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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

You, Dear Taxpayer, Are About To Pay $10 Million A Day To Fund Trump’s Border Troops

November 3, 2018November 4, 2018

And just what, you might fairly ask, are those troops currently doing?

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5 Comments on You, Dear Taxpayer, Are About To Pay $10 Million A Day To Fund Trump’s Border Troops

‘Peak Profits’: Revisiting The Three-Headed Margin Cerberus

November 3, 2018

Who’s concerned about margin pressure? Presumably everyone…

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In Search Of A New Fed Put Strike Equilibrium

November 3, 2018November 3, 2018

We’re not there yet.

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2 Comments on In Search Of A New Fed Put Strike Equilibrium

‘Blacks Are Too Stupid To Vote For Me’: About Michael Cohen And Donald Trump’s Racist Language

November 2, 2018October 22, 2021

“I told Trump that the rally looked vanilla on television.”

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2 Comments on ‘Blacks Are Too Stupid To Vote For Me’: About Michael Cohen And Donald Trump’s Racist Language

Trump Says Military ‘Doesn’t Have To’ Shoot Unarmed Migrants If They Don’t Want To

November 2, 2018November 2, 2018

So, “consider it a rifle”, or no?

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1 Comment on Trump Says Military ‘Doesn’t Have To’ Shoot Unarmed Migrants If They Don’t Want To

Erdogan Pens WaPo Op-Ed, Promises To Hold Saudis Accountable For Murder Of ‘Kind Soul’ Khashoggi

November 2, 2018November 2, 2018

“We owe it to his family and friends, including his former colleagues at The Post.”

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1 Comment on Erdogan Pens WaPo Op-Ed, Promises To Hold Saudis Accountable For Murder Of ‘Kind Soul’ Khashoggi

Larry Kudlow Pours Cold Water On Market, Says No China Trade Plan Is Being Drafted

November 2, 2018October 22, 2021

So much for that.

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3 Comments on Larry Kudlow Pours Cold Water On Market, Says No China Trade Plan Is Being Drafted

The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices

November 2, 2018November 2, 2018

The big question.

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oil, OPECLeave a Comment on The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices

Lira Erases Entirety Of August Panic As U.S. Lifts Sanctions, Erdogan Rides Hot Streak

November 2, 2018October 22, 2021

“So much winning.”

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Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event

November 2, 2018

You better hope that trade “deal” isn’t “fake news”…

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2 Comments on Behold! A ‘Jaw-Dropping’ Black Swan Yuan Event

Jobs Report Blows Through Estimates, Wage Growth Solid, Unemployment Rate Sticks At 48-Year Low

November 2, 2018November 2, 2018

Well, that works.

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4 Comments on Jobs Report Blows Through Estimates, Wage Growth Solid, Unemployment Rate Sticks At 48-Year Low

Recapping Friday’s Monumental Rally In Asian Stocks

November 2, 2018November 2, 2018

Now that’s what I call a rally.

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Trump Has One Phone Call With Xi, Decides It’s Time To Draft Trade Deal

November 2, 2018November 2, 2018

“We’ll see what happens.”

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1 Comment on Trump Has One Phone Call With Xi, Decides It’s Time To Draft Trade Deal

Larry Fink Isn’t Sure Who Told 15 Saudi Assassins To Cut Up Jamal Khashoggi With A Bone Saw

November 1, 2018October 22, 2021

“We don’t know who is responsible for the murder.”

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2 Comments on Larry Fink Isn’t Sure Who Told 15 Saudi Assassins To Cut Up Jamal Khashoggi With A Bone Saw

‘Consider It A Rifle’: Trump Says He Told Military To Shoot Rock-Throwing Migrants

November 1, 2018November 2, 2018

“We’re gonna fight back.”

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2 Comments on ‘Consider It A Rifle’: Trump Says He Told Military To Shoot Rock-Throwing Migrants

Trump Tweet Sparks Best Day In Three Years For Popular China ETFs

November 1, 2018October 22, 2021

Is this rational?

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2 Comments on Trump Tweet Sparks Best Day In Three Years For Popular China ETFs

‘Spastic Spooz’: An (Implicit) Short Gamma Odyssey

November 1, 2018October 22, 2021

“Hello Dave”.

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4 Comments on ‘Spastic Spooz’: An (Implicit) Short Gamma Odyssey

Donald Trump’s ‘Very Large Brain’ Has ‘Very Long’ Phone Chat With Very Nice Chinese Man

November 1, 2018October 22, 2021

Trade was capitalized, despite not being a proper noun.

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2 Comments on Donald Trump’s ‘Very Large Brain’ Has ‘Very Long’ Phone Chat With Very Nice Chinese Man

Trump Dedicates More U.S. Troops To Caravan ‘Invasion’ Than Afghanistan (No, Really)

November 1, 2018November 2, 2018

“No, not fearmongering at all.”

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2 Comments on Trump Dedicates More U.S. Troops To Caravan ‘Invasion’ Than Afghanistan (No, Really)

Christian Sewing ‘Appreciates’ Hudson Executive Not Thinking Deutsche Bank Is Lehman

November 1, 2018

Sewing will take it.

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China Teases More Stimulus As 7 Looms For Yuan, Defaults Mount

November 1, 2018November 1, 2018

“It’s only a matter of time.”

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‘King Of Debt’ Lives Up To Title As Trump Sells Debt At Crisis-Era Pace

October 31, 2018

“Nobody knows debt like me”.

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Why SocGen Thinks The S&P Could Fall To 2,482

October 31, 2018October 31, 2018

“…the ability of equities to absorb higher bond yields is rather limited.”

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2 Comments on Why SocGen Thinks The S&P Could Fall To 2,482

Requiem For October.

October 31, 2018October 18, 2021

Another bad dream.

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The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View

October 31, 2018

Down the rabbit hole with the world’s most dovish central bank.

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4 Comments on The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View

Jamal Khashoggi ‘Strangled’, Dismembered ‘As Soon As’ He Entered Saudi Consulate, Turkey Says

October 31, 2018October 18, 2021

The announcement serves to ratchet up the pressure on the Saudi monarchy.

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Leave a Comment on Jamal Khashoggi ‘Strangled’, Dismembered ‘As Soon As’ He Entered Saudi Consulate, Turkey Says

Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print

October 31, 2018October 31, 2018

This is just further evidence that the tight labor market is gradually leading to wage inflation, the so-called “missing ingredient” for the Fed.

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Leave a Comment on Private-Sector Wages Rose At The Fastest Pace Since 2008 In Q3 – Now Cue The ‘Rogue’ Inflation Print

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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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