A Note Left on the Chair's Desk
A Note Left on the Chair's Desk The institution that invented forward guidance is about to lose its voice. Here's what the building is thinking. May 8, 2026 · Monetary Policy…
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War with the marrowbone.
War with the marrowbone. Winter is a great time to learn something new, since there's no work to do in the garden. And in the spring, there won't be time to pore over new…
Seoul Is Eating Your Lunch
Seoul Is Eating Your Lunch May 7, 2026 The KOSPI just did 75% year-to-date. Sit with that. Not a small-cap biotech. Not a leveraged crypto ETF. The entire South Korean…
A happy life without water.
A happy life without water—it sounds absurd, but in some cases, it is. We see, it is. If you, like me, decide to learn how to raise rabbits at home, you'll likely be advised to…
The Cartel Is Cracking and Nobody Knows What Comes Next
The Cartel Is Cracking and Nobody Knows What Comes Next Brent is at $110 and change. WTI just crossed $103. The Strait of Hormuz — the skinny corridor through which roughly a…
Time and patience.
Time and patience. I don't know if patience depends on time, or time on patience, but I do know that often, I lack both, lol. Yes, I'm filled with a certain envy for people who…
DISPATCHES FROM THE OVERLAP
DISPATCHES FROM THE OVERLAP May 5, 2026 Somewhere in the gap between the Strait of Hormuz burning and Palantir posting its best quarter in company history, there is a thesis…
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care.
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care. There is a war going on. A real one, with naval seizures and gunfire on tankers and cities that source 99%…
Fallen Angels 26-18 - 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…
Omaha in the Age of Gambling
Omaha in the Age of Gambling There is something almost deliberately theatrical about the timing. The week oil traders are being investigated for front-running three separate…
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