Markets · Macro · Money

Truth
of the Tape

Reading the tape on markets, macro and money. Short, sharp notes and videos by Sunil Garg.

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ON THE TAPE
NOTEStuck, UnstuckNOTETACO-ed, ThankfullyNOTEGrowth vs. ValueNOTE2022 Redux?NOTEHead Over HeartNOTEDamaged Or Dented?SHORTThe Maestro… And the Disciple - Alan Greenspan Tribute - and the Test Facing Kevin WarshSHORTThe MatrixSHORTThe New DonSHORTSweet Dreams Are Made of These...SHORTMemory is FickleSHORTShard Through The HeartSHORTA Race to 5SHORTThey Pull You Back In...NOTEStuck, UnstuckNOTETACO-ed, ThankfullyNOTEGrowth vs. ValueNOTE2022 Redux?NOTEHead Over HeartNOTEDamaged Or Dented?SHORTThe Maestro… And the Disciple - Alan Greenspan Tribute - and the Test Facing Kevin WarshSHORTThe MatrixSHORTThe New DonSHORTSweet Dreams Are Made of These...SHORTMemory is FickleSHORTShard Through The HeartSHORTA Race to 5SHORTThey Pull You Back In...
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The 5AM Briefing

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A Truth of the Tape guided podcast: the morning's market-moving stories in a few minutes.

Today's briefing
6:17

The 5AM Briefing: Musk backs a SpaceX–Tesla merger, Gulf tensions and a bond sell-off

Musk throws his weight behind combining SpaceX and Tesla, Saudi Arabia faces Houthi drone attacks while Iran's stored oil runs dry, and bond yields jump in France, the UK and the US. Plus earnings from Meta, Texas Instruments and IBM, and the latest analyst calls.

Previous briefing
5:27

The 5AM Briefing: SpaceX's first profit, AI chip fear vs. hope, and a frozen US housing market

SpaceX posts its first profit as a public company and confirms merger committees with Tesla, Super Micro lifts its guidance as AI debt worries grow, and US pending home sales hit a record low. Plus Netflix's miss, Salesforce buying Braze, and a coin-toss Fed decision.

02

Shorts & videos

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Quick takes on what the market is saying, in under a minute. Also on Instagram and TikTok.

The Maestro… And the Disciple - Alan Greenspan Tribute - and the Test Facing Kevin Warsh

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The Matrix

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The New Don

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Sweet Dreams Are Made of These...

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Memory is Fickle

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Shard Through The Heart

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A Race to 5

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They Pull You Back In...

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All That Glitters...

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The Devil Wears Prada

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Mission: Narrowly Accomplished

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It Takes Two to TACO

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Beg to Differ

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Live to Die Another Day

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On A Knife Edge

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Latest

Essays and videos, newest first
Latest essay

Stuck, Unstuck

A breakdown…?

Read on Substack →
▶
Short

The Maestro… And the Disciple - Alan Greenspan Tribute - and the Test Facing Kevin Warsh

 ▶
Short

The Matrix

 ▶
Short

The New Don

 ▶
Short

Sweet Dreams Are Made of These...
Essay

TACO-ed, Thankfully

Are We There Yet...
Essay

Growth vs. Value

Who's The Fairest of Them All...
Essay

2022 Redux?

All Eyes on Inflation
Essay

Head Over Heart

Should I Buy Gold?
Essay

Damaged Or Dented?

Truth of The Tape

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Short

Memory is Fickle

 ▶
Short

Shard Through The Heart

 ▶
Short

A Race to 5

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05

About

Sunil Garg

Truth of the Tape is where Sunil Garg, Chief Investment Officer at Lighthouse Canton, shares concise, thematic takes on global financial markets.

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