Oct 14
(I Can't Get No) Satisfaction
Mark Berube, ChFC, CLU
This morning, September inflation came in at 3.7%. Wall Street wanted 3.6%. One-tenth
3 min read
Mark Berube
Oct 14
Time Is on Our Side
By Mark Berube, ChFC, CLU, and Ike Fontaine, Co-Founders, Quantum Capital
The question everyone asks
Every investor conversation this
7 min read
Oct 12
Rates Are Going Straight Up and No One Cares
Mark Berube, ChFC, CLU, Co-Founder · Ike Fontaine, Co-Founder
Part One: Why Interest Rates Are Going Straight Up
Interest
8 min read
Oct 09
You Don't Have to Pick the Winner
5 min read
Oct 05
Narrative Dominance
How Efficient Markets Led to the Ethereum Rally
8 min read
Sep 21
The Sentence Changed in August
Thirty-nine years of hearing “the US has debt.” This August, for the first time, it became “the US has borrowed too much.” Once that sentence lands, the machinery built to answer it comes into view — and the balances show, today, where almost all of it is sitting.
5 min read
Sep 17
The Hike Was Never About Inflation
It Was About Proving Someone Is Managing the $40 Trillion in U.S. National Debt
3 min read
Sep 14
The Vote Count, Not the Narrative
The market is pricing a 90 percent chance the Federal Reserve raises rates this week. That number comes from two
3 min read
Sep 10
The Law Needs the Proof
Washington keeps talking about the CLARITY Act like Ethereum is waiting on it.
4 min read
Sep 08
The Kingdom That Owed Too Much
A Quantum Capital allegory — our read on current Treasury and Fed dynamics, not a factual account of anyone's stated intentions.
3 min read
Sep 08
The War Wall Street Is Watching
It isn’t in the Middle East. It’s in bond auctions, repatriation flows, and a repo facility most allocators never look at.
4 min read
Sep 01
Retail Will Hate This Rally
The pieces were all public. None of it was hidden.
3 min read