Archive - Haymaker

Making Hay Monday - June 23rd, 2025

Petro... Bravo?

39 mins ago

On Iran and the Unknowns Ahead

2 hrs ago

Friday Haymaker

A word on oil from Charles Gave

Jun 20

On inflation skepticism

Jun 20

On soft data, hard data & headlines

Jun 19

On positions both long and short

Jun 18

On gold's bank-boosted ascent

Jun 17

On market resilience and/or complacency

Jun 16

Making Hay Monday - June 16th, 2025

On the Asian Anti-Contagion

Jun 16

Friday Haymaker

Robert Mullin: 'The Transient Nature of Exceptionalism'

Jun 13

Revisiting the oil hedge

Jun 13

On the painful cost of capital

Jun 12

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