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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

Euphoria No More.

April 18, 2018April 18, 2018

Curb your enthusiasm. 

Literally.

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1 Comment on Euphoria No More.

Here Are Some Fun Theories About The Question On Everyone’s Mind: ‘WTF Sean Hannity And Michael Cohen?’

April 18, 2018April 18, 2018

“I have found my true soulmate. And even though Esmerelda is a goat, I know we’ll be very happy together.”

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3 Comments on Here Are Some Fun Theories About The Question On Everyone’s Mind: ‘WTF Sean Hannity And Michael Cohen?’

Erdogan Calls For Snap “Elections”, Mark Your Calendar!

April 18, 2018April 18, 2018

ERDOGAN CALLS FOR EARLY ELECTIONS IN TURKEY

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1 Comment on Erdogan Calls For Snap “Elections”, Mark Your Calendar!

Morgan Stanley Dares You To Fade Their Quarter Like You Did Goldman And JPMorgan

April 18, 2018April 18, 2018

Does this work, or not so much?

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When You Lose Jeremy: Siegel Says ‘These Gains You’re Talking About’ Might Be Unrealistic

April 18, 2018April 18, 2018

“…I just don’t think they’re going to be realized.”

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Leave a Comment on When You Lose Jeremy: Siegel Says ‘These Gains You’re Talking About’ Might Be Unrealistic

Trump Wakes Up, Says Porn Stars Are Making Up Tom Bradys, Says He’s Excited To Meet Kim Jong-Un

April 18, 2018April 18, 2018

The President wishes you a happy Wednesday.

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China Bails Out Flagging Stock Market As Bonds Stage Enormous Rally After RRR Cut

April 18, 2018April 18, 2018

3,000 is your number, apparently.

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Trader: There Is No Better Signal Than This

April 17, 2018November 13, 2018

“Don’t bother arguing with the hard-money gurus about the correct policy course. Just watch the yield curve. The market is smarter than all of us.”

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Leave a Comment on Trader: There Is No Better Signal Than This

Truly Fine Gentlemen.

April 17, 2018April 17, 2018

In good hands.

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2 Comments on Truly Fine Gentlemen.

The Wall Street Journal’s Anti-Tax Suicide Mission

April 17, 2018April 17, 2018

The Journal has found a Pandora’s Box, and it can’t not open it.

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It’s Too Late To Stop Now: The Case Against Bonds

April 17, 2018April 17, 2018

“Understanding the past is crucial to predicting the future.  It helps us come to terms with the fact that just as Van Morrison sang “too late to stop now,” we become addicted to debt and low rates without an answer to the question – how do we stop?”

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5 Comments on It’s Too Late To Stop Now: The Case Against Bonds

‘A Taste Of The High (Vol.) Life’, Courtesy Of Goldman

April 17, 2018April 17, 2018

Again, please: “We’re not in Kansas anymore.”

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Goldman Makes Trading Great Again, But Investors Would Rather Netflix And Chill, Apparently

April 17, 2018

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Roasted Turkey: Lira, Stocks Dive As Erdogan Considers Calling Early “Elections”

April 17, 2018April 17, 2018

The “enemy of interest rates” might need to go ahead and cement his power more than a year ahead of time.

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Leave a Comment on Roasted Turkey: Lira, Stocks Dive As Erdogan Considers Calling Early “Elections”

Here’s What You Need To Know About China’s RRR Cut

April 17, 2018April 17, 2018

CHINA CUTS RRR FOR QUALIFIED BANKS BY 1 PERCENTAGE POINT

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From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News

April 17, 2018April 17, 2018

China is going to hit you with so much news that you’ll have a difficult time crafting a consistent narrative and who knows, maybe that’s the point.

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1 Comment on From GDP To Cars & Planes To Sorghum Duties, China Smothers World With News

Commodities Are The YTD Winner And One Bank Thinks The Fun Is Just Getting Started

April 16, 2018April 16, 2018

Mind the “how”.

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oilLeave a Comment on Commodities Are The YTD Winner And One Bank Thinks The Fun Is Just Getting Started

Go Long.

April 16, 2018

And it’s only Monday.

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4 Comments on Go Long.

Trump Makes An Ass Of Nikki Haley, Halts Plans For Further Russia Sanctions

April 16, 2018April 16, 2018

“Hey, it’s us. Yeah, we don’t know what she was talking about, but we’re not announcing anything tomorrow.”

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2 Comments on Trump Makes An Ass Of Nikki Haley, Halts Plans For Further Russia Sanctions

Here’s Why Russia Sanctions Are ‘A Game Changer’ For OPEC

April 16, 2018April 16, 2018

“…one very good reason to deepen its ongoing cooperation with OPEC.”

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oil, OPECLeave a Comment on Here’s Why Russia Sanctions Are ‘A Game Changer’ For OPEC

Trader: ‘Investors Know Central Banks Are Just As Deeply Into These Trades As They Are’

April 16, 2018

“It has been just too great a strategy to call the bluff of those advising caution.”

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Elon Musk Fears ‘An Immortal Robot Dictator’ (Other Than Him) Will One Day Rule The World

April 16, 2018

“We don’t hate ants.”

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Trader Recounts ‘The Greatest Risk Arb Of All-Time’

April 16, 2018April 16, 2018

” Most of what I learned about this trade was through rumours heard at bars and tidbits passed along the trading desk at slow moments. Yet I think I know the story well enough to recount the tale of one of the gutsiest risk arbitrage plays of all time.”

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1 Comment on Trader Recounts ‘The Greatest Risk Arb Of All-Time’

Trump Wakes Up, Screams At Russia, China For ‘Playing Unacceptable Devaluation Games!’

April 16, 2018

“Not acceptable!”

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3 Comments on Trump Wakes Up, Screams At Russia, China For ‘Playing Unacceptable Devaluation Games!’

‘It’s Not Like We’re In This Spectacular Market’: Shiller Delivers Reality Check

April 16, 2018April 16, 2018

“The United States is the most expensive market in the world.”

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Chinese Stocks Fall As Hong Kong Warns ‘Rising Rates Are Unavoidable’

April 16, 2018

“We must carefully consider whether we can cope with the increase in interest expense on loans, and we must also pay attention to the increase in interest rates to asset prices.”

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1 Comment on Chinese Stocks Fall As Hong Kong Warns ‘Rising Rates Are Unavoidable’

‘Oh, My God’: Full Week Ahead Preview

April 15, 2018April 15, 2018

Plenty to fret about (and laugh at).

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oil, OPEC2 Comments on ‘Oh, My God’: Full Week Ahead Preview

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Monthly Letters

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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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