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Lyn Alden
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Bessent is giving long end yields the Streisand effect so much right now.
streisand bessent yields
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least often elsewhere. Posts are matched on those words alone —
nothing here is a summary of this one.
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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.
x.com 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
Blog 5% Bond Yields How do bonds work?
Related
16 September
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.
Streisand effect on this one is going to be huuuuuge. Quoting @DoWCTO The United States will NEVER be an effective altruist country. 🇺🇸 Related
11 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.
I know everyone hates bonds right now b/c inflation, govt debt, etc But if you own a bond index fund that tracks the Agg you're getting 5.2% avg yield to maturity right now Investors would have killed for yields this high at any point in the past 15 years or so inflation Related
10 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.
We now have: 7% mortgage rates 5% bond yields 3.5% inflation A roaring stock bull market A transformational tech innovation boom Good movies Angst among the younger generation This really is the 1990s all over again inflation Related
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
What are bond yields "saying" about stocks? by @WSJ's ever-astute Spencer Jakab wsj.com
Related
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
9 September
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
3 September
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Paul Krugman’s Substack has become essential reading, and this piece exemplifies why: a clean takedown of the Trump-Bessent claim that Ukraine and “the conflict Iran” bear responsibility for high fuel prices today: **CROSSPOST: PAUL KRUGMAN: Imperialist Delusions & the Price of Fuel** Paul’s subheadline: “Trump & Bessent tried to betray Ukraine. Now they don’t have any cards”… https://braddelong.substack.com/p/crosspost-paul-krugman-imperialist > 2026-09-03 Related
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
1 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
“Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” Warren Buffett "Yields and prices move inversely to one another" said the tooth fairy 🧚 in a prepared statement. interest rates Related
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
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
24 August
Founding executive editor of Wired and author of What Technology Wants and The Inevitable. Writes at kk.org and runs its long-running recommendation projects, True Films and Cool Tools.
9 August
Coffee consultant and author of books on espresso, roasting and brewing, including The Professional Barista's Handbook and The Coffee Roaster's Companion; writes about brewing gear and roast control at scottrao.com.
7 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Premium: The Hater's Guide To NVIDIA (Part 2) For a little under a year, everyone — myself included — has compared NVIDIA to Enron, largely because NVIDIA insisted, in detail, that it was nothing like Enron, WorldCom, or Lucent, a potent example of the Streisand Ef…
Related
18 July
AI research engineer working on large language models. He writes the Ahead of AI newsletter and is the author of Build a Large Language Model (From Scratch).
4 June
Canadian bootstrapper and writer on small software businesses. Co-founder of the podcast hosting company Transistor.fm and author of the book Marketing for Developers.
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
15 April
Co-founder of NVIDIA and, as of 2026, its chief executive; the company designs the GPUs most large AI models are trained on.
5 December 2025
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
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