The FinanceTLDR Newsletter

The FinanceTLDR Newsletter

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The Curious Case of the Bank of Japan
How the Bank of Japan is uniquely able to conduct the most aggressive monetary policy that the free world has ever seen.
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FinanceTLDR
5
The Trillion-Dollar Magic Trick
How the US Treasury found trillions of dollars of government funding that left the financial system unscathed.
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FinanceTLDR
8
The Banking System Was Redesigned. Did You Notice?
The banking system profoundly changed with little discussion and little fanfare. Here's what you need to know about the new system.
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FinanceTLDR
3
Beware of Crowded Trades
In August 2021, prominent CNBC anchor Carl Quintanilla posted an annotated chart of SPY over the past year. The annotations showed that SPY consistently…
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FinanceTLDR
5
Market Pulse: The Federal Reserve's 2 Trillion Dollar Hole
In 7 minutes, understand what the Fed’s ON RRP balance is, why it dropped by $2 trillion in 8 months, and why this matters for stock prices.
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FinanceTLDR
2
China Doesn't Make Sense, Unless?
The tail risk of investing in China has never been higher.
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FinanceTLDR
Market Pulse: Liquidity is Surging
In 8 minutes, understand what systemic liquidity means and why it's such an overwhelming factor in determining stock prices.
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FinanceTLDR
6
Market Pulse: Nvidia Saves the Market
In 6 minutes, understand how Nvidia and Nikola's earnings calls went, plus other market insights.
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FinanceTLDR
6
Market Pulse: Shipping Woes, But Still Bullish
In 5 minutes, understand the shipping turmoil going on in the Red Sea and Fedex’s warning for the economy.
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FinanceTLDR
Market Pulse: CPI Does Not Matter
In 8 minutes, let me explain why the market moved the way it did today, why the CPI didn't really matter, and where it might be heading.
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FinanceTLDR
Market Pulse: Fed Meeting Madness
In 8 minutes, let’s discuss expectations leading into the FOMC, what the Fed signaled to the market and why, and where we’re likely headed from here.
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FinanceTLDR
8
How Did Sam Do It? The Grand FTX Heist
Recounting the fascinating way Sam Bankman-Fried pulled off his multi-billion dollar FTX heist and how it all collapsed on him.
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FinanceTLDR
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