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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

Turkey’s Currency Train Wreck Continues As Erdogan Commands Citizens To ‘Bring Out The Dollars’

August 6, 2018August 6, 2018

“Is the lira collapse over? Doubtful.”

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‘Liquidity Vanishes’ Is The New ‘Too Much Liquidity’

August 6, 2018October 16, 2021

“It’s not trade wars or an equity market correction that look to be keeping credit investors up at night”…

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As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

August 6, 2018August 6, 2018

“Kudlow should understand China’s firm will.”

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1 Comment on As Chinese Stocks Careen Lower, Beijing Says Americans (And Especially Larry Kudlow) Have ‘Lost Their Minds’

Saudi Arabia, At Wit’s End With Badawi Debacle, Cuts Diplomatic, Trade Ties With Canada

August 5, 2018October 16, 2021

“The kingdom views the Canadian position as an affront to the kingdom.”

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1 Comment on Saudi Arabia, At Wit’s End With Badawi Debacle, Cuts Diplomatic, Trade Ties With Canada

Dog Days: Full Week Ahead Preview

August 5, 2018August 7, 2018

Trade, Japan, Turkey, rubles and so much more.

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With Rial In Free Fall, Iran Readies Emergency Measures On Eve Of U.S. Sanctions

August 5, 2018October 16, 2021

But don’t hold your breath for regime change.

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3 Comments on With Rial In Free Fall, Iran Readies Emergency Measures On Eve Of U.S. Sanctions

‘My Wonderful Son’ Don Jr.’s Meeting With Russians Was ‘Totally Legal’, Trump Inexplicably Shouts

August 5, 2018

The President doth protest too much, methinks.

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5 Comments on ‘My Wonderful Son’ Don Jr.’s Meeting With Russians Was ‘Totally Legal’, Trump Inexplicably Shouts

Trump On Sunday: The Press Are ‘Dangerous, Sick’ People ‘Who Can Cause War’

August 5, 2018August 6, 2018

“I am providing a great service.”

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2 Comments on Trump On Sunday: The Press Are ‘Dangerous, Sick’ People ‘Who Can Cause War’

Trump On Trade: Only ‘Screaming Foolish People’ Think Tariffs Won’t Make Us ‘Rich’

August 4, 2018August 6, 2018

“Tariffs are working far better than anyone ever anticipated”

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3 Comments on Trump On Trade: Only ‘Screaming Foolish People’ Think Tariffs Won’t Make Us ‘Rich’

Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns

August 4, 2018August 4, 2018

“In this environment the infamous carry-trade will come under pressure and the misallocation of credit will be revealed.”

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2 Comments on Dollar Liquidity Dynamics: An Epochal Shift Is Coming, One Bank Warns

Mike Pompeo’s Twit Pics Aside, Secret U.N. Report Shows North Korea Has Not Stopped Nuclear Program

August 4, 2018October 16, 2021

We’re going to need more Elton John CDs.

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1 Comment on Mike Pompeo’s Twit Pics Aside, Secret U.N. Report Shows North Korea Has Not Stopped Nuclear Program

Erdogan Says Turkey Will Freeze Assets Of U.S. Ministers – “If They Have Any”

August 4, 2018August 5, 2018

“We were patient until last night.”

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In Major Blow To Trump Administration, Federal Judge Orders DACA Fully Restored

August 3, 2018August 3, 2018

“That ninety-day period has now expired.” 

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Forget Apple, This Is ‘The Correct $1 Trillion Question’

August 3, 2018

“Investors take note”…

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3 Comments on Forget Apple, This Is ‘The Correct $1 Trillion Question’

Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

August 3, 2018October 16, 2021

Pick a side.

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1 Comment on Clash Of The Titans: Goldman Takes The Other Side Of Morgan Stanley’s Tech Wreck Call

Larry Kudlow, Proud Sycophant, Will Now Drown Us All In Economic MAGApropâ„¢

August 3, 2018August 3, 2018

Stop it, Larry. Please.

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1 Comment on Larry Kudlow, Proud Sycophant, Will Now Drown Us All In Economic MAGApropâ„¢

Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

August 3, 2018October 16, 2021

“The market has just been getting narrower and narrower.”

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1 Comment on Man Who Called The FANG+ ‘Storm’ Explains Why Tech Could Fall 15%

China’s Friday Trade Ambush And FX Intervention: Everything You Need To Know

August 3, 2018October 16, 2021

Chess versus checkers.

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China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump

August 3, 2018October 16, 2021

If what you’re asking is whether China is going to help isolate Tehran, the answer is “no”.

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oil, OPECLeave a Comment on China Turns Down U.S. Demand To Cut Oil Imports From Iran, In Blow To Trump

Jobs Report: Headline Misses Lowest Estimate, Wage Growth Firm, Unemployment Rate Ticks Back Down

August 3, 2018October 16, 2021

MAGA?

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3 Comments on Jobs Report: Headline Misses Lowest Estimate, Wage Growth Firm, Unemployment Rate Ticks Back Down

Dollar Delirium: A Quick Trip Through The Insanity Loop

August 2, 2018August 2, 2018

It’s maddening. It really, really is.

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1 Comment on Dollar Delirium: A Quick Trip Through The Insanity Loop

In Extraordinary Exchange With Acosta, Sarah Sanders Refuses To Say The Press Is Not ‘The Enemy Of The People’

August 2, 2018August 4, 2018

“For the sake of the people in this room, for the sake of this country and for the sake of democracy”…

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1 Comment on In Extraordinary Exchange With Acosta, Sarah Sanders Refuses To Say The Press Is Not ‘The Enemy Of The People’

‘Nuclear’ Winter? What The Proposed Russia Sanctions Bill Means For Markets

August 2, 2018August 2, 2018

Turning the screws.

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1 Comment on ‘Nuclear’ Winter? What The Proposed Russia Sanctions Bill Means For Markets

‘This Is About Impeachment’: As Giuliani Continues To Unravel, Trump Doubles Down On Koch Attacks

August 2, 2018October 16, 2021

“If Democrats get control of the House, do you think they’re going to treat President Trump fairly?”

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1 Comment on ‘This Is About Impeachment’: As Giuliani Continues To Unravel, Trump Doubles Down On Koch Attacks

One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like

August 2, 2018

“The breathless commentary about the large standard deviation move in JGB futures has reached a feverish pitch.”

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1 Comment on One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like

Turkey Roasted: Market Fears The Worst As Lira Plunges, Yields Surge Amid U.S. Sanctions

August 2, 2018

Come hell or high sanctions.

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Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

August 2, 2018October 16, 2021

“The U.S. is playing a carrot-and-stick tactic on China, but this approach is not going to work.”

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1 Comment on Markets Recoil In Horror As Latest Trade Threat Sparks Global Stock Bloodbath

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Monthly Letter

  • The Arbitrageur

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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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