On the Matter of Whose Balance Sheet This Actually Is
Memo: On the Matter of Whose Balance Sheet This Actually Is TO: Capital Allocation Committee RE: Q3 planning assumptions, AI infrastructure line item CLASSIFICATION: Internal…
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On the Fed's New Policy of Strategic Ambiguity
Internal Memo: On the Fed's New Policy of Strategic Ambiguity RE: Why "no forward guidance" is just guidance you have to pay a subscription fee to hear To whoever still…
Why we keep buying dips that shouldn't exist
MEMO TO: Risk Committee FROM: Trading Desk RE: Why we keep buying dips that shouldn't exist CLASSIFICATION: Read twice, forward never Someone needs to explain to me, slowly and…
Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night
Gold fell 1.65% on a day the United States bombed Iran for the second consecutive night. Sit with that for a second, because it's the whole story. The traditional…
Trading desk, macro book
MEMO TO: Trading desk, macro book FROM: redacted RE: Today's 2pm liquidity event, and why silence is not a strategy, it's a hedge against being wrong out loud Read this before…
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