Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Another $5 Trillion of US Deficits in 10 Years: Now What?
May 16, 2025, 8:41 p.m.
Recession Risks & Reflexivity
May 2, 2025, 8:41 p.m.
Trillions of US Dollars To Sell?!
April 25, 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.
What If The Fed Made a Mistake?
Oct. 19, 2024, 8:41 p.m.
Financial Repression Is Here To Stay
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.