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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

APEC Summit Crashes And Burns As Mike Pence Stokes Fears Of Economic Cold War

November 18, 2018November 18, 2018

“The entire world is worried.”

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4 Comments on APEC Summit Crashes And Burns As Mike Pence Stokes Fears Of Economic Cold War

‘Adam Schitt’, ‘Go Home!’ And Other Highlights From Trump’s Sunday Twitter Escapades

November 18, 2018September 30, 2019

Donald Trump is furious on Sunday.

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3 Comments on ‘Adam Schitt’, ‘Go Home!’ And Other Highlights From Trump’s Sunday Twitter Escapades

The Press Knows What Will Cause The Next Crisis, And It’s Corporate Debt

November 18, 2018November 18, 2018

“For financial journalists, pinpointing the source of the next meltdown is no easy task. The ones who did so pre-2008 were few.”

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Saudi Stocks Dive As Khashoggi Sanctions, CIA Conclusion Deep-Six Sentiment

November 18, 2018November 18, 2018

It remains to be seen whether Trump will begrudgingly accept the intelligence assessment.

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Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients

November 17, 2018November 17, 2018

“The tough part is finding somebody that knows how to do it  – right.”

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oil7 Comments on Optionsellers.com Blows Up As Crude, Natural Gas Turmoil ‘Capsizes’ Clients

Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month

November 17, 2018November 18, 2018

“The U.S. will not change course.”

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1 Comment on Mike Pence Goes To APEC, Shows Xi His Mean Face, While China’s U.S. Treasury Holdings Drop For Fourth Month

Rates Volatility And The Indoor Trampoline

November 17, 2018

Amid the storm, there’s one place where volatility isn’t showing up…

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2 Comments on Rates Volatility And The Indoor Trampoline

Trump Indicates He Won’t Accept CIA Conclusion On Khashoggi Murder

November 17, 2018November 17, 2018

“Spectacular allies” and all.

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1 Comment on Trump Indicates He Won’t Accept CIA Conclusion On Khashoggi Murder

CIA Concludes Crown Prince bin Salman Ordered Khashoggi Murder, Piling Pressure On Trump, Saudis

November 16, 2018November 17, 2018

“There is no way this happened without him being aware or involved.”

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Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader

November 16, 2018November 17, 2018

Light at the end of the tunnel?

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2 Comments on Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader

‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday

November 16, 2018November 16, 2018

Curb your enthusiasm.

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6 Comments on ‘Stupid People’: Here’s What Trump Really Said About The Trade War On Friday

Wishing On A Dovish Star

November 16, 2018

We’re really reaching now.

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Trump ‘Ordered’ To Restore Jim Acosta’s Press Pass ‘Immediately’, Which Is Hilarious

November 16, 2018

Well, this won’t please Donald Trump.

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2 Comments on Trump ‘Ordered’ To Restore Jim Acosta’s Press Pass ‘Immediately’, Which Is Hilarious

Why Morgan Stanley Says It’s ‘Time To Sell The Dollar’

November 16, 2018November 16, 2018

King dollar has peaked. Here’s why.

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Let’s Talk About Nvidia, Which Was Kicked Off Goldman’s Conviction List On Friday

November 16, 2018November 16, 2018

Obviously, the market could have done without Nvidia’s stumble after the bell on Thursday. 

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Senators Seek To Halt Weapons Sales To Saudi Arabia As Trump’s Sanctions Fail To Impress

November 15, 2018October 20, 2021

“This looks like a coordinated attempt to sweep this case under the rug.”

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Paul Tudor Jones Pretty Sure Donald Trump’s Tax Cuts Accidentally Popped Big ‘Scary’ Debt Bubble

November 15, 2018

“Who the hell knows.”

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2 Comments on Paul Tudor Jones Pretty Sure Donald Trump’s Tax Cuts Accidentally Popped Big ‘Scary’ Debt Bubble

In Incredible Turn, Erdogan Set To Parlay Khashoggi Murder Into Extradition Of Fethullah Gulen

November 15, 2018November 16, 2018

“At first there were eye rolls.”

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Leave a Comment on In Incredible Turn, Erdogan Set To Parlay Khashoggi Murder Into Extradition Of Fethullah Gulen

U.S. Sanctions 17 Saudis For Khashoggi Murder Including Maher Mutreb And Salah ‘The Bone Saw’ Tubaigy

November 15, 2018October 22, 2021

Guess who isn’t on the list?

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Leave a Comment on U.S. Sanctions 17 Saudis For Khashoggi Murder Including Maher Mutreb And Salah ‘The Bone Saw’ Tubaigy

‘Extreme Greeks’ Set Stage For ‘Insane’ Price Action: Nomura’s McElligott

November 15, 2018October 20, 2021

Violent chop and a binary event.

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3 Comments on ‘Extreme Greeks’ Set Stage For ‘Insane’ Price Action: Nomura’s McElligott

Trump Imagines Robert Mueller Runs His Investigation Like Trump Runs The White House

November 15, 2018November 15, 2018

“…screaming and shouting at people and horribly threatening them to come up with the answers they want.” 

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3 Comments on Trump Imagines Robert Mueller Runs His Investigation Like Trump Runs The White House

Brexit Devolves Into Train Wreck (Again) As Pound Dives, Gilts Surge, BoE Hikes Pushed Back

November 15, 2018November 15, 2018

This is a disaster. Plain and simple.

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Leave a Comment on Brexit Devolves Into Train Wreck (Again) As Pound Dives, Gilts Surge, BoE Hikes Pushed Back

Saudi Arabia Unveils Results Of Khashoggi Probe: 5 Face Death Penalty, Crown Prince Knew Nothing Of Mission

November 15, 2018October 22, 2021

“We cannot reveal the names of those charged yet.”

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3 Comments on Saudi Arabia Unveils Results Of Khashoggi Probe: 5 Face Death Penalty, Crown Prince Knew Nothing Of Mission

Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because

November 14, 2018November 14, 2018

There’s good news and bad news for beleaguered shares of Apple – but mostly bad.

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6 Comments on Here’s A Quick Note On Apple, David Tepper, Facebook And PG&E, Just Because

Jerome Powell: ‘All Meetings Are Live’ And You’ll ‘Get Used To It’

November 14, 2018November 14, 2018

“There’s no question about it.”

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2 Comments on Jerome Powell: ‘All Meetings Are Live’ And You’ll ‘Get Used To It’

Jeff Flake’s Last Stand: Retiring Senator Vows To Oppose All Trump Judicial Picks If Mueller Not Protected

November 14, 2018November 15, 2018

“The president now has this investigation in his sights and we all know it.”

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In Credit, Searching For The Last Straw

November 14, 2018November 14, 2018

Yes, it’s going to crack, but where first?

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1 Comment on In Credit, Searching For The Last Straw

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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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