
My personal and finance/trading Substack
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 43 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||

We’ve survived September’s central bank gauntlet with a newly minted hawkish and for now united Fed, a novel BOE, and a maddening BOJ not helping its currency. Does AI mania resume or do we grind, chop and infuriate as...
Waking up to the aftermath of being wrong on Fed prognostications and the sting of being wrongfooted in STIR though interestingly and perhaps not surprisingly, seeing some light at the end of the tunnel for my further o...
We crack wise on Twitter about the ‘most important’ FOMC until the next FOMC, but this one does have key gravitas. Trading in front of it will likely be unfruitful.
You can’t write a Stack and not talk...
The usual cross currents - higher petroleum, higher yields, higher pressure on the Fed. Given the uncertainty of tomorrow’s meeting I think this afternoon will be particularly useless to trade.
The calendar...
A Fed hike appears baked in nearly everywhere. I am still skeptical and one reason is energy at levels where demand will be problematic.
Quiet day
Nothing today in a week filled with important events.
#...
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The writers behind this newsletter.
Recovering Naval Aviator turned Derivatives Trader in Dallas Texas.
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