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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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…
Whoever is still long UK duration
INTERNAL MEMO — STRICTLY NOT FOR DISTRIBUTION TO: Whoever is still long UK duration FROM: The Gilt Market DATE: March 26, 2026 RE: We need to talk about what I've become…
🎙️Ciencia y Realidad EP-025 – El Internet del Futuro: Inteligencia Artificial, 6G y el Metaverso
En este episodio exploramos cómo podría ser el internet del futuro, impulsado por avances en inteligencia artificial, redes 6G y entornos virtuales como el metaverso.…
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