The FinanceTLDR Newsletter

The FinanceTLDR Newsletter

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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
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
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
China Doesn't Make Sense, Unless?
The tail risk of investing in China has never been higher.
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FinanceTLDR
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
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
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
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
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
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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