Archive

The Kill Switch

The frontier labs installed their own before Congress could. The AI trade is now two trades.

Dispatch Morning Brief

Dispatch Morning Brief

Bessent dares the yen and prices the buyback today. The curve he's fighting already ran the trade without him.

Dispatch Morning Brief

Dispatch Sunday Set-up -Labor Day Edition

Dispatch Morning Brief

Dispatch Morning Note

Dispatch Morning Brief - Special Edition

The Number Every Strategist Quotes — And No Trader Uses

Dispatch Morning Brief