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DISPATCHES FROM THE OVERLAP
DISPATCHES FROM THE OVERLAP May 5, 2026 Somewhere in the gap between the Strait of Hormuz burning and Palantir posting its best quarter in company history, there is a thesis…
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care.
The Strait Is Still Closed. Nobody on the Equity Desk Seems to Care. There is a war going on. A real one, with naval seizures and gunfire on tankers and cities that source 99%…
Lycoperdon.
Bismillahir Rahmani Rahim Hello my dear friends, good morning, My sincere greetings and greetings to everyone. How are you all? I hope everyone is well and healthy.…
Omaha in the Age of Gambling
Omaha in the Age of Gambling There is something almost deliberately theatrical about the timing. The week oil traders are being investigated for front-running three separate…
Orange Pinwheel.
Bismillahir Rahmanir Rahim, Hello my dear friends, good evening, My sincere greetings and greetings to all. how are you all Hope everyone is fine and healthy Alhamdulillah by…
The Strait of Everything
The Strait of Everything A fictional internal monologue from the desk of no one in particular, somewhere on a trading floor, Friday, May 2 Okay. Iran sent a peace proposal…
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