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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

Rod Rosenstein Said To Resign As Deputy AG: Constitutional Crisis, Here We Come

September 24, 2018September 25, 2018

Expect a veritable firestorm on the Hill.

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2 Comments on Rod Rosenstein Said To Resign As Deputy AG: Constitutional Crisis, Here We Come

Morgan Stanley: Treasury Yields Aren’t High Enough To Attract ‘Sufficient Funds To Cover U.S. Capital-Import Needs’

September 24, 2018

The dollar needs to fall.

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1 Comment on Morgan Stanley: Treasury Yields Aren’t High Enough To Attract ‘Sufficient Funds To Cover U.S. Capital-Import Needs’

‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’

September 24, 2018September 24, 2018

“Beijing can set an example for the world.”

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4 Comments on ‘Paid For By The People’s Republic of China’: Xi Runs 4-Page Des Moines Register Ad On ‘Trump’s Folly’

Dear Brett Kavanaugh: Do You Remember Deborah Ramirez?

September 23, 2018October 17, 2021

“I remember a penis being in front of my face.”

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4 Comments on Dear Brett Kavanaugh: Do You Remember Deborah Ramirez?

Something For Everybody: Full Week Ahead Preview

September 23, 2018September 23, 2018

Whether you’re a geopolitics buff, a Beltway junkie or a market addict, the week ahead has you covered.

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oilLeave a Comment on Something For Everybody: Full Week Ahead Preview

‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands

September 23, 2018September 23, 2018

Donald Trump is furious about oil prices again and this time around, OPEC doesn’t care.

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oil, OPEC2 Comments on ‘Someone Get King Salman On The Phone’: OPEC+ Just Ignored Trump’s Twitter Demands

In Case You Were Wondering, The Market Is Still Not Comfortable With BoJ Tapering

September 23, 2018September 24, 2018

“It should be fine”…

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Leave a Comment on In Case You Were Wondering, The Market Is Still Not Comfortable With BoJ Tapering

‘Yields On The March!’ Reflecting On The Latest Bond Selloff

September 23, 2018September 23, 2018

“…this time without financial media concern.”

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2 Comments on ‘Yields On The March!’ Reflecting On The Latest Bond Selloff

Goldman Asks: What’s So Special About The Dollar, Anyway?

September 22, 2018September 22, 2018

This is the dollar’s “key statistical property”.

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1 Comment on Goldman Asks: What’s So Special About The Dollar, Anyway?

‘I’m So Happy’: Trump Posts Video Of Himself Lying About Wage Growth

September 22, 2018September 23, 2018

“For the first time in many years, wages are going up”…

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4 Comments on ‘I’m So Happy’: Trump Posts Video Of Himself Lying About Wage Growth

Internal RNC Poll Shows Nancy Pelosi More Popular Than Trump And That’s Not Even The Punchline…

September 22, 2018October 17, 2021

Why? Why would Republicans stick with something that an internal study says isn’t working?

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Leave a Comment on Internal RNC Poll Shows Nancy Pelosi More Popular Than Trump And That’s Not Even The Punchline…

Trump Gets His War: China Cancels Trade Talks With U.S. After Latest Escalation

September 21, 2018October 17, 2021

So much for “forcing” them to the table.

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Will Somebody Please Tell Trump That Attacking Sexual Assault Survivors On Twitter Is A Bad Idea? Thanks.

September 21, 2018September 21, 2018

The biggest question mark going into next week may not even be whether and when Ford testifies and under what conditions…

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Leave a Comment on Will Somebody Please Tell Trump That Attacking Sexual Assault Survivors On Twitter Is A Bad Idea? Thanks.

Rod Rosenstein Definitely Didn’t Secretly Record Trump And Plot To Oust Him With The 25th Amendment, Ok?!

September 21, 2018October 17, 2021

This wouldn’t be the first time someone has mentioned the 25th…

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1 Comment on Rod Rosenstein Definitely Didn’t Secretly Record Trump And Plot To Oust Him With The 25th Amendment, Ok?!

‘Yet Another Vol. Event’: What Happened In Hong Kong?

September 21, 2018

More tantrum symptoms, more fragility.

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Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’

September 21, 2018

“For those of you who enjoy watching someone at the end of their rope ramble through a tacit admission of defeat”…

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2 Comments on Let’s All Take A Minute To Marvel At The Train Wreck That Is ‘Brexit’

Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain

September 21, 2018October 17, 2021

Don’t call it a come back.

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Leave a Comment on Don’t Look Now, But Chinese Stocks Just Logged A Monster Weekly Gain

The Donald’s Last Stand: A Heroic Trump ‘Takes A Stand’, China Presses For WTO Sanctions

September 21, 2018September 21, 2018

Donald Trump is ready to “take a stand”, ok?

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Leave a Comment on The Donald’s Last Stand: A Heroic Trump ‘Takes A Stand’, China Presses For WTO Sanctions

Trader: Things Have Changed And Here’s Where The World Is Going Next…

September 20, 2018November 13, 2018

“Although the Republicans are supposedly the party of fiscal conservatism, we all know that sort of talk is only for when they are not in power.”

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5 Comments on Trader: Things Have Changed And Here’s Where The World Is Going Next…

There Will Be No Exemptions: Trump May Force U.S. Companies To Upend Supply Chains

September 20, 2018October 17, 2021

The President is perhaps more serious than anyone imagined about actually attempting to rewrite the history of global trade and commerce

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Leave a Comment on There Will Be No Exemptions: Trump May Force U.S. Companies To Upend Supply Chains

American Consumers Overdose On Covfefe, Are Now Highest They’ve Been In 17 Years

September 20, 2018September 20, 2018

Absurd.

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Leave a Comment on American Consumers Overdose On Covfefe, Are Now Highest They’ve Been In 17 Years

‘Call It Fate, Call It Luck’: That Dollar Pullback Everyone Was Begging For Is Here

September 20, 2018

“…call it karma”.

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1 Comment on ‘Call It Fate, Call It Luck’: That Dollar Pullback Everyone Was Begging For Is Here

‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis

September 20, 2018

“…or is this just déjà vu all over again?”

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3 Comments on ‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis

China Trolls Trump, Will Slash Tariffs On Imports From ‘Majority’ Of Trade Partners

September 20, 2018October 17, 2021

“Clever”.

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1 Comment on China Trolls Trump, Will Slash Tariffs On Imports From ‘Majority’ Of Trade Partners

In Norway, A Dovish Lift Off

September 20, 2018September 20, 2018

“[I hope] normalization of rates comes before the next downturn.”

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Markups Everywhere: The Evidence Is Compelling That We’re All Getting Fleeced

September 19, 2018September 20, 2018

“The fact of monopoly markups has been obvious to Buffett and the big banks for years. Now the academic evidence seems to be catching up.”

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1 Comment on Markups Everywhere: The Evidence Is Compelling That We’re All Getting Fleeced

One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative

September 19, 2018October 17, 2021

“Are central bank balance sheets really shrinking at all?”

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1 Comment on One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative

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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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