Skip to content
Sunday, November 08, 2026
Heisenberg Report

Heisenberg Report

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

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

Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes

June 4, 2018June 4, 2018

Don’t worry, eeeeeverything will be fine “after the election.”

Read More

1 Comment on Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes

Relief, But Not-So-Great Expectations.

June 4, 2018June 4, 2018

“Unanimous concern and disappointment” and deteriorating sentiment despite a bid for the periphery.

Read More

Leave a Comment on Relief, But Not-So-Great Expectations.

All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

June 3, 2018June 3, 2018

Shifting alliances, political turmoil, conspiracy theories and just the usual crazy shit.

Read More

1 Comment on All Enemies, Foreign, Domestic, Real And Imagined: Full Week Ahead Preview

Rudy Giuliani: Trump Can ‘Probably’ Pardon Himself

June 3, 2018June 3, 2018

Believe it or not, that wasn’t even the punchline – this was…

Read More

1 Comment on Rudy Giuliani: Trump Can ‘Probably’ Pardon Himself

Who Really Understands The Risks? It’s Probably Not Who You Think.

June 3, 2018

I think that gets it backwards.

Read More

11 Comments on Who Really Understands The Risks? It’s Probably Not Who You Think.

New From Epsilon Theory: ‘The Acrobat And The Fly’

June 2, 2018

“Dream out loud, and don’t let the bastards grind you down.”

Read More

Leave a Comment on New From Epsilon Theory: ‘The Acrobat And The Fly’

Italian Junk Food.

June 2, 2018June 2, 2018

“Currently, the yield differential between EUR HY and Italy 5yr bond is the tightest it has been throughout the whole history of the EU sovereign crisis, going back to 2010.”

Read More

1 Comment on Italian Junk Food.

‘It’s Difficult To See A Clear Path Towards Resolution’: When It Comes To Italy, Grab Your Magic 8 Balls

June 2, 2018

Spinning plates.

Read More

Leave a Comment on ‘It’s Difficult To See A Clear Path Towards Resolution’: When It Comes To Italy, Grab Your Magic 8 Balls

One Trader Asks: ‘Are We Sleep Walking Into The Next Crisis?’

June 2, 2018November 13, 2018

“Quick – the United States suddenly backtracks on half century of globalization and enters a trade war with almost all of its trading partners – do you buy or sell equities? And how about bonds?”

Read More

2 Comments on One Trader Asks: ‘Are We Sleep Walking Into The Next Crisis?’

Sears Still Screwed, Eddie Lampert Still Gonna Be Fine

June 2, 2018

Might even be in line for a nice parting gift.

Read More

Leave a Comment on Sears Still Screwed, Eddie Lampert Still Gonna Be Fine

Tumult.

June 1, 2018June 1, 2018

Aaaand that’s the week.

Read More

Leave a Comment on Tumult.

Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him

June 1, 2018June 1, 2018

Draw your own conclusions.

Read More

2 Comments on Here’s What Went Wrong For Bill Gross This Week And Here’s Why The Trade May Continue To Move Against Him

Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’

June 1, 2018

Well, we already know what President Dennison thinks about the May jobs report. In fact,

Read More

2 Comments on Here’s What Wall Street Thinks About A Jobs Report So Good The New York Times ‘Ran Out Of Words To Describe It’

‘If That Was Anyone But Him, They Would Have A Date With The SEC’: White House Fends Off Criticism After Trump Leaks Jobs Report

June 1, 2018June 1, 2018

“…this is all according to routine, law and custom.”

Read More

Leave a Comment on ‘If That Was Anyone But Him, They Would Have A Date With The SEC’: White House Fends Off Criticism After Trump Leaks Jobs Report

Donald Trump Now So Excited About Previously ‘Fake’ Jobs Data, He’s Helping Traders Frontrun The BLS With His Twitter Account

June 1, 2018

“The ratings will be tremendous.”

Read More

Leave a Comment on Donald Trump Now So Excited About Previously ‘Fake’ Jobs Data, He’s Helping Traders Frontrun The BLS With His Twitter Account

Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased

June 1, 2018June 1, 2018

“Looking forward to seeing it”…

Read More

4 Comments on Jobs Report Beats Across The Board, Unemployment Rate Falls, Just As Economist Donald Trump Teased

Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?

June 1, 2018June 1, 2018

He “respects your decision” but don’t you expect him to “share” it, ok?

Read More

Leave a Comment on Spain Likely Headed For New Elections, But For Now I Guess Let’s Buy Spanish Assets Because Nobody Liked Rajoy?

‘Brilliant’ Strategist Steve Bannon Says Trump May Need To Fire Rod Rosenstein And Wait … Why Does Anyone Care Again?

May 31, 2018

Oh, Christ on a bike.

Are we still listening to Steve Bannon?

Read More

Leave a Comment on ‘Brilliant’ Strategist Steve Bannon Says Trump May Need To Fire Rod Rosenstein And Wait … Why Does Anyone Care Again?

With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

Read More

oil1 Comment on With Friends Like You.

Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?

May 31, 2018May 31, 2018

Good luck trying to figure all of this out.

Read More

Leave a Comment on Italy Has A Maybe Government, Spain Has ‘No Confidence’ And Generally Speaking, Europe Is All ‘WTF’?

Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

May 31, 2018May 31, 2018

Because fuck friends. I guess (?)

Read More

8 Comments on Trump Spanks Closest Allies With Tariffs, Plans To Clear All Mercedes From 5th Avenue Where He Hypothetically Shoots Random People Without Losing Voters

Robert Shiller Thinks Bitcoin Will Probably Go Extinct, But If You Want To Trade It During His Final Exam, Then Go Ahead And Be A Moron

May 31, 2018

“I had one student who asked if he could keep his laptop during our final exam so he could make a trade.”

Read More

Leave a Comment on Robert Shiller Thinks Bitcoin Will Probably Go Extinct, But If You Want To Trade It During His Final Exam, Then Go Ahead And Be A Moron

Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers

May 31, 2018

The bar is high. Or is it?

Read More

Leave a Comment on Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers

In Europe: A Tenuous Calm

May 31, 2018

It’s a good thing no one is planning on introducing any further uncertainty into the mix. Oh, wait…

Read More

5 Comments on In Europe: A Tenuous Calm

Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

May 30, 2018

Just when you thought it was safe.

Read More

1 Comment on Trump Decides Trade War Is Back On, Will Slap Tariffs On Europe, Canada, Mexico And Then In Two Weeks, China

Opposite Day.

May 30, 2018May 30, 2018

Like yesterday, only completely different.

Read More

oilLeave a Comment on Opposite Day.

Bill Gross Suffers Worst Day In Four Years Proving That At Least One Man Is Indeed In A ‘Bear Market’

May 30, 2018

“Bonds, like men, are in a bear market.”

Read More

Leave a Comment on Bill Gross Suffers Worst Day In Four Years Proving That At Least One Man Is Indeed In A ‘Bear Market’

Posts pagination

Previous 1 … 549 550 551 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • SeaTurtle on Rasputin Presiding
  • Mr. Lucky on Rasputin Presiding
  • SeaTurtle on Rasputin Presiding
  • TCX2 on Rasputin Presiding

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.