London 7/7 | Betting On ‘Bad’ Outcomes
Is it ethical or acceptable to bet on disasters?
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Best Long & Short Strategies 2025Q2/3
Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
US Equities | Time to Cover Shorts and Dip Into Longs
A pattern to the chaos… cautiously optimistic near-term
US Macro | Higher For Longer
Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
SOM Year Ahead: The Rise of American Exceptionalism And Trump
Best Long And Short Strategies 2025Q1
Trade Update & Historical Performance
Recent and historical performance of SOM trades
US Yield Curve | Veterans/Remembrance | NextFedChair.com
US yield curve and next Fed Chair back in focus
Part II: Current China Stimulus Is Not Enough
Substantially more is needed
REPOST | China Needs Stimulus Because It Is Becoming Japan
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