Free Speech, Fake News & Extremism
Trump shooter. Extremist rhetoric that’s spoken but not heard
Iran-Israel | Kim Ghattas | Black Wave
Narratives, Propaganda & Retaliation. How they do it and why.
Hezbollah-Iran-Israel | Narratives & Disinformation
Driving a wedge between the Biden administration and Israel
Hezbollah-Israel | US Election | China | Private Credit
Israel’s Dahye Doctrine, Nestpoint US election and China stimulus
Tail Hedges For Recession And Market Downside Risk
This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to
late 2008.
John Thomas | US Election Inside Look | FOMC
Harris takes a significant lead in the ad spending wars…
FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…
FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)
The 25/50 debate and JP Morgan’s cut confusion
John Thomas | US Election Ad Spending Figures
How much they’re spending and where. GS alt-data mishap?
US Yield Curve | Does Normalization Mean Anything?
A historical review and analysis on the yield curve slope