The Market
INTERNAL MEMO — FOR DISTRIBUTION TO ANYONE STILL LONG EQUITIES TO: The Market FROM: Reality DATE: Monday, March 9, 2026 RE: Your portfolio. We need to talk. Please find…
INTERNAL MEMO — FOR DISTRIBUTION TO ANYONE STILL LONG EQUITIES TO: The Market FROM: Reality DATE: Monday, March 9, 2026 RE: Your portfolio. We need to talk. Please find…
THE LEDGER No consensus. No comfort. Just the numbers. MEMO TO EVERY STRATEGIST WHO HAD A 2026 PLAYBOOK Monday, March 9, 2026 TO: The buy-side consensus FROM: Reality RE: Your…
Notes From the Edge of Something March 8, 2026 Sunday. Coffee going cold. WTI at $90. I keep opening my phone expecting the number to have changed, and it doesn't, so I open…
Everything Is Fine. The Doctor Will See You Now. March 6, 2026 I'm sitting here at 8:29 a.m. ET, watching a blinking cursor on a Bloomberg terminal, and I want you to understand…
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