The $4 Trillion Fever Dream: Confessions of a Market Witness
The $4 Trillion Fever Dream: Confessions of a Market Witness I've watched bubbles before. The dot-com hysteria of 2000. The housing madness of 2007. The crypto circus of 2021.…
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The Great Divergence: A Structural Analysis of July 2025's Market Mechanics
Part I: The Central Bank Chess Game The monetary policy landscape of July 2025 reveals a fascinating structural phenomenon: central banks are moving in opposite directions with…
MEMORANDUM: "Crypto Week" - A Structural Analysis of Washington's Digital Asset Endgame
MEMORANDUM: "Crypto Week" - A Structural Analysis of Washington's Digital Asset Endgame FROM: The Trading Desk TO: Portfolio Managers & Risk Committee DATE: July 4, 2025…
The Halfway Point Hangover: A Mid-Year Market Reality Check
Welcome to July, fellow degenerates. We've officially crossed the halfway mark of 2025, and what a beautiful disaster it's been. The Dow Jones Industrial Average rose on Tuesday…
The Oil Patch's Bipolar Week
Executive Summary Crude Oil rose to 65.21 USD/Bbl on July 1, 2025, up 0.16% from the previous day, but this modest uptick masks one of the most schizophrenic weeks in energy…
Conversations With My Portfolio
Conversations With My Portfolio A Fictional Dialogue Between Trader and Trades June 30, 2025 Me: So, Bitcoin. We need to talk. Bitcoin: Oh, here we go. Another lecture about…
The Great Crypto Capitulation: Internal Monologue of a Reformed Skeptic
The Great Crypto Capitulation: Internal Monologue of a Reformed Skeptic Why I stopped fighting the machine and started collecting digital breadcrumbs Here I am, staring at my…
The cryptocurrency landscape has evolved dramatically in 2025
The cryptocurrency landscape has evolved dramatically in 2025, with 14 percent of non-owners planning to enter the crypto market this year, and another 48 percent open to doing…
The Complete Beginner's Guide to AI Crypto Tokens: How to Start Investing in the $42 Billion AI Revolution
The convergence of artificial intelligence and cryptocurrency has created one of the most explosive investment opportunities of 2025. AI and big data tokens have experienced a…
7 Game-Changing Retirement Planning Trends That Will Define 2025 (And How to Profit From Them)
The retirement landscape is undergoing a seismic shift in 2025, driven by regulatory changes, technological innovation, and evolving investor expectations. From Bitcoin ETFs…