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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

Tipping Dominos At 4 A.M.

June 8, 2018June 8, 2018

Sour mood headed into a risky weekend.

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2 Comments on Tipping Dominos At 4 A.M.

Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires

June 7, 2018

“I am just back from a two-week trip to Lake Tahoe and Yosemite/Sequoia Parks”…

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5 Comments on Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires

Susquehanna Is The Mark Zuckerberg Of The Winklevii’s Bitcoin Play

June 7, 2018June 7, 2018

Litigation (probably) pending!

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Sittin’ On The Dock Of The Bay.

June 7, 2018June 7, 2018

This should have been an uneventful day, but alas.

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3 Comments on Sittin’ On The Dock Of The Bay.

At G-7 Meeting, World Leaders To Ponder Most Effective Way To Extract Agitated Man-Child From Control Booth

June 7, 2018June 7, 2018

“You say President Trump doesn’t care. Maybe.”

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Back To 2011? Not Exactly.

June 7, 2018June 7, 2018

Don’t panic.

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1 Comment on Back To 2011? Not Exactly.

Market Super ‘Impressed’ With Rate Hike From Turkey As Everyone Temporarily Forgets Who Is Really In Charge Over There

June 7, 2018June 7, 2018

Buyer beware.

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2 Comments on Market Super ‘Impressed’ With Rate Hike From Turkey As Everyone Temporarily Forgets Who Is Really In Charge Over There

Emmanuel Macron And His ‘Dandruff’ All Set To Give Trump The Finger At G-7

June 7, 2018June 7, 2018

“Besties!”

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2 Comments on Emmanuel Macron And His ‘Dandruff’ All Set To Give Trump The Finger At G-7

Sam Zell Has Never Been Concerned About Getting “More Pussy on The Block” Because Sam Zell Is A Feminist Or Whatever

June 6, 2018June 6, 2018

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God Bless Us, Everyone.

June 6, 2018June 6, 2018

Muddling through, where that means: voracious rally.

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2 Comments on God Bless Us, Everyone.

Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

June 6, 2018June 6, 2018

“…re-risking is likely to continue during the summer as volatility stays contained and investors increase equity positions.”

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1 Comment on Marko Kolanovic (Who Was Right Again In May), Still Constructive On Stocks, Sees Possible Downside From Prolonged Trade Tension

One Trader Asks: What If We’re All Looking At The Wrong Thing?

June 6, 2018November 13, 2018

“For the past decade, Wall Street has gained at the expense of Main street. What if that’s about to change? What if Main Street is about to experience an economic revival that surprises all the bearish pundits?”

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1 Comment on One Trader Asks: What If We’re All Looking At The Wrong Thing?

Can You Blame Algos For Oil’s Recent Losses? Sure You Can!

June 6, 2018

Blame the Terminators. You can always blame the Terminators.

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‘Heavy Hikers’ And EM Basket Cases: Turkey And Argentina On The Brink

June 6, 2018June 6, 2018

Do note that this is no trivial/esoteric/academic debate.

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Italy Doesn’t Look Like It’s Fixed. Actually, It Kinda Looks Like Traders Are Fumbling Around In The Dark For An Equilibrium That May Not Exist.

June 6, 2018

Monkeys throwing darts.

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2 Comments on Italy Doesn’t Look Like It’s Fixed. Actually, It Kinda Looks Like Traders Are Fumbling Around In The Dark For An Equilibrium That May Not Exist.

Fate Of ECB QE Hangs In The Balance As Policymakers Say Decision On When To End Program Could Come Next Week

June 6, 2018June 6, 2018

“It’s clear that next week the Governing Council will have to make the assessment.”

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1 Comment on Fate Of ECB QE Hangs In The Balance As Policymakers Say Decision On When To End Program Could Come Next Week

China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

June 5, 2018

One certainly imagines this is going to be too little, too late given Trump’s recent penchant for escalating any and all conflicts whether related to trade or domestic politics, but for whatever it’s worth…

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6 Comments on China Is Going To Try One More Time To Pacify Donald Trump On Trade Before Things Get Ugly, Ok?

Fly Eagles, Fly.

June 5, 2018

A listless Tuesday.

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oil, OPEC1 Comment on Fly Eagles, Fly.

Did Jamie Dimon Just Reveal The Tagline For His 2020 Run At The White House?

June 5, 2018

Trade is hard.

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Welcome To ‘The Age Of Fragility’

June 5, 2018

Enjoy your stay.

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Urjit Patel And The Dollar Liquidity Shortage Debate

June 5, 2018June 5, 2018

The “double whammy” problem.

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1 Comment on Urjit Patel And The Dollar Liquidity Shortage Debate

An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!

June 5, 2018

“No good and will not be accepted!”

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oil, OPEC3 Comments on An Irritated Trump ‘Asked’ OPEC To Engineer Lower Oil Prices With 1 Million Barrel A Day Hike Because #MAGA, Ok?!

The Rookie In Natural Gas

June 4, 2018

Dukey tipped out the door of the exchange for two tall cool Bud cans on the train home. Just like every night.

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Pardon Him.

June 4, 2018June 4, 2018

Put on your tinfoil hats and let’s make some damn money.

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4 Comments on Pardon Him.

Of Coffee, Covfefe And Vodka: Why One Strategist Is Thinking About His Former ‘Swedish Colleagues’

June 4, 2018

“A policy of over-indulgence in both stimulants and sedatives probably carried with it certain unpleasant side effects.”

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Goldman: Tech Is Not A Bubble.

June 4, 2018

Phew. Glad that’s settled.

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2 Comments on Goldman: Tech Is Not A Bubble.

Former US Attorney, DOJ Official: Trump Thinks He’s King, He’s Wrong

June 4, 2018June 4, 2018

But he does get two scoops of vanilla.

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1 Comment on Former US Attorney, DOJ Official: Trump Thinks He’s King, He’s Wrong

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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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