US Inflation | PCE inflation preview
Recessionistas need a weak PCE print to stay in the trade
AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis
GSWM outlook 2024 | Are US equities expensive?
How did they do in 2023? US preeminence is still the theme
Grifols | Beveridge Curve open-sourced | Wilson contra-contras
We open sourced it to nuclear researchers. Grifols’ troubles continue and market contra-contras
US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes
Are US rates markets overly optimistic about Fed rate cuts?
Grifols | Hamas-Israel | Russia-Ukraine | US Rents | QT
Everything from current affairs to markets in this update
US CPI preview | Grifols take gloves off
What we’re looking for in the inflation data
Bitcoin | Grifols | More Questions And Answers
What is BTC ‘fair value’? A copy & paste from 2021. Hedge fund short covered on Grifols yesterday
Bitcoin ETF | What are the whales up to?
A quick look at recent transactions by the largest BTC addresses
Block (SQ) | Grifols SA | Gotham City Research Fraud Allegations
Quick short summary of the Gotham City report. Unlike the Hindenburg short-sell piece on Block (SQ).