The Freedom Code
Ethan Davidson– Daily insights on politics, finance and investing for the rational man.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 99 | Founded | 7 months ago | Last Issue | 6 hours ago |
| Active | |||||
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ethandavidson1.substack.comLatest Issues
🔓 Speculators Were Buying Oil Right Before It Crashed
🔓 PAUSE HITS OIL
Ethan here.
Oil crashed on a US-Iran pause. Wednesday's FOMC is still a coin-flip.
TODAY:
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Oil: Brent -7.4% below $90 as US and Iran paused strikes
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What does 75,000 on a waitlist mean for a private comp...
🔓 Oil Just Crossed $100. The Fed Doesn't Have a Choice Anymore
🔓 OIL BREAKS $100
Ethan here.
Oil broke $100 and jobless claims hit a 57-year low. September hike odds just jumped to 82%.
TODAY:
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Oil: Brent broke $100 on Iran spiral, +7% on the day
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Your Congressman didn’t vote on thi...
🔓 The Oil Backup Route Just Closed. Brent's at $96
🔓 RED SEA OPENS
Ethan here.
Ethan here. Alphabet beat and got punished. Oil hit $96 as the Red Sea backup route closed.
TODAY:
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Oil: Brent at $96 as Houthis open Red Sea front
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Free Stock Pick: The AI play Wall Street is...
🔓 Hyperscalers Sold $300 Billion in Bonds. Buyers Walked.
🔓 CREDIT PULLS BACK
Ethan here.
The Fed just got more hawkish, oil ripped 4%, and credit desks stopped funding AI. Three stresses, one week before FOMC.
TODAY:
- Fed: Hammack signals inflation is stickier than models predict...
🔓 The Bitcoin Rally Was Built on Borrowed Money. Here's What Happens When It Unwinds.
🔓 FIVE CLOCKS RUNNING
Ethan here.
The US struck Iran for the tenth consecutive day. Tesla and Alphabet report Wednesday. The ECB meets Thursday. The Fed meets in eight days. A $90 billion options event is building underneath all of i...
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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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