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Point Frederick – Spinnaker – May 21, 2026
Don't be surprised if the war in Iran ends soon.
May 21
•
Chand Sooran
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Point Frederick – Spinnaker – May 20, 2026
When rate volatility picks up, it's only natural to think about the risk to the plumbing.
May 20
•
Chand Sooran
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Point Frederick – Spinnaker – May 19, 2026
Wednesday night is going to be interesting. How are you thinking about it?
May 19
•
Chand Sooran
2
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Point Frederick – Spinnaker – May 18, 2026
A pre-mortem analysis to consider a disconfirming scenario of higher, more volatile rates.
May 18
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Chand Sooran
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Point Frederick – Spinnaker – May 15, 2026
Some companies will get AI right and some will stumble.
May 15
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Chand Sooran
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Point Frederick – Spinnaker – May 14, 2026
I don't think most people understand the exponential growth in AI and what it means for civilization.
May 14
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Chand Sooran
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Point Frederick – Spinnaker – May 13, 2026
We're all bond traders now.
May 13
•
Chand Sooran
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2
Point Frederick – Spinnaker – May 12, 2026
Should you try to top tick the most momentous change in human history?
May 12
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Chand Sooran
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