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
Canada Polls | Lefty Intellectual Comeback?
Like project 538, but probably better…
[UNVERIFIED] Trade: US-India | China Statement
![[UNVERIFIED] Trade: US-India | China Statement | Speevr](https://speevr.com/wp-content/uploads/2025/04/Screenshot-2025-04-24-at-19.22.08.png "[UNVERIFIED] Trade: US-India | China Statement 4")
A harder job when top officials spread disinformation
Pete Earle | UnPacking The Mar-a-Lago Accord
We live in interesting times when theologians feel compelled to fact-check politicians. Here’s a concise and well-crafted summary of the so-called “Mar-a-Lago Accord” by Dr. Peter Earle (aka Dr. PCE) of the American Institute for Economic Research (AIER). True to his libertarian leanings, he steers clear of social engineering and keeps the focus on market mechanics and macro fundamentals. […]
NextFedChair | Trump Has ‘No Intention’ of Firing Powell
Fed independence question comes after dollar devaluation
Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts
The special ones and connecting the dots
Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut
Susie Wiles is still in control of WH we think…
Why Putin is Keeping Trump Waiting For a Ukraine Deal
Putin is selling the sizzle, not the sausage
EVs | U.S. Critical Minerals Stockpile Rationing
China export ban likely to halt EV production in America