Topics
The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken
MEMO: RE: The Quarter From Hell, Elon's Timing, and Why the Market's War Machine Is Broken April 2, 2026 — Q2 Opens. Everybody's Still Bleeding. TO: Anyone still checking their…
The Memory Hole
The Memory Hole April 1, 2026 Somewhere in Mountain View, a team of Google researchers published a paper about memory compression, and in the eight trading days since, Micron…
All Portfolio Managers, Risk Desks, Macro Strategy
INTERNAL MEMO TO: All Portfolio Managers, Risk Desks, Macro Strategy FROM: The Situation Room (you know which one) DATE: March 31, 2026 RE: Week Five. Still Going. Please…
between the pump and the portfolio
Dear Powell: A Letter From the Corner of Sentiment and Reality An open correspondence to the Chair of the Federal Reserve, written from somewhere between the pump and the…
Notes from the Last Bull Standing
Notes from the Last Bull Standing Okay. Deep breath. The Strait of Hormuz is functionally closed. Brent crude touched $113 intraday on Friday before "jawboning" from the…
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