Skip to content
Sunday, September 20, 2026
Heisenberg Report

Heisenberg Report

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

Featured

Achtung Baby

September 20, 2026September 20, 2026
  • What Happens To Stocks If Treasury Yields Go To 6%?

    September 20, 2026September 20, 2026
  • A King In Washington

    September 20, 2026
  • The ‘Real-World’ Energy Shock’s Finally Here

    September 19, 2026September 19, 2026

Markets

‘The House’ Humiliated As Yen Plunges

September 18, 2026September 20, 2026
  • Relief

    September 17, 2026September 19, 2026
  • Holding Pattern

    September 17, 2026September 18, 2026
  • ‘The Plain Fact’

    September 16, 2026September 17, 2026
  • How Crack Spread Reflexivity Kills The Equity Bull Market

    September 16, 2026September 17, 2026

economy

Weekly: The Counterfactual

September 18, 2026September 20, 2026
  • A Mixed Read On A Grim Housing Market

    September 17, 2026September 19, 2026
  • Below 200k. Again.

    September 17, 2026September 18, 2026
  • Warsh Fed Hikes, Thank God

    September 16, 2026September 17, 2026
  • Bolstered By Stock Gains, Americans Keep Spending

    September 16, 2026September 16, 2026

Geopolitics

Over A Barrel

September 14, 2026September 14, 2026

The Bab Al-Mandab Now Belongs To The Houthis

September 11, 2026September 14, 2026

$5,000 ‘Trump Dividend’ Is Classic Populist Inanity

September 10, 2026September 11, 2026

Duly Noted

Who’s Coming To Nashville?

September 19, 2026September 20, 2026

Builder Sentiment Crumbles As US Mortgage Rates Soar

September 16, 2026September 17, 2026

Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail

December 29, 2016October 13, 2021

Earlier this month, in an interview with alternative media outlet Artvoice, Carl Paladino (the co-chair

Read More

1 Comment on Trump Adviser Who Called Michelle Obama A Gorilla Blames E-mail

Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video

December 28, 2016October 13, 2021

Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”

Read More

Leave a Comment on Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video

“Overshoot” Dead Ahead? King Dollar Has Green Light For More Gains

December 28, 2016October 13, 2021

I’ve said it before and I’ll say it again: I do not mind beating a

Read More

Leave a Comment on “Overshoot” Dead Ahead? King Dollar Has Green Light For More Gains

Trump To Trump: “Thanks Donald”

December 28, 2016

Ok, so this is all over the place this morning (i.e. I’m hardly the first

Read More

2 Comments on Trump To Trump: “Thanks Donald”

How Tight Is Liquidity In China? This Tight

December 28, 2016December 28, 2016

Earlier on Wednesday I highlighted tightening liquidity in China. For anyone who missed it or

Read More

Leave a Comment on How Tight Is Liquidity In China? This Tight

Daily Kickstart (China Liquidity Edition)

December 28, 2016

“We again have the condition of low volume plaguing markets,” Jingyi Pan, market strategist at IG

Read More

oilLeave a Comment on Daily Kickstart (China Liquidity Edition)

Heisenberg Nightcap (Dollar Edition)

December 27, 2016

I’ve written volumes lately about the soaring dollar and the worsening global USD funding shortage. Here’s a bit more…

Read More

1 Comment on Heisenberg Nightcap (Dollar Edition)

Does Tuesday’s “Trump’d” Up Confidence Data Mean More Spending Is Right Around The Corner?

December 27, 2016

A word of caution: we’re talking about a one quarter lead time here…

Read More

Leave a Comment on Does Tuesday’s “Trump’d” Up Confidence Data Mean More Spending Is Right Around The Corner?

“We Wish We Bought Every Bond In The Index”: High Yield Knocks It Out Of The Park

December 27, 2016

“The fundamentals still are not that great”…

Read More

oil, OPEC1 Comment on “We Wish We Bought Every Bond In The Index”: High Yield Knocks It Out Of The Park

Dear Nigel…

December 27, 2016

Good luck Britain…

Read More

1 Comment on Dear Nigel…

Thank You Mr. Trump: Consumers Are Confident As Hell

December 27, 2016December 27, 2016

“The world was gloomy before I won”…

Read More

Leave a Comment on Thank You Mr. Trump: Consumers Are Confident As Hell

What’s Wrong With This Picture?

December 27, 2016

Here’s a hint…

Read More

Leave a Comment on What’s Wrong With This Picture?

Populism Partly To Blame For End Of Bond Bubble: Strategist

December 27, 2016

“There are few places to hide for bond investors in this environment”…

Read More

Leave a Comment on Populism Partly To Blame For End Of Bond Bubble: Strategist

Daily Kickstart (Britney Spears Edition)

December 27, 2016December 27, 2016

“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…

Read More

Leave a Comment on Daily Kickstart (Britney Spears Edition)

Turkey’s Erdogan Arrests Cafeteria Worker For Tea Insult

December 26, 2016December 26, 2016

“Insulting the president is a crime punishable by up to four years in prison in Turkey”.

Read More

2 Comments on Turkey’s Erdogan Arrests Cafeteria Worker For Tea Insult

Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up

December 26, 2016

“The world was gloomy before I won…”

Read More

2 Comments on Trump Takes Credit For Stock Rally, Says He Single-Handedly Cheered The World Up

Saudi King Starts Charity For Syria After Helping To Destroy It

December 26, 2016

Here’s why I find it highly amusing (in a morbid kind of way) that Saudi Arabia’s King Salman has now created a charity for Syrian refugees.

Read More

Leave a Comment on Saudi King Starts Charity For Syria After Helping To Destroy It

Presenting The 3 “Transitions” That Will Shape Markets In 2017

December 26, 2016

Not everyone likes to talk about (let alone read about) macro. I’ll go out on

Read More

Leave a Comment on Presenting The 3 “Transitions” That Will Shape Markets In 2017

Are Dictators Better Than Chaos?

December 26, 2016

For decades Arab opinion-makers have ascribed a host of regional ills to the West…

Read More

2 Comments on Are Dictators Better Than Chaos?

Three Kings…

December 26, 2016

“Just don’t mention the multiples…” Via Hedgeye  

Read More

Leave a Comment on Three Kings…

Daily Kickstart (Week Ahead Preview Edition)

December 26, 2016

Happy 2017. Sh*t wait. I forgot. We’ve still got one last holiday shortened, low volume,

Read More

Leave a Comment on Daily Kickstart (Week Ahead Preview Edition)

Why Trump’s Trade Bluster Is Just That

December 25, 2016December 25, 2016

When we think about Donald Trump and his protectionist trade proposals, it’s important to remember

Read More

2 Comments on Why Trump’s Trade Bluster Is Just That

Caption Contest: Star Spangled Banner Edition

December 25, 2016

“When you’re a star they let you do it. You can do anything. Grab ’em by

Read More

Leave a Comment on Caption Contest: Star Spangled Banner Edition

Obama On Trump: “I Was Surprised Just Like Everyone Else”

December 25, 2016

Last week was a veritable lovefest between President-elect Donald Trump and Russian dictator, autocrat, Czar,

Read More

1 Comment on Obama On Trump: “I Was Surprised Just Like Everyone Else”

Resistance Is Futile…

December 25, 2016

This is more appropriate now than it was when it was first published. Via Hedgeye.com:

Read More

2 Comments on Resistance Is Futile…

2016: The Year In Charts

December 25, 2016

Well, it’s been an interesting year. What started out as nothing short of a disaster

Read More

oil, OPECLeave a Comment on 2016: The Year In Charts

Saudi Stocks Jump As Market Cheers New Budget

December 25, 2016December 25, 2016

“Not a market was stirring”… Well, except for the Mid-East bourses where Saudi stocks are markedly

Read More

Leave a Comment on Saudi Stocks Jump As Market Cheers New Budget

Posts pagination

Previous 1 … 754 755 756 … 759 Next

Monthly Letter

  • To Be Happy

Recent Comments

  • derek on What Happens To Stocks If Treasury Yields Go To 6%?
  • Marto on What Happens To Stocks If Treasury Yields Go To 6%?
  • DL on A King In Washington
  • Mr. Lucky on A King In Washington

Monthly Letters

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Escape Artists

May 11, 2026May 11, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.
Loading Comments...

You must be logged in to post a comment.