Archive

Mar 1, 2026

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2 min read

Colgate Joins The 'Overpriced Safety' List.

Feb 28, 2026

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5 min read

With Jim on vacation, I wrote a post on the strikes against Iran

Feb 25, 2026

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2 min read

The goal is clarity, not complexity.

Feb 22, 2026

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2 min read

SOFR Positioning & Fund Stress Hint At Tail Risk

Feb 19, 2026

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2 min read

Feb 18, 2026

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2 min read

Disclaimer: This is not personalized financial advice. Trading involves risk. Past performance is not a guarantee of future results.

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