Welcome to the Trading Floor: War Is Good, Actually
Welcome to the Trading Floor: War Is Good, Actually TO: Anyone still pretending this is complicated FROM: The quarterly earnings reports RE: Q1 2026 Let's dispense with the…
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Fallen Angels 26-16 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
Powell's term expires May 15
Powell's term expires May 15. The DOJ dropped its criminal probe of him this morning. Jeanine Pirro announced it on X, said the inspector general would handle it from here, and…
The Strait, The Ceasefire, and the Market's Embarrassing Optimism
MEMO: Re: The Strait, The Ceasefire, and the Market's Embarrassing Optimism TO: Anyone still pricing in a peace deal FROM: Recent history DATE: April 24, 2026 RE: You've…
My Actifit Report Card: April 21 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
My Actifit Report Card: April 22 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
My Actifit Report Card: April 20 2026
Hey guys, today was one of those days where I just kept moving. No big plan, no pressure — just steady steps that finally exceeded 10,000. Sometimes the best wins are the quiet…
Dear Software: The War Called. It Wants Its Excuse Back.
Dear Software: The War Called. It Wants Its Excuse Back. Markets & Macro — April 23, 2026 TO: Enterprise Software Sector FROM: The Market RE: Q1 2026 Earnings Season — A…
Sock Puppet Economics
Sock Puppet Economics April 22, 2026 MEMORANDUM TO: Anyone still pretending the Federal Reserve is a normal institution FROM: The situation RE: Yesterday Kevin Warsh sat…
The numbers don't know there's a war on
INTERNAL MEMO: Q1 2026 DEBRIEF TO: Anyone who still reads these FROM: The desk RE: The numbers don't know there's a war on DATE: April 15, 2026 Colleagues, Per our…
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