He's Out? I'm Out!

Stopping out of long TWD as the Jensen scandal begs the Taiwan question

Nov 12 • Alexander Campbell

55

1

Dems win. Data centers lose.

Dems sweep.

Nov 5 • Alexander Campbell

15

1

October 2026

Spooky Speedbrake on the Way to the Singularity?

Punter Portfolio Ramblings v002: Revisiting the Air Pocket, Nine Months In

Oct 31 • Alexander Campbell

39

1

The (Boomer) Fiscal Trap

Paris is what the end of the Boomer social contract looks like. The bet, the bill, and who gets stuck with it.

Oct 21 • Alexander Campbell

64

10

2

Punter Portfolio Book - v001

Start with protection...

Oct 15 • Alexander Campbell

44

3

2

The Real (Yield) Singularity

Stocks shrug off higher real yields

Oct 6 • Alexander Campbell

64

8

4

There Are Bonds in the Singularity

Bonds vs stocks as NYC vs SF

Oct 1 • Alexander Campbell

94

4

September 2026

Consilience of Curves

The S-curve meets the yield curve

Sep 29 • Alexander Campbell

126

7

6

Back in the saddle

Again

Sep 27 • Alexander Campbell

82

14

1

May 2026

Initiate Ghost Protocol

Going dark for a while.

May 22 • Alexander Campbell

95

1

There Are Bonds in the Semiconductors

Bonds in the Stocks: Chapter 4

May 20 • Alexander Campbell

179

21

27

Down Days

When to buy the dip and when to puke.

May 15 • Alexander Campbell

48

3