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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

Battered And Bruised After Rough Month, Emerging Markets Warily Eye The Road Ahead

August 31, 2018October 14, 2021

The pain was widespread.

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‘Oh Well!’ NAFTA Talks Hit Dead End As Trump’s Chevy Impala Diplomacy Fails

August 31, 2018September 1, 2018

“At least Canada knows where I stand!”

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5 Comments on ‘Oh Well!’ NAFTA Talks Hit Dead End As Trump’s Chevy Impala Diplomacy Fails

‘I Can’t Kill These People’: Leaked Trump Comments About Chevy Impalas Upend NAFTA Talks

August 31, 2018October 15, 2021

“If I say no, then you’re going to put that”…

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European Stocks Suffer Worst Month Since February As Perfect Storm Of EM Contagion, Italy Jitters Comes Calling

August 31, 2018August 31, 2018

“In September, markets will need to navigate news flow.”

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Trump Trolls America: ‘I’m Strongly’ Considering $100 Billion Capital Gains Break For The Rich

August 31, 2018June 27, 2019

Revisiting the perpetual motion machine for exacerbating inequality.

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For Indonesia, It’s Back To 1998 As ‘Nobody Wants To Mess With Uncertainties’

August 31, 2018October 15, 2021

“Fundamentals mean very little at this stage”.

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Turkey Tries Again To Put Brakes On Lira Collapse As Trump Piles Shame On Erdogan

August 31, 2018October 15, 2021

“Too dear to my heart.”

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1 Comment on Turkey Tries Again To Put Brakes On Lira Collapse As Trump Piles Shame On Erdogan

Tencent’s Latest Terrible, No Good, Very Bad Day Comes At Just The Wrong Time

August 31, 2018

Bad news, sports fans.

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Trump Studies ‘Great Scholars’, Determines Mueller Probe Is ‘Illegal’

August 30, 2018September 1, 2018

Trump weighs in on “witch hunts” and his plans to fire Jeff Sessions.

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3 Comments on Trump Studies ‘Great Scholars’, Determines Mueller Probe Is ‘Illegal’

Europe’s Offer To ‘Got To Zero’ On Car Tariffs ‘Not Good Enough’ For Man Who Wants Mercedes Gone From 5th Avenue

August 30, 2018

“The European Union is almost as bad as China, just smaller.”

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2 Comments on Europe’s Offer To ‘Got To Zero’ On Car Tariffs ‘Not Good Enough’ For Man Who Wants Mercedes Gone From 5th Avenue

WTO Better ‘Shape Up’ Or Trump Will Dust Off His ‘Insane FART Act’

August 30, 2018August 30, 2018

“You know why?”

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Trump To Move Ahead With Tariffs On $200 Billion In Chinese Goods As Early As Next Week

August 30, 2018October 15, 2021

Buckle up.

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6 Comments on Trump To Move Ahead With Tariffs On $200 Billion In Chinese Goods As Early As Next Week

‘Set Them At Zero’: Trump Cancels Pay Raises For Federal Employees In 2019

August 30, 2018October 15, 2021

Define: unforgivable.

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2 Comments on ‘Set Them At Zero’: Trump Cancels Pay Raises For Federal Employees In 2019

There’s Blood In The Water For Emerging Markets – Again

August 30, 2018August 30, 2018

It’s not over.

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‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 60% As Peso Breaches 40

August 30, 2018October 15, 2021

Spoiler alert: It probably won’t work.

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2 Comments on ‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 602 As Peso Breaches 40

‘Epic’ Highs, FOMO And An October QT Hangover

August 30, 2018

A momentum surge and then, a quantitative tightening “triple-whammy”.

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1 Comment on ‘Epic’ Highs, FOMO And An October QT Hangover

‘We’re Willing If You Are’: Europe Calls Trump’s Bluff On Zero Car Tariffs

August 30, 2018August 30, 2018

“That’s what we learned at the Wharton School of Finance”…

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Author Of Study Trump Cited In Google Attack Says Trump Is Wrong In Op-Ed

August 30, 2018October 15, 2021

“As a conservative who tends to be rather libertarian on tech issues, I beg to disagree.”

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2 Comments on Author Of Study Trump Cited In Google Attack Says Trump Is Wrong In Op-Ed

Trump Says Anyone Who’s Still Alive In Puerto Rico ‘Appreciates The Fantastic Job’ He Did After Hurricane

August 29, 2018August 30, 2018

“Most of the people appreciate what we’ve done.”

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3 Comments on Trump Says Anyone Who’s Still Alive In Puerto Rico ‘Appreciates The Fantastic Job’ He Did After Hurricane

As Yuan Turns More Volatile Than Euro, Turnover Soars

August 29, 2018August 29, 2018

“Avoid herd behavior.”

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Argentina’s Peso Crashes As Macri Asks IMF To Hurry Up With More Bailout Money

August 29, 2018August 29, 2018

That wasn’t what the market wanted to hear.

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Volatility Trade Has A Catch-22 Feel To It These Days, Analysts Say

August 29, 2018August 29, 2018

Good luck.

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Meanwhile, In Turkey …

August 29, 2018

“In case you were wondering whether the news is getting any better for Turkey, the answer is ‘no.'”

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R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight

August 29, 2018August 29, 2018

“If the ECB covers you, markets can’t speculate because they don’t make money.”

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2 Comments on R.I.P. Irony: Italy Will Ask ECB To Create New QE Program In Anticipation Of E.U. Budget Fight

Don McGahn, White House Counsel, To Be Replaced By Clinton Impeachment Lawyer

August 29, 2018October 15, 2021

Don McGahn’s job is done here.

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3 Comments on Don McGahn, White House Counsel, To Be Replaced By Clinton Impeachment Lawyer

‘I Think The Fix Is In’: Trump Said To Discuss Firing Jeff Sessions With Lawyers, Aides

August 28, 2018October 15, 2021

“I wouldn’t trust this president to put someone in place [who] wouldn’t an hour after he’s sworn in fire Mueller.”

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2 Comments on ‘I Think The Fix Is In’: Trump Said To Discuss Firing Jeff Sessions With Lawyers, Aides

Deconstructing Trump’s Google Conspiracy Theory

August 28, 2018August 29, 2018

Familiar tactics.

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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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