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
Issues246Founded3 years agoLast Issue7 days ago
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Latest Issues

Twist and Shout! The Warsh Yield Curve

[For best visualization, read on the website here]

Last week

Twist and Shout!

The most important news last week was that the US beat Australia 2-0, guaranteeing its spot in the World Cup Round of 32.

Most important to markets w...

7 days ago
3

The World Cup: The way it WAS...

The Monitor is signalling a slight “risk-on” for the S&P this week. The full market commentary follows this World Cup special.

World Cup Edition: The Way it Was

Nostalgia is a beautiful thing. To have had experiences that will never r...

14 days ago
5

The Conspiracy to Murder the Market

President Trump prematurely celebrated Friday’s employment report, which showed the economy added 172,000 jobs in May, twice as many as economists expected.

He posted on Truth Social seven minutes after the release:

“With a great Jobs R...

21 days ago
9

My Father, the Satellite, and the SpaceX IPO

Last Week

Last week’s price action merely continued the previous week’s pattern. This has been the market’s formula:

Iran Deal Hopes + AI enthusiasm = Lower Oil + Higher Stocks + Falling Interest rates.

Oil fell almost 12%, Nasdaq j...

a month ago
5
1

Chutzpah: Trump’s Iran Deal, Falling Oil, and the Bull Market’s Victory Lap

Markets Last Week: Memorial Day Edition

“Chutzpah” is a wonderful word in Yiddish, the language spoken by millions of Ashkenazi Jews in Eastern Europe at the turn of the twentieth century and still spoken today by Hasidic Jews around...

a month ago
4

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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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