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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

Why We’re ‘More Vulnerable Now’: Modern Market Structure Meets Low ‘Ammo’

November 11, 2018

Fragility and a lack of policy breathing room.

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7 Comments on Why We’re ‘More Vulnerable Now’: Modern Market Structure Meets Low ‘Ammo’

After Record Foreign Exodus, Saudi Shares Fall Every Day But One In November Amid Khashoggi Drama

November 11, 2018

Now let’s see how local markets react to the imposition of watered down sanctions from Steve Mnuchin.

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Leave a Comment on After Record Foreign Exodus, Saudi Shares Fall Every Day But One In November Amid Khashoggi Drama

OPEC+ Ponders Cuts Amid Plunging Oil Prices, Surging Volatility

November 11, 2018November 11, 2018

“We’re going to go back where we were [in 2014] if we’re not careful.”

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oil, OPEC1 Comment on OPEC+ Ponders Cuts Amid Plunging Oil Prices, Surging Volatility

Democrats To Probe Trump Over Abuse Of Power For Attacks On WaPo, CNN: Adam Schiff

November 11, 2018September 30, 2019

Commence the investigations.

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1 Comment on Democrats To Probe Trump Over Abuse Of Power For Attacks On WaPo, CNN: Adam Schiff

The Gods Must Be Crazy: The Rise Of The Primitive Society Of The Future

November 10, 2018November 11, 2018

Modernity in its later phase reads like mankind’s love affair with authority.

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6 Comments on The Gods Must Be Crazy: The Rise Of The Primitive Society Of The Future

‘At First Sight Things Don’t Look Encouraging’: Goldman’s Bull/Bear Indicator Stuck Near 49-Year High

November 10, 2018November 10, 2018

Time to panic?

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Leave a Comment on ‘At First Sight Things Don’t Look Encouraging’: Goldman’s Bull/Bear Indicator Stuck Near 49-Year High

‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’

November 10, 2018

Just watch this and try to wrap your head around the fact that this man is effectively in charge of U.S. trade policy…

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2 Comments on ‘Amazon Economist’ Navarro Unleashes Wild Screed, Calls Wall Street ‘Unregistered Foreign Agents’

‘Nobody Knows What Was Said’: Matt Whitaker Privately Counseled Trump Behind Backs Of Sessions, Rosenstein

November 10, 2018November 10, 2018

“Who ever heard of a president barely speaking to his attorney general but on the phone constantly with a staff-level person?”

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5 Comments on ‘Nobody Knows What Was Said’: Matt Whitaker Privately Counseled Trump Behind Backs Of Sessions, Rosenstein

Trump Set To Impose Sanctions On Saudis For Khashoggi Murder In Bid To Blunt Congress

November 9, 2018October 22, 2021

Half measures, it would appear.

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Leave a Comment on Trump Set To Impose Sanctions On Saudis For Khashoggi Murder In Bid To Blunt Congress

As Hedge Funds Face Redemption D-Day After ‘Red October’, Loeb Exits Facebook, Warns On Tech

November 9, 2018November 9, 2018

Day of reckoning for hedge funds looms after worst month since 2011.

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hedge funds3 Comments on As Hedge Funds Face Redemption D-Day After ‘Red October’, Loeb Exits Facebook, Warns On Tech

Donald Trump ‘Doesn’t Know’ Matt Whitaker – Unless You Ask Donald Trump

November 9, 2018November 10, 2018

Who’s to say who knows who!

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Leave a Comment on Donald Trump ‘Doesn’t Know’ Matt Whitaker – Unless You Ask Donald Trump

Trump To Fire Wilbur Ross, Replace Him With Wife Of Pro Wrestling CEO McMahon

November 9, 2018November 9, 2018

Say goodbye to the soup can index.

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1 Comment on Trump To Fire Wilbur Ross, Replace Him With Wife Of Pro Wrestling CEO McMahon

Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade

November 9, 2018

Before you get too swept up in the prospects for a squeeze higher in equities into year-end, don’t forget this…

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2 Comments on Beware The ‘Tightening Tantrum’ And Fear The ‘Lights-Out’ Trade

Trump Issues Immigration ‘Proclamation’ Justifying Thursday’s Brutal New Asylum Rule

November 9, 2018November 9, 2018

“I must take immediate action to protect the national interest.”

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Leave a Comment on Trump Issues Immigration ‘Proclamation’ Justifying Thursday’s Brutal New Asylum Rule

One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

November 9, 2018November 9, 2018

It was all good just a week ago.

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1 Comment on One-Week Anniversary Of Hong Kong Euphoria Brings Harsh Reality Check

‘What A Stupid Question’: Trump Berates Female Reporter When Asked If Whitaker Will ‘Rein In’ Mueller Probe

November 9, 2018November 9, 2018

“But you know what?”

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4 Comments on ‘What A Stupid Question’: Trump Berates Female Reporter When Asked If Whitaker Will ‘Rein In’ Mueller Probe

In China: Car Trouble And Plunging Bank Shares

November 9, 2018November 9, 2018

Bad news to close the week, as mainland shares nurse a five-day losing streak.

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Leave a Comment on In China: Car Trouble And Plunging Bank Shares

In Draconian Decree, Trump Sets Asylum Bar At ‘Reasonable Fear Of Torture’ For Immigrants Who Cross Border Illegally

November 8, 2018October 22, 2021

Define: cruel.

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Leave a Comment on In Draconian Decree, Trump Sets Asylum Bar At ‘Reasonable Fear Of Torture’ For Immigrants Who Cross Border Illegally

‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe

November 8, 2018November 10, 2018

Matt should go ahead and recuse now before he ends up finding himself on the wrong end of a subpoena.

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5 Comments on ‘The Truth Is, There Was No Collusion’, Says Matthew Whitaker, Supervisor Of Collusion Probe

Fed Sticks To Script, No Nod To ‘Red October’ In November Statement

November 8, 2018November 8, 2018

See you in December.

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Leave a Comment on Fed Sticks To Script, No Nod To ‘Red October’ In November Statement

Someone Get Kevin Hassett On The Phone, Goldman Is Predicting A Sharp Drop In S&P 500 Earnings Growth

November 8, 2018

This is just kind of “the way it is”, so to speak.

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2 Comments on Someone Get Kevin Hassett On The Phone, Goldman Is Predicting A Sharp Drop In S&P 500 Earnings Growth

Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…

November 8, 2018October 22, 2021

And all so people who generally eschew bridges and roads for private jets can pay less in taxes.

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2 Comments on Democrats Want To Rebuild America’s Infrastructure By Issuing 30-Year Bonds But There’s Just One Problem…

Matthew Whitaker ‘Would Indict Hillary Clinton’, Says Mueller Is Running ‘Lynch Mob’

November 8, 2018October 22, 2021

How naive are you? 

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3 Comments on Matthew Whitaker ‘Would Indict Hillary Clinton’, Says Mueller Is Running ‘Lynch Mob’

Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

November 8, 2018

“Yuck”!

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1 Comment on Albert Edwards Is Serving ‘Marmite Sandwiches’ On Thursday, Says Stimulus High Will Wear Off For America

Good News: China Turns In Surprise Beat On October Trade Data

November 7, 2018

Relief from the “synchronized global slowdown” meme?

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Leave a Comment on Good News: China Turns In Surprise Beat On October Trade Data

In 2017, Matthew Whitaker Detailed Exactly How He Would Prevent Robert Mueller From Doing His Job

November 7, 2018November 8, 2018

Can American trust Whitaker to allow the Special Counsel to conduct his business unimpeded? Spoiler alert!

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1 Comment on In 2017, Matthew Whitaker Detailed Exactly How He Would Prevent Robert Mueller From Doing His Job

And So It Begins: Jeff Sessions Resigns, Whitaker Takes Command Of Mueller Probe

November 7, 2018November 8, 2018

The timing is “very suspect”.

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1 Comment on And So It Begins: Jeff Sessions Resigns, Whitaker Takes Command Of Mueller Probe

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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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