Gurshawn Jagpal

Why a Statement of Information feels harder than it should

I was trying to file the Statement of Information (SOI) for my friend’s S corporation with…
Why do We Care about the 10-Year Yield

This morning (Pacific Time), I woke up to news that Treasury Secretary Scott Bessent expanded the…
Margin Calls and Fire Sales

With the US equity markets at record highs, VIX tends to be lower. However, this usually…
Notes: September 3, 2026 — Waller, risk-on, Broadcom

Equity indices are rallying, along with gold and Bitcoin. Some say the market rally today was…
Notes: September 02, 2026 – Government Sovereign Yields Rising

Although the markets recovered a little from their drop yesterday, the fear of higher developed nations’…
Notes: August 31, 2026 – Last day of the Month

Major indexes and gold went down due to rising treasury yields and oil prices. Since Friday,…
Notes: August 28, 2026 — Warsh at Jackson Hole

Markets are a bit weaker after Fed Chair Kevin Warsh’s Jackson Hole speech. He said inflation…