Sean Ryan @aglanceaskance
Financial Sector Lead at FactSet Joined March 2022-
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If you want to know how ridiculous a core provider can be, Jack Henry wants to charge us $550 to add a “how did you hear about us ?” Section on our website.
This week's @FactSet Cryptocurrency Tracker is out; if you would like to be added to the distro, just DM or email me. The major tokens were flat-to-up slightly on the week and climbing back within striking range of their highs. Leading treasury companies such as…
JPMorgan’s plan to get employees back in the office? Building-branded coffee Feels like something straight out of Severance lmao
Some men see things as they are and ask, ""Why?"" Others dream things that never were and ask, ""Why not?""
Some men see things as they are and ask, ""Why?"" Others dream things that never were and ask, ""Why not?""
Tweet of the Day:
This is the correct take
"The secular macro case for Bitcoin ... The graph on the left shows growth in the U.S. M2 money supply, a marked contrast with Bitcoin’s supply growth, and the graph on the right shows the growing incentive for future debasement." @aglanceaskance @FactSet
This is exactly the right way to understand the high quality treasury companies IMHO - most are companies that just happen to hold crypto on balance sheet but names like $NAKA bring a critical mass of financial and intellectual capital to the table and act as principal, agent,…
This is exactly the right way to understand the high quality treasury companies IMHO - most are companies that just happen to hold crypto on balance sheet but names like $NAKA bring a critical mass of financial and intellectual capital to the table and act as principal, agent,…
Nice to see Vernon, CT getting attention for something! Other Vernon exports: Sen. Mark Warner (sorry, America) Pro-Bowl Linebacker Bill Romanowski Imperial Bancorp founder George Graziadio 50's crooner Gene Vincent hey it's a small town
Nice to see Vernon, CT getting attention for something! Other Vernon exports: Sen. Mark Warner (sorry, America) Pro-Bowl Linebacker Bill Romanowski Imperial Bancorp founder George Graziadio 50's crooner Gene Vincent hey it's a small town
Whatever else is happening in the world, it is of some solace to know that Fonzie is still out there, living his best life
Whatever else is happening in the world, it is of some solace to know that Fonzie is still out there, living his best life
8/ While I believe in the value a DAT can provide to shareholders and the underlying token ecosystems, I see many structures and deals not set up to maximize returns for shareholders.
Everyone should read Bryan Burroughs’ Days of Rage and remind themselves that 50 years ago, in America, hippies were setting off like a bomb a day. This didn’t end because the hippies lost. It didn’t end because they mellowed out. It ended because they won
That's a silly assertion. Inclusion for treasury companies that meet the criteria remains likely, and ultimately whether it starts this month, this December, or next year matters very little.
That's a silly assertion. Inclusion for treasury companies that meet the criteria remains likely, and ultimately whether it starts this month, this December, or next year matters very little.
Eight years ago I wrote a piece that went semi-viral (for me) arguing that the US was becoming a third-world nation (think Brazil, Venezuela, or Nigeria), a part of the world I was very familiar with. I charted a four-stage sequence of dysfunction that defined the politics and…
He who saves his Country does not violate any Law.
El Erian: "we are finding out producers can't pass through price increases" Say it... say it
The prospect of a minor tactical win for the Trump admin is now completely off the table. The two remaining possible outcomes are 1) Trump gets substantially everything he wants from the Fed in 2025-6, or 2) Trump gets absolutely everything he wants from the Fed FOREVER. His…
The prospect of a minor tactical win for the Trump admin is now completely off the table. The two remaining possible outcomes are 1) Trump gets substantially everything he wants from the Fed in 2025-6, or 2) Trump gets absolutely everything he wants from the Fed FOREVER. His…
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