White Fang
Just a guy building value from scratch. Writing about money, mindset, and meaning- without debt, without noise. NOT A FINANCIAL ADVISOR, DO YOUR OWN RESEARCH BEFORE INVESTING \ud83d\udc4d
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 122 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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whitefang137.substack.comLatest Issues
Asia Is Where the Global Rate Story Breaks First
Thirty years of near-zero rates in Japan just hit a wall. Japan’s 10-year government bond yield touched 3% this week, a level nobody alive in Japanese markets has traded through since 1996. The Nikkei 225 didn’t take it well. It fell 2.6% o...
September 2: The Midterm Low That Wasn't. Yet.
Every midterm election year since 1986, US stocks have found their yearly low around September 2. Ten cycles. Every single one showed a drawdown from the yearly high. Average damage: almost 17%. In 2002 it was 34%. In 2014 it was barely 7%....
Warsh said "no cuts." The bond market already knew.
Kevin Warsh spoke at Jackson Hole on Friday and inflation is what he wanted to talk about. Not rate cuts. Not forward guidance. Inflation, plain and blunt. He said the Fed has “work to do” if underlying price pressure doesn’t ease, and that...
The Nine Coins: Why This List and Not Others
Nine coins. Not ten, not twelve. BTC, ETH, BNB, SOL, XRP, ARB, STRK, POL, SUI. That’s the universe. Nothing outside it gets covered here, and nothing inside it gets removed on a whim.
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This isn’t a top-nine-by-market-cap list...
Why I'm Still Sitting in Cash
Nothing. That’s the position. Nothing, on purpose.
It’s late August. Jackson Hole is two days away. Bond markets are moving in ways people aren’t talking about enough. And I haven’t touched my portfolio in weeks.
That’s not indecision. Th...
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Just a guy building value from scratch. Writing about money, mindset, and meaning- without debt, without noise. NOT A FINANCIAL ADVISOR, DO YOUR OWN RESEARCH BEFORE INVESTING \ud83d\udc4d
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