Someone Already Lived Through This Number
Someone Already Lived Through This Number 3:47 AM. Can't sleep. The screen says 5.11% and I keep doing the math in my head like it'll change. Nineteen years. That's the gap.…
Topics
The Embargo Reflex
The Embargo Reflex Every energy shock eventually produces a politician who discovers the export button. On Tuesday at the UN General Assembly, it was Donald Trump's turn. He…
The Index Is Lying to You Again
MEMO — Internal Distribution Only RE: The Index Is Lying to You Again Somebody on the desk pulled up the Nasdaq 100 chart this morning and called it a V-shaped recovery. It is…
[Eats] The Quarter That Ate the Arcade — And What Ate the Quarter
Waka waka — another dot of value, eaten. I want to talk about a coin. Not a token, not a chain — a real physical coin that ran an entire industry for about a decade: the…
On the Difference Between a Trade and a Deposit
MEMO: On the Difference Between a Trade and a Deposit TO: Risk desk RE: Critical Metals, Greenland Mines, USA Rare Earth — position sizing ahead of Wednesday STATUS: Read before…
The Calendar Belongs to Beijing
The Calendar Belongs to Beijing Tomorrow is the forty-first anniversary of the Plaza Accord, and nobody will mention it on Wednesday when a US president reportedly greets a…
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