Still Waters Run Deep

Published on October 21st, 2026

Oct 21

6

1

Cash is King

Published on October 14th, 2026

Oct 14

8

Whatever It Takes… Again?

Published on October 7th, 2026

Oct 7

10

1

September 2026

When Bonds Start Talking, Stocks Should Listen

Published on September 23th, 2026

Sep 23

8

A Harsh Dose of Independence

Published on September 17th, 2026

Sep 17

6

1

Cracks in the System

Published on September 10th, 2026

Sep 10

9

The Bulls Are Dancing Near the Fire

Published on September 2nd, 2026

Sep 2

4

August 2026

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

July 2026

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