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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…
Congratulations, You Got What You Wanted
Congratulations, You Got What You Wanted Markets & Macro — Issue No. 48 — Monday, May 25, 2026 Bitcoin is at $75,860. The CLARITY Act just passed committee. BlackRock's IBIT…
Typical Mynas.
Bismillahir Rahmanir Rahim, Hello my dear friends, good morning, My sincere greetings and greetings to everyone. How are you all? I hope you are all well and healthy.…
Notes Toward an Understanding of a Number That Cannot Be Real
Notes Toward an Understanding of a Number That Cannot Be Real $81.62 billion. One quarter. One company. Ninety days. I keep writing it down and then staring at it and it…
Notes Toward a Eulogy for the CLARITY Act Rally
Notes Toward a Eulogy for the CLARITY Act Rally The Dispatch · No. 215 · May 17, 2026 · Markets / Crypto / Macro BTC $77,800 ▼ | ETH $2,214 ▼3.8% | XRP…
WHAT THE NUMBERS FEEL
WHAT THE NUMBERS FEEL A dispatch from the bottom of the Michigan survey 44.8. Sit with that for a moment. The University of Michigan's final consumer sentiment reading for May…
Small jammer / malá rušička
I work in research and I will now present one of my successfully completed tasks to you. I was recently faced with an interesting problem. A fellow scientist asked me to build a…
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