
My personal and finance/trading Substack
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 34 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||

All NFP, but emphasizing Labor Force Participation.
All NPF Then Zzzzz
It’s NFP Friday and no other catalyst on the docket. The headline number will get the initial attention, but the key data is farther...
Governor Waller sets the tone this morning before NFP tomorrow.
Busy day after Mr. Waller shares his outlook.
Waller will set the tone and be given more credit than he deserves IMO. Labor Costs will get n...
Markets recovering from last night’s skirmish in the Strait.
Some key releases this morning. All about divining how the Fed will react later this month.
MBA barely positive at these mortgage r...
Yields are rising and stocks are not.
First of the month big releases start today with a shaky background
September opens with key data. ISM headline will matter less than the compon...
Market still digesting the Warsh buffet with a side order of IRCG Strait of Hormuz harassment. The curve flattened and I think its path is telling.
All Warsh, Strait, and month end
Quiet day, tha...
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The writers behind this newsletter.
Recovering Naval Aviator turned Derivatives Trader in Dallas Texas.
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