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.
Policymaking Protest Assets (PPAs)
July 15, 2025, 2:33 p.m.
Null Komma Null
June 18, 2025, 2:55 p.m.
On The US Downgrade
May 19, 2025, 8:31 a.m.
How The Whales Could Dump More US Dollars
April 25, 2025, 8:45 a.m.
The Macro Unicorn
March 31, 2025, 6:31 a.m.
Here Are My Top Macro Ideas
Feb. 23, 2025, 12:46 p.m.
Bond Market Rally Next?
Feb. 7, 2025, 6:56 a.m.
How To Prepare For Tariff Day
Jan. 19, 2025, 7:59 a.m.
What To Buy For A Macro Portfolio In 2025
Jan. 5, 2025, 9:26 a.m.
A Fresh Look At Bond Markets
Dec. 9, 2024, 2:05 p.m.
Trump Trades – More Room To Run?
Nov. 29, 2024, 9:14 a.m.
A Scary Bond Market
Nov. 1, 2024, 7:36 a.m.
Macro Clouds On The Horizon
Oct. 20, 2024, 3:33 p.m.
The Big Chinese Bazooka
Sept. 28, 2024, 12:16 p.m.
China Is Imploding: Things are only getting worse in China
Sept. 20, 2024, 1:54 p.m.
This is a True Regime Change: Tectonic Shifts Are Happening in Macro and Markets
Sept. 10, 2024, 9:46 a.m.
Panic Monday! (What Now?): Let's Stop Panicking & Start Assessing Macro Together Instead
Aug. 5, 2024, 12:48 p.m.
Macro Volatility Is Coming: The calm before the storm
July 15, 2024, 11:52 a.m.
Yes, But What's The Macro EndGame?: A Framework To Answer This Million Dollar Question
June 3, 2024, 7:02 a.m.
Why Doesn't The Economy Break?!: After all, rates are high and the curve is inverted!
May 16, 2024, 12:46 p.m.
Yield Curve 101: A Primer on How the Yield Curve Works
May 10, 2024, 4:08 p.m.
Tectonic Macro Shifts: Big Challenges to The Reflation Narrative
May 5, 2024, 11:25 a.m.
A Trillion (Dollar) Reasons: Yellen is the Policymaker to Watch Now
April 25, 2024, 7:31 a.m.
Do You Own These in Your Portfolio?: Three Exposures To Own
March 24, 2024, 9:04 a.m.
Beware Animal Spirits: Big Macro Events Loom Large
March 10, 2024, 2:49 p.m.