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Waiting on Appointments

2026-08-28 · David H. Friedel Jr. · 4 min read

The Treasury Market May Not Be Breaking... It May Be Searching for a New Price

2026-09-24 · David H. Friedel Jr. · 13 min read

The Marginal Buyer Is a Carry Trade

2026-09-07 · David H. Friedel Jr. · 9 min read

The Supreme Court, Tariffs, and the Era of Osmotic Fiscal Cleanup

How pandemic-era liquidity was absorbed through tariffs, inflation, and time; with or without the Court’s blessing.

2025-11-06 · David H. Friedel Jr. · 4 min read
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