Join my new subscriber chat
A private space for us to converse and connect
Hey everyone, starting today Chat will be used for something a little different from the regular articles.
When something important moves in the markets, liquidity conditions, inflation expectations, sector rotations, there'll be a quick note here with a chart and a few sentences of context. No long essays, just the signal and why it matters. Think of it as a direct line to whatever is worth watching in real time.
The monthly pieces continue as usual. This is just the space in between. Glad you're here.
How to get started
Get the Substack app by clicking this link or the button below. New chat threads won’t be sent sent via email, so turn on push notifications so you don’t miss conversation as it happens. You can also access chat on the web.
Open the app and tap the Chat icon. It looks like two bubbles in the bottom bar, and you’ll see a row for my chat inside.
That’s it! Jump into my thread to say hi, and if you have any issues, check out Substack’s FAQ.