
My personal and finance/trading Substack
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 8 months ago | Last Issue | 5 months ago |
| Active | |||||

I enjoy reading stackers and sell side 2026 predictions. Some are very cogent and thought out like and others less so. Some are more fun and entertaining than substantive and actionable. I will not put a position on January 2nd with the in...
A doctor’s appointment and one last Christmas gift for Mom - bath towels - was a great excuse to skip the gym, check out the Christmas vibe at Knox Henderson, and eat out during the week. What I found was not full of good cheer.
The setup:...
Jay Powell closed his final meeting of 2025 wrangling a divided committee into rate cut consensus and used hundreds of words in the presser to say ‘we are on hold’.
Policy makers in attendance at the Dallas Fed’s bank liquidity conference...
Since the GFC this is the Bernanke Fed: A central bank committed to supporting the wealth effect, mostly a combination of individual stock holdings and single-family residence, motivating individuals to consume...
Then FOMC Chair Janet Yellen infamously quipped in 2017 that reducing the balance sheet would be akin to ‘watching paint dry’ and ‘something that runs quietly in the background’. That wasn’t the case then and less so now.
Money market even...
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The writers behind this newsletter.
Recovering Naval Aviator turned Derivatives Trader in Dallas Texas.
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