Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Bond Vigilantes Are Here
April 11, 2025, 8:41 p.m.
You Ready For Liberation Day?
March 28, 2025, 8:41 p.m.
Wake Up: The German Fiscal Stimulus Is Huge
March 7, 2025, 8:40 p.m.
Growth Scare: Yes or No?
Feb. 28, 2025, 8:41 p.m.
The Next Big Macro Trade
Feb. 21, 2025, 8:41 p.m.
How To Trade Tariff Day
Jan. 17, 2025, 8:41 p.m.
The UK Bond Market Is Imploding
Jan. 10, 2025, 8:41 p.m.
The Most Hawkish Fed In Years - What Now?
Dec. 20, 2024, 8:41 p.m.
The US Dilemma in 2025
Dec. 13, 2024, 8:41 p.m.
Trading Trump 2.0
Dec. 6, 2024, 8:41 p.m.
Trump's Secret Agenda
Nov. 8, 2024, 8:41 p.m.
The Bond Market Is On Fire
Oct. 25, 2024, 8:41 p.m.
Financial Repression Is Here To Stay
Oct. 19, 2024, 8:41 p.m.
What If The Fed Made a Mistake?
Macro Risks On The Horizon
Oct. 3, 2024, 6:38 p.m.
Unpacking The Chinese Stimulus Bazooka
Sept. 26, 2024, 4:47 p.m.
How To Trade The Fed Cutting Cycle
Sept. 20, 2024, 3:46 a.m.
The World is Different Now
Sept. 13, 2024, 12:11 a.m.
Will The Fed Cut by 25 or 50 bps?
Sept. 5, 2024, 9:16 p.m.
How & When The Best Macro Investors Use Options
Aug. 23, 2024, 2:43 a.m.
A Tale of Crowded Macro Trades
Aug. 9, 2024, 10:22 p.m.
Macro Mayhem!
Aug. 1, 2024, 6:13 p.m.
Explaining This Brutal Stocks Sell-Off
July 26, 2024, 6:42 a.m.
Where To Find Cheap Macro Optionality
July 19, 2024, 3:19 a.m.
It's Macro ShowTime!
July 12, 2024, 12:40 a.m.