The Arithmetic of Decline: Oil's Mathematical Certainty
The Arithmetic of Decline: Oil's Mathematical Certainty A structural analysis of commodity momentum in late-stage economic cycles The numbers tell a story more honest than any…
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The Numbers Don't Lie (But They Don't Tell the Truth Either)
The Numbers Don't Lie (But They Don't Tell the Truth Either) A Data-Heavy Autopsy of Market Euphoria The US500 rose to 6626 points on September 16, 2025, gaining 0.16% from the…
The Committee Will Now Come to Order: A Corporate Boardroom Drama
The Committee Will Now Come to Order: A Corporate Boardroom Drama FADE IN: Interior. Glass-walled boardroom, 47th floor. Monday morning, September 15th. Rain streaks the…
MEMORANDUM
MEMORANDUM TO: Subscribers Who Actually Read The Footnotes FROM: Your Data-Obsessed Correspondent RE: The Numbers Behind The Theater (Sept 13-14, 2025) CLASSIFICATION:…
The Numbers Don't Lie (But Everyone Else Does)
The Numbers Don't Lie (But Everyone Else Does) Let me get this straight. The Dow rockets 617 points in one day to 46,108, the Nasdaq logs a perfect week of record closes with a…
The Oracle Gambit
The Oracle Gambit Internal monologue of a market watching itself explode Jesus Christ. Oracle just pulled the greatest earnings sleight of hand since Enron told everyone they…
The Dopamine Hit Protocol
The Dopamine Hit Protocol Internal Memo: From the Trading Floor of My Frontal Cortex Subject: Today's Market Euphoria and Why My Neurons Are Fried Listen. The S&P just kissed…
Tuesday Morning Vertigo: When Numbers Lie and Markets Scream
Tuesday Morning Vertigo: When Numbers Lie and Markets Scream The room spins. Coffee cold. Bloomberg terminal flashing red then green then red again like a slot machine rigged by…
MEMORANDUM: Re: The September Massacre We All Saw Coming
MEMORANDUM: Re: The September Massacre We All Saw Coming TO: Portfolio Managers, Trading Desks, Risk Officers FROM: Chief Market Strategist DATE: September 9, 2025 RE:…
The Great Unwind: A Historical Pattern Recognition
The Great Unwind: A Historical Pattern Recognition Internal Memo: Pattern Analysis Division Classification: Market Intelligence Date: September 8, 2025 From the trading…