Newsletters

🥔 October 2025: The Great Yield Re-Anchoring

Liquidity fractures, fiscal overhang, and the slow restoration of risk premia across global markets

Oct 11 •

💥 September’s Tightrope: Liquidity Fragility, Sticky Inflation, and the Fed’s Dilemma - Potato Capital Monthly Newsletter September 2025

Why liquidity stress is flashing yellow, global risks are compounding, and the Fed’s path is narrowing

Sep 3 •

Potato Capital

💣 July's Trapdoor, August's Opportunity - Potato Capital Monthly Newsletter August 2025

Why volatility is waking up, liquidity just flipped short-term, and earnings season broke the narrative

Aug 4 •

Potato Capital

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