RATES STRATEGY
RE: The silence isn't working Somebody needs to say plainly what the desk has been dancing around all week: Kevin Warsh built a monetary policy framework on the premise that a…
Topics
Digital Gold, Actual Gold, and the Gap Between Them
Date: July 24, 2026 This is not the letter I wanted to write this quarter, but the data forces the issue, so let's deal with it directly. Brent crude has moved 36% higher this…
Buy bitcoin signal
Should one buy bitcoin? Charts look good recently. Monke's Signal Arena built on Emblem. Post your trading calls on-chain. Back the callers you believe in with real SOL — sent…
Long End Duration Exposure — Q3 Review
RE: Long End Duration Exposure — Q3 Review Someone needs to explain to the desk why we keep modeling the 30-year as a rates trade when it has behaved, for six months running…
Underboss Fabino || Rare Earth Archon card || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Thursday , July 23/2026 Source Hi everyone, How…
History doesn't repeat, but the 1970s are sending invoices
History doesn't repeat, but the 1970s are sending invoices. Oil at $91, semis ripping higher, Trump slapping 50% tariffs on Canadian staples while U.S. strikes hit double digits…
Chaos Animator || Common Death Unit || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Wednesday , July 22/2026 Source Hi everyone…
PREPARED REMARKS
Let's talk about the least honest asset in the world right now, and I mean that with real admiration for how well it's lying. Gold hit $5,595 an ounce in late January — a…
Reklah || Rare Death Archon || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Tuesday , July 21/2026 Source Hi everyone, How…
Tireless Farmhand || Common Water Unit || Splinterlands.
Hello .. !! My dear Hive friends, I am @samadbro08 from Bangladesh. Today is Monday , July 20/2026 Source Hi everyone, How…
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