You’re supposed to be paid to take risks, but what if you just want to be paid?

Lots of opinions on this. I’m writing mine here just for posterity.

Empty shelves in USA are coming soon.

Apollo just wants to make things better for everyone.

Klarna steps back from its bear hug of GenAI.

My first post about a favourite topic of mine: private credit.

There is always a political aspect to the discussion of rates and market structure. Here I stick my hand in the blender…

Could the issues we’re seeing with the FAA at Newark and Denver International be extrapolated to other government services, such as the Fed and Treasury?

Apologies for the delay since the first blog post. Getting your DNS set up correctly still isn’t idiot-proof.

Ok, where to begin?