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Day: January 21, 2023

Going Long A Dangerous World

January 21, 2023February 4, 2023

If you can discern a theme du jour amid rampant macro ambiguity in the early

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4 Comments on Going Long A Dangerous World

The Biggest Contrarian Trade Of 2023

January 21, 2023February 4, 2023

It’d be highly unusual if US Treasurys suffered another year of negative returns. In fact,

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3 Comments on The Biggest Contrarian Trade Of 2023

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • Terminal Correction
    Terminal Correction
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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