The Fed

The Fool Moon is Waning

With cross-asset vol this low, trading gets boring. It's time to have some fun again.

Sep 30 •

Off to the Races!

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

Sep 28, 2024 •

Good Breadth is Bad | The 1st Rate Cut

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

Aug 25, 2024 •

Watch Out for the Wrecking Ball

Team Transitory, you've been looking in the wrong direction.

Apr 2, 2024 •

The Fed does not care about any overheating for now, and this is something that has become increasingly clear to me over the past few days.

Mar 27, 2024 •

I See Your Fantasy, You Wanna Make it a Reality Paved in Gold

Well, now that's over.

Mar 16, 2024 •

On a Scale of 1-10, How Much Faith Do You Have in the Federal Reserve?

Mar 8, 2023 •

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