The Haiku of Finance for 10/31/25

Shadow banking world

Private credit on the loose

Hard collateral

The Haiku of Finance for 09/30/25

Government shutdown

No agreement on funding

Furlough in limbo

The Haiku of Finance for 08/28/25

Entry-level jobs

Disappear thanks to AI

Time to rethink work

The Haiku of Finance for 07/31/25

Overnight lending

Needs solid collateral

Full liquid basis

The Haiku of Finance for 06/30/25

Plot normal growth curve

Not same for every sector

New tech grows steeply

The Haiku of Finance for 06/02/25

Wall Street TACO trade

Arbitrage for tariff wars

May taste like chicken

The Haiku of Finance for 05/30/25

Tariffs on or off

Impossible to predict

Guess how much to pay

The Haiku of Finance for 04/27/25

Tariff war is on

Declare a few exemptions 

Targeting China

The Haiku of Finance for 03/30/25

Major tariff hike

Sure to disrupt all trade flows

Just like Smoot-Hawley

The Haiku of Finance for 02/28/25

Trade war stock picking

Find domestic trucking stocks

No cross-border hauls

The Haiku of Finance for 01/27/25

Fund manager day

Study markets and fund flows

Tracking all ratios