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What the Hell is That? Vol. 2...
Isn't finance great?
8 hrs ago
•
Garrett Baldwin
25
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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...
12 hrs ago
•
Garrett Baldwin
5
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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
24
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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
30
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This Time is Different (Volume 246.5.B)
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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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Thanks For Your 3 AM Email?
I really want to see this guy's bar tab...
Jul 5
•
Garrett Baldwin
27
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Thanks For Your 3 AM Email?
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8
Things I Think I Think... 4th of July Edition
America is still underrated.
Jul 4
•
Garrett Baldwin
24
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Things I Think I Think... 4th of July Edition
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7
The Surprising Asset That Has Never Caused a Financial Crisis
You wouldn't believe it... but it's true when we get to what really fuels a crash...
Jul 3
•
Garrett Baldwin
28
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The Surprising Asset That Has Never Caused a Financial Crisis
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4
The Morning BRRR (Capital Wave)
Vindication comes on a Sunny Thursday morning...
Jul 3
•
Garrett Baldwin
28
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The Morning BRRR (Capital Wave)
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