Biden's Deep State

...after three years screaming about "Russian collusion" it appears the Evil Empire is about to regain its lost ground, championing new wars and more interventionist expansionism...

  • Nov 21, 2020 5:00 PM

The One Chart That Predicts Our Future

This might seem like a chart of political polarization, and superficially that's clear, but the real polarization is economic-financial: there are two economies in America, and there's very little commonality in the two economies.

  • Nov 21, 2020 12:00 PM

Risk Exceeds Reward – Why We Took Profits

"In a market run in part by models, machines, and day-traders, this probably should not have been a surprise. Its not a coincidence were seeing more 6 sig+ moves relative to history... These aren't your fathers equity markets..."

  • Nov 21, 2020 11:06 AM