James Lavish

jameslavish.substack.com

3 Followers

reformed hedge-fund manager + ex-@yale hockey | cfa | @cornell fintech + private investments | #btc

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Thread by James Lavish: With the 'sudden' onset of bank insolvency and credit risk, it seems a good time to peek at the US Treasury’s *own* financial position. Take its debt temperature, so to speak. This is a long but really important one, so saddle up and settle in. It'
- Tweet
- Mar 15, 2023
by James Lavish
Thread by James Lavish: As you may have heard recently, Credit Suisse is in trouble. Deep Trouble. Question is, can they—*will they*—seize customer deposits to pay off creditors in a bankruptcy restructuring? Time for a Bankruptcy 🧵👇
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- Mar 7, 2023
by James Lavish
Thread by James Lavish: The endless scrolling Debt Clock. What is it, and what exactly do all the numbers tell us? Time for a Debt 🧵👇
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- Jan 16, 2023
by James Lavish
Thread by James Lavish: US Treasury yield curves are inverted--really inverted--right now. But what exactly does that mean, and more importantly, does it truly signal an incoming recession? Time for a Treasury 🧵👇
- Tweet
- Dec 23, 2022
by James Lavish
Thread by James Lavish: Liability Driven Investments or LDIs for short. What are they, and how did they almost take down the entire UK pension fund system? Time for a debt 🧵👇
- Tweet
- Oct 27, 2022
by James Lavish

Recent Recommendations

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Wall Street
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- Dec 10, 1987
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Michael Saylor on #Bitcoin and #Crypto in the wake of #FTX Collapse
- Video
- Nov 14, 2022
by Natalie Brunell and Michael Saylor

Channels

The Informationist Newsletter
- Newsletter
by James Lavish

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