James Lavish
reformed hedge-fund manager | ex-@yale hockey | cfa | author of the💡Informationist newsletter simplifying finance for all
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Liability Driven Investments or LDIs for short. What are they, and how did they almost take down the entire UK pension fund system? Time for a debt 🧵👇
Is the US Treasury market getting disorderly? And what can the Fed or Treasury do to prevent a total bond meltdown? Time for a Treasury 🧵👇
As the USD continues to dominate global currencies and cause pain abroad, there’s increasing speculation of a Plaza Accord 2.0. But what was the first Plaza Accord, and is this ti...
It’s Fed Week, and that means lots of Fed Speak: Acronyms, terms, and obfuscation! So, let’s get you prepped for the fog and mirrors today. Time for a short Fed 🧵👇
If you’ve never heard of a *debt spiral*, it’s time you did, and ask the question, "is the US already in one?" Let’s dig in and answer that. A debt 🧵👇
In 25+ years of investing, $BTC is the most positive asymmetric opportunity I have ever seen. Yes, right here at $40K. Why? a 🧵👇