Archive - The Portfolio Armor Substack

New Top Discussion

Why it might be bad for crypto.

Portfolio Armor

5 hr ago

It doesn't solve the main problem.

Portfolio Armor

Mar 22

Another bet on natural gas.

Portfolio Armor

Mar 21

Exiting our Kobayashi Maru Trade

Portfolio Armor

Mar 20

Implications of the Credit Suisse bail-in.

Portfolio Armor

Mar 19

From Zurich to Omaha.

Portfolio Armor

Mar 19

How will markets respond?

Portfolio Armor

Mar 18

Our Treasury Secretary appears to be in over her head.

Portfolio Armor

Mar 17

Continuing our core strategy.

Portfolio Armor

Mar 17

A no-win scenario for shorts?

Portfolio Armor

Mar 16

Without fueling inflation.

Portfolio Armor

Mar 15

Betting against banks

Portfolio Armor

Mar 14

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