Diana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran...
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Stable Coins Versus Banks: The Battle Over Interest Rates
A battle is raging in the Halls of Congress between the banks and the crypto industry. The spark...
The Market Knows What You Don’t
A client and friend asked us a timely question: “Why did we remove our hedge position so...
Delta Has An Ace In The Hole
On Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO...
Ceasefire Rally: Can The Market Hold New Support
Upon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market surged. In...
The Berkshire War Chest: A Crisis Hedge?
Berkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480 companies in the...
An IPO Surge Hides Behind The Fog Of War
While Investors remain fixated on the Iranian conflict and the extreme volatility of oil prices, a...
Is A Squeeze In Bonds Coming?
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate...
Volume Profiles: Eyeing Resistance From Trapped Longs?
Volume profiling provides unique insight into the profit-and-loss position of recent investors by...
The Kohn Solution For An Uncertain Fed
Dario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.” His...