Buying $200bn of MBS Will Not Solve Affordability
Like Tears In The Rain
SOM: Review Of 2025 Performance
Gains driven by two equity themes rather than macro trades
Identifying the Opportunities of The AI Buildout – Part 3
AI Reliable Power Will Reprice Energy Markets—And Force a Reexamination of Coal
Spectra Markets | USDJPY and more
USDJPY, FX vol, Silver, Gold, NVDA & TSLA
As Bank of Japan hikes, yen weakness looms as challenge
How political and monetary authorities manage yen weakness is emerging as a major issue for 2026
FOMC Preview | UST & Stocks
Global bond yields creeping higher
Identifying The Opportunities Of the AI Buildout (Part 2)
The AI Buildout Needs Fossil And Nuclear Backup
Identifying the Opportunities of The AI Buildout (Part 1)
The AI Buildout—Near-term GDP Boost, But With Emerging Challenges
US and EU Tariffs Will Force China to Depreciate
RMB (CNY) to depreciate significantly
Comment: Zions & US Regional Banks
What’s up with regional banks?