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The Fragile Peace
Judgement Day Delayed
13 hrs ago
•
Alexander Campbell
48
10
Waking the Hegemon
From Quiet Hegemon to Reluctant Arkhe
Apr 4
•
Alexander Campbell
186
7
14
March 2026
The Cascade Trade
You do not need to know whether Trump chooses war or peace. You need to know what the market has priced and what it hasn't.
Mar 31
•
Alexander Campbell
116
12
7
THE CASCADE
Why This Crisis Isn't an Oil Story
Mar 29
•
Alexander Campbell
254
9
28
Systems 102: The Pursuit of Alpha
Part 2 of the Systems series.
Mar 26
•
Alexander Campbell
80
4
5
Systems 101: Overconfidence
Building a trading machine with the smartest goldfish in the universe
Mar 24
•
Alexander Campbell
127
3
9
War for the Dollar
This is one of those inflection points in markets.
Mar 23
•
Alexander Campbell
137
10
8
What the Heck Happened to Gold
Well, that was interesting.
Mar 20
•
Alexander Campbell
140
8
10
Don’t Take the Bait
War, Oil, AI, and Why Everything Is the Same Trade
Mar 18
•
Alexander Campbell
189
13
14
Watch Credit
Story time.
Mar 12
•
Alexander Campbell
124
7
9
The Strip vs. The Strait
Is this the end of the cycle?
Mar 8
•
Alexander Campbell
156
22
12
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
61
3
2
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