Skip to content
Sunday, November 08, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Inflation Week!

November 8, 2026
  • 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

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

Michael Cohen Thought His Life Already Sucked Pretty Bad And Then The F.B.I. Raided His Office On Monday

April 9, 2018April 9, 2018

Wow, how hilarious is this, right?

Read More

5 Comments on Michael Cohen Thought His Life Already Sucked Pretty Bad And Then The F.B.I. Raided His Office On Monday

Bad Moon Rising.

April 9, 2018April 9, 2018

Can you feel the tension?

Read More

oil4 Comments on Bad Moon Rising.

$1 Trillion Here We Come! New CBO Forecast Probably Won’t Please Trump

April 9, 2018April 9, 2018

#MALFRTIAW: Make America less fiscally responsible than it already was.

Read More

Leave a Comment on $1 Trillion Here We Come! New CBO Forecast Probably Won’t Please Trump

It’s Not Like Trump Lobbied Against Sprinkler Systems In Tall Buildings And/Or Called The Deceased A ‘Crazy Jew’, Ok?

April 9, 2018April 9, 2018

“Apparently he already had a go-round with him about something.”

Read More

Leave a Comment on It’s Not Like Trump Lobbied Against Sprinkler Systems In Tall Buildings And/Or Called The Deceased A ‘Crazy Jew’, Ok?

Larry Kudlow Thinks We Should ‘All Just Back Up’ And Stop Blaming Donald Trump For The Things Donald Trump Does

April 9, 2018

I’ll confess I’m still having a little bit of trouble coming to terms with this new reality…

Read More

Leave a Comment on Larry Kudlow Thinks We Should ‘All Just Back Up’ And Stop Blaming Donald Trump For The Things Donald Trump Does

Janet Yellen Warns Of ‘Debt Crisis’, Blasts Trump Tax Cuts In Op-Ed

April 9, 2018April 9, 2018

“The U.S. unemployment rate is down to 4.1 percent, and economic growth could well increase in 2018. Consumer and business confidence is high. What could go wrong?”

Read More

20 Comments on Janet Yellen Warns Of ‘Debt Crisis’, Blasts Trump Tax Cuts In Op-Ed

The ECB Is Super Proud Of Themselves In Annual Report – There’s Just One Problem…

April 9, 2018April 9, 2018

“…data surprises are now the most negative since the peripheral crisis.”

Read More

Leave a Comment on The ECB Is Super Proud Of Themselves In Annual Report – There’s Just One Problem…

‘Wait, That’s Not What I’m Looking For, Take That Down’: Fox Accidentally Admits No One Trusts Them

April 9, 2018April 9, 2018

Oh, well! Nothing a half hour’s worth of denigrating minorities won’t fix.

Read More

Leave a Comment on ‘Wait, That’s Not What I’m Looking For, Take That Down’: Fox Accidentally Admits No One Trusts Them

Goldman Asks Trump: Is It Really ‘Easy’ To ‘Win’ A Trade War?

April 9, 2018April 9, 2018

“But how easy is it really?”

Read More

Leave a Comment on Goldman Asks Trump: Is It Really ‘Easy’ To ‘Win’ A Trade War?

‘Things Could Look Like 2015 Again’: China Said To ‘Study’ Yuan Devaluation To Counter Trump

April 9, 2018April 9, 2018

“There are no good options”.

Read More

Leave a Comment on ‘Things Could Look Like 2015 Again’: China Said To ‘Study’ Yuan Devaluation To Counter Trump

War And (No) Peace: Full Week Ahead Preview

April 8, 2018

Say your prayers.

Read More

oil2 Comments on War And (No) Peace: Full Week Ahead Preview

Soros Vs. Robertson: One Pro Relives A Clash Of The Titans

April 8, 2018April 8, 2018

“This is the story of that showdown and why it cemented in my mind why George Soros is the greatest trader that has ever lived.”

Read More

Leave a Comment on Soros Vs. Robertson: One Pro Relives A Clash Of The Titans

Trump Threatens ‘Animal Assad’, Russia, Iran After Latest Chemical Attack On Civilians In Syria

April 8, 2018April 8, 2018

“Red lines”.

Read More

3 Comments on Trump Threatens ‘Animal Assad’, Russia, Iran After Latest Chemical Attack On Civilians In Syria

Trump Wakes Up, Says Washington Post Is ‘Made Up Garbage’, Swears John Kelly Stories Are False

April 8, 2018April 8, 2018

And remember, when Trump starts tweeting about Amazon again, it has nothing to do with the Washington Post, ok?

Read More

Leave a Comment on Trump Wakes Up, Says Washington Post Is ‘Made Up Garbage’, Swears John Kelly Stories Are False

Have You Heard The One About The Dirty Shirt And The Flat Skew?

April 8, 2018April 8, 2018

Ok, but who eats messy food in a spotless white shirt?

Read More

Leave a Comment on Have You Heard The One About The Dirty Shirt And The Flat Skew?

Trader: Probably Not Best To Unwind 30 Years Of Chinese Trade Policy With 1 Month Of Tweets

April 7, 2018November 13, 2018

“So, if we assume that Trump wants to reverse this process, then what’s the logical outcome?”

Read More

1 Comment on Trader: Probably Not Best To Unwind 30 Years Of Chinese Trade Policy With 1 Month Of Tweets

Stocks And The ‘Restriking Of The Fed Put’

April 7, 2018

“In our view, Fed put is currently moving deeper out of the money. This is effectively a withdrawal of convexity and risk assets are reacting with what at the moment appears as a reinforcing loop.”

Read More

Leave a Comment on Stocks And The ‘Restriking Of The Fed Put’

Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?

April 7, 2018April 7, 2018

Remember, the bar is high.

Read More

Leave a Comment on Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?

David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’

April 7, 2018

“And, no, he is not playing some kind of clever 5-dimensional chess or 3-dimensional chess that the talking heads were gumming about this AM. He’s not even playing checkers—to say nothing of pick-up-sticks.”

Read More

1 Comment on David Stockman: ‘It Can Be Well And Truly Said That Trump Has Gone Stark, Raving Bonkers’

$100 Billion Dollars!

April 6, 2018

FFS.

Read More

oil3 Comments on $100 Billion Dollars!

2 Scoops Of Mnuchin: ‘There’s The Potential For A Trade War’, Trump ‘In Talks’ With Postal Service on Amazon

April 6, 2018

“I’m cautiously optimistic that we will be able to work this out. But”…

Read More

4 Comments on 2 Scoops Of Mnuchin: ‘There’s The Potential For A Trade War’, Trump ‘In Talks’ With Postal Service on Amazon

This Is What It Looks Like When A Man With Dementia Talks About ‘Taxes’ In West Virginia

April 6, 2018

“They’re cut up!”

Read More

Leave a Comment on This Is What It Looks Like When A Man With Dementia Talks About ‘Taxes’ In West Virginia

Going Nuclear? Goldman Warns China May Soon Be Forced To Depreciate Currency, Sell Treasurys

April 6, 2018April 6, 2018

“…there are simply not enough US exports to retaliate against.”

Read More

15 Comments on Going Nuclear? Goldman Warns China May Soon Be Forced To Depreciate Currency, Sell Treasurys

As Trump Lashes Out At ‘Unfair’ WTO, Here’s What One Expert Says

April 6, 2018April 6, 2018

He’s right and wrong. But mostly wrong.

Read More

Leave a Comment on As Trump Lashes Out At ‘Unfair’ WTO, Here’s What One Expert Says

Larry Kudlow’s Really Bad Week Continues, But Don’t Worry Because He Swears Trump Is Keeping Him In The Loop

April 6, 2018April 6, 2018

Sorry, Larry, but you’re not going to last in this role.

Read More

Leave a Comment on Larry Kudlow’s Really Bad Week Continues, But Don’t Worry Because He Swears Trump Is Keeping Him In The Loop

China: We’ll Take ‘Immediate, Intense’ Action If U.S. Publishes New Tariff List

April 6, 2018April 6, 2018

An “immediate, intense” fucking.

Read More

2 Comments on China: We’ll Take ‘Immediate, Intense’ Action If U.S. Publishes New Tariff List

Jobs Report Misses Bigly, AHE Inline

April 6, 2018April 6, 2018

U.S. March Nonfarm Payrolls Rose 103k; Unemp. Rate at 4.1%

Read More

Leave a Comment on Jobs Report Misses Bigly, AHE Inline

Posts pagination

Previous 1 … 564 565 566 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • Eddie Z on Rasputin Presiding
  • SeaTurtle on Rasputin Presiding
  • Mr. Lucky on Rasputin Presiding
  • SeaTurtle 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.