TACO

The Hawk and the TACO Zone

How Warsh’s 2% Commitment and the 30-Year Bond Yield Redefine Fed Easing

Aug 27 • Vasco Marques de Freitas

The Treasury Yield Signals That Predicted Trump’s Ceasefire

Weekly Update - Week 30

Jul 27 • Vasco Marques de Freitas

The 2 Positions We Added at the Bottom (And Why They’re Already Outperforming)

Weekly Update - Week 15

Apr 21 • Vasco Marques de Freitas

In war, the first casualty is truth...

Weekly Update - Week 15

Apr 15 • Vasco Marques de Freitas

Weekly Update - Week 14

Apr 2 • Vasco Marques de Freitas

The T.A.C.O. Framework: How to Spot a Trump Pivot Before Energy Shocks Mutate Into a Growth Crisis

Weekly Update - Week 13

Mar 25 • Vasco Marques de Freitas

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