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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…
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Apr 15
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Burnout, The Promised Land & Taking A Break
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Q1 Exchange Volumes: What We've Learned
The top trends & charts I'm following
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Apr 10
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Q1 Exchange Volumes: What We've Learned
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Flash Boys, Meet Crypto Bros
Plus: CME altcoin futures, MarketAxess, LME, and more
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Apr 8
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Flash Boys, Meet Crypto Bros
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LME: The Aftermath
Plus: SEC aggression, meme stock revival, and more
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Apr 1
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LME: The Aftermath
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Exchange Equity Research 101
Part 1: CME as a case study for pure-play exchange modeling
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Mar 29
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Exchange Equity Research 101
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What Jim Chanos Gets Wrong - And Right - About Coinbase
Plus: TP ICAP, MEMX options, and more
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Mar 25
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What Jim Chanos Gets Wrong - And Right - About Coinbase
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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…
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Mar 18
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Moral Hazard, Power & The London Metal Exchange
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Why The Golden Age Of Retail Is Over
Why today's environment is stacked against the retail trader
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Mar 16
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Why The Golden Age Of Retail Is Over
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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…
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Mar 11
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Bringing HFT To DeFi With Doug Colkitt
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Market Structure As A Weapon Of War
Plus: Ken Griffin the gamer, S&P Global, CBOE Europe, and more
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Mar 4
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Market Structure As A Weapon Of War
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Paxos Romana
Why Paxos will dominate crypto's regulated future
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Mar 2
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Paxos Romana
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Easy, Breezy, Beautiful, FTX
Plus: Russia, Coinbase earnings, tZERO & Himalayan yogis
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Feb 25
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Easy, Breezy, Beautiful, FTX
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