Finance

Economists forecast +90k Sept jobs (vs +162k prior) and steady 4.1% unemployment; focus on wage growth amid sticky inflation above 2% Fed target. Markets…

Traders price no rate change as most likely outcome for September decision. Reflects split Fed signals and cautious macro outlook on rates.

Alden revisited 2020 Clorox 30x earnings post showing poor outcomes versus low-yield bonds. Current high valuations echo risks as yields rise above 4.75%.

Anthony Scaramucci highlighted US Congress avoiding duties amid market and policy uncertainty. Ties into broader macro concerns on fiscal/political…

Lyn Alden highlights record low % of S&P stocks with yields above 10y Treasuries. Matters today as it underscores valuation shifts and income…

Fed's Jackson Hole event themed 'Financial Innovation: Implications for Payments and Policy' approaches, likely addressing crypto and AI impacts. This…

July jobs report showed contraction, flipping market from hawkish to expecting potential cuts; 2y yields fell. Impacts finance investors' rate path views…

Rate decision supports dovish but wait-and-see stance; impacts BTC/ETH via inflation, jobs, ETF flows. Matters for August trading as next hike timing and…

Opinion leaders including Alden and others referenced persistent high deficits and geopolitical tensions impacting markets. No major Fed signals today…

BTC ETF outflows continue mounting reflecting institutional caution or profit-taking. Relevant today as it contrasts with broader crypto narrative shifts…

Anthony Scaramucci highlighted a potential millisecond advantage scheme on Trump tweets for hedge funds and warned of inflation from $55T deficits. He…

Lyn Alden reacted to CNBC on trillions passing to younger generations, highlighting PE vs permanent capital buyers. Relevant for macro investors eyeing…

Anthony Scaramucci advises changing time horizon to emulate Buffett's bet on American growth and innovation. Matters for macro investors navigating…

Jordi Visser highlighted record margin debt followed by liquidations and high volume at lows in 2x SK Hynix. Points to potential bottoming signals in…

Lyn Alden noted the original July 4 2026 DOGE end-date passed without material deficit reduction, as expected. Highlights persistent fiscal challenges…

Fed reiterates 2% target while noting AI's potential economic reshaping. Markets watch for policy implications.

Anthony Scaramucci pushes back on WSJ criticism of Trump family crypto dealings and questions dementia claims about a key figure. Fuels debate on…

Lyn Alden posted charts likely on tariffs, corporate ownership, and fiscal policy changes post-Covid. Highlights GOP platform evolution on spending.

Alden notes polarized groups agree on bigger government role but differ on execution; ties into macro uncertainty and crypto winter narratives. Posted…