SOM: Trade Updates And Performance 2016-26
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Spectra Markets Survey Results
I am getting completely flat for the first time in weeks
Three Macro Themes Repricing Assets And Driving Economic Growth
Is AI going to wipe out SaaS?
GSWM | GeoRisk: YELLOW, Down From AMBER
Yellow to match the quesadilla traders…
GSWM Outlook 2026 | US Resilience Resilient
US resilience remains intact in the face of considerable internal and external challenges
SOM: Review Of 2025 Performance
Gains driven by two equity themes rather than macro trades
Spectra Markets | USDJPY and more
USDJPY, FX vol, Silver, Gold, NVDA & TSLA
Identifying the Opportunities of The AI Buildout (Part 1)
The AI Buildout—Near-term GDP Boost, But With Emerging Challenges
Market Comment | Weekly Narrative Deltas
What’s changed since last week
Best Long & Short Strategies 2025 Q4: Parts II and III
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It