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
From Mark's Desk
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
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