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June 2026

💡 What I'm Watching This Week
A holiday-shortened week that could decide whether the dollar's pause is a breather or a turn.
 • James Lavish, CFA
💡The Dollar Is Eating the World
Why the strongest dollar in over a year is quietly draining every hard asset you own.
 • James Lavish, CFA
💡Informationist Roundtable Group Chat
Stay connected between meetings
 • James Lavish, CFA
💡Informationist Roundtable Recording: Q2 2026
Link Attached
 • James Lavish, CFA
Roundtable Meeting Today
Starts at 1 PM PT. Here's your link.
Roundtable Meeting: Q2 2026
Our first Roundtable is Thursday. Send me your questions.
 • James Lavish, CFA
💡 What I'm Watching This Week
The silent Fed's first inflation test, and the five other things on my screen before the open.
 • James Lavish, CFA
💡 How to Read a Fed That Stopped Talking
Warsh killed forward guidance, pulled his own dot, and launched five task forces. The Fed stopped narrating itself. You can still read what it does.
 • James Lavish, CFA
💡Is Elon Musk the Richest Man in History?
The world just minted its first trillionaire. The number is stranger than it looks.
 • James Lavish, CFA
💡 Is the Bitcoin Power Law Broken?
Bitcoin slipped under $60,000 and the model I trust most is being declared dead. Is it?
 • James Lavish, CFA
© 2026 James Lavish · Privacy ∙ Terms ∙ Collection notice
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