RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics
Is US economic exceptionalism over? Presentation by Alan Brazil
Ozempic 3.0 | Markets Update
GLP-1 “fat shot drug.” More good news to come?
India-Pakistan | U.S.-China Trade | Citadel
A very busy weekend in geopolitics…
SOM | Is This The End of American Exceptionalism?
Video presentation and slides
Bessent | USA “Credit Risk”
Oops!… He did it again
Brent Donnelly | Time To Reload USD Shorts
Six reasons to jump back in the pool
A “Beautiful Rebalancing” | Market News Flow
RIP Pat Bajari. A quick recap of recent market news flow
Alan Brazil | Tail Hedges For Recession And Market Downside Risk
52-page report by Alan Brazil on tail-risk and recession hedges
Tail Hedges For Recession And Market Downside Risk
Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event
Canada Polls | Lefty Intellectual Comeback?
Like project 538, but probably better…