The massive amount of aliens”…

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9 Comments on ‘Now, Therefore, I, Donald J. Trump’: Draft Of National Emergency Order Leaks, Cites ‘Massive Amount Of Aliens’

Dear Michael Cohen: Before You Go On Vacation To Prison, You’ll Need To Answer This Subpoena

January 24, 2019October 24, 2021

Womp, womp.

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6 Comments on Dear Michael Cohen: Before You Go On Vacation To Prison, You’ll Need To Answer This Subpoena

Decrepit Remains Of Wilbur Ross: Get Out Of That Homeless Shelter And Go Get A Loan, Loser

January 24, 2019January 24, 2019

MAGA. Just, MAGA.

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11 Comments on Decrepit Remains Of Wilbur Ross: Get Out Of That Homeless Shelter And Go Get A Loan, Loser

Nomura’s McElligott Delivers ‘Hugely Important’ CTA Update, Is Happy Bridgewater’s Jensen Confirmed Recent Risk Parity Musings

January 24, 2019

Guess what, sports fans?

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3 Comments on Nomura’s McElligott Delivers ‘Hugely Important’ CTA Update, Is Happy Bridgewater’s Jensen Confirmed Recent Risk Parity Musings

Obligatory ECB Post Alert: Draghi Postmortem

January 24, 2019

Same story: stark juxtaposition between crashing data and the end of APP.

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Leave a Comment on Obligatory ECB Post Alert: Draghi Postmortem

Aaand It Just Keeps Getting Worse For German Manufacturing (And French Services)

January 24, 2019January 24, 2019

Riders on the storm.

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Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown

January 24, 2019October 24, 2021

“… the shutdown is ‘no longer just a political sideshow, it’s a real recession risk.'”

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1 Comment on Elizabeth Warren Sends Letter To Jerome Powell, Asks If Fed Is Flying Blind In Shutdown

Strap In America: White House Now Making Contingency Plans For Shutdown Lasting Into March, April

January 23, 2019January 24, 2019

Define: insane.

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6 Comments on Strap In America: White House Now Making Contingency Plans For Shutdown Lasting Into March, April

Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal

January 23, 2019January 23, 2019

Well, America won’t hear from Michael Cohen early next month.

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4 Comments on Michael Cohen Cancels Congressional Testimony Because The President Is Threatening Him, Which Is Totally Normal

‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration

January 23, 2019January 23, 2019

Don’t go on CNN, Kevin. It never ends well for you.

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4 Comments on ‘Kevin, I’m Not Gonna Buy 2 Sandwiches’: Hassett Admits Shutdown Could Drive Growth To Zero During Ritual Poppy Harlow Evisceration

‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos

January 23, 2019

Why not throw your hat in the ring, Jamie?

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6 Comments on ‘We Need Facts, Not Slogans’: Dimon Makes Solid Case For 2020 White House Bid From Davos

‘Use It And Pray’: Trump Begs Rep. Christ (D – Nazareth) To Build His Wall

January 23, 2019October 24, 2021

“No doubt!”

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5 Comments on ‘Use It And Pray’: Trump Begs Rep. Christ (D – Nazareth) To Build His Wall

Meanwhile, In Monetary Policy Neverland

January 23, 2019January 23, 2019

More “positive attitude and conviction”.

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What’s The Best Way To Short China?

January 22, 2019January 22, 2019

“Which brings me to my preferred way of expressing this trade.”

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10 Comments on What’s The Best Way To Short China?

Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’

January 22, 2019January 23, 2019

“No, no, no, you’re right.”

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9 Comments on Rudy Giuliani ‘Absolutely’ Worries His Tombstone Will Read: ‘He Lied For Trump’

IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check

January 22, 2019

A lot of ad hoc musings here cobbled together and submitted for your approval.

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Leave a Comment on IG Credit Potpourri: BBB Apocalypse Update And A Liquidity Check

President ‘Good Brain’ Tells ‘Mr. Wang’ To Stay Home In Latest Sign Trade Talks Going Nowhere Fast

January 22, 2019

More shenanigans.

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2 Comments on President ‘Good Brain’ Tells ‘Mr. Wang’ To Stay Home In Latest Sign Trade Talks Going Nowhere Fast

Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications

January 22, 2019January 22, 2019

“…the next downturn in the economy worries me the most.”

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6 Comments on Dalio In Davos: Ray Delivers Fresh Set Of Possibly Profound Prognostications

‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’

January 22, 2019

“I see scope for Spooz to revisit 2525 level over the next two weeks.”

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1 Comment on ‘We’ve Squeezed The Max Amount Of Blood From The Stone’: Why Nomura’s McElligott Sees A ‘Re-Correction’

The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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4 Comments on The Thrill May Be Gone.

Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

January 21, 2019January 22, 2019

“Makes so much sense”…

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15 Comments on Trump Tells China To ‘Stop Playing Around’, Says 2 Big Caravans Have ‘Broke Into Mexico’

Rudy Giuliani Changes Moscow Tower Story, Says He Only Snitched On Trump ‘Hypothetically’

January 21, 2019October 24, 2021

“The point was”…

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9 Comments on Rudy Giuliani Changes Moscow Tower Story, Says He Only Snitched On Trump ‘Hypothetically’

IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies

January 21, 2019

Somehow, I doubt anyone cares too much about this, but for what it’s worth…

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5 Comments on IMF Yells At Clouds Again, Cuts Global Growth Forecasts Citing Reckless Trade Policies

‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

January 21, 2019January 21, 2019

It would be odd to characterize an uninspiring set of numbers as “Goldilocks”, but…

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1 Comment on ‘Stabilization’? Analysts Weigh In As China’s Economy Slows To Crisis-Era Pace

A Man of Words, A Man of Deeds

January 20, 2019October 24, 2021

“The reason Bogle wasn’t a billionaire wasn’t personal preference”…

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2 Comments on A Man of Words, A Man of Deeds

Recession Obsession: What Causes Downturns And How Vulnerable Is The US?

January 20, 2019

“Recession obsession” has become a fixture of markets over the past three months…

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5 Comments on Recession Obsession: What Causes Downturns And How Vulnerable Is The US?

Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election

January 20, 2019January 21, 2019

“Yeah. Probably up to, could be up to as far as October, November.”

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14 Comments on Rudy Giuliani Inexplicably Admits Trump, Cohen Discussed Moscow Project Until Eve Of Election

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Monthly Letter

  • The Arbitrageur

Recent Comments

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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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