Lyn Alden

😔🇺🇸

The Grand Egyptian Museum 🔥 https://t.co/wH8ZG7QVfn

Babe wake up, ORANGE JUICE’s social media account has a job posting about managing their social media account (and more!) https://t.co/ETkpm7QSA6

I was an early reader of The Awesome Portfolio. Definitely a good one, like the rest of his library. Give it a read!

Every time. https://t.co/QnPLgTZAd0

Funnily enough, “Mistborn meets The Boys” is actually a reasonable description of the book.

https://t.co/ZsEINrEyvF

Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. https://t.co/Slck68Kqx0 The "Ye Olde Clorox Bubble" of 2020.

“The Fed needs clear market signals, as unfiltered as possible.” -Kevin Warsh, while Scott Bessent is running around doing Treasury interventions

STRC back up to $98, basically in the par zone. Hopefully investors will be more conservative with it in the future, since leveraging it up creates volatility events. Narrator: investors are probably not going to be more careful.

Bessent is giving long end yields the Streisand effect so much right now. The bond market was acting pretty normally, Bessent keeps coming out with all sorts of unscheduled interventions and remarks, and his former boss Druck is using AI to write his disapproval of the whole affair in WSJ. What a weird timeline.

Ironically my most successful job interview ever was the one I was least prepared for. It was last minute, basically no chance to get it, and I dropped all pretense and was just brutally honest and chill. Got the job.

https://t.co/DXamHstGPg

Powerful chart.

Orange Juice is hiring an investment associate. The position comes with a lot of upward potential as well. 🍊👇

While everyone freaks out about bond yields and "losing the long end", the funny thing is that the yield curve isn't even steep. Whether you look at the 10-2 or 30-5 or 30 versus cash/Tbills, long bonds just aren't paying enough extra yield to entice buyers. https://t.co/M6N8ClJqsU

The impacts of Treasury buybacks are often overstated/sensationalized, but the signal here is that Bessent = Yellen. *Everyone* who comes into power blinks once they encounter the fiscal train. Doesn't matter what they said before. https://t.co/v1uaXBNj6n

One must imagine Sisyphus happy.

https://t.co/UcaEXs6iSC

https://t.co/ep3Cur4tjN

People are saying. https://t.co/XmQiA1jRiI

https://t.co/lBvDzJSNv9

For those confused why Vance would think this, read chapter 13 of Broken Money. The chapter is free here: https://t.co/Q7rAHD3U0y

In The Stolguard Incident, the setting is such that 1) surveillance gathering kept increasing for decades until 2) a catastrophic databreach occurred at such a scale that people actually put in some protections against it, rolling it part-way back. https://t.co/BmKdb71PzJ

@jameslavish @CorySwan @Swan @LawrenceLepard @1MarkMoss @FossGregfoss @LukeGromen @FormerDrJeff @dgt10011 *Warsh

The setting sun over the Nile delta today had a particularly neat color/crispness to it. https://t.co/BYVIq1Q495

While individual months are noisy, one thing remains true. Nothing stops this train. 👇

Good thing the deficit isn’t derived by taking a particularly bad month and multiplying it by 12.

Where the Nile meets the sea. https://t.co/FonEVV7VjW This pigeon comes here everyday to contemplate the meaning of life. We’ve become good friends. https://t.co/Zb4SeUd1gr

😏 https://t.co/3d6rGqTjPL