REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Market Update | DALL-E’s DeepSeek Moment | Nvidia
If seeing is believing, don’t believe everything you see
US Equities | Time to Cover Shorts and Dip Into Longs
A pattern to the chaos… cautiously optimistic near-term
SOM: Year Ahead 2025 | American Exceptionalism Just Starting
Will the rise of American’s economic exceptionalism continue under Trump?
US-China/EU Tariffs | Paul Tucker | Dani Rodrik
EU is next. Not all economists are international trade experts.
John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve
Trump tariffs and executive orders. What’s expected
US Macro | Higher For Longer
Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
Comment | US Rates & Macro Shenanigans
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SOM Year Ahead: The Rise of American Exceptionalism And Trump
Best Long And Short Strategies 2025Q1
Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate
Catching up with recent developments