Note from 2025-11-22

20251122 RedactedScience — Another Saturday Let's start with this is another Day 1. Nothing moved today. It happens but is rare, especially considering I've been having multiple ev

1 min read

Note from 2025-11-22

20251122 RedactedScience — Another Saturday Let's start with this is another Day 1. Nothing moved today. It happens but is rare, especially considering I've been having multiple ev

1 min read

Note from 2026-09-05

Treasury sell-off piles pressure on weakest US borrowers. “Any company that was built in a zero-interest-rate environment is just not built to sustain higher interest rates for a l

1 min read