Reletter
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the wolf of wall street (lower case)

David Wolf

A macro market newsletter written by a market maven to help you make money and have fun, with no surprises..

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues257Founded4 years agoLast Issue6 days ago
Active

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Latest Issues

Brazil America: A Tale of Two Democracies

The food truck project with Nestlé

Believe it or not, I ran a food truck business in Brazil. It was called Brazil America Trucks. We not only operated a food truck for Nestlé, but we also built a six-truck rental business.

I chose the nam...

6 days ago
14
5

Hot, Hot, Hot

Still Stuck in the Labyrinth

In last week’s post, I used the myth of King Minos and the Minotaur as a metaphor to describe the labyrinth where Fed Chairman Kevin Warsh is trapped. We will revisit that same imagery this week.

A C...

13 days ago
6

Labyrinthitis: From Myth to Macro

The Myth

Labyrinthitis is an inflammation of the inner ear that causes vertigo and balance issues. People with the condition often develop an unsteady, dizzy feeling that makes walking in a straight line impossible.

Figuratively spea...

19 days ago
9
1

$2 Trillion: Is the Price Right for the Anthropic IPO?

The Price Is Right is the longest-running game show in TV history. The first production was on NBC back in 1956. In 1965, the show was canceled, only to be brought back by CBS in 1972. Today it is the network’s most popular daytime show....

a month ago
2

The Bond Market Intervention: A Bessentian Tragedy, a Trumpian Comedy

[For best visualization, please read on the website by clicking HERE.]

The Intervention

On Wednesday morning, Treasury Secretary Scott Bessent surprised the markets with a measure intended to influence the price of long-term US Treas...

a month ago
5

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  • David Wolf

    Born in Washington, DC. BA in Philosophy, Williams College. Resident of São Paulo, Brazil. 35 years trading, including Armor Capital, Lentikia Capital, Unibanco, Black River Asset Management, Cargill Inc., PaineWebber Inc.

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