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Recession Cancelled? Hello, Fiscal Dominance
Issue 107
Mar 17
•
James Lavish, CFA
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Recession Cancelled? Hello, Fiscal Dominance
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Understanding Beta
Issue 106
Mar 10
•
James Lavish, CFA
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Understanding Beta
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What is the Risk-Reward of Bitcoin?
Issue 105
Mar 3
•
James Lavish, CFA
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What is the Risk-Reward of Bitcoin?
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February 2024
Gamma and Short Squeezes
Issue 104
Feb 25
•
James Lavish, CFA
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Gamma and Short Squeezes
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How Bitcoin Solved The Byzantine Generals' Problem
Issue 103
Feb 18
•
James Lavish, CFA
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How Bitcoin Solved The Byzantine Generals' Problem
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The Fed's Elusive R-Star
Issue 102
Feb 11
•
James Lavish, CFA
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The Fed's Elusive R-Star
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How to Read (Between the Lines) of The Fed
Issue 101
Feb 4
•
James Lavish, CFA
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How to Read (Between the Lines) of The Fed
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January 2024
The BTFP Scam
Issue 100
Jan 28
•
James Lavish, CFA
1
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The BTFP Scam
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Are Consumer 'Expectations' Accurate?
Issue 99
Jan 21
•
James Lavish, CFA
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Are Consumer 'Expectations' Accurate?
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Was the Bitcoin ETF Launch a Failure?
Issue 98
Jan 14
•
James Lavish, CFA
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Was the Bitcoin ETF Launch a Failure?
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Is the Spot ETF priced into Bitcoin?Is the Spot ETF priced into Bitcoin?
Issue 97
Jan 7
•
James Lavish, CFA
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Is the Spot ETF priced into Bitcoin?Is the Spot ETF priced into Bitcoin?
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December 2023
SOFR Sends Up a Smoke Signal
Issue 96
Dec 31, 2023
•
James Lavish, CFA
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SOFR Sends Up a Smoke Signal
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