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Featured

Rasputin Presiding

November 8, 2026November 8, 2026
  • 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

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

Drunken Monkey Darts

November 6, 2026November 8, 2026
  • ‘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

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

Of Liquidity, Fragility, HFTs And ETFs: One Bank Takes You On A ‘Flash Crash Course’

June 12, 2018June 12, 2018

Down the rabbit hole…

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3 Comments on Of Liquidity, Fragility, HFTs And ETFs: One Bank Takes You On A ‘Flash Crash Course’

Paul Tudor Jones Has Been Reading Marx Again

June 12, 2018June 12, 2018

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Give Peace (And Quiet) A Chance

June 12, 2018June 12, 2018

Holding pattern as market awaits the Fed.

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Breaking News: Real People Are Still Struggling To Pay The Bills

June 12, 2018

“What are the biggest risks to your financial situation?”

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5 Comments on Breaking News: Real People Are Still Struggling To Pay The Bills

Still ‘Goldilocks’? Inflation Jumps To Six- Year High

June 12, 2018June 12, 2018

So is this “good” news or “bad” news or somewhere in between?

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4 Comments on Still ‘Goldilocks’? Inflation Jumps To Six- Year High

‘Long FAANG’ Is Most Crowded Trade On Earth For 5th Month In A Row As World Piles Into USA Today’s High Conviction Summer Fry Cook Reco

June 12, 2018June 12, 2018

Grab your balls (and a life preserver) and let’s make a fortune!

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‘Main Street Optimism Is On A Stratospheric Trajectory’: Small Businesses Go All-In On Trump’s Pedal To The Metal Populism

June 12, 2018June 12, 2018

“You will ride eternal, tacky and gold leaf”…

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2 Comments on ‘Main Street Optimism Is On A Stratospheric Trajectory’: Small Businesses Go All-In On Trump’s Pedal To The Metal Populism

Dragon Energy: Trump, Kim Jong-Un And The Formation Of A ‘Very Special Bond’

June 12, 2018June 12, 2018

What happens in Singapore stays in Singapore.

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1 Comment on Dragon Energy: Trump, Kim Jong-Un And The Formation Of A ‘Very Special Bond’

Stranger Than Fiction: As Trump Meets Kim, Dennis Rodman Has Emotional Breakdown On CNN, Larry Kudlow Has Heart Attack

June 11, 2018June 11, 2018

What the actual fuck is going on?

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5 Comments on Stranger Than Fiction: As Trump Meets Kim, Dennis Rodman Has Emotional Breakdown On CNN, Larry Kudlow Has Heart Attack

Give Me Some Damn Credit – Or Actually, No. Don’t.

June 11, 2018

More on the disconnect.

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Meet Me In Singapore.

June 11, 2018June 11, 2018

As everyone holds their breath…

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Goldman Reveals The Truth About The World Cup As Unmistakable Links Between ‘Fake’ Football And Global Economy Laid Bare

June 11, 2018

#Sad.

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‘Investors Have Been Struggling To Make Money This Year’: One Bank Details A ‘Tricky’ Environment

June 11, 2018June 11, 2018

“Milk was a bad choice”.

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Giovanni Tria Knew Just What To Say To Get You Idiots To Panic Buy Italian Bonds And Stocks On Monday

June 11, 2018June 11, 2018

Come on in, it’s safe!

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1 Comment on Giovanni Tria Knew Just What To Say To Get You Idiots To Panic Buy Italian Bonds And Stocks On Monday

The ‘Most Important Week Of The Year’? Full Week Ahead Preview

June 11, 2018June 11, 2018

I doubt it, but as Trump would say, “we’ll see what happens”…

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4 Comments on The ‘Most Important Week Of The Year’? Full Week Ahead Preview

Rome May Be Burning, But Draghi Is No Longer Your Fireman: What To Expect From The ECB

June 10, 2018

A can kick to next month is about the best you can hope for when it comes to an announcement on the future of QE.

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1 Comment on Rome May Be Burning, But Draghi Is No Longer Your Fireman: What To Expect From The ECB

Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting

June 10, 2018June 10, 2018

The main event cometh.

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1 Comment on Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting

Trader: ‘This Is My Prediction’ On Inflation

June 10, 2018November 13, 2018

“Well, bought from them.”

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4 Comments on Trader: ‘This Is My Prediction’ On Inflation

Kudlow, Navarro Condemn Back-Stabbing Canadian Devil Justin Trudeau To Actual ‘Hell’ For Having The Balls To Hold A Press Conference

June 10, 2018June 10, 2018

“Diplomacy”.

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9 Comments on Kudlow, Navarro Condemn Back-Stabbing Canadian Devil Justin Trudeau To Actual ‘Hell’ For Having The Balls To Hold A Press Conference

Populism As Space Travel

June 9, 2018

“The history of populism is a repository of failed missions — a true destination of the populist journey is really a problem of imagination.”

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3 Comments on Populism As Space Travel

A Gross Disconnect And Why Now Is Probably The Time To Bail On Stocks With Weak Balance Sheets

June 9, 2018

Fair warning.

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3 Comments on A Gross Disconnect And Why Now Is Probably The Time To Bail On Stocks With Weak Balance Sheets

‘Transient Or Persistent’: What Does Credit Know That Everything Else Doesn’t?

June 9, 2018June 9, 2018

Maybe nothing. Consider it unresolved.

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Trump Outdoes Himself At G-7: Proclaims ‘Tariff-Free’ World ‘Like He Learned At Wharton’, Says ‘Touch And Feel’ To Guide Kim Meeting

June 9, 2018

“Touch and feel.”

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12 Comments on Trump Outdoes Himself At G-7: Proclaims ‘Tariff-Free’ World ‘Like He Learned At Wharton’, Says ‘Touch And Feel’ To Guide Kim Meeting

No Resolution.

June 8, 2018June 8, 2018

Aaand that’s the week.

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A Completely Serious USA Today Tells College Students To Parlay Summer Jobs Into FANG ‘Fortune’

June 8, 2018

Who wants to be a millionaire?!!

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‘Really Bad Accidents’: Playing The Strategic Trade War Game

June 8, 2018

You de-escalate. No, you de-escalate. No…

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Credit Disagrees With U.S. Stocks (Again): Who’s Right?

June 8, 2018June 8, 2018

Spoiler alert…

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Monthly Letter

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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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