2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Steno Signals #205 – Two months worth of PEAK Covid QE upcoming?
July 14, 2025, 8:09 p.m.
Steno Signals #204 - Is the Trump project still vastly misunderstood?
July 8, 2025, 8:35 a.m.
Steno Signals is joining Real Vision
July 1, 2025, 1:59 p.m.
Steno Signals #203 – Could Trump's policy mix weaken the USD by another 20%?
June 30, 2025, 8:14 a.m.
Steno Signals #202 – Peak WW3 Fears Return!
June 23, 2025, 10:41 a.m.
Flash Update: Trump Seeks an Off-Ramp as Peak Fear Hits
June 22, 2025, 11:08 a.m.
Steno Signals #201 - The Mullahs Are Toast - re-inflation is back!
June 16, 2025, 9:11 a.m.
Steno Signals #200 - The Liquidity Boom That Nobody Expects
June 9, 2025, 1:36 p.m.
Steno Signals – “Russia’s Pearl Harbor” Is USD-Negative
June 2, 2025, 9:52 a.m.
Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems
May 26, 2025, 9:19 a.m.
Steno Signals #197 – The Mood(y)’s is bad in the Fiat
May 19, 2025, 9:40 a.m.
Steno Signals #196 - What’s next for inflation given the US/China pause?
May 12, 2025, 2:55 p.m.
Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
May 5, 2025, 7:26 a.m.
Steno Signals #194 — The March 2020 Parallel Intensifies
April 28, 2025, 1 p.m.
[COPY] Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
April 21, 2025, 1:02 p.m.
Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
April 21, 2025, 9:15 a.m.
What We Told Hedge Funds This Week: What If Jay Powell Gets the Axe?
April 18, 2025, 5:06 p.m.
New Macro Data Product - Questionnaire
April 16, 2025, 9:16 a.m.
Steno Signals #193 - The USD reset is underway
April 14, 2025, 8:27 a.m.
Steno Signals #192 - A March 2020 style reset. Is this a liquidity event?
April 6, 2025, 3:48 p.m.
Steno Signals #191: Meowing at Robots Ahead of Liberation Day!
March 31, 2025, 8:12 a.m.
Steno Signals #190 - Is Europe and China still the havens in macro? Not so fast..
March 24, 2025, 3:21 p.m.
Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide
March 17, 2025, 10:37 a.m.
Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?
March 10, 2025, 9:46 a.m.
Steno Signals #187 - Remember August & September 2024? Tariffs are to blame
March 2, 2025, 9:20 p.m.