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Recent
The Iran Deal Is the Rate Cut
Apr 15
The Blockade Premium Is Gone
Apr 14
Blockade Day 1
Apr 13
Three-Wave Inflation
Apr 12
The April 28 Unwind
Apr 12
The Cover
Apr 10
The 17% Ceasefire
Apr 9
The Ceasefire Mirage
Apr 8
What Trump Can Move
Apr 7
Three Signals, Three Directions
Apr 6
The Collision Weekend
Apr 3
Three Punches. $7. 11 Minutes.
Apr 2
Oil Below $100. Gold Above $4,700.
Apr 1
The Mechanical Bid
Mar 31
Asia Crashed. America Shrugged.
Mar 30
March
The Tweet Is More Likely Than the Peace
Mar 29
The April Coin Flip
Mar 28
The Fire Was Already Burning
Mar 27
The Gap
Mar 26
Gold Is the Tell
Mar 25
Headline vs Fine Print
Mar 25
Bits to Atoms
Mar 24
2Y Auction Day
Mar 24
Paper Market vs Physical Reality
Mar 23
Why We Were Wrong
Mar 23
The 48-Hour Clock
Mar 22
The Bond Market Is Screaming
Mar 20
The Escape Valves
Mar 17
The Six Kingdoms
Mar 17
The Ceasefire Trade
Mar 15
The Plumbing
Mar 14
The Canary
Mar 14
The Alibi
Mar 14
The Hostage
Mar 14
Inversion Theory
Mar 13
Tanker War
Mar 8
No Puts on the World
Mar 8
War Premium Has an Exit
Mar 6
The Hormuz Premium
Mar 4
The Great Unwind
Mar 1
Musical Chairs
Feb 27
See full archive
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