The Red Sea Crisis - Observable Changes
While narratives are swirling in all directions, let's see if we can find some signal in the noise and figure out where things are really going
Read more
It's Q3...finally
Mea Culpa
Well, I was wrong about the Iran War and Strait of Hormuz closure. I wasn't wrong about the war happening, I wasn't wrong about the strait being closed. I was one of the very few who predicted that in advance against a chorus of "that
Position sizing
