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Silver, Korea, and What I've Been Up To

A quick announcement, then I'll show you how broken the market is underneath the surface, and some clean bets to take into the end of the month.

Housekeeping + A New Home Base (Citrini) — And What I’m Seeing in This Weird Market

Good morning — Steve Place here with Convex Spaces.

I’ve been in a quieter period recently, and there’s a very specific reason: I’ve joined Citrini Research, a thematic macro analyst firm.

If you’ve heard of them, you already know the vibe. If you haven’t: they’re currently…

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