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James Lavish
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jameslavish.substack.com
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reformed hedge-fund manager + ex-@yale hockey | cfa | @cornell fintech + private investments | #btc
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Mar 15, 2023
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'
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Mar 7, 2023
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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Jan 16, 2023
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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Dec 23, 2022
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 🧵👇
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Oct 27, 2022
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 🧵👇
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Sep 27, 2022
If you've never heard of TARGET2, you will soon. Why? Europe has a rapidly growing capital balance problem. Time for an ECB 🧵👇
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Aug 23, 2022
If you’ve never heard of a *debt spiral*, it’s time you did, and ask the question, "is the US already in one?" Let’s dig in and answer that. A debt 🧵👇
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