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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

KKK Grand Wizard Thanks Trump For ‘Courage’ While AFL-CIO Boss Quits Council

August 16, 2017

“Thank you President Trump”…

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3 Comments on KKK Grand Wizard Thanks Trump For ‘Courage’ While AFL-CIO Boss Quits Council

Trump Says Amazon Is Destroying ‘Towns, Cities, And States’

August 16, 2017

“Time to get tough.”

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2 Comments on Trump Says Amazon Is Destroying ‘Towns, Cities, And States’

Key Calls (Wednesday): Upgrades, Downgrades & Initiations

August 16, 2017August 16, 2017

You need an upgrade.

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‘Bring Out Your Dead!’ Another One Bites The Dust

August 15, 2017

“Bring out your dead!”…

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1 Comment on ‘Bring Out Your Dead!’ Another One Bites The Dust

And A Nation Wept

August 15, 2017

“On Tuesday, he removed any doubt.”

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11 Comments on And A Nation Wept

NIRP-Finity? Negative-Yielding Debt Is Back Above $8.5 Trillion

August 15, 2017

Have we passed the point of no return in terms of escaping from NIRP?

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2 Comments on NIRP-Finity? Negative-Yielding Debt Is Back Above $8.5 Trillion

Trump’s Total Meltdown: Rants On Charlottesville, Slaves, Lee, George Washington

August 15, 2017August 15, 2017

“Did George Washington have slaves?!”

“How about Jefferson? Do you like Thomas Jefferson?!”

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22 Comments on Trump’s Total Meltdown: Rants On Charlottesville, Slaves, Lee, George Washington

Requiem For A Crisis.

August 15, 2017August 15, 2017

Kind of makes you think…

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3 Comments on Requiem For A Crisis.

Nedbank Asks: Is A Dollar Liquidity Crunch Coming?

August 15, 2017

“The shortage of dollars is a longer-term structural problem for the world.”

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‘S&P 500: Just Say Hell No!’ GMO Delivers Gut Punch

August 15, 2017August 15, 2017

If our goal is compounding capital for the long term, which it is, we would not just say “No,” but something akin to “Hell no!”

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1 Comment on ‘S&P 500: Just Say Hell No!’ GMO Delivers Gut Punch

KeepItMadeInUSA Boss Quits On Trump; Tiki Says KKK Is Misusing Their Torches

August 15, 2017

“It’s the right thing to do.”

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Bad News: The Buyback Scheme Has Reached A Limit

August 15, 2017

“Perhaps over-leveraged US companies have finally reached a limit.”

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1 Comment on Bad News: The Buyback Scheme Has Reached A Limit

52% Of Republicans Would Support Trump Suspending 2020 Election

August 15, 2017August 15, 2017

The saving grace for America is that Trump is anything but. 

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6 Comments on 526 Of Republicans Would Support Trump Suspending 2020 Election

Trump Says Glad To Be Rid Of CEOs Who ‘Grandstanded’ Against Nazis

August 15, 2017

Apparently, it’s now “grandstanding” to “stand” against the KKK and neo-Nazis, because after three CEOs quit his manufacturing council in response to the President’s failure to immediately condemn white supremacists, Trump has decided the best response is to tweet shame them.

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3 Comments on Trump Says Glad To Be Rid Of CEOs Who ‘Grandstanded’ Against Nazis

Trader: ‘Get Me The Hell Out’ Is Different From ‘Where Should I BTFD’

August 15, 2017

Ok, it’s time for your daily dose of Richard Breslow. Today’s missive from the former

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2 Comments on Trader: ‘Get Me The Hell Out’ Is Different From ‘Where Should I BTFD’

Larry Summers Goes H.A.M: ‘Every CEO Should Resign From Trump’s Councils!’

August 15, 2017

“No advisor committed to the bipartisan American traditions of government can possibly believe he or she is being effective at this point. And all should feel ashamed for complicity in Mr Trump’s words and deeds. I sometimes wonder how they face their children.”

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1 Comment on Larry Summers Goes H.A.M: ‘Every CEO Should Resign From Trump’s Councils!’

The VIX, Trump’s Pulp Fiction Moment, And The Triumph Of BTFD

August 15, 2017August 15, 2017

“And you will know my name is the lord!”

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1 Comment on The VIX, Trump’s Pulp Fiction Moment, And The Triumph Of BTFD

Dollar, Yields Jump As Retail Sales Beat

August 15, 2017August 15, 2017

U.S. July Retail Sales Rose 0.6% vs Est. 0.3%

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Freudian Retweet: Trump Retweets Man Calling Him A Fascist

August 15, 2017August 15, 2017

Call it a “Freudian retweet.”

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7 Comments on Freudian Retweet: Trump Retweets Man Calling Him A Fascist

Pound Dives On Disappointing Inflation Data – Hooray For Bad News!

August 15, 2017

Ok, so the market is clearly fading any notion that the BoE is going to

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Markets Can’t Escape Super-Scary ‘Shadow Of Negatives’

August 15, 2017

“To my mind, the facts still lean significantly bearish and suggest the phase of broad risk aversion isn’t yet done.”

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Key Calls (Tuesday): Upgrades, Downgrades & Initiations

August 15, 2017August 15, 2017

You need an upgrade.

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Futures Jump On Trump Infrastructure Headline, Yen Falls As Kim ‘Backs Down’

August 14, 2017

TRUMP TO SIGN EXEC. ORDER RELATING TO INFRASTRUCTURE PROJECTS

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2 Comments on Futures Jump On Trump Infrastructure Headline, Yen Falls As Kim ‘Backs Down’

‘Thanks President Obama And Thanks Chair Yellen’

August 14, 2017August 14, 2017

“But recall that candidate Trump dismissed official reports of strong economic numbers when they came under Obama by saying the Federal Reserve was creating a “false economy” and the stock market was rising due to an “artificial” bubble.”

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1 Comment on ‘Thanks President Obama And Thanks Chair Yellen’

Billionaire Bears Club

August 14, 2017

“Whether it is Gross, Icahn, Gundlach, Jones or Marks, there is no shortage of billionaires warning about the impending stock market crash.”

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1 Comment on Billionaire Bears Club

Selloff? I Hardly Knew Her.

August 14, 2017August 14, 2017

And now back to your regularly scheduled rally.

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3 Things Are Certain: Death, Taxes, And China Chicken Littles

August 14, 2017August 14, 2017

“There is an old saying that “nothing is certain except death and taxes.” These days, we can probably add a third inevitability: that someone calls for the implosion of China’s economy or credit market.”

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Monthly Letter

  • The Arbitrageur

Recent Comments

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  • John L on Buy The Dip? (Honeypot Training)
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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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