Arbitrage Blog

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The Economic Cycle Explained: Business, Macro, and Super Cycles - Part 2
Published on 01/29/2026

Explore how business cycles, macro investment cycles, and super cycles shape markets, and why commodities are signaling a major regime shift.

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The Economic Cycle Explained: Business, Macro, and Super Cycles - Part 1
Published on 01/28/2026

Explore how business cycles, macro investment cycles, and super cycles shape markets, and why commodities are signaling a major regime shift.

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What’s New for 2025 Tax Filers
Published on 01/27/2026

As Americans prepare to file their 2025 taxes, the sweeping One Big Beautiful Bill Act reshaped everything from deductions on tips and overtime to the SALT cap and senior tax breaks.

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Amaryllis Stock: A Seasonal Asset Hiding in Plain Sight
Published on 01/26/2026

What can we learn from the economy of the amaryllis flower?

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From Candlelight to Capital: The Financial Evolution of Chandeliers
Published on 01/23/2026

What can the history of the chandelier teach us about financial markets?

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What Is the Eurodollar Market? How It Works, Why It Matters - Part 2
Published on 01/22/2026

The eurodollar market is the offshore dollar plumbing that powers global finance. Learn what eurodollars are, how this system works, why it can seize up in stress, and what the shift from LIBOR to SOFR really means for markets and liquidity.

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What Is the Eurodollar Market? How It Works, Why It Matters - Part 1
Published on 01/21/2026

The eurodollar market is the offshore dollar plumbing that powers global finance. Learn what eurodollars are, how this system works, why it can seize up in stress, and what the shift from LIBOR to SOFR really means for markets and liquidity.

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Nothing Stops This Train: The Credit Expansion That Holds Banking Together - Part 2
Published on 01/20/2026

Fractional reserve banking runs on credit expansion. When lending stalls, banks turn into zombies, confidence breaks, and the system spirals into contraction.

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Remembering Dr. King and His Legacy
Published on 01/19/2026

Observed each January, Martin Luther King Jr. Day honors the life and legacy of Dr. Martin Luther King Jr. and serves as both a commemoration of his impact and a call to service, reflection, and continued pursuit of equality.

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Nothing Stops This Train: The Credit Expansion That Holds Banking Together - Part 1
Published on 01/16/2026

Fractional reserve banking runs on credit expansion. When lending stalls, banks turn into zombies, confidence breaks, and the system spirals into contraction.

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Watching with Words
Published on 01/15/2026

More people than ever are turning on subtitles while watching at home, especially younger viewers.

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The GLP-1 Gold Rush and the System That Broke Around It
Published on 01/14/2026

The rapid rise of GLP-1 drugs like Mounjaro and Zepbound has delivered real medical breakthroughs while simultaneously exposing deep cracks in the U.S. healthcare and insurance system.