Weekly Memorandum 3/15/2021
Beware the Ides of March! Today is the day that Roman senators, led by Brutus and Cassius, assassinated Julius Caesar, which sparked the...
Weekly Memorandum 3/15/2021
So You Want To Be A Trader?
Weekly Memorandum 10/19/2020
Weekly Memorandum 9/28/2020
Weekly Memorandum 8/17/2020
Weekly Memorandum 7/20/2020
Weekly Memorandum 7/6/2020
Weekly Memorandum 5/26/2020
Weekly Memorandum 5/11/2020
Weekly Memorandum 4/27/2020
QE, but for Commodities
"Muh Free Market"
Weekly Memorandum 4/13/2020
Weekly Memorandum 4/6/2020
Weekly Memorandum 3/30/2020
America: One Nation Under Stagflation
Weekly Memorandum 3/23/2020
It's a New Decade, and Economic Globalization is Dead on Arrival
A Macro Thesis for Higher Rates Due to the Coronavirus