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Golden Age of Graft
Did Musk burst the Trump bubble?
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So-Fried
The consumer is weakening and so is its lender of choice.
May 22
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So-Fried
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The Matador
The 2025 Bear Market
Apr 30
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The Matador
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Into the Trenches
#149: With the first shots fired, it's time to dig in.
Apr 18
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Into the Trenches
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Twelve Casualties of the Trade War
#148: Drilling down on China exposures.
Apr 11
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Twelve Casualties of the Trade War
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The Vortex
#147: The Point of No Return; The New Bear Market.
Apr 4
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The Vortex
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Haves vs. Have Nots
Exploring a Wealth-Effect Driven Slowdown
Mar 30
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Citrini
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Haves vs. Have Nots
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Regime Change
#146: Navigating a turning market.
Mar 7
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Regime Change
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