THE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSE
INTERNAL MEMO: RE: THE POACHER THEY JUST PUT IN CHARGE OF THE HEN HOUSE TO: Anyone who still thinks the Federal Reserve is a neutral institution FROM: The part of your brain…
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My Actifit Report Card: April 20 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
The dominant tension
The Strait of Hormuz cracked open again over the weekend, tankers queued up like nothing had happened, and crude still plunged double digits on Friday before the weekend. May WTI…
Fallen Angels 26-16 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
Twenty-Six Days
Twenty-Six Days Jerome Powell has twenty-six days left. On May 15, his term as Federal Reserve Chair expires, and with it ends one of the stranger tenures in the institution's…
The Best of Times
MEMO: Re: The Best of Times To: Anyone still reading earnings releases in good faith From: The Market Re: Q1 2026 — We need to talk Saturday, April 18, 2026 | Ticker | Q1…
Dear Diary: The S&P Just Hit 7,000 and There's a Naval Blockade
Dear Diary: The S&P Just Hit 7,000 and There's a Naval Blockade April 17, 2026 Let me walk you through the week's most important number. Not 7,022. Not $95 Brent. Not the IMF's…
My Actifit Report Card: April 16 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
Notes Toward a Theory of Markets That Have Decided Not to Care
Notes Toward a Theory of Markets That Have Decided Not to Care Thursday, April 16, 2026 There is a category of market behavior that doesn't fit neatly into any framework. Not…
The numbers don't know there's a war on
INTERNAL MEMO: Q1 2026 DEBRIEF TO: Anyone who still reads these FROM: The desk RE: The numbers don't know there's a war on DATE: April 15, 2026 Colleagues, Per our…
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