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…
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🎙️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.…
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…
Remarks Delivered to No One in Particular
Remarks Delivered to No One in Particular, Somewhere Between the Third Coffee and the Fourth Refresh of the Deribit Options Board Here is the thing about a good story. You…
Notes from the Desk of Someone Who Has Not Slept Since February 28th
Notes from the Desk of Someone Who Has Not Slept Since February 28th Confidential · Issue #48 · Monday, 23 March 2026 Situation Board · Bitcoin: ~$70K, down 3 straight days ·…
Someone who has been staring at TTF forward curves for six hours
INTERNAL MEMO — NOT FOR DISTRIBUTION TO: Anyone still paying attention FROM: Someone who has been staring at TTF forward curves for six hours RE: We are doing this again…
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