A Return to Monetarism?

Due to the instability of money demand, monetary policy implementation in the United States has held a smaller and smaller role for analysis of money, to the point that the Federal Reserve and therefore market participants rarely if ever mention it. However, new Fed Chairman Kevin Warsh has clearly indicated a view that money supply […]
ATI: Activist Treasury Issuance and the Tug-of-War Over Monetary Policy
Read the Full PDF article – https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Tech Trumps Tariffs: US Exceptionalism and the AI Productivity Boom
Read the Full PDF article – https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/650739_Hudson_Bay_Research_-_Tech_Trumps_Tariffs_-_November_2025.pdf