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Safety first
Treasuries have been repriced but not replaced
18 hrs ago
•
Jess Hoversen
32
2
Whenever yen breaks
The U.S. intervention in the yen market might have been smaller than signaled
Aug 15
•
Jess Hoversen
42
1
3
July 2026
The Full Monte
Adopting the euro gave Montenegro independence
Jul 23
•
Jess Hoversen
52
4
4
Patent pending
China's central bank amasses IP ammo for a fight over the future of money
Jul 17
•
Jess Hoversen
43
1
2
Sanctions jiu-jitsu
Countersanctions laws present a renewed challenge to the U.S.
Jul 9
•
Jess Hoversen
77
6
8
A requiem for the Continental on the Semiquincentennial
America’s first national currency was a mess
Jul 3
•
Jess Hoversen
37
7
1
June 2026
The X Factor
More OFAC licenses should have a dollar rider
Jun 26
•
Jess Hoversen
43
1
Over the moon
SpaceX represents the best of American equity dominance
Jun 18
•
Jess Hoversen
45
2
3
Imbalances build war chests
And are growing much harder to fix
Jun 12
•
Jess Hoversen
45
5
2
Winner-take-some (maybe)
The world is hedging stables vs. CBDCs
Jun 5
•
Jess Hoversen
47
2
May 2026
Something is rotten in the Strait of Hormuz
Iran’s Strait Authority sets a nasty modern precedent
May 28
•
Jess Hoversen
65
13
3
Diagnosing dollar dominance
USD is much more than a reserve currency
May 19
•
Jess Hoversen
59
13
1
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