Nobody Is In Charge

Nobody Is In Charge

Nobody Is In Charge March 12, 2026 Let me tell you what the past 48 hours actually sounded like, if you were paying attention. It sounded like a war-risk premium sitting at…

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Everything Is Fine

Everything Is Fine

MEMO: Everything Is Fine TO: Anyone still long risk assets FROM: The Market DATE: March 10, 2026 RE: A few updates you may have missed while refreshing oil futures Please be…

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The Market

The Market

INTERNAL MEMO — FOR DISTRIBUTION TO ANYONE STILL LONG EQUITIES TO: The Market FROM: Reality DATE: Monday, March 9, 2026 RE: Your portfolio. We need to talk. Please find…

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