Campbell Ramble

Campbell Ramble

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The Strip vs. The Strait
Is this the end of the cycle?
Mar 8 • Alexander Campbell
Everything is a Bank
You may have heard the phrase “everything is a bank.” I’m not sure of the etymology, because when I first started spouting the principle it felt like…
Mar 5 • Alexander Campbell
The Regret Trade
Oil and Dollars Up, Everything Else Down
Mar 3 • Alexander Campbell
All Eyes on Hormuz
Conflict Is Inflationary part...4?
Mar 1 • Alexander Campbell

February 2026

Where Did All The Stenographers Go?
“Where Did All The Farmers Go?” Part 3
Feb 25 • Alexander Campbell
The Death of the New Deal
Don't Tax the Builder s
Feb 23 • Alexander Campbell
Blood Transfusion or Blood on the Streets
China’s Banking System: The 2026 Update Nobody Asked For
Feb 21 • Alexander Campbell
Don’t F With The Money
A Family Fraud
Feb 15 • Alexander Campbell
Crowded, Confused, Cranky
Confessions of a Piker Prop Trader
Feb 13 • Alexander Campbell
Long APIs, Short Slides
A pair trade for the AI transition
Feb 8 • Alexander Campbell
The Silver Attack
Going Paid
Feb 6 • Alexander Campbell
Flash Crash
Chinese silver prices sold off 17% around 10:30pm EST tonight.
Feb 5 • Alexander Campbell
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