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The Dispatch — Tuesday Morning Note

Apr 21, 2026

The Dispatch — Tuesday Morning Note

TUESDAY, APRIL 21, 2026

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The Dispatch — Monday Morning Note

Apr 20, 2026

The Dispatch — Monday Morning Note

Monday, April 20, 2026 — The most misread Fed Chair nomination in a generation

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The Dispatch · Sunday Edition

Apr 19, 2026

The Dispatch · Sunday Edition

Sunday Setup | April 19, 2026 | Binary Tuesday

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The Dispatch - Friday Recap

Apr 17, 2026

The Dispatch - Friday Recap

April 17, 2026

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The Dispatch - Friday Morning Note

Apr 17, 2026

The Dispatch - Friday Morning Note

Today's Theme: Geopolitical Risk Premium Collapse Risk Bias: Constructive on duration as oil unwinds. Key Watch: How far oil falls / rate complex reaction

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The Dispatch - Thursday Morning Note

Apr 16, 2026

The Dispatch - Thursday Morning Note

Gold at $4,817 while equity futures hold green is not a risk-on signal.

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What the Big Banks Just Told the Bond Market

Apr 15, 2026

What the Big Banks Just Told the Bond Market

Three earnings reports. Three different stories. One signal.

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The Dispatch - Wednesday Morning Note

Apr 15, 2026

The Dispatch - Wednesday Morning Note

The data this morning is not telling a clean story. That's the point.

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The Dispatch - Tuesday Morning Note

Apr 14, 2026

The Dispatch - Tuesday Morning Note

Three things should be happening right now if the soft PPI story were clean:

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