![[Week 41 of 2026] Yield Signs](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/10/week-2026-41.png)
Things I used to put on the slides for the capital markets class
Featured articles
![[Week 40 of 2026] Football Finances](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/10/week-2026-40.png)
[Week 40 of 2026] Football Finances
![[Week 39 of 2026] Regulating AI](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/09/week-2026-39.png)
[Week 39 of 2026] Regulating AI
![[Week 38 of 2026] Partnerships](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/09/week-2026-38.png)
[Week 38 of 2026] Partnerships
![[Week 37 of 2026] The Price of Predictability](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/09/week-2026-37.png)
[Week 37 of 2026] The Price of Predictability
![[Week 36 of 2026] Perp](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/09/Week-36.png)
[Week 36 of 2026] Perp
![[Week 35 of 2026] Float](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/08/week-2026-35.png)
[Week 35 of 2026] Float
![[Week 34 of 2026] Claims, Credentials, and Calculations](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/08/week-2026-34.png)
[Week 34 of 2026] Claims, Credentials, and Calculations
![[Week 33 of 2026] Marks and Markups](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/08/week-2026-33.png)
[Week 33 of 2026] Marks and Markups
![[Week 32 of 2026] Lists and Labels](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/08/week-2026-32.png)
[Week 32 of 2026] Lists and Labels
![[Week 31 of 2026] Leverage and Labels](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/08/week-2026-31.png)
[Week 31 of 2026] Leverage and Labels
![[Week 30 of 2026] Launches and Limousines](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/07/week-2026-30.png)
[Week 30 of 2026] Launches and Limousines
![[Week 29 of 2026] Bets and Brakes](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/07/week-2026-29.png)
[Week 29 of 2026] Bets and Brakes
![[Week 28 of 2026] Fragrance and Flows](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/07/week-2026-28.png)
[Week 28 of 2026] Fragrance and Flows
![[Week 27 of 2026] Swipes, Spikes, Stashes](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/07/week-2026-27.png)
[Week 27 of 2026] Swipes, Spikes, Stashes
![[Week 26 of 2026] Pods, Procurement, and Puts](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/06/week-2026-26.png)
[Week 26 of 2026] Pods, Procurement, and Puts
![[Week 25 of 2026] Wagers, Wealth, and Warsh](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/06/week-2026-25.png)
[Week 25 of 2026] Wagers, Wealth, and Warsh
![[Week 24 of 2026] Hype and Hold](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/06/week-2026-24.png)
[Week 24 of 2026] Hype and Hold
![[Week 23 of 2026] Trophies, Taxes, and Treasuries](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/06/week-2026-23.png)
[Week 23 of 2026] Trophies, Taxes, and Treasuries
![[Week 22 of 2026] Banks, Bets, and Brevity](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/05/week-2026-22.png)
[Week 22 of 2026] Banks, Bets, and Brevity
![[Week 21 of 2026] SpaceX, SpaceX, and SpaceX](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/05/week-2026-21.png)
[Week 21 of 2026] SpaceX, SpaceX, and SpaceX
![[Week 20 of 2026] Cops, Conduits, and Charades](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/05/week-2026-20.png)
[Week 20 of 2026] Cops, Conduits, and Charades
![[Week 19 of 2026] Prompts, Peers, Plumbing](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/05/week-2026-19.png)
[Week 19 of 2026] Prompts, Peers, Plumbing
![[Week 18 of 2026] Marks, Machines, Microphones](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/05/week-2026-18.png)
[Week 18 of 2026] Marks, Machines, Microphones
![[Week 17 of 2026] Indexes, Incentives, Illiquidity](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/04/week-2026-17.png)
[Week 17 of 2026] Indexes, Incentives, Illiquidity
![[Week 16 of 2026] Rules, Rulers, and Runs](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/04/week-2026-16.png)
[Week 16 of 2026] Rules, Rulers, and Runs
![[Week 15 of 2026] Straits, Streets, and Stewards](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/04/week-2026-15.png)
[Week 15 of 2026] Straits, Streets, and Stewards
![[Week 14 of 2026] Congestion and Credit](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/04/week-2026-14.png)
[Week 14 of 2026] Congestion and Credit
![[Week 13 of 2026] Premiums, Proxies, Payments](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/03/week-2026-13.png)
[Week 13 of 2026] Premiums, Proxies, Payments
![[Week 12 of 2026] Boxes, Bonds, Banks](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/03/week-2026-12.png)
[Week 12 of 2026] Boxes, Bonds, Banks
![[Week 11 of 2026] Coins, Classifications, and Complacency](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/03/03d6c05d-bac3-4396-bd8b-14c59f63be7e.png)
[Week 11 of 2026] Coins, Classifications, and Complacency
![[Week 10 of 2026] Numbers, Nepotism, and Neckties](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/03/b8a5ddaa-09ae-4ca1-ba20-c23ef29df947.png)
[Week 10 of 2026] Numbers, Nepotism, and Neckties
![[Week 9 of 2026] Contracts, Carry, and Contrarians](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/02/406b8c61-96ef-4966-b7b9-4779d9fe3319.png)
[Week 9 of 2026] Contracts, Carry, and Contrarians
![[Week 8 of 2026] Memory, Megabonds, Minutes](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/02/cfec0079-8c01-44d2-ae2f-aa55cca847a7.png)
[Week 8 of 2026] Memory, Megabonds, Minutes
![[Week 7 of 2026] Bitcoin, Budgets, Bonds](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/02/3dbeed6b-e587-4ef1-9ecb-5366da772a29.png)
[Week 7 of 2026] Bitcoin, Budgets, Bonds
![[Week 6 of 2026] Integration, Illiquidity, and Intelligence](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/02/12546599-0fb5-476d-a8e5-7c411dc3dcb7.png)
[Week 6 of 2026] Integration, Illiquidity, and Intelligence
![[Week 5 of 2026] Silver, Shorts, and Schemes](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/01/e5f5a322-3209-47a8-9a26-6d9892b6d50f.png)
[Week 5 of 2026] Silver, Shorts, and Schemes
![[Week 4 of 2026] Brands, Battles, Benchmarks](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/01/a2bf0b07-f3de-4892-bc5c-667c2d27b1c9.png)
[Week 4 of 2026] Brands, Battles, Benchmarks
![[Week 3 of 2026] Debt, Drama, and Delusion](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/01/489b74f0-2884-4db6-bac7-388f071d95f1.png)
[Week 3 of 2026] Debt, Drama, and Delusion
![[Week 2 of 2026] Machines, Makeup, and Money](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/01/44412b4d-42b4-4ab5-b011-c44c2d94ed2e.png)
[Week 2 of 2026] Machines, Makeup, and Money
![[Week 1 of 2026] Fortunes, Flatlines, and Futures](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2026/01/35d6ac90-d4be-4684-87d4-cbc89b2db60a.png)
[Week 1 of 2026] Fortunes, Flatlines, and Futures
![[Week 52 of 2025] Sweep, Sales, and Savants](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/12/e3b327f0-96ec-4bf7-b88c-c4465b92bc77.png)
[Week 52 of 2025] Sweep, Sales, and Savants
![[Week 50 of 2025] Forecasts, Funds, and Flexes](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/12/1870cce5-f588-459b-a6d4-04d27fd6c138-1.png)
[Week 50 of 2025] Forecasts, Funds, and Flexes
![[Week 49 of 2025] Property, Pensions, Passivity](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/12/fa60987f-c02a-4974-b23a-e830c6d03710.png)
[Week 49 of 2025] Property, Pensions, Passivity
![[Week 48 of 2025] Funds, Frenzy, Faultlines](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/11/b8a05973-0cb4-41c4-97b3-9b167e113b61.png)
[Week 48 of 2025] Funds, Frenzy, Faultlines
![[Week 47 of 2025] Vectors and Veils](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/11/70f598fc-9520-447a-afd4-4d4cd66f57e8.png)
[Week 47 of 2025] Vectors and Veils
![[Week 46 of 2025] Caps, Consumption, and Collectibles](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/11/8fd368b0-3fa8-43cf-86a3-23499989ffd1.png)
[Week 46 of 2025] Caps, Consumption, and Collectibles
![[Week 45 of 2025] Memos, Margin, and Mirrors](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/11/fd1a3d11-4d65-4346-8510-34eec651001e.png)
[Week 45 of 2025] Memos, Margin, and Mirrors
![[Week 44 of 2025] Access, Algorithms, and Anxiety](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/11/b2d787e3-ac70-46eb-b490-d088e9e16d12.png)
[Week 44 of 2025] Access, Algorithms, and Anxiety
![[Week 43 of 2025] Prices, Power, and Persuasion](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/10/7b1288db-dcfc-4257-b2e9-75563b3516c8-1.png)
[Week 43 of 2025] Prices, Power, and Persuasion
![[Week 42 of 2025] Milestones and Misbeliefs](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/10/8c7afaf3-2f92-4f7b-aeb5-e7467fe7de9c-1.png)
[Week 42 of 2025] Milestones and Misbeliefs
![[Week 41 of 2025] Innovation, Incentives, and Inertia](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/10/unnamed-1.jpg)
[Week 41 of 2025] Innovation, Incentives, and Inertia
![[Week 40 of 2025] Agents, Adaptation, and Algorithms](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/10/unnamed.png)
[Week 40 of 2025] Agents, Adaptation, and Algorithms
![[Week 39 of 2025] Access and Agents](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/unnamed.png)
[Week 39 of 2025] Access and Agents
![[Week 38 of 2025] Committees, Coupons, and Convictions](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-38-1.png)
[Week 38 of 2025] Committees, Coupons, and Convictions
![[Week 37 of 2025] From Robinhood to Charizard](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-37.png)
[Week 37 of 2025] From Robinhood to Charizard
![[Week 36 of 2025] Fertility, Funds, and Fortuity](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-36.png)
[Week 36 of 2025] Fertility, Funds, and Fortuity
![[Week 35 of 2025] Politics, Premia, and Pens](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-35.png)
[Week 35 of 2025] Politics, Premia, and Pens
![[Week 34 of 2025] Prompting, Packaging, and Patriotism](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-34.png)
[Week 34 of 2025] Prompting, Packaging, and Patriotism
![[Week 33 of 2025] Compounding and Competing](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-33.png)
[Week 33 of 2025] Compounding and Competing
![[Week 32 of 2025] Margins, Measures, and Moral Hazards](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-32.png)
[Week 32 of 2025] Margins, Measures, and Moral Hazards
![[Week 31 of 2025] Delegates and Drivers](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-31.png)
[Week 31 of 2025] Delegates and Drivers
![[Week 30 of 2025] Stars and Stocks](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-30.png)
[Week 30 of 2025] Stars and Stocks
![[Week 29 of 2025] Guessing Games](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-29.png)
[Week 29 of 2025] Guessing Games
![[Week 28 of 2025] Blurred Lines](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-28.png)
[Week 28 of 2025] Blurred Lines
![[Week 27 of 2025] Overcast and Overfit](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-27.png)
[Week 27 of 2025] Overcast and Overfit
![[Week 26 of 2025] Portfolio Logic](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-26.png)
[Week 26 of 2025] Portfolio Logic
![[Week 25 of 2025] Imitation and Inheritance](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-25.png)
[Week 25 of 2025] Imitation and Inheritance
![[Week 24 of 2025] Capital Allocation and Human Resource Problems](https://storage.ghost.io/c/30/e9/30e9cd1a-3aaa-4254-8a97-d884d5cdb64c/content/images/size/w750/2025/09/week-2025-24.png)