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Featured

Buy The Dip? (Honeypot Training)

November 9, 2026November 9, 2026
  • What Are Treasurys Telling Us?

    November 9, 2026November 9, 2026
  • Megaspeed Indeed. (Two Huangs Don’t Make A Right)

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

    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 Week!

November 8, 2026November 9, 2026
  • 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

Geopolitics

Rasputin Presiding

November 8, 2026November 9, 2026

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 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

Tribune Reporter Pens Hilarious ‘Apology’ To Trump On Behalf Of ‘Fake News’

August 24, 2017

“Please accept this apology. I am not at all proud of the things I’ve made you do.”

Read More

4 Comments on Tribune Reporter Pens Hilarious ‘Apology’ To Trump On Behalf Of ‘Fake News’

More Currency Wars: Forint Plunges As NBH Loses Patience

August 24, 2017August 24, 2017

“Closely examining the application of our tools”

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Trump Pre-Blames ‘Mitch M’ For U.S. Default, Then Tweets Picture Of Himself ‘Eclipsing’ Obama

August 24, 2017August 24, 2017

“The best eclipse ever!” 

Read More

3 Comments on Trump Pre-Blames ‘Mitch M’ For U.S. Default, Then Tweets Picture Of Himself ‘Eclipsing’ Obama

‘Go Figure!’ SocGen Reveals The Ugly Truth About The Buyback Bonanza

August 24, 2017

“Buybacks may boost the market, but they do not obviously benefit those companies doing it.”

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1 Comment on ‘Go Figure!’ SocGen Reveals The Ugly Truth About The Buyback Bonanza

‘This Is Very Unusual’ – BoJ Plunge Protection Breaks Topix-Yen Link

August 24, 2017August 24, 2017

#Winning???

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2 Comments on ‘This Is Very Unusual’ – BoJ Plunge Protection Breaks Topix-Yen Link

Andy Hemming Had The Hardest Job In The World – And He Just Gave Up

August 24, 2017August 24, 2017

Yes, Hemming “spends his days immersed in cable television, Twitter, print and online media to suss out positive stories about Trump” – so basically, Hemming has (or had) the same job as the President himself.

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1 Comment on Andy Hemming Had The Hardest Job In The World – And He Just Gave Up

I Put Up A Banner In Trump Tower – Here’s What Happened Next

August 24, 2017

Secret Service: “Do you know Melissa Byrne?”

Neighbor: “No.”

Secret Service: “Why would she protest President Trump?”

Neighbor: “Because he’s a f—ing racist.”

Read More

3 Comments on I Put Up A Banner In Trump Tower – Here’s What Happened Next

Key Calls (Thursday): Upgrades, Downgrades & Initiations

August 24, 2017August 24, 2017

You need an upgrade.

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

Always Go To The Funeral

August 23, 2017

But Brutus says he was ambitious;

And Brutus is an honorable man.

Read More

3 Comments on Always Go To The Funeral

Trump Tried To Sabatoge Russia Sanctions Bill, Quizzed Sen. On Mueller: Politico

August 23, 2017

“It seems he is just always focused on Russia.”

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3 Comments on Trump Tried To Sabatoge Russia Sanctions Bill, Quizzed Sen. On Mueller: Politico

To Mongolia And Beyond

August 23, 2017

I found you some yield…

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‘In The End, Only One Of Them Will Be Left Standing’: Trump Vs. Trump

August 23, 2017August 23, 2017

“There can be only one.”

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2 Comments on ‘In The End, Only One Of Them Will Be Left Standing’: Trump Vs. Trump

4th Grade Press

August 23, 2017August 23, 2017

And just like that, all of the good news trial balloons we got from McConnell on Monday (debt ceiling guarantee) and from Politico on Tuesday (tax reform moving ahead) were rendered null and void…

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1 Comment on 4th Grade Press

Trading The White Moose With Carl Icahn

August 23, 2017

“Central Banks are printing money out of thin air and buying stocks with it. Stop a moment and really take that in.”

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2 Comments on Trading The White Moose With Carl Icahn

Dip-Buyers Assemble! Stocks On Pace For Worst Month Since October

August 23, 2017August 23, 2017

“Make inexorable rallies great again.”

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Phoenix Proves Trump Has Lost His War Against The Free Press

August 23, 2017

“The facts of Trump’s words and deeds, not the reporting of those facts by the free press, are defeating Trump in the battle for support from the American people.”

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6 Comments on Phoenix Proves Trump Has Lost His War Against The Free Press

Kocic: Complacency Has Declined Sharply – But You Probably Didn’t Realize It

August 23, 2017

“It is unlikely that even the last night comments would change that as they concern more of the tail risk, rather than general shift in uncertainty.”

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1 Comment on Kocic: Complacency Has Declined Sharply – But You Probably Didn’t Realize It

Cloudflare CEO Just Can’t Live With Himself After Firing Nazis From Internet

August 23, 2017August 23, 2017

“I helped kick a group of neo-Nazis off the internet last week, but since then I’ve wondered whether I made the right decision.”

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6 Comments on Cloudflare CEO Just Can’t Live With Himself After Firing Nazis From Internet

Analysts: Trump’s Border Wall Comments ‘Dramatically Raise’ Risk Of Shutdown

August 23, 2017August 23, 2017

“Trump’s commitment to securing funds for a border wall dramatically raises the spectre of a shutdown in October and his injurious relationship with Congressional Republican leadership further complicates the underlying calculus.”

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3 Comments on Analysts: Trump’s Border Wall Comments ‘Dramatically Raise’ Risk Of Shutdown

#MAGA Gets Back On Track As Yields, Dollar Fall, VIX Spikes

August 23, 2017

The “Make America Great Again” train was chugging along just fine after a week chock-full

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The Sky Is Indeed Falling – But ‘Evil’ Isn’t ‘Stalking The Trading Rooms’

August 23, 2017

“Doing it or not really isn’t still up for debate. Only how well it will be managed. Opinions differ.”

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Leave a Comment on The Sky Is Indeed Falling – But ‘Evil’ Isn’t ‘Stalking The Trading Rooms’

2 Letters To WaPo On Monuments And Heroes Who Aren’t Heroes

August 23, 2017

“These are hard and painful issues to debate, but if we’re going to remove monuments and tributes, we shouldn’t cherry-pick the issues.”

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Look Out: Euro Jumps As Draghi Silent on FX Risk, PMIs Come In Hot

August 23, 2017

Score one for the crowd who thinks that Mario Draghi is going to have a difficult time keeping a lid on euro strength. 

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Markets Turn Nervous After Trump Wall Threat, NAFTA Nonsense

August 23, 2017August 23, 2017

“The ‘she loves me, she loves me not’ thought process could lead to on-off markets”

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Key Calls (Wednesday): Upgrades, Downgrades & Initiations

August 23, 2017August 23, 2017

You need an upgrade.

Read More

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

Trump Promises Government Shutdown Over Wall During Insane Phoenix Rally

August 22, 2017August 23, 2017

“If we have to close down our government, we’re building that wall.”

“So I think we’ll end up probably terminating Nafta at some point.”

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1 Comment on Trump Promises Government Shutdown Over Wall During Insane Phoenix Rally

This Doesn’t Always End Badly But If It Does…

August 22, 2017August 22, 2017

“In sum, there’s no guarantee that the market will drop over the next five days, but if it does: look out below!”

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1 Comment on This Doesn’t Always End Badly But If It Does…

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • John L on Buy The Dip? (Honeypot Training)
  • WMD on Buy The Dip? (Honeypot Training)
  • Wave Dash on Buy The Dip? (Honeypot Training)
  • azh 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

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