Comment: Zions & US Regional Banks
What’s up with regional banks?
US-China | Rare Earth Export Controls
U.S. vs. China perspective
Market Comment | Weekly Narrative Deltas
What’s changed since last week
Post-FOMC | Sahm Rule | Herd Economics
Scratching beyond the surface for what works and doesn’t
Best Long & Short Strategies 2025 Q4: Parts II and III
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
Rubrik · {Quantum | AI} · Markets
Prince of Darkness III: Quantum Collapse?
Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
Rubrik | Tariffs | Stock-Bond Model
Rubrik Q2 earnings and market review
Comment: Markets · AI | Iran-Israel
Mid-summer melt up in risk assets
Spectra Markets | Jackson Hole Survey Results
One of the most heavily skewed survey results I have ever seen for an event like this