Aug 29
This Week’s Actions
Friday, August 28 — Jackson Hole
Fed Chairman Kevin Warsh delivered his first Jackson Hole keynote as Chairman, titled “In Our
3 min read
Mark Berube
Aug 27
How the Story Gets Told to You
Every few days, a headline tells you the Fed is trapped. Growth is slowing. Inflation is hot. The Chairman is
3 min read
Aug 26
The Bessent Doctrine, Piece by Piece
A note from Mark Berube and Ike Fontaine, Co-Founders
3 min read
Aug 24
Reading Past the Headline: Bessent, Warsh, and the Week Ahead
A note from Mark Berube and Ike Fontaine, Co-Founders
This is an educational piece, not a trade call. Our
5 min read
Aug 21
Policy Assurance
Markets rarely fall apart because bad news arrives. They fall apart when investors stop believing anyone will do anything about it.
13 min read
Aug 07
Clarity Act: No One Knows Yet
Introducing Our Intrinsic Value Framework
6 min read
Aug 02
CLARITY and GENIUS — Where Things Actually Stand
Purpose
Two federal crypto frameworks are live right now, and they are not the same story. CLARITY is a bill
5 min read
Aug 01
The Word Nobody Uses
The actual signal to watch isn't a price chart. It's vocabulary.
3 min read
Jul 28
CLARITY Act — Enforcement Standoff
This report summarizes the confirmed sequence of events behind the CLARITY Act's stalled ethics-enforcement provision, and separates confirmed fact from reasonable inference.
4 min read
Jul 23
The Separation Has Begun
S&P Draws the Line
5 min read
Jul 20
CLARITY Act — Senate Floor Vote Tracker
CONFIRMED ACTIONS
The whip count table below reflects known signals — see methodology note preceding that table.
1. July 4 target
12 min read
Jul 14
GENIUS Act Deadline: Impact on Ethereum
A factual look at the July 18, 2026 rulemaking deadline, where it stands, and the confirmed on-chain activity that connects it to Ethereum.
10 min read