Explode Something Responsibly
Find some shaded hug some people you like; explode something responsibly. Happy Fourth.
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Jul 9, 2026
Positioning for the Overheat
The economy is not late. It is hot. On the Investment Clock the hand sits in the overheat quadrant, where growth runs solid and inflation runs right alongside it. That combination decides how capital gets deployed in the second half.
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macro & strategy
Members
Jun 30, 2026
Profits Don't Know They're Old
Q2 earnings season kicks off in two weeks. Here's what's unusual: analysts have been raising estimates into quarter-end. This earnings cycle is accelerating as it ages
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macro & strategy
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Jun 18, 2026
Forget the Wrecking Ball
Everyone is spilling ink on how Kevin Warsh just blew up thirty years of Fed communication. If I am being honest, though, the part everyone is missing is simpler: that guidance was only ever as good as the forecasts behind it, and the forecasts were not good. Its the underlying data that matters.
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