Steno Signals #190 – Is Europe and China still the havens in macro? Not so fast..
Greetings from Copenhagen, and welcome back to our weekly editorial on everything macro and markets. The tariff headlines are back in a more...
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Bear Stearns, Tariffs, and the Credit Crisis: Lessons from 2008 | The New Barbarians #012
Today's podcast will cover the St. Patrick's Day celebrations, the 17th anniversary of Bear Stearns becoming insolvent, current market trends,...
326 Views
[US Crude Oil Options Weekly 2025/11] WTI Snaps Losing Streak on Rising Geopolitical Tensions
WTI futures rebounded after seven weeks, driven by Middle East tensions and tight U.S. crude inventories. Oil rig count steady at 487, gas rigs...
309 Views
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves
The article discusses the importance of hedging downside equity market risk with options, the recent market movements, key economic indicators to...
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Overview #19 – Don’t Buy the D@nm Dip!
A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia
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