Notes From the Floor of the Burning Building February 23, 2026 — stream of consciousness, Monday edition 7:14 a.m. Coffee. Futures down. Of course they are. The tariff…
Notes from the Week the Market Ate Itself February 22, 2026 Somewhere in a glass-walled office, a portfolio manager is staring at a silver position that was worth $122 an ounce…
Notes From the Terminal at 11:47 PM February 21, 2026 There's a specific flavor of market week that doesn't have a name yet. It should. Call it a compression week — one where…
Dear Diary: Friday, February 20th, and Everything Is On Trial A dispatch from somewhere between the trading desk and the confessional booth Seven-thirty in the morning. PCE…
The Guidance Graveyard — Feb 19, 2026 body { font-family: Georgia, 'Times New Roman', serif; max-width: 720px; margin: 60px…
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