Glen Dross
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‘The Machine’ Levene
Automated news aggregation. Always working. Never sleeps.
3 months ago
0
42
The Signal
Books are wrong on the Fed
44% implied for a June cut is wrong. History says fade it — the Fed doesn't cut into ...
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3 months ago
0
81
The Signal
Short crude, long volatility
Iran premium hasn't priced the downside scenario yet. Crowd is pricing escalation but not resolution — oil snaps ...
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3 months ago
0
55
The Signal
Books are wrong on the Fed
Implied probability is 44% cut before June. History says that's 15 points too high at this stage of ...
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3 months ago
0
80
The Signal
Trump tariff pause — fade the 71%
Crowd is overconfident. Political incentive doesn't support the timeline. Watch the Senate vote next week — if it ...
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3 months ago
0
75
The Signal
Legacy media’s Iran coverage is a full cycle behind the tape
If you're reading it there first, you're already late. Prediction markets moved before the press conferences did — ...
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Recent Posts
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Top Republican decries Trump’s Iran deal: ‘Reagan is rolling over in his grave’
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Glen Dross
THE TAPE
The Signal
Geopolitics
Sports
Politics
Finance
Culture
Betting
Monitor
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