
Focusing on tail risks.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 166 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||

I was expecting Warsh to sound a little hawkish, to make up for what he admitted were some “mistakes” during the first parts of his tenure. In particular, he sounded less committed to the inflation mandate at the last meeting.
I was expect...
Remember when we used to: (1) threaten the destruction of the other party, (2) give random deadlines for no reason, and (3) claim that we won and are in control of everything?
Remember when we used to: (1) threaten the destruction of the o...
I had planned to write over the weekend, but I found myself abroad with a little writing quandary – whether to present the material I had planned to write in sequence (that would have made less sense given the news of last week), or to writ...
Due to some unforeseen circumstances, the CA will be delayed this week.
Due to some unforeseen circumstances, the CA will be delayed this week. The next two issues will be abridged issues. I hope to be back on a normal schedule by the end...
Part 1
The Middle East is in flux, and there are a wide range of possible outcomes, from peace to further escalation. I’ve said for months now that Iran doesn’t matter - oil matters. So it shouldn’t be a surprise that my next hot take is t...
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The writers behind this newsletter.
STIR prop trader focusing on assessing market probabilities and using nonlinear payout structures.
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