Inside the decisions that move markets
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 269 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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jameslavish.comLatest Issues
The Monday Brief: The Week Washington Bought Yen
Tokyo spent a record. Washington sold euros. The long end sold off anyway.
Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish.
💡 Is AI's Circular Financing About to Crack?
The AI build-out is running on borrowed money now, and that borrowing has gotten increasingly expensive lately. Here's who's actually on the hook, and what would tell you if it was breaking.
Today’s Bullets:
The Brief: The Week Oil Met the Fed
Brent touched three digits for the first time since May, the Fed meets Wednesday with no new projections, and four of the market's biggest spenders open their books.
📡 Welcome to The Informationist Radar, every Monday before the open. My...
💡 The Rent on Money Went Back to Normal
For thirteen years, borrowing cost almost nothing after inflation. That discount is gone, the Fed's new money stops at the short end, and the Chairman meets his committee Wednesday.
Today’s Bullets:
The Brief: The Market Goes Looking for a Spark
Oil roars back, the chip trade cracks into a bear market, and a split Fed sits nine days from a decision the market just made more difficult.
📡 Welcome to The Informationist Radar, every Monday before the open. My read on the coming week,...
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Hedge Fund Manager | Independent Board Director (NASDAQ: ASST) | Author of \ud83d\udca1The Informationist Newsletter: Inside the decisions that move markets
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