Janky Thoughts
Futures Pricing
July 18th, 2026: Weekend Thinking Cap
May 14th, 2026: Strait of Hormuz
Circuit breaker != limit up
May 9th, 2026: Weekend video binge – Dire straits
Technical Analysis
AI
Tariffs
March 16th, 2025: Weekend video binge – Sequence of Returns Risk
SPY vs VOO
January 19th, 2025: Weekend Video Binge – Monetary policy, fiscal policy and central banks
The RSU Sleight of Hand
December 27th, 2024: Weekend Video Binge
Alpha
November 22nd, 2024: Weekend Video Binge
Politinomics
War