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The Bulls Are Dancing Near the Fire
Published on September 2nd, 2026
Sep 2
4
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Don’t fight the Treasury
Published on August 25th, 2026
Aug 25
7
Bessent Blinks at 5.3%
Published on August 19th, 2026
Aug 19
8
From Margin Calls to Bargain Calls
Published on August 12th, 2026
Aug 12
9
2
From Carry Trade to Scary Trade
Published on July 29th, 2026
Jul 29
6
2
The Fine Art of Flexible Logic
Published on July 22nd, 2026
Jul 22
19
Not Much Gas in the Tank, Nor Gold in the Bank
Published on July 15th, 2026
Jul 15
17
1
When Liquidity Leaves the Party
Published on July 1st, 2026
Jul 1
8
1
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Pretiorates’s Thoughts
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