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FTX: A Defining Dilemma
How FTX navigates 2022 could make or break SBF's Wall Street legacy
Jul 11, 2022
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June 2022
Carbon Cowboys
How exchanges win as the carbon bubble inflates
Jun 13, 2022
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Returning
A few weeks ago I decided to take a hiatus from writing to refresh the brain & get a few personal affairs in order. The break was well enjoyed. I spent…
Jun 3, 2022
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April 2022
Burnout, The Promised Land & Taking A Break
After many weeks of debate & deliberation, I’ve made the difficult decision to hit pause on publishing Front Month posts for the immediate future. For…
Apr 15, 2022
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Q1 Exchange Volumes: What We've Learned
The top trends & charts I'm following
Apr 10, 2022
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Flash Boys, Meet Crypto Bros
Plus: CME altcoin futures, MarketAxess, LME, and more
Apr 8, 2022
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LME: The Aftermath
Plus: SEC aggression, meme stock revival, and more
Apr 1, 2022
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March 2022
Exchange Equity Research 101
Part 1: CME as a case study for pure-play exchange modeling
Mar 29, 2022
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What Jim Chanos Gets Wrong - And Right - About Coinbase
Plus: TP ICAP, MEMX options, and more
Mar 25, 2022
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Moral Hazard, Power & The London Metal Exchange
Welcome to another issue of Front Month, a newsletter covering the biggest stories in exchanges & market structure every Friday. If you have questions…
Mar 18, 2022
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Why The Golden Age Of Retail Is Over
Why today's environment is stacked against the retail trader
Mar 16, 2022
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Bringing HFT To DeFi With Doug Colkitt
Welcome to another issue of Front Month, a newsletter covering the biggest stories in exchanges & market structure every Friday. If you have questions…
Mar 11, 2022
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