Quick market comment | Aug 18th, 2023
A quick market signal and clarification on a previous update.
China stimulus | Morgan Stanley | About us
We review potential options for the CCP to stabilize the economy and financial markets. Also, a bit about why we do what we do
LK-99 | US stocks, rates & inflation
Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator
Goldman | FT | Transgender advocacy
From greenwashing to pink-washing. Why Wall Street banks are so bad at marketing and PR.
Goldman | Next CEO Betting Odds Update
Press leak continue out of Goldman Sachs and it must stop asap.
Ocean SST | A snapshot of where we stand
New NOAA satellite data reveals tentative signs the oceans are cooling.
Argentina | How to make money trading Argy
Another crisis of credibility for local Argentine pollsters
FX | Commodities | When will the oceans cool?
Examining the relationship between agricultural commodity prices, FX and weather patterns.
Goldman Sachs | Let’s Pick A New CEO
Why does the banking industry on hire insiders as CEOs? We propose a couple of alternatives
Silicon Valley | Wall Street | Is the Goldman CEO a jerk?
The office canteen executive jerk test. How different work cultures still enjoy success in the Bay Area.