Lyn Alden
@LynAldenContact
Author of Broken Money & The Stolguard Incident. Investor with a blended engineering/finance background. GP @egodeathcapital. Director at Bakkt & @Swan.
1K Following 1.1M Followers
This would normally seem obvious, but given current trends I see on this app it might as well be said:
Be like Jean-Luc Picard. An articulate, thoughtful, responsible, assertive commander who wakes up every day thinking about the wellbeing of the people on his ship and their mission.
Not Anakin Skywalker. An emo, selfish, violent person who couldn’t for the life of him articulate what he’d do ahead of time or why, and asks for more power. The fact that he’s trending now says something about those trending him.
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The tragedy of it all is that rioting against inflation and cost of living by destroying stores just increases inflation and cost of living.
Fiscal issues lead to social issues, which lead to more fiscal issues and more social issues.
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Is Brent becoming my latest ally on fiscal dominance?
Higher rates inject more money into the economy, that money gets allocated to equities, and the effects of passive management drive valuations higher.
Ben Affleck negotiating a $1B at $10B seed round for his next AI startup after selling his previous AI startup to Netflix for $600m and hitting podcast circuit making people realize he knows what he’s talking about
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And here it was explained, three and a half years earlier, why inflation remains unfixed, fiscal dominance is more in the news, and ultimately, nothing stops this train.
Higher rates inject more money into the economy, that money gets allocated to equities, and the effects of passive management drive valuations higher.
Books. You’re inventing books.
The share of children who died before they were 5 years old in 1950 and 75 years later.
Africa: 33% ↘ 6%
Asia: 25% ↘ 2.5%
Oceania: 9.3% ↘ 2%
Latin America: 21% ↘ 1.5%
Northern America: 3.8% ↘ 0.6%
Europe: 10.5% ↘ 0.4%
Globally: 23% ↘ 3.5%
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Homeowners who locked in their 2.75% mortgages six years ago being asked if they're interested in selling now.
Rather than saying the thing, I’ll just point out they vote harder than other ages do.
JUST IN: 🇺🇸 US boomers overwhelmingly support higher taxes on younger workers to maintain current Social Security benefits, poll shows.
Microsoft shareholders right now
Join @LynAldenContact and the Jawn crew for a fireside chat about Orange Juice, global macro (nothing stops this train), current events banter and a book signing of new "The Stolguard Incident" and "Broken Money". If you missed out last time, now is your chance. Please RSVP if you can so we have an idea who is coming for food / drinks. @PubKey @bitcoinjawn
Get your hard copies here:
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I have been posting frequently about the French debt crisis this week, honestly, it is quite concerning. The other reason is that I was in France this week. There is still no better place to visit. The mix of history, culture, breathtaking architecture, and unbeatable food and wine will remain regardless of what happens next. France has had eight sovereign defaults in its history. The coming ninth will be different, though. As France is in the Eurozone, the ECB will likely break its mandate again and monetise French debt, making everyone in the Eurozone much poorer as a result. There is a reason why the ECB president is French.
Still the best place to visit in the world. Miss it already.
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Remember the infinite torture stairs that continuously subjected the koopa troopas to simulated teabagging?
A new cycle high for cyclical payrolls.
@dampedspring Going to go ahead and disagree. Fiscal dominance is a spectrum and we are firmly within that spectrum now.
The hard definition that traders like to apply is end-stage terminal where it’s already priced in and is barely worth defining anymore since sits hyper-obvious.
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This was one of my early formulations:
If you want fiscal dominance in a chart, here it is.
Gotta Teach youngster Joey a lesson
