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September 2026

💡 Are We Witnessing a Bond Apocalypse?
What happens when world's biggest borrower has trouble finding buyers?
 • James Lavish, CFA
Roundtable Meeting: Q4 2026
Our next Roundtable is one week from today. Send me your questions.
 • James Lavish, CFA
Roundtable Meeting: Q4 2026
Our next Roundtable is one week from today. Send me your questions.
 • James Lavish, CFA
THE INFORMATIONIST QUARTERLY LETTER
Issue I, September 20, 2026 - FIRST ISSUE FREE
 • James Lavish, CFA
THE INFORMATIONIST INSTITUTIONAL QUARTERLY LETTER
Issue I, September 20, 2026 - EARLY RELEASE FOR ROUNDTABLE MEMBERS
 • James Lavish, CFA
💡 Can Trump Really Send You $5,000?
President Trump just promised every adult citizen a $5,000 dividend if Republicans win the House and Senate in November. Can he even do that?
 • James Lavish, CFA
The Monday Brief: Four Days and $119 Billion
$119 billion of US Treasury auctions. The first buyback at the bigger size. And the last set of inflation numbers before the Fed meets again.
 • James Lavish, CFA
💡 Has Bitcoin Bottomed?
Bitcoin started selling off from its all-time highs of over $126K last October, tumbling to under $58K two months ago. Question is, have we seen the…
 • James Lavish, CFA

August 2026

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