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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

‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

July 26, 2018July 26, 2018

“We haven’t seen this disastrous a print since the 1Q16 LNKD-massacre that brought the entire NASDAQ down.”

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3 Comments on ‘Facebook Throws Napalm On The Fire’: Wall Street Reacts To Zuckerberg’s Terrible, No Good, Very Bad Quarter

ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means

July 26, 2018July 26, 2018

“It depends on what the meaning of the word ‘ is’ is.

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Leave a Comment on ECB Leaves It All Unchanged As Market Looks For Clues On What The Word ‘Summer’ Means

‘It’s More Likely I’ll Be Playing In The NBA’: Top Republicans Lampoon Meadows, Jordan For Rosenstein Impeachment Push

July 25, 2018October 14, 2021

No, this is not going anywhere.

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1 Comment on ‘It’s More Likely I’ll Be Playing In The NBA’: Top Republicans Lampoon Meadows, Jordan For Rosenstein Impeachment Push

#Delete Facebook

July 25, 2018October 14, 2021

Menlo, we have a problem.

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3 Comments on #Delete Facebook

One Trader Wants To Talk To You About China And Gold Price Manipulation

July 25, 2018November 13, 2018

“I am far from some gold nut-bar who believes Fort Knox is empty and I understand the difference between a long-term income producing asset and some inert rock.”

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2 Comments on One Trader Wants To Talk To You About China And Gold Price Manipulation

Art Of The Deal? Trump, Juncker Announce ‘New Phase’ In U.S.-E.U. Relationship, Averting Trade War

July 25, 2018October 14, 2021

“Truce”?

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8 Comments on Art Of The Deal? Trump, Juncker Announce ‘New Phase’ In U.S.-E.U. Relationship, Averting Trade War

A Dejected Trump Cancels Putin White House Visit Citing ‘Witch Hunt’

July 25, 2018October 14, 2021

“But not now.”

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Leave a Comment on A Dejected Trump Cancels Putin White House Visit Citing ‘Witch Hunt’

‘This Is No Fly In The Ointment’: One Bank Politely Asks You Not To Ignore ‘Supremely Important’ Trade War

July 25, 2018

“For us, this is supremely important.”

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2 Comments on ‘This Is No Fly In The Ointment’: One Bank Politely Asks You Not To Ignore ‘Supremely Important’ Trade War

‘Trust Me’: As Executives, Republicans Warn Of $200 Billion Mistake, Trump Forges Ahead With Auto Tariffs

July 25, 2018July 25, 2018

“Trump wants to move forward despite numerous warnings from GOP leaders and business executives.”

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3 Comments on ‘Trust Me’: As Executives, Republicans Warn Of $200 Billion Mistake, Trump Forges Ahead With Auto Tariffs

The Curious Case Of The NRA, The Accused Russian Spy And The Nashville Lawyer

July 25, 2018October 14, 2021

“Hey, I got a friend who is interested in the NRA, gun rights, that kind of stuff. Happens to be a Russian senator.”

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2 Comments on The Curious Case Of The NRA, The Accused Russian Spy And The Nashville Lawyer

Trump’s Tariffs Claim Another Victim As General Motors Slashes Profit Outlook, Shares Tumble

July 25, 2018July 25, 2018

“Tariffs are the greatest!”

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4 Comments on Trump’s Tariffs Claim Another Victim As General Motors Slashes Profit Outlook, Shares Tumble

‘No Weakness!’, Trump Shrieks, Ahead Of Key Trade Meeting With E.U.’s Juncker

July 25, 2018July 25, 2018

“What can they be thinking?”

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2 Comments on ‘No Weakness!’, Trump Shrieks, Ahead Of Key Trade Meeting With E.U.’s Juncker

‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately

July 25, 2018October 14, 2021

“I wonder if that will come up in the trade conversations today?”

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1 Comment on ‘I Wonder If This Will Come Up?’ Europe Better Hope Trump Hasn’t Been ‘Studying’ Any IMF ‘Documents’ Lately

CNN Releases ‘Secret’ Trump-Cohen Tape, ‘He’s Gonna Flip!’ Alan Dershowitz Warns

July 24, 2018July 25, 2018

“He’s going to flip. There’s no question.”

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3 Comments on CNN Releases ‘Secret’ Trump-Cohen Tape, ‘He’s Gonna Flip!’ Alan Dershowitz Warns

‘Black Swans From Helsinki’ Beckon As Senators Ponder ‘Nuclear Option’ For New Russia Sanctions

July 24, 2018October 14, 2021

The fallout continues and sovereign debt is back on the table.

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5 Comments on ‘Black Swans From Helsinki’ Beckon As Senators Ponder ‘Nuclear Option’ For New Russia Sanctions

Trader: There Is Only One Setting For Cowbell In Japan And It’s ‘More!’

July 24, 2018November 13, 2018

“…that’s a pipe dream.”

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Leave a Comment on Trader: There Is Only One Setting For Cowbell In Japan And It’s ‘More!’

One Bearish Indicator Hits Its Highest Level Since 1990

July 24, 2018

“I have never even heard of tariffs”.

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1 Comment on One Bearish Indicator Hits Its Highest Level Since 1990

U.S. Government Announces $12 Billion Bailout To Save Farmers From Tariffs, As Trump Says ‘Be Patient’

July 24, 2018July 25, 2018

“America’s farmers don’t want to be paid to lose – they want to win by feeding the world.”

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4 Comments on U.S. Government Announces $12 Billion Bailout To Save Farmers From Tariffs, As Trump Says ‘Be Patient’

Harley-Davidson Still Has A Donald Trump Problem, Your Protestations Notwithstanding

July 24, 2018July 24, 2018

“You’re a great, great group of people.”

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1 Comment on Harley-Davidson Still Has A Donald Trump Problem, Your Protestations Notwithstanding

Trump To Spend ‘Billions’ On Emergency Assistance For Farmers Struggling To Cope With Trump

July 24, 2018October 14, 2021

“And I love all people — rich or poor — but in those particular positions, I just don’t want a poor person.”

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3 Comments on Trump To Spend ‘Billions’ On Emergency Assistance For Farmers Struggling To Cope With Trump

Like ‘Trump Steaks’ And ‘Trump U’, ‘Trump Tariffs’ Are ‘The Greatest’ And Will Bankrupt Anyone Who Touches Them

July 24, 2018July 24, 2018

Dear, America: In case it isn’t clear enough yet, “it” is not “as simple as that.”

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3 Comments on Like ‘Trump Steaks’ And ‘Trump U’, ‘Trump Tariffs’ Are ‘The Greatest’ And Will Bankrupt Anyone Who Touches Them

‘Tough’ Trump Now Says Russia ‘Fighting Very Hard’ To Rig Midterms For Democrats

July 24, 2018July 24, 2018

“Yes. Yes I did”.

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4 Comments on ‘Tough’ Trump Now Says Russia ‘Fighting Very Hard’ To Rig Midterms For Democrats

China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

July 24, 2018July 24, 2018

If the last two weeks are any indication, “winning” a trade war with China is going to be anything but “easy”.

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1 Comment on China Sends Message To America With New Fiscal Stimulus Measures: This Trade War Will Not Be Easy To Win

Markets Shocked – Shocked, I Tell You! – To Discover That When Erdogan Says Low Rates, Erdogan Means Low Rates

July 24, 2018July 24, 2018

Dear markets: Berat Albayrakc is not your cool son-in-law.

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1 Comment on Markets Shocked – Shocked, I Tell You! – To Discover That When Erdogan Says Low Rates, Erdogan Means Low Rates

Trade War Claims Another Victim As Whirlpool Gets Hard Lesson In Trump-o-nomics

July 23, 2018

The tragic irony here is that back in January, the company announced plans to add some 200 jobs following Trump’s imposition of tariffs on imported residential washing machines.

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1 Comment on Trade War Claims Another Victim As Whirlpool Gets Hard Lesson In Trump-o-nomics

Behold: One Bank’s ‘Fantastic Recession Indicators’

July 23, 2018

“…and where to find them”.

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4 Comments on Behold: One Bank’s ‘Fantastic Recession Indicators’

Trump Moves To Strip Comey, Brennan, Others Of Security Clearances In Latest Crackdown On Dissent

July 23, 2018October 11, 2021

“This is just a very, very petty thing to do.”

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6 Comments on Trump Moves To Strip Comey, Brennan, Others Of Security Clearances In Latest Crackdown On Dissent

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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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