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

‘They Won’t Be Here Much Longer!’ Trump Says He’ll Destroy North Korea, Threatens To Fire NFL Players

September 24, 2017September 24, 2017

Paging John Kelly, paging John Kelly…

Read More

2 Comments on ‘They Won’t Be Here Much Longer!’ Trump Says He’ll Destroy North Korea, Threatens To Fire NFL Players

‘The Results Look Pretty Bleak’

September 23, 2017September 23, 2017

You have been warned (again) (and again) (and again).

Read More

3 Comments on ‘The Results Look Pretty Bleak’

Former FBI Agent ‘Invites You To Consider Another Possibility’ On Paul Manafort

September 23, 2017

“…but that’s because it was happening somewhere else.”

Read More

3 Comments on Former FBI Agent ‘Invites You To Consider Another Possibility’ On Paul Manafort

Trump, GOP ‘Phenomenal’ Tax Plan Leaked: Here Are The Details

September 23, 2017September 23, 2017

“Big league?”

Read More

3 Comments on Trump, GOP ‘Phenomenal’ Tax Plan Leaked: Here Are The Details

Trump Will Fire Mueller – Here’s What Happens After That

September 23, 2017September 23, 2017

“In the scenario outlined above, in which Trump faces, at the very worst, impeachment without removal, he won’t have completely undone the norms, but he will have eroded them. His tenure will have moved the line of the conceivable.”

Read More

2 Comments on Trump Will Fire Mueller – Here’s What Happens After That

Transparency: The Dark Side

September 23, 2017September 23, 2017

Ok, who’s ready to take another look behind the “fourth wall?”

Read More

8 Comments on Transparency: The Dark Side

‘The Short VIX Plane Is About To Be Running On A Single Engine’

September 23, 2017

“Ultimately, investors can choose to second-guess fund flows, but once headline volatility reaches the lows, the proverbial short VIX “plane” will again be running on a single engine – carry – which itself is reflexively determined by fund flows.”

Read More

Leave a Comment on ‘The Short VIX Plane Is About To Be Running On A Single Engine’

LeBron James Calls Trump A ‘Bum’, NFL Says President ‘Lacks Respect For The Game’

September 23, 2017September 23, 2017

“Going to the White House was a great honor until you showed up.”

Read More

6 Comments on LeBron James Calls Trump A ‘Bum’, NFL Says President ‘Lacks Respect For The Game’

(A New) Record VIX Short

September 23, 2017September 23, 2017

Make of it what you will.

Read More

1 Comment on (A New) Record VIX Short

‘Rocket Man’, ‘Sons Of B—-es’, And ‘Sacks Of Drugs’: Trump’s Alabama Rally In Videos

September 23, 2017September 23, 2017

At a certain point, reality becomes so absurd that it eludes attempts to lampoon it. We’ve reached that point.

Read More

7 Comments on ‘Rocket Man’, ‘Sons Of B—-es’, And ‘Sacks Of Drugs’: Trump’s Alabama Rally In Videos

Quake Detected In North Korea Near Nuke Site; Iran Tests New Ballistic Missile

September 23, 2017

So all in all, just another Saturday in a world that’s completely falling apart.

Read More

1 Comment on Quake Detected In North Korea Near Nuke Site; Iran Tests New Ballistic Missile

‘What Happens If An Airliner Comes Down?’ Trump, Kim, And The H-Bomb Threat

September 22, 2017September 22, 2017

“Trump’s derisive description of Kim Jong Un as ‘Rocket Man on a suicide mission’ and his threat to ‘totally destroy’ North Korea were not in a speech draft that several senior officials reviewed and vetted Monday.”

Read More

14 Comments on ‘What Happens If An Airliner Comes Down?’ Trump, Kim, And The H-Bomb Threat

‘Tell That To Rain Man’

September 22, 2017September 22, 2017

“Either way, you gotta be super smart to run a country and sell vol. buddy, okay? It’s not easy.”

Read More

Leave a Comment on ‘Tell That To Rain Man’

Pound Flash Crashes On Moody’s Cut

September 22, 2017September 22, 2017

UK Cut to Aa2 From Aa1 by Moody’s.

Read More

Leave a Comment on Pound Flash Crashes On Moody’s Cut

Monsters Under The Bed.

September 22, 2017September 22, 2017

“To some extent the market’s resilience is justified; in other cases, however, it looks like a case of when rather than if potential shocks get priced in.”

Read More

Leave a Comment on Monsters Under The Bed.

Moody’s: ‘Perhaps’ You Should ‘Brace For A 20% Plunge In The Next 18 Months’

September 22, 2017September 22, 2017

“Perhaps, the prudent investor should be braced for at least a -20% plunge in the value of a well-diversified portfolio at some point during the next 18 months.”

Read More

Leave a Comment on Moody’s: ‘Perhaps’ You Should ‘Brace For A 20% Plunge In The Next 18 Months’

‘Death Wish’ Coffee Recalled After Company Admits It Might Kill You

September 22, 2017September 22, 2017

“I know our logo and our name might not seem like it … but they stand for fueling your passion.”

Read More

Leave a Comment on ‘Death Wish’ Coffee Recalled After Company Admits It Might Kill You

Put On Your Chewbacca Socks And Buy This ‘Stock’ For 160% Gain

September 22, 2017September 22, 2017

“Why bother with hedge funds when you can buy the SNB? They print Swiss Francs and invest the proceeds in stocks.”

Read More

Leave a Comment on Put On Your Chewbacca Socks And Buy This ‘Stock’ For 160% Gain

Trader: My Glass Is Half Full So Don’t Ruin It For Me, Ok?

September 22, 2017September 22, 2017

“And yet, I almost feel like I’m being an iconoclast by choosing to take a sip from a glass half full.”

Read More

1 Comment on Trader: My Glass Is Half Full So Don’t Ruin It For Me, Ok?

Wilbur Ross: If NAFTA Were A Person, It Would Be A Mass Murderer

September 22, 2017

“Our nation’s ballooning trade deficit has gutted American manufacturing, killed jobs and sapped our wealth. That is going to change under President Trump, and rules of origin are just the beginning.”

Read More

Leave a Comment on Wilbur Ross: If NAFTA Were A Person, It Would Be A Mass Murderer

Goldman Warns: Brace For A Volatile October

September 22, 2017September 22, 2017

“High October volatility is visible in each major index and sector over the past 30 years.”

Read More

1 Comment on Goldman Warns: Brace For A Volatile October

‘North Korea’s H-Bomb Threat Has Limited Impact’ Analyst Imagines

September 22, 2017

And it got still more ridiculous. 

Read More

2 Comments on ‘North Korea’s H-Bomb Threat Has Limited Impact’ Analyst Imagines

Dimon Renews Assault On The Religion Of Bitcoin: ‘It’s Worth Nothing.’

September 22, 2017September 22, 2017

“Right now these crypto things are kind of a novelty. People think they’re kind of neat. But the bigger they get, the more governments are going to close them down.”

Read More

Leave a Comment on Dimon Renews Assault On The Religion Of Bitcoin: ‘It’s Worth Nothing.’

Trump: Kim Jong-Un Is ‘Obviously A Madman Who I Will Test Like Never Before’

September 22, 2017

Trump, having learned absolutely nothing, is back at it this morning on Twitter.

Read More

1 Comment on Trump: Kim Jong-Un Is ‘Obviously A Madman Who I Will Test Like Never Before’

Key Calls (Friday): Upgrades, Downgrades & Initiations

September 22, 2017September 22, 2017

You need an upgrade.

Read More

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

Kim Jong-Un: Trump Is A ‘Mentally Deranged Dotard Who I Will Tame With Fire’

September 21, 2017September 22, 2017

“He is unfit to hold the prerogative of supreme command of a country, and he is surely a rogue and a gangster fond of playing with fire, rather than a politician.”

Read More

2 Comments on Kim Jong-Un: Trump Is A ‘Mentally Deranged Dotard Who I Will Tame With Fire’

North Korea May Detonate H-Bomb In The Pacific: Yonhap

September 21, 2017September 21, 2017

“It could be the most powerful detonation of an H-bomb in the Pacific.”

Read More

2 Comments on North Korea May Detonate H-Bomb In The Pacific: Yonhap

Posts pagination

Previous 1 … 633 634 635 … 765 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • therealheisenberg on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • Mr. Lucky on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • therealheisenberg on Megaspeed Indeed. (Two Huangs Don’t Make A Right)
  • Good Tho on Megaspeed Indeed. (Two Huangs Don’t Make A Right)

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.