The next short squeeze has begun; it will crash the market.
37
#8: Quantitative tightening, the Fed's balance sheet, and liquidity.
34
The Volatility Cycle and implications for the market.
39
#36: Insiders, Outsiders, and the Great Pandemic Bubble.
36
#2: The Folly of the Fed and a Call for Change.
19
#27: The quickest way to become a billionaire in 2022.
19
#22: On Duration and Value Destruction.
20
#38: On Roulette, Volatility, and the Death of the Tails.
36
#26: The Risk and Reward of Treasury Buybacks
34
#31: Valuation, Sources & Uses, Buyout Model, and Sensitivities
30
#24: Liquidity, liquidity, "everywhere", but not a drop to drink.
32
#34: Reflections on 2022 and thoughts on the year ahead.
49