Posts

At the Citadel - 2026 Market Half-Time Report

About this blog: Taking a step up the ladder

Golden Temple Strikes Again in the Belmont Stakes 2026 Part 2

Golden Temple Strikes Again in Belmont Stakes 2026 Part 1

Napoleon Solo nabs 2026 Preakness at Laurel Park

Signal vs. Noise

Fever dream of endless past

Why I drink Alka Seltzer

The Good Bubble

Current trends and sentiments regarding private credit and the broader debt market

Howard Cosell reports on Inflation

The Fountain of Youth 2026

Sovereignty: 2025 Horse of the Year!!!

'Sobering' the U.S. Treasury is not playing 'safe haven' role in this mo...

Credit market is not signaling all is well, says Sycamore's Mark Okada

Dispatches : Hanging Yen Danger, Big Tech's Valuation Riddle and Bears in the Woods

Dispatches 11-14.25