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The Day Inflation Broke

The Compound and Friends

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The Probability of a Soft Landing

The probability of a soft landing is a lot higher than the average investor thing. If you look at like the top of the range in mid August, we had a VIX of like 19.5. I think it's on the table. That's the kind of hope that's going to fuel that last buyer at the top of that range for a little bit. Do you seasonality get into your work at all? A little bit. You're not looking at technicals or We look at technicals. So like we do, but it's quant technicals.

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