Lyn Alden @LynAIdencontac_

Founder of Lyn Alden Investment Strategy. Fundamental investing with a global macro overlay. Finance/Engineering blended background. lynalden.com Joined April 2015

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Lyn Alden @LynAldenContact

10 months ago

My July 2023 newsletter is out: lynalden.com/july-2023-news… The topic focus on fiscal dominance, and how large debts and deficits can mute the impact of higher interest rates as a policy tool.

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Jerry Glover shows a perennial wheatgrass plant's long roots which grow deeper than annual plants' roots. Using perennials, crops that can be harvested more than once without replanting, may be the key for feeding more people while conserving farmland soil buff.ly/3kFpCli

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Josh Young @Josh_Young_1

9 months ago

Huge tech inflows and energy fund outflows this year seem promising to the extent they slow or reverse. It's no surprise oil and gas stock valuations are extremely low.

Energy Headline News @OilHeadlineNews

9 months ago

Huge tech inflows and energy fund outflows this year seem promising to the extent they slow or reverse. It's no surprise oil and gas stock valuations are extremely low.

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Samantha LaDuc @SamanthaLaDuc

9 months ago

AI-driven Chat GBT-4 was supposed to get smarter over time not dumber, right? "At least one study shows how the June version of GPT-4 is objectively worse than the version released in March on a few tasks. The team evaluated the models using a dataset of 500 problems where the…

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Diogenes @WallStCynic

9 months ago

I swear, no one is going to believe any of this insanity happened thirty years from now…

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Charlie Bilello @charliebilello

9 months ago

The median price of an existing home sold in the US is up 14% from the January low, now less than 1% below its all-time high from June 2022.

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TheHappyHawaiian @ThHappyHawaiian

9 months ago

#Silver to #copper ratio still building and not showing any signs of a silver top yet Flat since April

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Lyn Alden @LynAldenContact

9 months ago

Do you think aliens have visited our planet in some capacity?

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why you should have an animal @shouldhaveanima

9 months ago

NO STOPPING

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Jurrien Timmer @TimmerFidelity

9 months ago

The Fed's open market account (SOMA) is shrinking, reverse repos (RRP) are dropping, and the Treasury is still filling its coffers at the Fed—all of which gives us a flat liquidity profile. The stock market has been ignoring it, betting on better earnings to justify its…

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Cory Klippsten | Swan.com 🦢 #Bitcoin @coryklippsten

9 months ago

The Turkish government tried for YEARS to subsidize bread production so that a basic small loaf of white bread would always be 1 TL. Bought one for 8 TL this morning.

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Lyn Alden @LynAldenContact

9 months ago

Then make it easier to establish a premium account without identity verification. An orange-check anon account. Under the current arrangement, anons get shadow-banned unless they are uniquely good technical power-users. That's not great.

Elon Musk @elonmusk

10 months ago

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Lyn Alden @LynAldenContact

9 months ago

-Twitter users need to be increasingly mindful of fake blue-checks. This isn't Gary's account. -Check both blue-check and follower-count, if you get a DM. -We need better tools, including paid-for methods that don't require Orwellian identity checks on public speech.

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Lyn Alden @LynAldenContact

9 months ago

Everyone on Twitter should watch this discussion with @ODELL and @PeterMcCormack starting at the 17-minute mark. If you start from there, it's all about Twitter, not bitcoin. And it's really important. Like, if you listen to one thing this is it. youtube.com/watch?v=-Ms-dE…

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Lyn Alden @LynAldenContact

9 months ago

In other words, vote with both your voice and your feet. Give your thoughts on the big centralized platforms that you care about, while having one foot on a decentralized platform. Private companies can do what they want, but they should be held accountable for consistency.

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Lyn Alden @LynAldenContact

9 months ago

I'm in favor of paid-for premium services. They're useful to prevent against impersonation and similar issues, while supporting the platform and getting better UX. But, I don't think users should need to give up anonymity to get it, or be shadow-banned without it.

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CrossBorder Capital @crossbordercap

9 months ago

Coincidence?! In the 42 weeks since #UK gilt crisis, #US bank reserves have mysteriously flat-lined. A #Fed #liquidity target??

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Jim Bianco @biancoresearch

9 months ago

1/3

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Jeff Weniger @JeffWeniger

10 months ago

1/3 About 1-in-6 Japanese companies has this decent-to-good Return on Equity profile (10-20%) in tandem with a price-to-sales ratio below 1.0. There are a bunch of them in the Nikkei 225. In contrast, very few S&P 500 companies fit this profile.

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Harry Sudock @harry_sudock

10 months ago

Money is an asymptote that approaches time. Gold priced the past exceptionally well for a while. Fiat was an attempt at pricing the future. #bitcoin will price everything. @LynAldenContact and @allenf32 rattling around my brain tonight.