MACRO DESK
INTERNAL NOTE — MACRO DESK Re: The Energy Trade Has Turned. Update Your Models. Brent closed at $73.74 on Wednesday. WTI at $70.34. Both at their lowest level since before the…
Topics
SpaceX Meme
Would love to see SpaceX memes! Love to see SpaceX launches! SpaceX meme coin recently launched quietly. Unsure about stronger interest. So it was launched quietly and…
Seven Funerals and a Bond Market
Seven Funerals and a Bond Market Britain is about to inaugurate its seventh prime minister in roughly a decade. Let that integer breathe for a moment. Seven. In the same stretch…
The Night Before Micron
The Night Before Micron It's the night before Micron reports and I'm doing what I always do the night before a memory company reports a potentially cycle-defining number:…
The Warsh Dove Trade. An Autopsy.
INTERNAL — RATES & MACRO DESK Re: The Warsh Dove Trade. An Autopsy. Monday, June 22 Let's get this done quickly so we can move on. The thesis was clean. Too clean, in…
To Every Fund Manager Who Put SPCX In Their Model Portfolio This Week
To Every Fund Manager Who Put SPCX In Their Model Portfolio This Week Memo format. No sender. No recipient. You know who you are. Let's establish what actually happened.…
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