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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

Saudi Arabia To Blame Gen. Ahmed al-Assiri For Khashoggi Murder In Effort To Clear Crown Prince

October 18, 2018October 19, 2018

Time to fall on your sword – or for a sword to fall on you.

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5 Comments on Saudi Arabia To Blame Gen. Ahmed al-Assiri For Khashoggi Murder In Effort To Clear Crown Prince

Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline

October 18, 2018October 18, 2018

“We and the E.U. have different views on Italy’s policies.”

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2 Comments on Dear Italy: You Now Stand Accused Of ‘Unprecedented’ Crimes Against Budget Discipline

Deserting ‘Desert Davos’: Steve Mnuchin Pulls Out Of Saudi Conference Because ‘Bone Saws’ Or Whatever

October 18, 2018October 18, 2018

Steve’s a “no”.

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An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump

October 18, 2018

“Max, can you earmuff it for me?”

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1 Comment on An Alive Alan Greenspan To Jerome Powell: ‘Earmuff’ Trump

In Complete Coincidence, Air Force Lieutenant From Khashoggi Hit Team Dies In Car Crash: Turkish Media

October 18, 2018October 19, 2018

The Crown Prince “would do anything to get rid of evidence.”

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4 Comments on In Complete Coincidence, Air Force Lieutenant From Khashoggi Hit Team Dies In Car Crash: Turkish Media

Chinese Stocks On The Brink: Margin Calls, Yuan At 21-Month Nadir Spark Panic

October 18, 2018October 18, 2018

Where is the “National Team”?

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Peak Earnings?

October 17, 2018

As good as it gets.

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Treasury Declines To Name China The Currency Manipulator That Trump Swears They Are

October 17, 2018October 17, 2018

Don’t worry, China is still on @realDonaldTrump’s “manipulator” list.

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‘Biggest Threat’ To Trump Releases Minutes Of September Conspiracy Roundtable Event

October 17, 2018October 19, 2021

“A few participants expected that policy would need to become modestly restrictive for a time.”

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Glitchy Streaming.

October 17, 2018

“Buffering”…

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One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt

October 17, 2018October 19, 2021

“Please fund our deficit.”

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oil, OPEC1 Comment on One More Reason Trump Will Be Loath To Turn On Saudi Arabia: U.S. Debt

‘When I Do This Job, I Listen To Music’: Horrific Details Of Khashoggi Murder Revealed

October 17, 2018October 19, 2018

“If you want to live, be quiet!”

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5 Comments on ‘When I Do This Job, I Listen To Music’: Horrific Details Of Khashoggi Murder Revealed

Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction

October 17, 2018October 19, 2021

Could this be behind the President’s sour mood?

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2 Comments on Mueller Said Preparing To Render Key Judgements On Collusion, Obstruction

As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization

October 16, 2018

Remember, foreign investors are “free to do what they want to do.”

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2 Comments on As China’s Treasury Holdings Fall For Third Month, U.S. Foreign Policy Seen Accelerating De-Dollarization

One Trader ‘Would Love To Return To A Market Where Chasing The Hot Stock No Longer Works’

October 16, 2018November 13, 2018

“Great. I have now shown that fundamentals don’t matter and that chasing the hot stock is all one needs to do to outperform.”

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2 Comments on One Trader ‘Would Love To Return To A Market Where Chasing The Hot Stock No Longer Works’

Netflix Beat – Now Chill.

October 16, 2018October 16, 2018

Is this enough to make Tuesday’s rally sustainable?

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1 Comment on Netflix Beat – Now Chill.

The Usual Suspects And A Theory On Global Macro Funds

October 16, 2018

Selloffs following record highs should probably be viewed as some semblance of cathartic, but that’s not the way people think about things in the post-crisis world.

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Mohammed Bin Salman And Mike Pompeo Know How Important It Is To Cover Up Heinous Murders

October 16, 2018October 17, 2018

On Tuesday, the Jamal Khashoggi drama took yet another turn for the absurd.

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3 Comments on Mohammed Bin Salman And Mike Pompeo Know How Important It Is To Cover Up Heinous Murders

Growth-To-Value Rotation Goes ‘Global’ With All Eyes On Netflix After Momentum Rout

October 16, 2018

Who knows, maybe Netflix can turn the tide.

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Surprise! ETFs Dominated Tape During October Selloff, Because ‘Passive’ Investing, Ok?

October 16, 2018October 16, 2018

“Buy and hold.”

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3 Comments on Surprise! ETFs Dominated Tape During October Selloff, Because ‘Passive’ Investing, Ok?

Goldman, Morgan Square Off In Dueling Earnings Reports

October 16, 2018October 16, 2018

Compare and contrast.

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1 Comment on Goldman, Morgan Square Off In Dueling Earnings Reports

SocGen’s Swans Are Back And They Have Grown Since June…

October 15, 2018October 15, 2018

It’s that time again.

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Saudis To Say Khashoggi Died During ‘Botched Interrogation’: CNN

October 15, 2018October 19, 2018

It was an “accident”.

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3 Comments on Saudis To Say Khashoggi Died During ‘Botched Interrogation’: CNN

‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’

October 15, 2018October 19, 2021

“For all practical purposes, such liquidity should be expected to evaporate entirely.”

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1 Comment on ‘Private’ Parts: Explosion In Private Debt Market Cements ‘Liquidity As The New Leverage’

Janet Yellen Reminds You That If A Halfway Politicized Fed Is Bad, A Completely Politicized Fed Is By Definition Worse

October 15, 2018October 19, 2021

“There’s no law against that, but I don’t think it’s wise.”

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Trump Says King Salman’s ‘Rogue Killers’ Theory On Khashoggi Death Is Entirely Plausible

October 15, 2018October 19, 2018

“Who knows?”

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5 Comments on Trump Says King Salman’s ‘Rogue Killers’ Theory On Khashoggi Death Is Entirely Plausible

Saudi Arabia Will Now Investigate Itself In Khashoggi Murder

October 15, 2018October 19, 2018

Don’t worry, bin Salman is on the case.

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1 Comment on Saudi Arabia Will Now Investigate Itself In Khashoggi Murder

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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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