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Publications

The Macro Desk

by Elena Vasquez

Rates, the dollar, and where the cycle turns next.

MacroRatesFX

18.4K

Silicon & Signal

by Marcus Chen

The semiconductor supply chain, decoded.

EquitiesSemisAI

9.7K

Onchain Edge

by Priya Nair

Where the smart money moves before the candles.

CryptoDeFiDerivatives

13.2K

Crude & Cycles

by Tom Whitfield

Oil, gas and the commodity cycle — supply, storage and spreads.

CommoditiesEnergyMacro

7.3K

The Vol Surface

by Dana Lopez

Options flow, positioning and volatility — where convexity hides.

OptionsVolatilityEquities

10.6K

Trending now

Crude & Cycles· Jun 26

The curve is telling you something

Everyone

Backwardation just steepened. Storage economics say this move has legs.

6 min27433

#Commodities#Energy

The Vol Surface· Jun 25

Dealers are short gamma again

Subscribers

Positioning flipped below the big strike. Moves get amplified from here.

5 min31847

#Options#Volatility

Onchain Edge· Jun 25

Funding is screaming — but at whom?

Subscribers

Perp funding hit an extreme. The on-chain flows tell a different story.

5 min38841

#Crypto#Derivatives

The Macro Desk· Jun 24

The dollar is the whole trade

Everyone

Why DXY positioning into the next FOMC matters more than the dot plot itself.

7 min64288

#Macro#FX

Silicon & Signal· Jun 22

HBM is the bottleneck, not GPUs

Everyone

High-bandwidth memory is the real constraint on AI compute. Here's the supply map.

9 min51164

#Semis#AI