Topics
Virtualgrowth
Virtual growth an idea in whatever it may be. May head out to a CryptoMondays tonight to have fun and some networking. Share less here that I have in the past. Still have…
On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation
MEMO: On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation TO: The Market FROM: History RE: What you're about to find out DATE: June 1, 2026 Let's be…
The Economy
MEMORANDUM TO: Kevin · FROM: The Economy · RE: Your First Week Washington D.C. / New York · Sunday, 1 June 2026 FFR: 3.50–3.75% · Core PCE (Apr): 3.3% YoY · Headline PCE (Apr):…
What God Signed His Name To
Apart from doctors in several hospitals not being able to attend to patients just because half of the hospital bills are yet to be paid, just like I discussed in one of the posts…
The Trap Was Always the Bond Market
The Trap Was Always the Bond Market Iran talk drove Brent below $97 this morning. Futures are green. The dollar is soft. European peripheral spreads are narrowing. Every risk…
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