
Inside the decisions that move markets
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 273 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||

July's deficit ran 48% above a year ago. The 30-year cleared at the highest auction yield in 25 years. And Walmart reports Thursday.
Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the ope...
Two charts, both created with data from the Bureau of Labor Statistics, and two entirely different conclusions. Is either of them even right?
Today’s Bullets:
28 points came out of September. The 30-year moved 6 basis points. Gold moved 7%.
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.
Japan and Washington spent the most ever recorded defending the yen. A quarter of it is already gone, and a jobs report did more in one morning. Here's what that tells you.
Today’s Bullets:
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.
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The writers behind this newsletter.
Hedge Fund Manager | Independent Board Director (NASDAQ: ASST) | Author of \ud83d\udca1The Informationist Newsletter: Inside the decisions that move markets
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