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Top Links 1225 Fed-Treasury history. Postpartum haemorrhaging. Avoiding the next famine & how chimneys work.
postpartum famine treasury
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19 September
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
From one piece
Better Debt
3 beliefs · grumpy-economist.com
interest rates
Their words
In QE, the Treasury issued long-term bonds. The Fed bought up the long bonds, issued overnight debt, and passed the interest difference back to the Treasury. In the end, it is just as if the Treasury issued overnight debt in the first place.
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Better Debt grumpy-economist.com
government
Their words
Simplifying a bit, the Treasury should introduce a fixed-coupon perpetuity and a fixed-value floating-rate perpetuity. These should gradually make up the bulk of government debt.
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Better Debt grumpy-economist.com
interest rates government
Their words
The tradeoff between cost of borrowing and how much interest rate risk taxpayers shoulder should be squarely on the shoulders of the politically-accountable Treasury not the independent Fed.
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Better Debt grumpy-economist.com
18 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? inflation Related
12 September
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
11 September
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
My latest @WSJ column: Treasury inflation-protected securities, or TIPS, can help investors in or near retirement to protect their nest egg wsj.com
inflation Related
8 September
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
4 September
Psychiatrist and clinical assistant professor at Case Western Reserve University. Writes Psychiatry at the Margins on the philosophical and scientific arguments inside psychiatry and the psy-sciences.
2 September
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
The U.S. Treasury Department was officially established this day in 1789. America Related
Economist; former chief economist of the International Monetary Fund.
29 August
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
“The Fed needs clear market signals, as unfiltered as possible.” -Kevin Warsh, while Scott Bessent is running around doing Treasury interventions interest rates Related
21 August
Writer living in Brooklyn and former Man Repeller features director; writes the weekly newsletter Maybe Baby on culture and consumption.
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
interest rates government
Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
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raydalio.substack.com
1 August
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching up to 8.97%. damodaran.com
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23 July
Australian moral philosopher, Professor of Bioethics emeritus at Princeton University; author of Animal Liberation, Practical Ethics and The Life You Can Save.
“The Singer Solution to World Poverty” from Famine, Affluence, and Morality (Oxford University Press, 2016). #PeterSinger #Ethics #Philosophy #EffectiveGiving #EffectiveAltruism Related
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
30 June
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Is $5M in Treasury Bills enough to be set for life? Kevin O'Leary (Mr. Wonderful) says yes. History says no. O'Leary is right...but not for the reason he thinks. My latest: ofdollarsanddata.com
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10 June
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
8 May
Geneticist at Harvard; reads ancient DNA to work out how populations moved and mixed, and wrote Who We Are and How We Got Here.
Their words
Your fat store from, you know, the latest hunt is not going to carry you through to the famine 3 years later. And so survival of famines is a different thing than building up body fat for being able to survive 2 weeks later.
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youtube.com
12 February
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
Their words
This paper shows that feast or famine, not modest belt-tightening, is the generic outcome of price controls.
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arxiv.org
6 July 2025
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
The Rise of Bitcoin Stocks and Bonds Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the…
Related
4 August 2024
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Nothing matches. Show everything
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