Archive - Off The Charts

Debt & Disruption

Skiing in Whistler next week, so taking a short break from the notes.

Mar 6 • Andrew Sarna

Fading Headlines

Oil markets are currently pricing in a short-term disruption, as reflected in the current term structure.

Mar 5 • Andrew Sarna

Korea’s Meltdown and the AI Outliers

Korea’s KOSPI fell double digits overnight, triggering circuit breakers, and is now down over 15% in the past two sessions as the memory-chip selloff…

Mar 4 • Andrew Sarna

Priced for Growth

Strange data out of China.

Mar 3 • Andrew Sarna

Selling the Spike 🛢️

Mar 2 • Andrew Sarna

February 2026

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