HeyJaredCampbell Ramble
Occasional observations about markets, data, and the broader world.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Sep 27, 2026
Latest issues
Consilience of Curves (opens the original)
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In the coming weeks and months we’ll be rebuilding the portfolio from scratch. While we were out, Leo got liquidated by margin debt, so call it a theme. Ours was owing to various compliance and ethics regulations rather than prime brokers, but a forced seller is a forced seller. Perhaps the worst part of the hiatus was leaving you readers in the lurch, holding sugar options, wondering “should I roll?”We’ll also do a retrospective on some of the more prominent views, positions and strategies from
Back in the saddle (opens the original)
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What a long strange trip it’s been.Working from the other side. As buyer instead of seller. Forgot what that was like for a while. Interesting reminder.I appreciate those of you that stuck around. Will try to hold up my end of the bargain, details* below.I also appreciate those of you just arriving, for this, the next chapter of this particular journey.Friday was my last day in government service.We'll talk about it in depth in another ramble, once I figure out how to write about it. I will say
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