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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

Acosta Accosted, And Other Video Highlights From Trump’s Wild Midterm Press Conference

November 7, 2018November 7, 2018

Everyone knew Trump’s Wednesday press conference would devolve into a circus, but…

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3 Comments on Acosta Accosted, And Other Video Highlights From Trump’s Wild Midterm Press Conference

Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms

November 7, 2018January 8, 2022

“We still think that the market will move higher into the year-end, and investors may have to participate on the upside.”

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1 Comment on Marko Kolanovic Lists Multiple Bullish Catalysts For Stocks Following Midterms

‘Max Pain’: Nomura’s McElligott Calls For ‘Broad Based’ Stock Rally

November 7, 2018November 7, 2018

Brace yourselves.

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hedge fundsLeave a Comment on ‘Max Pain’: Nomura’s McElligott Calls For ‘Broad Based’ Stock Rally

Here’s What Wall Street Thinks Of The Midterm Election Outcome

November 7, 2018November 7, 2018

So far, so good for Wall Street’s midterm election forecasts. 

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1 Comment on Here’s What Wall Street Thinks Of The Midterm Election Outcome

Trump Claims Foreign Nations Astonished At ‘Big Victory’, Says ‘Magic Comes Out Of My Ears’

November 7, 2018November 7, 2018

“Mr. Trump has magic about him.”

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1 Comment on Trump Claims Foreign Nations Astonished At ‘Big Victory’, Says ‘Magic Comes Out Of My Ears’

U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls

November 7, 2018November 7, 2018

Is this the catalyst emerging markets needed?

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1 Comment on U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls

Blue Trickle: Democrats Win Back House In Uninspired Fashion, GOP Holds Senate

November 6, 2018November 7, 2018

I’m not sure it counts as a “wave”.

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1 Comment on Blue Trickle: Democrats Win Back House In Uninspired Fashion, GOP Holds Senate

A Cross-Asset Guide To The U.S. Midterms

November 6, 2018

What to expect – or not.

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1 Comment on A Cross-Asset Guide To The U.S. Midterms

Losing Your ‘Balance’.

November 6, 2018November 6, 2018

Is this the end of the “balanced bull”?

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Leave a Comment on Losing Your ‘Balance’.

Saudis Tried To Rip Out, Hack Security Cameras To Cover Up Khashoggi Hit, Sabah Says

November 6, 2018

“They were given orders.”

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Leave a Comment on Saudis Tried To Rip Out, Hack Security Cameras To Cover Up Khashoggi Hit, Sabah Says

In Trump’s America, Voters Care More About Make-Believe Problems Than Real Ones

November 6, 2018October 22, 2021

“Populist reality is actualized through the positive feedback loop of suspension of disbelief.”

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6 Comments on In Trump’s America, Voters Care More About Make-Believe Problems Than Real Ones

Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion

November 6, 2018October 22, 2021

The bottom line here is that while a big part of me is rooting for the guy, the odds are most assuredly not in Adam Schwartz’s favor.

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3 Comments on Adam Schwartz And His ‘Black Bear’ Tilt At Credit ETF Windmill With Bet On Epic Implosion

‘Trump Has Hijacked The Election’: A Last Minute Midterm Guide As America Goes To The Polls

November 6, 2018November 7, 2018

America is “fired up”.

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2 Comments on ‘Trump Has Hijacked The Election’: A Last Minute Midterm Guide As America Goes To The Polls

‘Political Gridlock Will Not Come Without Pain’: Market And Policy Ramifications Of The U.S. Midterms

November 5, 2018November 6, 2018

A make or break moment for America’s democracy?

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Leave a Comment on ‘Political Gridlock Will Not Come Without Pain’: Market And Policy Ramifications Of The U.S. Midterms

Trader Brings You A Quick, Animated S&P Midterm Election Chart

November 5, 2018November 13, 2018

“Without further ado, here are the eighteen mid-term election periods since 1946.”

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3 Comments on Trader Brings You A Quick, Animated S&P Midterm Election Chart

Trump’s Caravan ‘Emergy’ To Cost $220 Million Even As Pentagon Risk Assessment Shows No Threat To U.S.

November 5, 2018October 22, 2021

Is this how you want the government to spend your tax dollars?

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Leave a Comment on Trump’s Caravan ‘Emergy’ To Cost $220 Million Even As Pentagon Risk Assessment Shows No Threat To U.S.

Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

November 5, 2018

You don’t know what you’ve got ’til it’s gone.

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2 Comments on Goodbye ‘Goldilocks’, Hello Lackluster Returns And Higher Volatility

Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says

November 5, 2018

“It’s almost a free lunch”…

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1 Comment on Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says

Bad Omen: The Buyback Trajectory Is Slowing

November 5, 2018

Ok, it’s time for an update on the corporate bid for U.S. equities.

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1 Comment on Bad Omen: The Buyback Trajectory Is Slowing

Steve Mnuchin Pens Iran Sanctions Op-Ed, Swears Trump Not Trying To Impoverish Iranian Citizens

November 5, 2018October 22, 2021

Blame non-existent nukes and the previous administration.

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3 Comments on Steve Mnuchin Pens Iran Sanctions Op-Ed, Swears Trump Not Trying To Impoverish Iranian Citizens

Jamal Khashoggi, 5 Bloody Suitcases And 2 Saudi Chemistry Experts

November 5, 2018October 22, 2021

“This is a looming question. No one knows where the body went.”

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1 Comment on Jamal Khashoggi, 5 Bloody Suitcases And 2 Saudi Chemistry Experts

Xi Jinping Again Proves Donald Trump Is Driving The World Into The Arms Of The Chinese

November 5, 2018October 22, 2021

“As globalization deepens, the practices of law of the jungle and winner take all are a dead end.”

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2 Comments on Xi Jinping Again Proves Donald Trump Is Driving The World Into The Arms Of The Chinese

Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview

November 4, 2018

The midterms. The sanctions. The trade war. Winter is coming.

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oil1 Comment on Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview

Occam’s Razor.

November 4, 2018October 22, 2021

There is an alternative – it’s cash.

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6 Comments on Occam’s Razor.

Forget Trade, This May Be The Biggest Threat To China’s Economy

November 4, 2018

“It’s the category that counts.”

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Leave a Comment on Forget Trade, This May Be The Biggest Threat To China’s Economy

As ‘The Base Comes Home’ For Trump, Here’s A Handy Pocket Guide To The Midterm Elections

November 4, 2018November 5, 2018

High drama.

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1 Comment on As ‘The Base Comes Home’ For Trump, Here’s A Handy Pocket Guide To The Midterm Elections

The End Of The Invisible Hand And ‘The Hunt For Red October’

November 3, 2018

Good luck – you’re going to need it.

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8 Comments on The End Of The Invisible Hand And ‘The Hunt For Red October’

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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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