Archive - The Informationist

💡 Break the Glass

A Treasury Secretary's warning and the $15B buyback that happened the same day

Apr 19 • James Lavish, CFA

💡 The Casino in Your Pocket

Apr 12 • James Lavish, CFA

💡 Diamonds Are Forever. Their Prices Aren't.

Apr 5 • James Lavish, CFA

March 2026

💡 Why the Treasury's Nightmare May Soon Be Yours

Mar 29 • James Lavish, CFA

💡 The Fed's "Difficult Situation"

Mar 22

💡 Is Private Credit a Black Swan in Plain View?

Mar 15 • James Lavish, CFA

💡When There's No Safe Haven

Mar 8 • James Lavish, CFA

💡 About Jane Street…

Mar 1 • James Lavish, CFA

February 2026

💡 The Dubious 6% Club

Feb 22 • James Lavish, CFA

💡 The $6.6 Trillion Broken Promise

Feb 15 • James Lavish, CFA

💡 Is “Paper Bitcoin” Killing the Price?

Feb 8 • James Lavish, CFA

💡 Trump's New Fed Chair: Does It Even Matter?

Feb 1 • James Lavish, CFA

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