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Lyn Alden

www.lynalden.com
73 Followers
community-curated profile

Founder of Lyn Alden Investment Strategy. Fundamental investing with a global macro overlay. Finance/Engineering blended background.

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Lyn Alden @LynAldenContact · Oct 10, 2023
  • From Twitter

The combo of @FedGuy12 and @PeterMcCormack is a powerful one. I quibble with Joseph on a few points but his overall explanation of the Fed is fantastic. The best insider I have seen- big fan. I also recommend his book Central Banking 101.

Podcast episode Oct 9, 2023
How the Federal Reserve Works with Joseph Wang - WBD720
by Peter McCormack and Joseph Wang
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Lyn Alden @LynAldenContact · Oct 10, 2023
  • From Twitter

The combo of @FedGuy12 and @PeterMcCormack is a powerful one. I quibble with Joseph on a few points but his overall explanation of the Fed is fantastic. The best insider I have seen- big fan. I also recommend his book Central Banking 101.

Book Nov 16, 2021
Central Banking 101
by Joseph Wang
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Lyn Alden @LynAldenContact · Sep 27, 2023
  • From Twitter

I am glad to see @ErikSTownsend put out such a comprehensive documentary series on the current energy system. I highly recommend it. 4+ hours of content with an emphasis on the importance of nuclear power.

Video Sep 13, 2023
Energy Transition Crisis - Episode 5: The Case For and Against Nuclear Power
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Lyn Alden @LynAldenContact · Aug 31, 2023
  • From Twitter

Whenever I use a new bitcoin thing, I tend to do a YouTube search for Ben's tutorial on it first. There is no second best tutorial maker.

Channel
BTC Sessions
by Benjamin Tyler Perrin
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Lyn Alden @LynAldenContact · Mar 23, 2023
  • From Twitter

One of my favorite financial investigative journalism pieces of this era is still from Bloomberg, 2016. Hard to beat this one: via @business

Article May 30, 2016
The Untold Story Behind Saudi Arabia’s 41-Year U.S. Debt Secret
by Bloomberg
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Lyn Alden @LynAldenContact · Mar 21, 2023
  • From Twitter

I recommend reading Price of Tomorrow by @JeffBooth if you haven't.

Book Apr 24, 2018
The Price of Tomorrow: Why Deflation is the Key to an Abundant Future
by Jeff Booth
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Lyn Alden @LynAldenContact · Mar 20, 2023
  • From Twitter

Good interview with @CaitlinLong_ by @KellyCNBC. -Caitlin’s bank Custodia wanted to back all deposits with reserves but was denied by the Fed. -The reluctance to allow and formalize stablecoins domestically has increased market share for offshore stablecoins.

Video Mar 20, 2023
"People should be allowed to think of their bank deposits as theirs...when you make more than a $250k deposit to a bank you're making an unsecured loan to a leveraged counterparty that might fail."Custodia's Caitlin Long explains what's next for ba
by The Exchange and Caitlin Long
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Lyn Alden @LynAldenContact · Mar 20, 2023
  • From Twitter

Good thread from the former governor of the Bank of Portugal and former vice president of the ECB:

Tweet Mar 20, 2023
The battle of Cocos. Swiss authorities made a mistake with consequences and potentially a host of court cases. They wiped out $17 billion of Additional Tier 1 bonds ( or Contingent Convertible Bonds or Cocos).These were invented after the 2008 crisis
by Vitor Constâncio
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Lyn Alden @LynAldenContact · Jan 8, 2023
  • From Twitter

Interesting report. A significant minority of elected politicians actively trade the market, and beat the market, which is not a great look when you write the laws, allocate money, and know what's coming down the pipeline.

Report Jan 2, 2023
The Unusual Whales Congress Trading Report for 2022
by Unusual Whales
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Lyn Alden @LynAldenContact · Jan 7, 2023
  • From Twitter

Excellent thread.

Tweet Jan 7, 2023
Electricity breaks our simple heuristics, rules of thumb like: “don’t consume scarce resources.” Electricity is both deadly-scarce (looks at those rates in Europe, in Africa!) and at the same time overly-abundant (look at that curtailment, that nega
by Troy Cross
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Lyn Alden @LynAldenContact · Jan 6, 2023
  • From Twitter

Great thread.

Tweet Jan 2, 2023
1/9 🧵above this "doom chart" that FinTwit likes to send around. It is not what you think, the Fed change the accounting making this chart highly misleading. So, what does it really mean? ... @LynAldenContact twitter.com/biancoresearch/status/160
by Jim Bianco
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Lyn Alden @LynAldenContact · Jan 6, 2023
  • From Twitter

The "Sea Change" essay from Howard Marks is a must-read, imo:

Article Dec 13, 2022
Sea Change
by Howard Marks
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