Desk library

41 desk notes. Not trade recommendations. Source-disciplined desk copies.

• 27 Sep 2026
  AI-Headline Basket Selling · Boyar’s Hated Five (BKNG, BR, UBER, POOL, QSR, MGM)
  The Compound (TCAF 261) · Jonathan Boyar / Josh Brown / Michael Batnick
• 27 Sep 2026
  Bonds Asked for a Hike · Cutting-Cycle Failure, Oct 28 Optionality, Fourth Turning
  Bianco Research · Jim Bianco
• 27 Sep 2026
  The Fed Is Losing Control of Credit · K-Shaped Credit, Private-Credit Opacity
  Monetary Matters · Henry Peabody (GMO) / Jack Farley
• 27 Sep 2026
  Bull Market Back, BTC Not Leading · Revenue Tokens, 50w/200w Lines, 20Y-High Yields
  Bankless · Ryan Sean Adams / David Hoffman
• 27 Sep 2026
  Just Buy Consensus · Meta’s AI Moment & Who Wins Tokenization
  Empire (Blockworks) · Rob Hadick (Dragonfly) / Santi / Jason Yanowitz
• 27 Sep 2026
  High Bandwidth Flash · Capacity Tier Beside HBM, Samples 2027, HVM 2029
  Asianometry · Jon Y
• 23 Sep 2026
  Burry “Full Size” Hook · Squeeze-Constructive Tape vs Banks / Breadth / Private-Credit Fracture
  FX Evolution · Thomas (FXE Trading Academy)
• 23 Sep 2026
  2s10s Flatten Authorship · Long-End Rally (Not Front-End Rip)
  Eurodollar University · Jeff Snider
• 23 Sep 2026
  CLARITY Act Failed · Agency Path / Tokenization / BTC Cycle
  Wealthion · Brett Rentmeester (WindRock) / Maggie Lake
• 22 Sep 2026
  Why OpenAI & Anthropic Won’t Win Finance · Rogo as Bloomberg-of-AI
  Invest Like the Best · Gabe Stengel (Rogo)
• 22 Sep 2026
  Naveen Rao · 4D Computing, AI Energy Wall & Beating Biology
  All-In Podcast · Unconventional AI
• 22 Sep 2026
  We’re in a Debt Bubble · Sticky Inflation, Short Duration, Hard Assets
  Wealthion · Jonathan Wellum (RockLinc)
• 22 Sep 2026
  Sticky 3–4% World · Why Inflation Isn’t Coming Back to 2%
  Bianco Research · Jim Bianco
• 21 Sep 2026
  Oil–Rates Correlation Jumps to a 35-Year High
  Cboe DMI · Mandy Xu · Macro Volatility Digest
• 14 Sep 2026
  Jensen Huang · Doomer Hoax, Superintelligence Is Here
  All-In Podcast · Jensen Huang (ft. Trump)
• 14 Sep 2026
  Macro Uncertainty Fuels Hedging Demand Ahead of FOMC
  Cboe DMI · Mandy Xu · Macro Volatility Digest
• 14 Sep 2026
  Averages Lie · Tech/Telecom Bear (−20%+) With Milder SPX Correction
  Excess Returns · Jim Paulsen
• 14 Sep 2026
  Silicon Valley’s Starving for Compute · 2026 Shortage; 2027 Glut Risk
  Asianometry · Jon Y
• 13 Sep 2026
  Linear vs Exponential · AGI Arrived; Oil/Bonds/Fed Wrong Regime
  Jordi Visser Labs · 22V Research
• 11 Sep 2026
  40-Year Bond Bull Is Over · Agg Wrong Default · Rebuild the 40%
  Excess Returns · Janus Henderson (Kerschner / Contopoulos)
• 11 Sep 2026
  TCAF 259 · Most Interesting Macro Moment · Nordvig / Korea 2027
  The Compound · Jens Nordvig (Vanda/Exante)
• 10 Sep 2026
  What Bessent Is Really Doing in the Bond Market · Costanza Long End
  Mike Green · Wealthion · Tier 1 Alpha
• 8 Sep 2026
  Bond Crash Is a Trap · AI Agents × Crypto
  Jordi Visser Labs
• 8 Sep 2026
  Tech Sector Rotation · Jeff Keller Capelight
  Monetary Matters · Jeff Keller
• 8 Sep 2026
  Cloudflare CEO · Internet’s Next Business Model
  Matthew Prince · Empire / Blockworks
• 8 Sep 2026
  Bearish Into November · Hyperscaler CDS
  Dan Niles · Excess Returns
• 8 Sep 2026
  NVDA Historic Quarter, SaaS, Bessent vs Druck, Debt
  All-In Podcast · Core Four
• 8 Sep 2026
  Bessent Gets Drucked · Bitcoin, AI, Macro Clock
  Jordi Visser Labs
• 8 Sep 2026
  AI Demand Is Real. Accounting Games Are Growing.
  Excess Returns Weekly Wrap · Forehand / Zeigler
• 8 Sep 2026
  Credibility Is a Teacup — Four Horsemen & Financial Repression
  Ben Hunt · Excess Returns · Epsilon Theory / Perscient
• 8 Sep 2026
  The Retirement Number Is Usually Wrong — Compounding, Inflation, Household Enough
  Nick Galarnyk · Optionfinity · YouTube
• 31 Aug 2026
  Front Equity Vol at 1-Year Lows After Jackson Hole
  Cboe DMI · Mandy Xu · Macro Volatility Digest
• 24 Aug 2026
  After July: The AI Complex Is a Reprice Story, Not a Demand Break
  Mary · Thematic · Baker ILB EP.485 + All-In
• 24 Aug 2026
  WDWL: Why Every Trader Is Watching the 10-Year
  Josh Brown + Nick Colas (DataTrek) · Compound
• 24 Aug 2026
  SV Intraday Positioning — Speed / Centroid / Pivots
  Stochastic Volatility · Substack
• 23 Aug 2026
  Alma: The Bessent Put, Oil, Midterms, and EoY Regime
  stochvoltrader · Substack
• 23 Aug 2026
  The AI / Crypto / Macro Nexus — Why Bitcoin Matters
  Jordi Visser Labs · YouTube
• 23 Aug 2026
  PCE, Jackson Hole, Implied Bet — Weekly Positioning
  Stochastic Volatility · Substack
• 17 Aug 2026
  Alphabet / Google — Process Video vs. Price
  Everything Money · YouTube
• 14 Aug 2026
  Gavin Baker on All-In — AI, Anthropic, Nvidia, Grok
  Gavin Baker (Atreides) · All-In
• 4 Aug 2026
  Gavin Baker — Why Markets Are Pricing AI Wrong
  Invest Like the Best EP.485

Desk copy · not a trade recommendation · Erica desk library