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The Roundtable Hold of EU Trades - Peace in Ukraine
Browsing the trade opportunities offered by a continent that focused on the side quest
Feb 23
1
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The Roundtable Hold of EU Trades - Peace in Ukraine
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The Roundtable Hold of EU Trades - Greens With a Side of Thermal
Browsing the trade opportunities offered by a continent that focused on the side quest - starting with what the energy situation implies.
Feb 11
3
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The Roundtable Hold of EU Trades - Greens With a Side of Thermal
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Veni, Vidi, Tariff
I hope you bought your life jacket...
Feb 3
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Veni, Vidi, Tariff
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January 2025
The Tech Equities Odyssey: Riding the Sirens’ Liquidity Song
Like Narcissus staring into the reflection of their own valuations, they forget the pond dries up without liquidity.
Jan 28
7
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The Tech Equities Odyssey: Riding the Sirens’ Liquidity Song
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2
The Tech Equities Odyssey: Prometheus and the Chains of Duration
Bound by the chains of duration, growth stocks watch as rising yields steal their promised fire of future returns.
Jan 16
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The Tech Equities Odyssey: Prometheus and the Chains of Duration
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NFP: A Critical Inflection Point Driven by Monetary Liquidity
This trade will either age like fine wine or curdle faster than milk in the sun...
Jan 10
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NFP: A Critical Inflection Point Driven by Monetary Liquidity
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3
Running Into a Wall
All we have to decide, is what to do with the debt that is given to us.
Jan 4
9
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Running Into a Wall
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December 2024
The Structural Hedge to Life’s Randomness - The Demand Side
Where chaos meets the serene apathy of a finite and non-productive asset—explained with unnecessarily complicated derivations
Dec 29, 2024
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The Structural Hedge to Life’s Randomness - The Demand Side
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6
Fed’s Holiday Playbook
A tactical guide to the Fed’s holiday playbook: Santa’s cuts, Krampus pauses, and bonds trying to avoid the inflation ghost lurking by the fire.
Dec 18, 2024
6
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Fed’s Holiday Playbook
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November 2024
The Bessent and Lighthizer Dilemma
The beginnings of an elegant pair trade set-up.
Nov 25, 2024
4
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The Bessent and Lighthizer Dilemma
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Post-Election Implications and Trade Sketches
Here we go again, but not quite the same...
Nov 11, 2024
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Post-Election Implications and Trade Sketches
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Thematic Equities: Star Wars – A New Hope
We recently had two important reminders of the state of our world.
Nov 2, 2024
6
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Thematic Equities: Star Wars – A New Hope
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