
Focusing on tail risks.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||

The market seems to be convinced that Warsh is a hawk. I’m not saying what few words he said at the post-FOMC presser didn’t lean hawkish. But wouldn’t you expect every central bank member to be firm on inflation expectations, when facing h...
What an eventful week – we got the MOU signed and we got our first look at the new Fed Chair. Both went slightly better than I thought, although I didn’t have high expectations for either. I have opinions on both of these developments.
Wha...
I will do a Fed preview Tuesday with @Livesquawk.
I will do a Fed preview Tuesday with @Livesquawk. https://x.com/LiveSquawk
(Any Time Soon)
Just when I think Trump can’t be any worse at negotiating… last week, he says he doesn’t care if there is a deal, and the same day he is screaming profanities at Bibi for attacking Lebanon and jeopardizing the deal. I would...
I am flabbergasted that Trump is considering a $300B reconstruction fund.
I am flabbergasted that Trump is considering a $300B reconstruction fund. Gemini says this is ON TOP OF sanctions relief (worth a $500++billion), and unfreezing thei...
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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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