There Are Bonds in the Singularity

Bonds vs stocks as NYC vs SF

Oct 1 • Alexander Campbell

59

3

September 2026

Consilience of Curves

The S-curve meets the yield curve

Sep 29 • Alexander Campbell

106

7

6

Back in the saddle

Again

Sep 27 • Alexander Campbell

77

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

176

21

26

Down Days

When to buy the dip and when to puke.

May 15 • Alexander Campbell

48

3

Out of Oil

and back to monitoring the situation

May 14 • Alexander Campbell

77

7

2

How to Short a Bubble

Wedge. Victim. Confirmation.

May 12 • Alexander Campbell

290

3

40

The Dragon and the Tigers

Why the next move is in the currency, not the equity

May 11 • Alexander Campbell

97

1

7

Priced for Peace

Or: What Happens When Every Vol Surface Lies at Once

May 8 • Alexander Campbell

51

1

A Trade as Sweet as Ethanol

The Brazilian Mills Have Voted

May 4 • Alexander Campbell

66

9

2

April 2026

A New Oil Era

The Cartel Cracks

Apr 29 • Alexander Campbell

95

2

5