Archive - Falling Up

Crossing the Rubicon

Much to look forward to.

Jun 21 •

April 2025

Say goodbye to the status quo.

Apr 15 •

March 2025

Fragility, It's All One Trade pt. 2

Monumental change is afoot.

Mar 15 •

Fragility, It's All One Trade

Vol is b...okay I won't say it again.

Mar 9 •

February 2025

Vol Is Great Again

And we're just getting started

Feb 9 •

January 2025

Fireworks Incoming

Ready for some cross-asset vol.

Jan 2 •

December 2024

Everything Has Its Time

Transition periods are oftentimes rough, but ultimately rewarding.

Dec 8, 2024 •

November 2024

Post-Election Thoughts

With the election now in the rear-view mirror, I can confidently say that the result didn’t surprise me.

Nov 11, 2024 •

October 2024

Watch Out for the Wrecking Ball pt. 2

Don't blink, don't panic.

Oct 13, 2024 •

September 2024

Off to the Races!

A global cutting cycle is underway with China and the Fed at the helm.

Sep 28, 2024 •

Zig When They Zag

Risk/reward here is stellar

Sep 13, 2024 •

August 2024

Good Breadth is Bad | The 1st Rate Cut

So long "small cap summer." A key inflection point is here.

Aug 25, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts