REPOST | China Needs Stimulus Because It Is Becoming Japan
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Spectra Markets | EURUSD, Consumer Confidence, and Yields
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Russia-Ukraine | Kursk Narrative vs. Reality
Intel chief narratives don’t change outcomes on the battlefield
Tail Hedges For Recession And Market Downside Risk
This presentation is a reprise of tail trade pitches we made at Goldman Sachs almost 20 years ago, from 2006 to
late 2008.
John Thomas | US Election Inside Look | FOMC
Harris takes a significant lead in the ad spending wars…
FOMC -37.5bp | PIMCO CIO | Sahm Rule, New Taylor Rule
Switching to 37.5bp cut just because…
FOMC Preview | Black Swans & Schrödinger’s ‘Crud’ (Not Cuts)
The 25/50 debate and JP Morgan’s cut confusion
GSWM Review | Brazil-Musk | Free Speech, Censorship & Encryption
Brief review of GSWM outlook 2024. Apple vs. FBI
Rubrik (RBRK) | Q2 Earnings Preview
How much did CrowdStrike outages help?
John Thomas | US Election Ad Spending Figures
How much they’re spending and where. GS alt-data mishap?