A transcribed roundtable of finance professionals discussing global markets, Japan's corporate culture and economics, plus interviews and personal essays such as a profile of a sports and entertainment barrister. The reader gets candid market views from practitioners and a loosely conversational, personality-driven look at the people behind the finance world.
Website: https://www.firstshotpress.com/
Conks covers the plumbing of global money markets, with daily data snapshots on Treasury bill and coupon auctions, the Treasury General Account, bank reserves, Fed operations and repo benchmark rates. It also publishes longer analytical pieces and infographics on topics such as repo market structure, central clearing and the Treasury basis trade.
A trading blog that uses market data to test technical analysis claims and explain market behavior such as breadth and volatility. Readers get quantified, skeptical analysis aimed at active traders, with room left for discretionary judgment.
A macroeconomics newsletter examining the global economy and financial markets through data revisions, bond yields and central bank policy. Readers get detailed, data-driven analysis that challenges official statistics and explains what the numbers imply.
A macro and hedge fund author shares his reasoning on short selling, AI-related trades and market signals such as Coreweave's credit spreads. Readers get an inside view of how an experienced investor builds and tests bearish and inflation-related positions.
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