Why we keep buying dips that shouldn't exist
MEMO TO: Risk Committee FROM: Trading Desk RE: Why we keep buying dips that shouldn't exist CLASSIFICATION: Read twice, forward never Someone needs to explain to me, slowly and…
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Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night
Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night. Sit with that for a second, because it's the whole story. The traditional…
Trading desk, macro book
MEMO TO: Trading desk, macro book FROM: redacted RE: Today's 2pm liquidity event, and why silence is not a strategy, it's a hedge against being wrong out loud Read this before…
The number came in at 57,000 and nobody bothered to catch it
The number came in at 57,000 and nobody bothered to catch it. It just sat there on the tape, dead weight next to a Dow that closed at 53,055.91 — a record, the fourth in two…
Tomorrow's "Rebalancing Event" and Why We're Not Calling It That
MEMO: RE: Tomorrow's "Rebalancing Event" and Why We're Not Calling It That TO: Risk Committee FROM: Trading Desk RE: SpaceX (SPCX) Nasdaq-100 Inclusion, Effective July 7 Let's…
REMARKS TO A CLOSED-DOOR MACRO ROUNDTABLE
REMARKS TO A CLOSED-DOOR MACRO ROUNDTABLE, TRANSCRIBED Let's start with a number everyone in this room has been repeating without checking it. The Dollar Index sat at 101.23 on…
Gloom Owl || Common Archon Card || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Saturday , July 04/2026 Hi everyone, How are you? I hope everyone is well. Today I am taking…
Down nearly half from the October 2025 high of $126,198
Let's talk about the greatest hedge against fiat collapse that just had its worst ETF month since spot funds existed, because apparently nobody told bitcoin it was supposed to be…
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