Topics
The Ice Caps Are Melting, and So Are My Risk Models
The Ice Caps Are Melting, and So Are My Risk Models A confession from the trading desk. Tuesday morning I woke up and checked my phone. Trump had announced 10% tariffs on…
The Pill Wars: Why Novo Just Stole 26,109 Prescriptions in a Single Week
The Pill Wars: Why Novo Just Stole 26,109 Prescriptions in a Single Week (And What Lilly Will Do About It) Thursday morning. You wake up. Your inbox has blown up. Novo Nordisk's…
The Dollar Is Dying and Nobody Wants to Call the Funeral
The Dollar Is Dying and Nobody Wants to Call the Funeral We're watching the death of monetary order in real time. Not metaphorically. Not as a thought experiment for late-night…
The Moment the Fed Lost Control of the Narrative
The Moment the Fed Lost Control of the Narrative The federal funds rate sits at 3.5%-3.75%. This detail matters far less than it should. On Wednesday afternoon, Jerome Powell…
BitGo and the Illusion of Crypto Legitimacy
BitGo and the Illusion of Crypto Legitimacy BitGo priced at $18, opened at $22.43, and by close had settled into the $20 range. The headline was clean: 2026's first crypto IPO.…
New to Hive?
Signup