The Market Is Choosing Its Religion
The Market Is Choosing Its Religion Somewhere between a war in the Middle East and a Jensen Huang product reveal, equity markets made a philosophical choice this week. They…
Topics
Virtualgrowth
Virtual growth an idea in whatever it may be. May head out to a CryptoMondays tonight to have fun and some networking. Share less here that I have in the past. Still have…
On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation
MEMO: On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation TO: The Market FROM: History RE: What you're about to find out DATE: June 1, 2026 Let's be…
The Economy
MEMORANDUM TO: Kevin · FROM: The Economy · RE: Your First Week Washington D.C. / New York · Sunday, 1 June 2026 FFR: 3.50–3.75% · Core PCE (Apr): 3.3% YoY · Headline PCE (Apr):…
Exploring Digital Cards
Numerous platforms explore and offer digital cards as versions of real world cards that have been around for decades as another, newer, way to collect and trade. Having used to…
What God Signed His Name To
Apart from doctors in several hospitals not being able to attend to patients just because half of the hospital bills are yet to be paid, just like I discussed in one of the posts…
INTERNAL MEMO — EYES ONLY
INTERNAL MEMO — EYES ONLY Re: The Long Bond Is Trying to Tell You Something. Are You Listening? To: Anyone still long duration From: The Yield Curve Date: May 30, 2026 Priority:…
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