Markets, Meditations, and Mental Models

Brief: Priced Before Signed

26 min · 12 de jun de 2026
Portada del episodio Brief: Priced Before Signed

Descripción

The market front-ran a peace deal that hasn't been signed, crashing oil and pushing the dollar below 100, while May wholesale inflation came in hot for the second consecutive day, turning "rate hikes" from tail risk into the base-case debate ahead of next week's FOMC. SpaceX begins trading today, an

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