Ex-Wall Street at 2x firms I trade and write about it.
March 18th Market Brief
Chinese chips. Inflation. Oil
March 17th Market Brief
$5 diesel. $100 oil. Green futures. Pick two.
March 16th Market Brief
Bessent Says $80 Oil. The Market Says Prove It.
The bragging rights tax
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March 13th Market Brief
Rate Cuts in 2026. Private Credit Stress. Wider war.
