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What the Hell Is That? Volume 4
I guess we should talk about the Pentagon expanding its investment into a rare earth metals company...
17 hrs ago
•
Garrett Baldwin
25
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What the Hell Is That? Volume 4
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4
The Week in Review
Far from home...
20 hrs ago
•
Garrett Baldwin
19
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The Week in Review
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What the Hell is THAT? Vol. 3
I am going to keep doing this...
Jul 11
•
Garrett Baldwin
24
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What the Hell is THAT? Vol. 3
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3
One Tweet Away From...
We're escalating with Canada now.
Jul 11
•
Garrett Baldwin
3
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One Tweet Away From...
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2
What the Hell is That? Vol. 2...
Isn't finance great?
Jul 10
•
Garrett Baldwin
26
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What the Hell is That? Vol. 2...
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There Goes Copper... and Delta?
Let's start another trade scuffle...
Jul 10
•
Garrett Baldwin
6
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There Goes Copper... and Delta?
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1
What the Hell Is That?!? (Vol. 1)
For the next week... I'll break down all the things that make this financial system both fascinating and dangerous...
Jul 9
•
Garrett Baldwin
26
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What the Hell Is That?!? (Vol. 1)
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3
Capital Wave - When Money Printers Go Brrr (But Only in China?)
While Jerome Powell takes a summer break... China's maintaining loose policy and tech stocks keep roaring. The problem is that we're just a Tweet away…
Jul 9
•
Garrett Baldwin
5
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Capital Wave - When Money Printers Go Brrr (But Only in China?)
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This Time is Different (Volume 246.5.B)
Do we really not see the crisis ahead with Stablecoin operators owning a cartoonish amount of U.S. Treasuries?
Jul 8
•
Garrett Baldwin
32
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This Time is Different (Volume 246.5.B)
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5
Why the "Melt Up" Narrative is Wrong...
The markets are going to scream higher if leverage expands and liquidity surges... But it has little to do with interest rate cuts.
Jul 7
•
Garrett Baldwin
35
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Why the "Melt Up" Narrative is Wrong...
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1
Melt Up Before Melt Down?
Trying to explain
Jul 7
•
Garrett Baldwin
33
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Melt Up Before Melt Down?
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Will the Fed's Palace of Versailles Cost Powell His Job?
We covered this story a few months ago - and now it's right back in the headlines.
Jul 6
•
Garrett Baldwin
27
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Will the Fed's Palace of Versailles Cost Powell His Job?
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