Skip to content
Sunday, November 08, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

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

Goldman Posts Mixed Results For Q2, Makes Official Announcement On Solomon Succession

July 17, 2018July 17, 2018

Blame lower volatility and litigation costs.

Read More

Leave a Comment on Goldman Posts Mixed Results For Q2, Makes Official Announcement On Solomon Succession

‘Phony Wedges’, ‘Rigged Deals’, ‘Witch Hunts’ And ‘Nuclear Warming’: The Best Moments From Trump’s Interview With Sean Hannity

July 17, 2018July 17, 2018

On Monday evening, America was subjected to two interviews on Fox News, one of which

Read More

2 Comments on ‘Phony Wedges’, ‘Rigged Deals’, ‘Witch Hunts’ And ‘Nuclear Warming’: The Best Moments From Trump’s Interview With Sean Hannity

New From Epsilon Theory: It Was You, Charley

July 16, 2018

“Every professional financial adviser knows what it’s like to be Charley Malloy.”

Read More

Leave a Comment on New From Epsilon Theory: It Was You, Charley

Fatal Attraction? Mind This ‘Very Tight Relationship’ In Volatility Risk Premia

July 16, 2018

“I think that both EM currencies (and EM assets in general) are responding to the same risks as DM risk assets, at least on the level of implied risk premia.”

Read More

1 Comment on Fatal Attraction? Mind This ‘Very Tight Relationship’ In Volatility Risk Premia

Kashkari Warns On Yield Curve: “‘This Time Is Different’ Are The 4 Most Dangerous Words In Economics”

July 16, 2018

“…declarations that ‘this time is different’ should be a warning that history might be about to repeat itself.”

Read More

5 Comments on Kashkari Warns On Yield Curve: “‘This Time Is Different’ Are The 4 Most Dangerous Words In Economics”

‘Shameful’: Republicans Blast Trump, Fox News Calls Putin Press Conference ‘Disgusting’

July 16, 2018October 14, 2021

“Thank you, Helsinki!”

Read More

9 Comments on ‘Shameful’: Republicans Blast Trump, Fox News Calls Putin Press Conference ‘Disgusting’

Trump, Putin Deny Collusion In Joint Press Conference From Helsinki: Full Highlights

July 16, 2018July 17, 2018

“Please, just disregard this issue and don’t think about it anymore.”

Read More

7 Comments on Trump, Putin Deny Collusion In Joint Press Conference From Helsinki: Full Highlights

Investors Yanked $22 Billion From BlackRock Equity Products In Q2 And Larry Fink Is Worried About Globalization

July 16, 2018

“The market’s having a hard time digesting the whole change in globalization.”

Read More

Leave a Comment on Investors Yanked $22 Billion From BlackRock Equity Products In Q2 And Larry Fink Is Worried About Globalization

‘We Are Unable To Fight Equally’: A Frustrated China Files WTO Challenge Against Trump

July 16, 2018

“The move is unusually swift.”

Read More

2 Comments on ‘We Are Unable To Fight Equally’: A Frustrated China Files WTO Challenge Against Trump

Trump Kicks Off Helsinki #TreasonSummit With Handshake, Bad English And World Cup Congrats

July 16, 2018July 16, 2018

May the farce be with you.

Read More

13 Comments on Trump Kicks Off Helsinki #TreasonSummit With Handshake, Bad English And World Cup Congrats

Deutsche Bank Understandably Excited To Give You News That Isn’t Totally Bad, But Count Everyone Skeptical

July 16, 2018July 16, 2018

Any good news is welcome even if there are a lot of caveats and fine print.

Read More

2 Comments on Deutsche Bank Understandably Excited To Give You News That Isn’t Totally Bad, But Count Everyone Skeptical

‘It’s Like A Death Wish’: Jeff Gundlach Takes Aim At Toxic Policy Mix, Demands You ‘Respect’ The Curve

July 15, 2018October 14, 2021

“The yield curve needs to be respected.”

Read More

2 Comments on ‘It’s Like A Death Wish’: Jeff Gundlach Takes Aim At Toxic Policy Mix, Demands You ‘Respect’ The Curve

To Hell(sinki) And Back: Full Week Ahead Preview

July 15, 2018July 15, 2018

This is the usual cocktail of geopolitical risk and Fed watching, with a dash of Brexit for bad measure.

Read More

1 Comment on To Hell(sinki) And Back: Full Week Ahead Preview

Trump: The European Union Is A ‘Foe’ Of The United States

July 15, 2018October 14, 2021

“I love those countries, but”…

Read More

6 Comments on Trump: The European Union Is A ‘Foe’ Of The United States

In CBS Interview Before Helsinki, Trump Pretends He Might Ask Putin To Extradite Accused Russian Agents

July 15, 2018July 17, 2018

“I believe in meetings”.

Read More

1 Comment on In CBS Interview Before Helsinki, Trump Pretends He Might Ask Putin To Extradite Accused Russian Agents

‘He Told Me I Should Sue Them’: Watch Theresa May Reveal Trump’s ‘Genius’ Brexit Advice

July 15, 2018July 15, 2018

What, you might ask, was that “tough” advice?

Read More

4 Comments on ‘He Told Me I Should Sue Them’: Watch Theresa May Reveal Trump’s ‘Genius’ Brexit Advice

Make MAGA Hats Expensive Again! Prices On Made In China MAGA Hats Set To Double Thanks To Trump Tariffs

July 14, 2018

On the bright side…

Read More

1 Comment on Make MAGA Hats Expensive Again! Prices On Made In China MAGA Hats Set To Double Thanks To Trump Tariffs

Iran Is Not Amused With Sanctions, Is Very Amused By Trump Protests In The U.K.

July 14, 2018July 14, 2018

As usual, it’s everyday people who will suffer from this.

Read More

Leave a Comment on Iran Is Not Amused With Sanctions, Is Very Amused By Trump Protests In The U.K.

Good News! The Tax Cuts Are ‘Trickling Down’ – To Corporate Bottom Lines, That Is

July 14, 2018

Nobody could have predicted this – and by “nobody”, I mean “everybody”.

Read More

Leave a Comment on Good News! The Tax Cuts Are ‘Trickling Down’ – To Corporate Bottom Lines, That Is

All Quiet On The Western Front?

July 14, 2018

Not exactly.

Read More

4 Comments on All Quiet On The Western Front?

Maybe Irony Isn’t Dead: If The U.S. ‘Imports’ A Recession, Can We Slap Tariffs On It?

July 14, 2018

Mind the implications of globalization and interconnected markets.

Read More

3 Comments on Maybe Irony Isn’t Dead: If The U.S. ‘Imports’ A Recession, Can We Slap Tariffs On It?

Here’s How Much Gas Prices Would Have To Rise To Wipeout The Trump Tax Cuts For Average Americans

July 14, 2018July 15, 2018

Sticker shock.

Read More

oil, OPEC6 Comments on Here’s How Much Gas Prices Would Have To Rise To Wipeout The Trump Tax Cuts For Average Americans

‘We Are Not In A Position To Make Exceptions’: Pompeo, Mnuchin Said To Reject Iran Sanctions Waivers In Letter To European Allies

July 13, 2018July 15, 2018

Apparently, “hardline” means “hardline”.

Read More

oil, OPEC1 Comment on ‘We Are Not In A Position To Make Exceptions’: Pompeo, Mnuchin Said To Reject Iran Sanctions Waivers In Letter To European Allies

Exasperated With Inability To Triumph Over Inanimate Commodity, Donald Trump Considers Tapping America’s Emergency Oil Supply Ahead Of Midterms

July 13, 2018

Trump will drive down gas prices, by God, even if he has to invent a national emergency.

Read More

Leave a Comment on Exasperated With Inability To Triumph Over Inanimate Commodity, Donald Trump Considers Tapping America’s Emergency Oil Supply Ahead Of Midterms

Here’s What 58 Fund Managers With A Quarter Trillion In AUM Expect For Trade And The Fed

July 13, 2018July 13, 2018

Crystal ball gazing with $258 billion.

Read More

Leave a Comment on Here’s What 58 Fund Managers With A Quarter Trillion In AUM Expect For Trade And The Fed

Bad Timing? As Trump Meets Queen Elizabeth, Rosenstein Indicts 12 Russians For Election Inference

July 13, 2018July 14, 2018

Reality is indeed stranger than fiction. 

Read More

5 Comments on Bad Timing? As Trump Meets Queen Elizabeth, Rosenstein Indicts 12 Russians For Election Inference

‘It’s Now More Likely Than Not’: Goldman Raises Odds Of Further Escalations In Trade War

July 13, 2018July 13, 2018

Past the point of no return.

Read More

4 Comments on ‘It’s Now More Likely Than Not’: Goldman Raises Odds Of Further Escalations In Trade War

Posts pagination

Previous 1 … 538 539 540 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party
  • Engineer on ‘Dem Fatale’ Crashes The AI Party

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

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.