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The Morning Note · 4 min read
August's US jobs report came in at three times consensus and Bitcoin dipped. Why strong data moved risk assets lower, and what it means for the September Fed decision.
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The Morning Note · 6 min read
Your entry is priced at the moment you finally had conviction - and waiting for further confirmation is expensive.
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The Morning Note · 5 min read
In July we asked who controls your retirement money. London, Tokyo and Brussels have since offered their own answer.
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The Morning Note · 4 min read
This pullback is louder than it is large. Nothing about it changes the structure.
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