Congratulations, You Got What You Wanted Markets & Macro — Issue No. 48 — Monday, May 25, 2026 Bitcoin is at $75,860. The CLARITY Act just passed committee. BlackRock's IBIT…
Notes Toward an Understanding of a Number That Cannot Be Real $81.62 billion. One quarter. One company. Ninety days. I keep writing it down and then staring at it and it…
Bismillahir Rahmanir Rahim, Hello my dear friends, good morning, My sincere greetings and greetings to everyone. How are you all? I hope you are all well and healthy.…
WHAT THE NUMBERS FEEL A dispatch from the bottom of the Michigan survey 44.8. Sit with that for a moment. The University of Michigan's final consumer sentiment reading for May…
Notes From Inside the Contradiction *Friday morning. Coffee. The University of Michigan releases its final May consumer sentiment reading today. The preliminary was 48.2 — a…
I work in research and I will now present one of my successfully completed tasks to you. I was recently faced with an interesting problem. A fellow scientist asked me to build a…
Notes From Inside the Contradiction A monologue, approximately 6:47am, somewhere with bad coffee Okay. Let's try to hold this in our heads simultaneously. Nvidia just printed…
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