18
May
Gamma Report 5/18/2026
Welcome to the thirty-second issue of the Gamma Report
10 min read
Newsletter
15
May
New Era at the Federal Reserve
What Kevin Warsh's Confirmation Means for Markets, Monetary Policy, and Your Portfolio
12 min read
11
May
Gamma Report 5/11/2026
Welcome to the thirty-first issue of the Gamma Report
11 min read
08
May
The Nasdaq Went Full Top Gun
70 Degrees, 28%, 42 Days. This Doesn't End With a Smooth Landing.
4 min read
04
May
Gamma Report 5/4/2026
Welcome to the thirtieth issue of the Gamma Report
8 min read
27
Apr
Gamma Report 4/27/2026
Welcome to the twenty-ninth issue of the Gamma Report
7 min read
22
Apr
The Defensive Trade Is Breaking Down
Reading the tape underneath the tape
4 min read
20
Apr
Gamma Report 4/20/2026
Welcome to the twenty-eighth issue of the Gamma Report
6 min read
15
Apr
The Bond Market Isn't Buying This Rally. Neither Am I.
The equity market is pricing in the best case. Here's what two other major markets are telling you instead.
6 min read
13
Apr
4/13/2026 Gamma Report
Welcome to the twenty-seventh issue of the Gamma Report
8 min read