22Jun, 2025
Weekly Market Pulse: The Turkey Leg
Note: I wrote most of this commentary prior to the US strike on Iran and I decided to go ahead with it anyway. I don't know any more than you do about what is going [...]
18Jun, 2025
16Jun, 2025
15Jun, 2025
Weekly Market Pulse: The Uncertainty of Uncertainty
Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran but the reaction in most other markets was surprisingly muted. The dollar, which normally catches a bid in these situations, was [...]
13Jun, 2025
11Jun, 2025
11Jun, 2025
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