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THE UPCOMING VIOLENT ROTATION

THE UPCOMING VIOLENT ROTATION

THE UPCOMING VIOLENT ROTATION

HEDGING THE OTHER TAIL

EASIER MONETARY POLICY AND HIGHER INFLATION

YEAR-END GOLD SEASONALITY

PLANETARY PAGANS

THE BEAR MARKET HAS BEGUN

THE PAIN BENEATH THE SURFACE

POWELL'S BUNGLE

POSITION RINSE

TAX-LOSS SELLING BOTTOM FISHING

GREEN LIGHT FOR TOUGH LOVE

EVERYTHING OLD IS NEW AGAIN

HYPER-INFLATION-VENTILATIONS

AGS: THE NEXT ROLLING BUBBLE?

BOND MARKET CONFUSION

BOND MARKET CONFUSION

THE 2021 TAPERING

NASDAQ SEASONALITY

MUTUAL FUND OCTOBER YEAR-END EFFECT

TERM PREMIA, INFLATION EXPECTATIONS, AND THE STOCK MARKET (Part 2 of 2)

TERM PREMIA, INFLATION EXPECTATIONS, AND THE STOCK MARKET (Part 1 of 2)

HE'S NOT GOD! HIT HIM!

WORLD FLATTENING DAY

THE BIG INFINITY SIGN IN THE SKY

GUT-CHECK TIME IN ENERGY

THE RISK FEW ARE TALKING ABOUT

CHANGING THE EQUATION

POWELL IS DONE

OPTION WHALE CHANGES SHAPE

THE SUNW-MOMENT

THE HAWKISH SHIFT

EVERGRANDE HYPERBOLE

THREE THINGS WORKING AGAINST THE MARKET

TIME TO BUY SOME ENERGY EQUITIES

HOW TO PLAY INFLATION

THE NEW EXTENDED "W" REALITY

THE 'TOURIST HEADS ON VACATION

HOOD MEME-STOCK TOP

THE CHINESE CONTROLLED DEMOLITION

FANG AND BITCOIN RALLYING FOR THE SAME REASON?

SLV CALL OPTIONS

CRB RAW INDUSTRIALS

THE BUBBLE IN STUPID SPECULATION IS OVER

LARRY VS. ALEXANDRIA

FAIT: THE HEADLINE NO ONE IS PRINTING

TAPER TALK

CRUDE OIL CONCERNS

INDIA: TIME TO BUY (Part 2)

INDIA: TIME TO BUY (Part 1)

REVISTING THE "TAPER TANTRUM" OF 2013

"CLEANING UP" THE REFLATION TRADE

QUICK EXPLANATION OF MARKET REACTION

DRUCK'S HONOURY SEAT AT THE FOMC

THE MANCHIN RALLY

VIX JULY SEASONALITY

WILL DEFLATIONISTS GET THIS ONE RIGHT?

SPX OPTION WHALE (Epilogue)

NO NEW SUPPLY. PERIOD.

OVERNIGHT REVERSE REPO PROGRAM ARBITRAGE

"EPHEMERAL" INFLATION

THE ELASTICITY OF PRESIDENTIAL POWER

ANOTHER DARK-SIDE FIXED-INCOME BET

DRUCK PULLING UP THE ANCHOR

DEMYSTIFYING THE VIX

BLUE COLLAR BLUEPRINT

VACCINATION SUPERSTARS

GOVT DEFICITS = PRIVATE SECTOR SURPLUSES

SUBSTANTIAL FURTHER PROGRESS

SURFING THE TGA WAVE LIKE A CHUMP

TIFF'S (RELATIVE) PEAK HAWKISHNESS

PAPER BAG PAWS

HOW MANY CHICKENS HAVE TO DIE?

LOW-VOLUME LEVITATIONS

NOT OUT OF THE WOODS YET

SPACS: THE PAIN ISN'T OVER YET

SPX OPTION WHALE (Part 2 of 2)

SPX OPTION WHALE (Part 1 of 2)

GOLD: TIME TO BUY

DEBUNKING THE QUARTERLY REBALANCING EFFECT

THE MYSTERY PORTFOLIO BLOWUP

TIME TO PLAY DEFENCE

"WEAPONIZED GAMMA" EXPLAINED

FADING THE INFLATION HYSTERIA

WHAT'S THE INFLATION SWAP MARKET TELLING US?

INTRODUCING SIR LOTBITS

QUAD-WITCHING LESSON

BASE EFFECTS AND OTHER INFLATION MUSINGS

THE BEST ECONOMIST STANLEY KNOWS

DREAMMAKERS VS. THE AUTOMAKERS

THE ONLY QUESTION

TRYING OUT A 2009 ANALOGY

EXPLAINING THE BOND SELLOFF

CONVERTIBLE BONDS FOR THE REST OF US

AN UNPOPULAR VIEW ABOUT A POPULAR TRADE

REVISITING OUR OLD YELLOW FRIEND

LIMIT ON CLOSE ORDERS

THE COMING TGA TSUNAMI

THE "INDEXING WILL KILL US" OPPORTUNITY

INFLATION BREAKEVENS AS A SIGNAL

GAMESTOP: AN EPILOGUE

WHEN REFLATION BECOMES INFLATION

MORE PRO-CYCLICAL INFLUENCES

THE MINI-QUANT QUAKE

FOMC DRIFT ANALYSIS

CAN A SHORT SQUEEZE CRASH THE MARKET?

FEARFUL OR GREEDY?

DISSECTING THE MICROSTRATEGY

TWO HEDGING TRADES

NOTHING IS NEW

THE "GOLD-IS-THE-EASIEST-TRADE-IN-A-LONG-TIME" TOP

OPTION MARKET-MAKING HEDGING EXPLAINED

COULD 2021 BE THE YEAR OF FAT RIGHT TAILS?