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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Mining With Luqee
Luqee is a mining platform that may be good for anyone looking to play with aspects of mining without real mining which is much more technical and not for everyone. Here you…
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…
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…
GOAL: bitcoin of virtualgrowth
With the state and status of bitcoin and markets after the bitcoin conference would like to set a goal of a bitcoin of virtualgrowth. Whatever that may be. Many seeds are…
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…
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