Pre-Mortem: Wednesday, 8:30 A.M.
Pre-Mortem: Wednesday, 8:30 A.M. INTERNAL MEMO. DO NOT FORWARD. TO: Rates, Credit, Macro Strategy RE: September CPI, six bank prints, and which of our positions is lying to us…
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Four Hours at the White House, Two Days After the Vote
Four Hours at the White House, Two Days After the Vote Someone in the West Wing read the Supreme Court's Cook opinion carefully, and that should worry you more than if nobody…
Who Holds the Negative Carry
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A Hundred Trillion Won and a Shrug
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Nobody Can Dye a Barrel Into Existence
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The Laggard Is Worth $5.8 Trillion
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Two Hundred Times Earnings, One Customer, and a Post on X
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Eighty-Six Thousand Dollars of Memory
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Eighty-Seven Percent and the Stock Went Down
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Crude Is Fixed. Tell That to Your Truck.
Crude Is Fixed. Tell That to Your Truck. Somebody call the oil desks and tell them to stand down, because the Gulf is back. Goldman reckons Gulf crude exports averaged 23.3…