Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?
Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best...
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The Drill – Geopolitical Tensions Are Easing, Not Escalating
Hello everyone, and welcome back to our weekly editorial on geopolitics, commodities, and macro. While there hasn’t been much news on the...
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Steno Signals #187 – Remember August & September 2024? Tariffs are to blame
Friday’s bizarre scenes in the Oval Office will take some time to digest for all involved counterparties. I don’t feel in a position to judge...
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The Drill – Buy in May and Go Away Might Hold for Commodities This Time Around
Hello everyone, and welcome back to our weekly editorial on geopolitics, energy, and metals. As always, there is plenty to dig into amid tariff...
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Steno Signals #186 – The year of the weak USD is upon us
I wanted to get the German election results before releasing my weekly editorial, and as far as I can judge, we are talking about a...
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