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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

Chinese Checkers: Rumors, Yuan Intervention Help Shanghai Stocks Close The Week With Furious Rally

July 20, 2018July 20, 2018

Never a dull moment for the greatest show on Earth.

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1 Comment on Chinese Checkers: Rumors, Yuan Intervention Help Shanghai Stocks Close The Week With Furious Rally

China Weakens Yuan Fixing By Most In Two Years After Trump’s Fed Broadside

July 19, 2018July 19, 2018

Waiting on intervention that never seems to come.

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‘DO NOT CONGRATULATE’! Mark Zuckerberg Made ‘Secret’ Call To Trump After Election

July 19, 2018July 20, 2018

And that’s not even the half of it.

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1 Comment on ‘DO NOT CONGRATULATE’! Mark Zuckerberg Made ‘Secret’ Call To Trump After Election

‘Im Not Thrilled’: Trump Goes There, Says He’s ‘Not Happy’ With Jerome Powell’s Rate Hikes

July 19, 2018July 19, 2018

“I’m letting them do what they feel is best.”

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4 Comments on ‘Im Not Thrilled’: Trump Goes There, Says He’s ‘Not Happy’ With Jerome Powell’s Rate Hikes

One Bank’s Quants Think They’ve Found The Key To Outsmarting ETFs

July 19, 2018July 19, 2018

“We conjecture that market participants do not realize that passive investors are buying or selling securities.”

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3 Comments on One Bank’s Quants Think They’ve Found The Key To Outsmarting ETFs

Trump Calls Russia Summit ‘A Great Success’ – Here’s What ‘The People’ Think

July 19, 2018July 19, 2018

Survey says…

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2 Comments on Trump Calls Russia Summit ‘A Great Success’ – Here’s What ‘The People’ Think

Sorry, Bill: Soybean Farmers Should Fear @realDonaldTrump, Goldman Suggests

July 19, 2018July 19, 2018

Sorry, Bill.

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Leave a Comment on Sorry, Bill: Soybean Farmers Should Fear @realDonaldTrump, Goldman Suggests

Commodities Stand Corrected As Demand Destruction Doom Loop Beckons

July 19, 2018July 19, 2018

Coal mine canaries?

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Are You Worried About China? Not Nearly Enough, Albert Edwards Reckons

July 19, 2018

Wary eyes are being cast in the right direction. 

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‘It’s Got A Green Light To Weaken’: Yuan Dive Continues As PBoC Looks On

July 19, 2018July 19, 2018

Call it “passive aggressive.”

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Leave a Comment on ‘It’s Got A Green Light To Weaken’: Yuan Dive Continues As PBoC Looks On

FBI Director Wray Says Mueller Probe Is Not A Witch Hunt, Suggests Trump Shouldn’t Test His Strong ‘Spine’

July 18, 2018July 18, 2018

“I’m a low-key, understated kind of guy, but”…

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3 Comments on FBI Director Wray Says Mueller Probe Is Not A Witch Hunt, Suggests Trump Shouldn’t Test His Strong ‘Spine’

‘It’s A Lot Of Money’: As Trade War Simmers, The Farmers Are Restless

July 18, 2018July 18, 2018

“You’ve still got to pay your bills eventually.”

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2 Comments on ‘It’s A Lot Of Money’: As Trade War Simmers, The Farmers Are Restless

Trump Slams It Into Reverse, Tells CBS Russia Interfered With Election, Will Hold Putin Personally Accountable

July 18, 2018July 19, 2018

“We can’t have meddling, we can’t have any of that – now look.”

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5 Comments on Trump Slams It Into Reverse, Tells CBS Russia Interfered With Election, Will Hold Putin Personally Accountable

Sarah Sanders: Trump Didn’t Mean To Say ‘No’ When Asked If Russia Was Targeting Midterm Elections

July 18, 2018July 19, 2018

Just when you thought it couldn’t possibly get any more absurd…

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Leave a Comment on Sarah Sanders: Trump Didn’t Mean To Say ‘No’ When Asked If Russia Was Targeting Midterm Elections

‘The Fed Is Destroying Money’: Revisiting The ‘Flow’ Versus ‘Stock’ Debate At A Critical Juncture

July 18, 2018

It’s the flow that counts. Never forget that.

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1 Comment on ‘The Fed Is Destroying Money’: Revisiting The ‘Flow’ Versus ‘Stock’ Debate At A Critical Juncture

‘Cars Is Big One’: Trump, Kudlow Pretty Sure Jean-Claude Juncker Will Wave White Flag In Washington Next Week

July 18, 2018

“…we may be pleasantly surprised.”

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1 Comment on ‘Cars Is Big One’: Trump, Kudlow Pretty Sure Jean-Claude Juncker Will Wave White Flag In Washington Next Week

Preventing Another ‘Armageddon’: Bernanke, Paulson, Geithner Warn On Deficits, Regulation Rollback, Populism

July 18, 2018July 19, 2018

“We were focused on staving off disaster.”

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1 Comment on Preventing Another ‘Armageddon’: Bernanke, Paulson, Geithner Warn On Deficits, Regulation Rollback, Populism

Morgan Stanley Is The New Goldman: James Gorman Celebrates Another Blowout Quarter

July 18, 2018July 18, 2018

Good luck David Solomon.

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‘Congratulations, You’re In World War III’: Trump, Tucker Carlson Say ‘Very Aggressive’ Montenegro Might Usher In The Apocalypse

July 18, 2018July 18, 2018

“They are very strong people. They are very aggressive people, they may get aggressive.”

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3 Comments on ‘Congratulations, You’re In World War III’: Trump, Tucker Carlson Say ‘Very Aggressive’ Montenegro Might Usher In The Apocalypse

Mutiny! John Kelly Asked Republicans To Speak Out Against Trump After Putin Summit

July 17, 2018July 18, 2018

“Nightmare”.

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5 Comments on Mutiny! John Kelly Asked Republicans To Speak Out Against Trump After Putin Summit

‘The Dam Is Finally Breaking’: Orrin Hatch Threatens To Back Push To Strip Trump Of Tariff Power

July 17, 2018July 17, 2018

“Let’s vote”.

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Witness Donald Trump, Damage Control Expert, Try And Clean Up Some High Treason

July 17, 2018July 18, 2018

“There are a lot of people out there.”

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6 Comments on Witness Donald Trump, Damage Control Expert, Try And Clean Up Some High Treason

Trader: ‘Cash Is Not Nearly As Attractive As Bearish Pundits Make It Sound’

July 17, 2018November 13, 2018

“…what always intrigues me is the disconnect between what the market believes and what is the most likely outcome.”

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3 Comments on Trader: ‘Cash Is Not Nearly As Attractive As Bearish Pundits Make It Sound’

Jerome Powell Tells Lawmakers He Wants The Fed To ‘Stay In Its Lane’ When Asked About Tariffs

July 17, 2018

“I have to start by saying”…

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3 Comments on Jerome Powell Tells Lawmakers He Wants The Fed To ‘Stay In Its Lane’ When Asked About Tariffs

For Oil, Volatility Is ‘The New Normal’, Goldman Says

July 17, 2018

“…driven by U.S. political decisions.”

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oil, OPECLeave a Comment on For Oil, Volatility Is ‘The New Normal’, Goldman Says

If It Pleases The Court, Jerome Powell Would Rather Congress Didn’t Ask Him About The Trade War

July 17, 2018July 17, 2018

Highlights from the Fed Chair’s testimony on Capitol Hill.

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1 Comment on If It Pleases The Court, Jerome Powell Would Rather Congress Didn’t Ask Him About The Trade War

‘Dude. This Is A Total Effing Disgrace’: Current And Former Trump Officials Left Almost Speechless During Putin Press Conference

July 17, 2018October 14, 2021

“Need a shower”.

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6 Comments on ‘Dude. This Is A Total Effing Disgrace’: Current And Former Trump Officials Left Almost Speechless During Putin Press Conference

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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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