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Category: Monthly Letter

Devil’s Bargains

September 1, 2023September 1, 2023

I’m no stranger to a Devil’s bargain. I’ve participated in several such arrangements. On both

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5 Comments on Devil’s Bargains

Oblivion

July 30, 2023September 23, 2023

The storms weren’t always hostile. Every afternoon in the late-spring and summer, around four or

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13 Comments on Oblivion

Holistic People

June 30, 2023July 30, 2023

“Mornin’ sunshine.” She smirked. I picked her up at the Starbucks attached to the Tuckahoe

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12 Comments on Holistic People

Deterioration, Dissolution And Default

May 29, 2023June 30, 2023

“The contested 2020 presidential election, brinkmanship over the debt limit to advance political agendas and

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4 Comments on Deterioration, Dissolution And Default

Reinventing Wheels

April 23, 2023May 29, 2023

“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and

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9 Comments on Reinventing Wheels

Lost At Sea

March 11, 2023June 29, 2023

“There’s nothing there for you. You know that, right?” She was on her second glass

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7 Comments on Lost At Sea

Exiles On Main Street

February 4, 2023September 14, 2023

“He lost his job during the pandemic and hasn’t tried to get a new one

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11 Comments on Exiles On Main Street

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

A running joke during the four-decade bond bull market was analysts’ penchant for suggesting yields

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Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

For the better part of a dozen years after the financial crisis, central banks were

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Week’s News

Marko Kolanovic Conjures 2008 Crash With Striking Reprint

September 27, 2023September 27, 2023

Gap Year?

September 24, 2023September 25, 2023

What If Bonds Don’t Rally In A Recession?

September 23, 2023September 26, 2023

Bill Ackman’s Bombastic Bond Short

September 22, 2023September 24, 2023

Fade The Fed?

September 21, 2023September 22, 2023

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Monthly Letters

Devil’s Bargains

September 1, 2023September 1, 2023

Oblivion

July 30, 2023September 23, 2023

Holistic People

June 30, 2023July 30, 2023

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