Dear Ladies, Gents,In accordance with regulatory requirements, we are providing you with our annual disclosure documents, including our Form ADV Part 2A (Firm Brochure) and our Privacy Notice.Since our last annual update, the following material change has occurred: We have updated our fee policy to allow for negotiability in certain circumstances, including for fixed income–focused client accounts. Previously, our...Read More

Once again, we were supposed to be drilled lower, amidst pomp and circumstance. Lesser men harried themselves and sold or sold short, frantic in the belief that it was going to get inexorably worse. Pre market we had losses of 170bps and all of that turned up almost immediately, with BCW closing the session green...Read More

Another solid session, albeit well off the highs. This should be expected since the war is still ongoing and no one really knows what is going to happen next. We are moving lots of men and equipment into the region and our actions suggest escalation is looming, not detente. However, the politicians tell us “two...Read More

One of my favorite BCW clients (wealthy) gave me his top ideas today and I have been researching one since then. I figured since we’re all fam here, might as well share it. Most of the time when I get really excited over an idea it works, with a marked exception to the bastards at...Read More

On news of a possible detente in the conflict, markets ripped higher and closed at the highs. If we weren’t tricked and fooled so many times into plans of peace for the past month, I would feel better about this. Nevertheless, I gratefully accept the +228bps win and look forward to more tomorrow. The SDS...Read More