Cross-Examination of a Number: The Witness Will State Its Level for the Record Transcript excerpt. Monday, October 12, 2026. The witness is the Cboe Volatility Index, sworn in…
Pre-Mortem: Wednesday, 8:30 A.M. INTERNAL MEMO. DO NOT FORWARD. TO: Rates, Credit, Macro Strategy RE: September CPI, six bank prints, and which of our positions is lying to us…
Four Hours at the White House, Two Days After the Vote Someone in the West Wing read the Supreme Court's Cook opinion carefully, and that should worry you more than if nobody…
Who Holds the Negative Carry The carry test is back, and it has no sense of humor. An asset yields more than the money that bought it or it does not. With the 10-year Treasury…
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Thursday, October 08/2026 Source Hi…
A Hundred Trillion Won and a Shrug Prepared remarks to an investment committee, Thursday morning. Transcript lightly edited. Good morning. Put the Samsung number on the screen…
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