The Freedom Code
Ethan Davidson– Daily insights on politics, finance and investing for the rational man.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 105 | Founded | 8 months ago | Last Issue | 13 days ago |
| Active | |||||
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ethandavidson1.substack.comLatest Issues
🔓 Oil Just Crashed 5%. The Reserve Behind It Is Nearly Empty
🔓 BUFFER IS EMPTY
Ethan here.
Oil crashed 5% on Trump’s ceasefire claim and the reserve behind it is at a 40-year low.
TODAY:
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Oil: WTI -5% Monday on Trump-only Iran ceasefire claim
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The 401(k) rule that just made it thr...
🔓 The AI Data-Center Boom Just Broke Apple's Supply Chain
🔓 AI ATE APPLE
Ethan here.
Apple lost $500 billion in two sessions as AI data centers ate its supply chain.
TODAY:
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Apple: -10% Thursday, worst day since March 2020, $500B wiped
-
Caught on Camera: Absolutely Shocking Sho...
🔓 The Dual Mandate Just Went to War With Itself.
🔓 RETAIL BUYS INSIDERS SELL
Ethan here.
Q2 growth slowed to 1.5% while core inflation held at 3.3% for a fourth straight month.
TODAY:
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GDP: Q2 came in at 1.5%, missing the 1.8% forecast
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The government’s secret tax coul...
🔓 The 30-Year Yield Just Hit 2007 Levels. Nobody Cheered
🔓 BONDS SAID NO
Ethan here.
The Fed held. The bond market rejected the decision inside an hour.
TODAY:
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Fed: 9-3 vote to hold; three hawkish dissents in one meeting
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Bonds: 30-year yield broke to 5.20%, highest since Jul...
🔓 The Fed and Iran Are Today's Noise. This Is the Trade
🔓 RETAIL BUYS INSIDERS SELL
Ethan here.
The Fed and Iran are noise today. The real trade is retail buying while insiders sell.TODAY:
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Signal: Insiders selling as retail piles in on margin
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The AI-Spatial Computing company you...
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Authors
The writers behind this newsletter.
Ex-Head of Risk. Dad. Husband. Managing my own money and sharing notes on macro, politics, and all that jazz. Doing the work. \ud83d\udd13
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