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
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…
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…
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…
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…
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…
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't.
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody go find whoever wrote the 2021 whitepaper explaining why bitcoin was "digital gold" and ask them to…
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't
Bitcoin Was Supposed to Save You From This Exact Week. It Didn't. Somebody explain the number to me, because I've stared at it for ten minutes and it still doesn't parse. Brent…
Kimi K3. Two point eight trillion parameters
I had the Bloomberg terminal open to six windows and none of them were saying anything I wanted to see. SOX down another 5.7%. Micron red. Marvell red. AMD bleeding out for the…
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…
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