Capital Notes

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The Debt Ceiling
It's here -- US Treasury cash may run out before June.
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Fallout from the Banking Crisis
Will Silicon Valley Bank's failure have destructive after shocks?
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2
Chart of the Day: May 25, 2023
Divergence in Copper-to-Gold Ratio and 10-Year Treasury Yields
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Bottom or bear rally?
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4
The Economic Cycle. Where are we?
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Fallout from the Banking Crisis
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2
Chart of the Day: March 10, 2023
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Man, oil is stubborn.
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Chart of the Day: May 24, 2023
Are Extreme Sentiments Signaling a Bullish Turn?
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Chart of the Day: May 22, 2023
Predicting a Negative CPI Inflation Rate?
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Treasury 1 Day from Red Line
Quick debt ceiling update: The Treasury is only about 1 day of spending away from Yellen’s red line in the sand of a $50 billion cash balance. T…
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Ancient Wisdom for Modern Markets: Applying Sun Tzu's Strategies to Investing
A Journey through 'The Art of War' and Its Timeless Lessons for Portfolio Management
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Update: The Debt Ceiling
It's here -- US Treasury cash may run out before June.
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Timeless wisdom from Meditations
2,000 year old lessons for investment managers.
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Capital Notes will return!
Sorry for the short hiatus.
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Capital Notes
Capital Notes
Trading, global macro, and other random thoughts.
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