Trade Ideas for 2024
The Macro Outlook for 2024
The Story of 2023
Consumer Sentiment
The Dog of the Dow
Bridge to Nowhere
Playing the Pivot
After the Memes
Repo to the Rescue
Uncle Sam's Tab
Caffeine in a Can
Riot's Gamble
Yields Nuke Utes
The Trouble With Charles Schwab
Higher for (a little bit) Longer
The BFD with the BTFP
Consumer Credit Cracks
Money on the Spectrum
The Put/Call Paradox
Tremors in the East
Ozempic and the Rise of GLP-1s
Big Fiscal, Big Funding, and Buybacks
Generac Recharged
Rebound vs. Rally
Threads Unraveled
Regional Bank Rebound
Five Themes of 2023
Waiting for Reversion
Behind the Curve?
ETRN and the Mountain Valley Pipeline
Re-Funding the Treasury
NVIDIA and the Return to Normal
Faith and Credit
Banking on Pressure
Vornado Tornado
The Last of First Republic
The Bear is Back!
Hitting Pause
Shadow Puppets
See No Evil
A Solution for QT
The Death of QT
Too Big To Fail
Forward Guidance
Price-Risk Singularity
Grading the Trade
Best Wishes
The Return of the Calls
Boom to Bust
Swimming Naked
One-Dollar Bond and The Platinum Coin
The Inside Game
