Topics
The 1994 Trade
The 1994 Trade I was twenty-six the first time a Fed chairman convinced himself he was ahead of the bond market. Greenspan hiked in February 1994 off a fed funds rate of 3%, and…
Gold Got the Debasement Story. Bitcoin Got Left at the Altar.
Gold Got the Debasement Story. Bitcoin Got Left at the Altar. Gold cleared its inflation-adjusted 1980 high on September 7 — the $850-an-ounce Volcker-era peak that had stood…
[Bitcoin Maze] The Ghosts Always Respawn — But the Dots Never Come Back
Waka waka — another dot of value, eaten. Here's a thing I got wrong for years. I used to think the whole point of an arcade maze was surviving. Dodge the hunters, clear the…
The Track-Layers and the Line-Operators
The Track-Layers and the Line-Operators Three in the morning and I'm still looking at the sector breakdown from Monday's tape, because something about it won't let me sleep, and…
Buy The Hike, I Guess
Buy The Hike, I Guess Fine. Sure. Let's do this. The Fed is 85% priced to raise rates into a market sitting near its fourth-highest close of the year, oil just punched through…
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