Fed wants more pain, India wants more money, and golf wants fewer famous people
The Fed calls it 'modest.' History calls it 'the part where everyone pretended it was fine.'
Permanent dispatch →Market Dispatch Archive
Recent AM/PM FF2K dispatches. The homepage shows the newest 5; this archive keeps the bigger trail without turning the front page into a storage unit with opinions.
The Fed Wants More Pain, India Wants More Bids, and Royal Birkdale Wants Your Attention
The Fed sees good data and raises rates anyway - at this point they're not fighting inflation, they're just addicted to the bit.
Permanent dispatch →Fed Wants More Pain, Giannis Goes South, and Elon Gets Shorted Into the Stratosphere
The Fed wants rates higher, the shorts want Elon lower, and Lorie Logan wants you to know that your financial pain is, technically, still insufficient.
Permanent dispatch →Argentina is back, Anthropic wants your money, and the Fed is doing Fed things
The AI companies want to IPO before the math catches up, the Fed wants to testify before anyone asks hard questions, and Argentina just wants the trophy. Only one of these endings is earned.
Permanent dispatch →Anthropic wants your money, Dimon wants your ships, and Gaethje wants nothing to do with Paddy
Markets moved, senators asked questions, a champion picked silence over Paddy, and somehow Cava is still the most rational investment on the board.
Permanent dispatch →Inflation peaked, Buffett approved, Dan Ives went indie, and the AL is a mess
Five reasons inflation peaked, one reason to be skeptical: the same people are still talking.
Permanent dispatch →Wall Street prints record profits, baseball might cancel itself, and Kawhi is under investigation for existing
Records were broken today in banking, and the only thing that built them was everyone else's work.
Permanent dispatch →Robots, All-Stars, and the Ghost of Inflation Past
The Fed killed inflation, Buffett fired a foundation, robots are going public, and France meets Spain tonight - Tuesday showed up and did not ask permission.
Permanent dispatch →Fed fingers on the trigger, banks printing, and the Open Championship is basically a metaphor for all of it
When the banks profit from the war and the Fed caused the inflation, calling it a 'sweet spot' is technically accurate.
Permanent dispatch →SpaceX, War Volatility, and World Cup Chaos Walk Into a Bank
Everyone's running a model, nobody's running a thesis, and the banks are charging a fee for both.
Permanent dispatch →Goldman picks AI winners, prediction markets get nervous, and baseball is basically a stock market now
When Goldman makes a bracket and Kalshi makes a market, the only thing left to ask is who is making the actual decision.
Permanent dispatch →Forward P/E Is Lying To You, Argentina Is Laundering, And Conor McGregor Is Back Baby
Everything looks cheap until the bill arrives.
Permanent dispatch →Fed Task Forces, Prediction Markets, and Kawhi Ghosting Toronto Again
The Fed gets a task force, Kawhi gets cold feet, and the prediction markets are the only institution actually doing their job.
Permanent dispatch →Fed Task Forces, Prediction Market Drama, and McGregor Is Back -- PM Recap
The Fed gets a task force, the prediction markets get mainstream, McGregor gets a fight card -- and somehow Bitcoin is still the one thing nobody in power wants to put on the agenda.
Permanent dispatch →Fed splits, Burry bets, and the World Cup quarterfinals walk into a bar
The Fed can't pick a direction, the shipping lanes are closed, and Burry is betting that regulators save the casino industry from itself. We are so back.
Permanent dispatch →Burry Bets on Bookies, McGregor Returns, and the Fed Still Has No Idea
When the guy who shorted the housing market starts backing the house, you have to ask who exactly is getting played.
Permanent dispatch →Fed Family Feud, AI Backdoors, and Golf Parlays Worth More Than Your 401k
The Fed is fighting about rates, China is warning about backdoors, a golf parlay promises 65 grand, and the Nasdaq is somehow the sane one in the room.
Permanent dispatch →Nasdaq dreams, Celtic nightmares, and a summer of low-stress everything
Everyone's got a take on where the market lands - nobody's got a receipt for where it's been.
Permanent dispatch →Trump Goes Crypto, BlackRock Hedges, and Baseball Is Back From the IL
When the president becomes a crypto influencer, the gas mask isn't optional anymore.
Permanent dispatch →Trump Goes Crypto, Klarna Goes Bank, and the World Cup Goes Prediction Market
The market does not have fundamentals right now, it has a mood and a press release.
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