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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…
Nobody Is Watching the Money Move
Nobody Is Watching the Money Move March 28, 2026 BTC is at $70,692. Down 44% from its October peak. Everyone is talking about it. The price. The chart. The distance from $126K.…
Anyone Still Pretending Private Credit Is Fine
INTERNAL MEMO TO: Anyone Still Pretending Private Credit Is Fine FROM: The Market, Apparently RE: The Flywheel Has Stopped DATE: March 27, 2026 CLASSIFICATION: You Should Have…
YOUR HEDGE DIDN'T HEDGE
INTERNAL MEMO: RE: YOUR HEDGE DIDN'T HEDGE TO: Everyone who bought gold as an insurance policy FROM: The market DATE: March 25, 2026 RE: A clarification on what you…
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