
My personal and finance/trading Substack
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 10 months ago | Last Issue | 28 hours ago |
| Active | |||||

CPI in line, PPI will stir the pot today with the most important thing to come from that being PCE estimates when combined with CPI data. Treasury offerings and openings have been well received at these yields, not terribly surp...
Strong AI/Tech earnings helping lift the NDX 100 while the curve flattens a little in front of a highly anticipated CPI at 0730 central this morning - gird your loins. For an encore we get 10 Year Treasury Notes this afternoon....
Yesterday’s quiet equity indexes again masked rotations underneath. Iran is running Southwest Asia chokepoints, and the yield curve is speaking about our fiscal state. I start my day with morning missive before writing here....
Quiet start to the week with petroleum slightly bid on the weekend’s Iran machinations.
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The yield curve is normal...
PCE Core, the Fed’s preferred inflation metric, at least until newly ensconced Chair Warsh’s task force reviews the matter, has traded well above the Fed’s 2% ‘target’ since America began emerging from the self-imposed...
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The writers behind this newsletter.
Recovering Naval Aviator turned Derivatives Trader in Dallas Texas.
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