Skip to content
Sunday, November 08, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

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

If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…

October 31, 2018October 18, 2021

“This is unsustainable.”

Read More

4 Comments on If Janet Yellen Had A ‘Magic Wand’, She’d Raise Taxes: Let’s Discuss…

‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme

October 31, 2018October 31, 2018

On Wednesday, markets received a slew of economic data to support the notion that the era of “synchronous global growth” is over.

Read More

2 Comments on ‘Goldilocks’ Is Dead: Say Hi To The ‘Synchronized Global Slowdown’ Meme

In This Market, ‘Fear’ Has A Split Personality

October 30, 2018October 18, 2021

The strange case of Dr. Jekyll and Mr. Hyde.

Read More

2 Comments on In This Market, ‘Fear’ Has A Split Personality

Jacob Wohl Implicated In Jack Burkman Scheme To Pay Women For False Mueller Accusations

October 30, 2018October 31, 2018

Just when you thought things couldn’t possibly get any stupider…

Read More

3 Comments on Jacob Wohl Implicated In Jack Burkman Scheme To Pay Women For False Mueller Accusations

A British Associate Of Jack Burkman Asks You To Make Unfounded Allegations Against Robert Mueller: What Do You Do?

October 30, 2018October 31, 2018

“He knew exactly how much credit card debt I had, right down to the dollar, which sort of freaked me out.”

Read More

Leave a Comment on A British Associate Of Jack Burkman Asks You To Make Unfounded Allegations Against Robert Mueller: What Do You Do?

This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott

October 30, 2018October 30, 2018

The ‘main event’ comes in 2019.

Read More

5 Comments on This ‘Freakout’ Isn’t The ‘Big One’ – That Comes Later: Nomura’s McElligott

Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’

October 30, 2018January 8, 2022

“…there is an elevated risk of market reversion into year-end.”

Read More

3 Comments on Marko Kolanovic: October’s ‘Rolling Bear Market’ Could Morph Into A ‘Rolling Squeeze Higher’

Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check

October 30, 2018October 18, 2021

“I strongly suggest voting Democrat.”

Read More

1 Comment on Trump Says Democrats Will Tank The Stock Market: Here’s A Reality Check

Italian Economy Flatlines In Third Quarter, Turning Screws On Populists

October 30, 2018October 30, 2018

There’s more bad news for Italy.

Read More

Leave a Comment on Italian Economy Flatlines In Third Quarter, Turning Screws On Populists

‘It’s In The Process’: Trump Says He’ll End Birthright Citizenship With Executive Order

October 30, 2018October 30, 2018

“It’ll happen.”

Read More

2 Comments on ‘It’s In The Process’: Trump Says He’ll End Birthright Citizenship With Executive Order

‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy

October 29, 2018

Why it would “be prudent” to wait on full capitulation.

Read More

3 Comments on ‘Rather Than Catching A Falling Knife’: One Bank Says It’s Not Yet Time To Buy

‘They Are Deploying With Weapons’: Pentagon Sends 5,200 Troops To Confront Migrant Caravan

October 29, 2018October 30, 2018

“As we sit right here today we have about 800 soldiers who are on their way.”

Read More

3 Comments on ‘They Are Deploying With Weapons’: Pentagon Sends 5,200 Troops To Confront Migrant Caravan

End Of An Era: Analysts Weigh In On Angela Merkel

October 29, 2018October 18, 2021

This is, frankly, an unfortunate development to the extent you view Merkel as the guardian of a Western democratic order that is under siege on a daily basis.

Read More

Leave a Comment on End Of An Era: Analysts Weigh In On Angela Merkel

Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

October 29, 2018October 29, 2018

The worry is stagflation. 

Read More

1 Comment on Trump Said Ready To Slap Tariffs On All Chinese Imports If Talks With Xi Fail (Which They Will)

Why One Goldman Analyst Thinks ‘Something’s Gotta Give’

October 29, 2018

“Shaky foundations.”

Read More

2 Comments on Why One Goldman Analyst Thinks ‘Something’s Gotta Give’

Chinese Stocks Have A New Biggest Worry: Plunging Liquor

October 29, 2018October 18, 2021

Go home, Kweichow Moutai, you’re drunk.

Read More

2 Comments on Chinese Stocks Have A New Biggest Worry: Plunging Liquor

Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge

October 29, 2018October 18, 2021

“Shock and disbelief”.

Read More

Leave a Comment on Angela Merkel Bombshell Shocks Europe, But Rallies In Banks, Autos Lead Stock Surge

Trying Times: Full Week Ahead Preview

October 28, 2018October 29, 2018

It can’t possibly be as bad as last week, right?

Read More

1 Comment on Trying Times: Full Week Ahead Preview

One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

October 28, 2018October 28, 2018

Times are changing.

Read More

1 Comment on One Bank Warns ‘Things Ain’t Like They Used To Be’ For U.S. Treasurys

Why Now?

October 28, 2018

Of bubble dynamics and ultimate ironies.

Read More

5 Comments on Why Now?

‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

October 27, 2018October 27, 2018

The Fed doesn’t see things the way you do anymore.

Read More

1 Comment on ‘Corrections Are Painful, Particularly If You Have A Bloomberg On Your Desk’

The Number Of Mass Killings Has Exceeded The Number Of Calendar Days

October 27, 2018October 29, 2018

“Since WWII, the number of mass killings (defined as an idiosyncratic, not state-sanctioned, killing spree with multiple victims) has been growing exponentially at a rate of 5% every year. This means that every 20 years or so, the number of mass killings triples (1.0520 = 3).”

Read More

6 Comments on The Number Of Mass Killings Has Exceeded The Number Of Calendar Days

The Fed Is Increasing The Deductible Of Your Insurance

October 27, 2018October 18, 2021

On the bright side, there’s a logic to the Fed’s strategy.

Read More

Leave a Comment on The Fed Is Increasing The Deductible Of Your Insurance

Goldman Doesn’t Think It’s Time To Panic. Here’s Why…

October 27, 2018

Who’s in the mood for some “don’t panic, the fundamentals are sound” analysis on Saturday?

Read More

Leave a Comment on Goldman Doesn’t Think It’s Time To Panic. Here’s Why…

Khashoggi Fiancée Hatice Cengiz Explains Why She Declined Trump’s White House Invitation

October 26, 2018October 28, 2018

No thank you.

Read More

Leave a Comment on Khashoggi Fiancée Hatice Cengiz Explains Why She Declined Trump’s White House Invitation

Why October’s Selloff Doesn’t Look Systemic

October 26, 2018October 26, 2018

Maybe this isn’t “the big one” after all.

Read More

Leave a Comment on Why October’s Selloff Doesn’t Look Systemic

Robots Are Screaming ‘Fire’ In A Crowded Theatre

October 26, 2018October 26, 2018

This should come as no surprise.

Read More

Leave a Comment on Robots Are Screaming ‘Fire’ In A Crowded Theatre

Posts pagination

Previous 1 … 512 513 514 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party

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

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.