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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

February Is Calling, It Wants Its Markets Back

October 10, 2018October 10, 2018

“Harry, we had a setback.”

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Will Trump Label China A Currency Manipulator Next Week? Let’s Discuss…

October 10, 2018October 10, 2018

“…the U.S. should be allowed to recapture what was lost.”

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Who’s In The Mood For A Good, Old-Fashioned Momentum, Tech Rout?

October 10, 2018

More cowbell.

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2 Comments on Who’s In The Mood For A Good, Old-Fashioned Momentum, Tech Rout?

Stock-Bond Correlation Breaks, Presaging Locust Plague, Pestilence, Famine

October 10, 2018

Posthumous equine abuse.

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1 Comment on Stock-Bond Correlation Breaks, Presaging Locust Plague, Pestilence, Famine

Video Shows Saudi ‘Assassination Squad’ Sent For Khashoggi, Trump Says ‘I Know Nothing’

October 10, 2018October 19, 2018

“It’s clear he did not exit.”

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7 Comments on Video Shows Saudi ‘Assassination Squad’ Sent For Khashoggi, Trump Says ‘I Know Nothing’

As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality

October 10, 2018October 10, 2018

Traders are a bit surprised at just how determined the Trump administration is to lay waste to the Iranian economy.

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oil, OPEC3 Comments on As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality

Good News: Norway’s $1 Trillion Wealth Fund Is Getting Fresh Cash Injections

October 9, 2018

There’s nothing like oil money.

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Trader: Suddenly Everyone Is A Bond Bear

October 9, 2018November 13, 2018

“Don’t you love it how, now – after the biggest sell-off in fixed income in decades – suddenly everyone is bearish?”

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Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes

October 9, 2018October 9, 2018

“I like to stay uninvolved with Fed chair Jerome Powell.”

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3 Comments on Trump: ‘The Fed Doesn’t Need To Go So Fast’ On Rate Hikes

Meanwhile, In Turkey: Toothpaste Police

October 9, 2018October 19, 2021

Tragicomedy.

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1 Comment on Meanwhile, In Turkey: Toothpaste Police

Nikki Haley Resigns As Trump’s UN Ambassador, But Don’t Worry, Everything Is Fine, Ok?!

October 9, 2018October 10, 2018

“[She’s] done a fantastic job and we’ve done a fantastic job together”.

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2 Comments on Nikki Haley Resigns As Trump’s UN Ambassador, But Don’t Worry, Everything Is Fine, Ok?!

Don’t Look Now, But The Chinese Yuan Just Staged A Massive Coup In Global Reserves

October 9, 2018October 9, 2018

De-dollarization anyone?

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Italian Stocks On Precipice Of Bear Market As Tria Fails To Put Out Fire

October 9, 2018October 9, 2018

An unenviable position.

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‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook

October 9, 2018October 9, 2018

“…to the detriment of all.”

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2 Comments on ‘There Are Clouds On The Horizon’: Why The IMF Just Slashed Their Global Growth Outlook

European High Yield Faces Two-Headed Hydra From Italy, EM FX

October 8, 2018October 19, 2021

There are so many self-referential dynamics in play here that it will make your head spin.

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1 Comment on European High Yield Faces Two-Headed Hydra From Italy, EM FX

Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

October 8, 2018October 19, 2021

“Leadership is definitely concerned.”

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1 Comment on Maybe Amazon Will Just Put Google Out Of Business Now, Because Why Not?

Amid Momo, Growth Rout, Google Gets Bad News

October 8, 2018October 8, 2018

Here comes more regulatory scrutiny.

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1 Comment on Amid Momo, Growth Rout, Google Gets Bad News

And Now, Everybody Will Buy Everything Related To Brazil …

October 8, 2018October 19, 2021

Who’s excited?!

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3 Comments on And Now, Everybody Will Buy Everything Related To Brazil …

Don’t Look Now, But Turkish Banks Are On Fire (In A Good Way)

October 8, 2018October 8, 2018

Pray the Brunson deal doesn’t fall through

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Holiday Hangover: No Sign Of National Team As Chinese Shares Dive With Yuan

October 8, 2018

Truly harrowing.

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Fuggedaboutit: Italian Stocks, Bonds Bludgeoned Again As Salvini, Di Maio Defiant

October 8, 2018October 19, 2021

“We are against the enemies of Europe”.

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Enter The Dragon: Full Week Ahead Preview

October 7, 2018October 19, 2021

Here comes China.

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oil1 Comment on Enter The Dragon: Full Week Ahead Preview

Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year

October 7, 2018

Nowhere is the GOP’s shameless dereliction of duty more readily apparent than in U.S. fiscal policy.

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3 Comments on Trump Now Proud Owner Of Largest Deficit Since 2012 And All-Time Record For Most Interest Paid In A Year

Turkey’s Erdogan Doesn’t Need No Stinkin’ IMF, ‘Hopes’ Saudis Didn’t Kill Missing Journalist

October 7, 2018October 19, 2021

“As president, I am pursuing.”

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China Delivers RRR Cut, Unleashing 1.2 Trillion Yuan In Liquidity

October 7, 2018

The policy divergence between the Fed and the PBoC just got wider. 

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Mohammed Bin Salman May Have Sent Hit Squad To ‘Murder’ Journalist Khashoggi In Turkey

October 6, 2018October 8, 2018

“We believe that the murder was premeditated and the body was subsequently moved out of the consulate.”

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2 Comments on Mohammed Bin Salman May Have Sent Hit Squad To ‘Murder’ Journalist Khashoggi In Turkey

Brett Kavanaugh Confirmed To Supreme Court Amid Protests, National Outcry

October 6, 2018October 19, 2021

“I want to thank the mob.”

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14 Comments on Brett Kavanaugh Confirmed To Supreme Court Amid Protests, National Outcry

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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

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