Skip to content
Monday, November 09, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Megaspeed Indeed. (Two Huangs Don’t Make A Right)

November 9, 2026November 9, 2026
  • Jensen Got Honey-Trapped

    November 8, 2026November 8, 2026
  • Rasputin Presiding

    November 8, 2026November 8, 2026
  • Inflation Week!

    November 8, 2026November 8, 2026

Markets

Weekly: Melodrama

November 7, 2026November 9, 2026
  • ‘Dem Fatale’ Crashes The AI Party

    November 6, 2026November 8, 2026
  • 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

economy

Inflation Fatalism Has Set In

November 6, 2026November 8, 2026
  • 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

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

Tech Got No Love This Earnings Season

November 3, 2026November 8, 2026

ECB Will Cut QE In Half, But You And Draghi Can Still Netflix And Chill For 9 Months

October 13, 2017October 13, 2017

Yes, “very gradually.” Or preferably “not at all.” But like the Fed, they’re going take some baby steps and see how things go. 

Read More

Leave a Comment on ECB Will Cut QE In Half, But You And Draghi Can Still Netflix And Chill For 9 Months

On Friday, Trump Will Make ‘Defining’ Foreign Policy ‘Blunder’ With Iran

October 13, 2017

“Trump’s Iran policy is not just an attack on President Barack Obama’s foreign policy legacy; it will also define his own.”

Read More

Leave a Comment on On Friday, Trump Will Make ‘Defining’ Foreign Policy ‘Blunder’ With Iran

Key Calls (Friday): Upgrades, Downgrades & Initiations

October 13, 2017October 13, 2017

You need an upgrade.

Read More

Leave a Comment on Key Calls (Friday): Upgrades, Downgrades & Initiations

One Chart Shows All The Ways A Fed Hike Could Create (Fleeting) Bouts Of Volatility

October 12, 2017October 12, 2017

Start from the bottom left…

Read More

Leave a Comment on One Chart Shows All The Ways A Fed Hike Could Create (Fleeting) Bouts Of Volatility

Trump Calls NBC ‘Disgusting’ Just As CNN’s Erin Burnett Brands Him ‘Hypocrite-In-Chief’

October 12, 2017October 12, 2017

“May be worse than CNN.”

Read More

Leave a Comment on Trump Calls NBC ‘Disgusting’ Just As CNN’s Erin Burnett Brands Him ‘Hypocrite-In-Chief’

Donald Trump Has A Ground-Breaking New Theory About The Stock Market

October 12, 2017October 12, 2017

“So you can say in one sense, we are really increasing values and may be in a sense, we are reducing debt. We are very honored by it and very, very happy by what’s happening in Wall Street.”

Read More

2 Comments on Donald Trump Has A Ground-Breaking New Theory About The Stock Market

Goldman Spots A Potential ‘Sign Of Trouble’ In High Yield

October 12, 2017

“It has only been flatter in only 20% of the trading sessions since the crisis.”

Read More

Leave a Comment on Goldman Spots A Potential ‘Sign Of Trouble’ In High Yield

‘Are They Playing That For Me?’ Trump Plugs Sean Hannity’s Ratings During Evening Colors

October 12, 2017October 12, 2017

“They’re playing that in honor of his ratings.”

Read More

1 Comment on ‘Are They Playing That For Me?’ Trump Plugs Sean Hannity’s Ratings During Evening Colors

‘You Know What? It’s Fine.’

October 12, 2017

There’s always tomorrow…

Read More

Leave a Comment on ‘You Know What? It’s Fine.’

One Trader Reminds You What ‘The Real Driver Of Markets’ Is

October 12, 2017October 12, 2017

“In all my years trading, I can’t recall a non-summer or non-holiday period that has been as boring as the past couple of weeks. I mean, B-O-R-I-N-G.”

Read More

1 Comment on One Trader Reminds You What ‘The Real Driver Of Markets’ Is

San Juan Mayor Rips Trump The ‘Paper Towel Throwing Hater’ In Scathing Press Release

October 12, 2017

“While you’re amusing yourself throwing paper towels at us”…

Read More

7 Comments on San Juan Mayor Rips Trump The ‘Paper Towel Throwing Hater’ In Scathing Press Release

Earthquake Detected In North Korea; ‘Tremors’ Detected In USDJPY

October 12, 2017October 12, 2017

This event occurred in the area of the previous North Korean Nuclear tests

Read More

1 Comment on Earthquake Detected In North Korea; ‘Tremors’ Detected In USDJPY

Trump Signs Health Care Executive Order, Here’s What It Really Means

October 12, 2017

“Its aim is clearly to do with the pen what Congress wouldn’t.”

Read More

7 Comments on Trump Signs Health Care Executive Order, Here’s What It Really Means

Sheriff Steve Prator Is Furious That The Inmates Who Wash His Car Are Going To Be Released

October 12, 2017October 12, 2017

“The [prisoners] that you can work, the ones that can pick up trash, the work-release programs—but guess what? Those are the ones that they’re releasing!”

Read More

4 Comments on Sheriff Steve Prator Is Furious That The Inmates Who Wash His Car Are Going To Be Released

The Fed Is About To Cause A Recession, Lacy Hunt Swears

October 12, 2017October 12, 2017

“I’m very doubtful that they’ll be able to unwind the balance sheet to the extent they say they will.”

Read More

3 Comments on The Fed Is About To Cause A Recession, Lacy Hunt Swears

Trader: You Don’t Have To Like Stocks, You Just Have To Buy Them

October 12, 2017

“The market keeps going up and quant models and passive index funds don’t care why, just that it is. And they choose to or are forced to keep participating.”

Read More

4 Comments on Trader: You Don’t Have To Like Stocks, You Just Have To Buy Them

It’s Time For JPMorgan To Start Trading Bitcoin

October 12, 2017October 12, 2017

Well unless cross-asset volatility picks up in a hurry, it looks like the irony for JPMorgan is that they might want to consider following Goldman over to the crypto “dark side”…

Read More

5 Comments on It’s Time For JPMorgan To Start Trading Bitcoin

Trump Wakes Up, Reminds Puerto Rico Their Infrastructure Sucks, Says FEMA Can’t Stay ‘Forever’

October 12, 2017October 12, 2017

“All infrastructure was already a disaster.”

Read More

6 Comments on Trump Wakes Up, Reminds Puerto Rico Their Infrastructure Sucks, Says FEMA Can’t Stay ‘Forever’

Mikhail Gorbachev Very Politely Asks Russia And The U.S. To Avoid Nuking Each Other

October 12, 2017October 12, 2017

“Relations between the two nations are in a severe crisis.”

Read More

3 Comments on Mikhail Gorbachev Very Politely Asks Russia And The U.S. To Avoid Nuking Each Other

Trump’s Lawyers Said To Ponder Offering Mueller A Meeting In High-Stakes Gamble

October 12, 2017October 12, 2017

If his attorneys think they can trust him to sit through an entire interview with Robert Mueller without flying off the handle or, at the very least, accidentally incriminating himself, they don’t know much about their client.

Read More

6 Comments on Trump’s Lawyers Said To Ponder Offering Mueller A Meeting In High-Stakes Gamble

Key Calls (Thursday): Upgrades, Downgrades & Initiations

October 12, 2017October 12, 2017

You need an upgrade.

Read More

2 Comments on Key Calls (Thursday): Upgrades, Downgrades & Initiations

Tennessee Is 137,000 Retirees Worth Of Sure That South Korea Isn’t Going To Get Nuked

October 11, 2017October 11, 2017

Famous last words? “The long-term history with this situation is that it’s a lot of posturing and not much reality.”

Read More

2 Comments on Tennessee Is 137,000 Retirees Worth Of Sure That South Korea Isn’t Going To Get Nuked

Race For Fed Chair Takes New Turn As Mnuchin Said To Push ‘Strongly’ For Powell

October 11, 2017

Stay tuned. The ratings will be “tremendous.”

Read More

5 Comments on Race For Fed Chair Takes New Turn As Mnuchin Said To Push ‘Strongly’ For Powell

Trump’s ‘Unprecedented’ Stock Market Rally In One Chart

October 11, 2017October 11, 2017

We suppose that depends on how loosely you define the word “virtually.” 

Read More

1 Comment on Trump’s ‘Unprecedented’ Stock Market Rally In One Chart

Close Your Eyes And Buy.

October 11, 2017

Don’t worry about the orange man.

Read More

OPEC7 Comments on Close Your Eyes And Buy.

Steve Bannon Says Trump Has Only A 30% Chance Of Making It Through His First Term

October 11, 2017October 11, 2017

“He saw the cult of personality was broken.”

Read More

8 Comments on Steve Bannon Says Trump Has Only A 308 Chance Of Making It Through His First Term

The Quiet Bull Market You’re Not Paying Enough Attention To

October 11, 2017

“It seems like everyone is all bulled up on America. Well, sold to them. I am more interested in buying the quiet rising market which everyone is skeptical of, rather than the frothy expensive one that everyone loves.”

Read More

Leave a Comment on The Quiet Bull Market You’re Not Paying Enough Attention To

Posts pagination

Previous 1 … 623 624 625 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • John L on Rasputin Presiding
  • derek on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • derek on Jensen Got Honey-Trapped
  • John Taylor on Jensen Got Honey-Trapped

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.