rli
b31cap.bsky.social
rli
@b31cap.bsky.social
Interests: global macro, technology
No surprise the dot plot today showed Stephen Miran is a whack job. You can only imagine the next Fed chair put in by Trump (which will happen mid-2026, before midterm election).

www.federalreserve.gov/monetarypoli...
September 18, 2025 at 2:02 AM
on.ft.com/4nO59KN

Truly cooked. Even chatters like this will be so damaging. We don't need Turkish style of central banking here.
Donald Trump asked lawmakers whether he should fire Fed’s Jay Powell
US president later said such a move would be ‘highly unlikely’, prompting swings in currency markets
on.ft.com
July 16, 2025 at 5:35 PM
To expand on x.com/darioperkins... - we are currently in a compressed cycle of "market stability brings instability". Higher stock market and lower inflation readings only embolden the Trump admin to ramp up trade war, which only meddles inflation and growth outlook. Tough time for the Fed.
July 11, 2025 at 1:49 PM
on.ft.com/403ZCp5 I don’t read much about Bannon but this interview is good. IMO Bannon is pretty happy living in his own head nowadays as he applies his wishful interpretation of global affairs all the time. Trump is a showman and there’s no grand scheme behind him.
Steve Bannon: ‘Trump is going to be in your head for a long time’
The former White House chief strategist on why he believes the Iran strikes were a win, his time in jail — and what Zohran Mamdani means for the Democrats
on.ft.com
July 5, 2025 at 3:01 AM
www.ft.com/content/b323... As I said before, a lot of people have no idea how fast countries like U.K. can deteriorate. Gilts and Pounds taking slump will be a constant theme given the negative economic feedback loop.
UK bonds slump on doubts over Reeves’ future after tearful PMQs
Chancellor visibly upset as prime minister declines to say she will remain in her post
www.ft.com
July 2, 2025 at 4:59 PM
Ngl the first interview of Zohran I saw was done by Crackhead Barney. Immense respect if one can handle this type of interview well
Zohran Mamdani interview with Crackhead Barney & Friends
YouTube video by Crackhead Barney & Friends
www.youtube.com
June 29, 2025 at 12:32 AM
Realizing it's quite ridiculous that Cuomo and Adams aren’t behind bars but are running for mayor. So depraved. Maybe this is why so many people tune out on city politics nowadays.
June 28, 2025 at 3:33 PM
June 26, 2025 at 2:44 PM
I remember I was laughing at NFT in 2022 but now there could be an ETF coming hat holds NFT.

decrypt.co/327076/solan...
Solana, Pudgy Penguins ETF Filings Added to SEC's Crypto To-Do List - Decrypt
A proposal for a Solana ETF and a new fund tied to Pudgy Penguins tokens have joined a growing list of products offering crypto exposure.
decrypt.co
June 26, 2025 at 3:32 AM
Looks like SPX, QQQ, BTC are all close to all-time-high levels. That's unimaginable right after the 'Liberation Day' crash. Guess market is quite hopeful on upcoming trade deals, Trump bill passing, and Fed rate cuts.
June 26, 2025 at 3:25 AM
I almost forgot Bill Ackman is so insane and pathetic.
June 25, 2025 at 6:44 PM
polymarket.com/profile/0xb7... some gambling degen out there really threw $100K into this bet?
June 25, 2025 at 1:36 AM
Polymarket is fast, although I feel this could suddenly reverse at any time polymarket.com/event/who-wi...
June 25, 2025 at 1:18 AM
polymarket.com/event/who-wi... Quick check of the market now. Pretty much a half-half but slightly leaning towards Cuomo.
June 23, 2025 at 8:59 PM
Zeitgeist. How can you not be bullish on crypto these days?
June 15, 2025 at 3:11 AM
End of week check: despite of the weak CPI and higher-than-expected jobless claims report this week, US 10Y and 30Y yields are still above 'Liberation Day' level.
June 13, 2025 at 6:22 PM
Dollar now struggling to stay above 'Liberation Day' low
June 12, 2025 at 2:42 PM
www.ft.com/content/f1fc... would be funny Musk and Trump become bff again before libs haven't finished their schadenfreude
Elon Musk says he ‘regrets some’ of his attacks on Donald Trump
Billionaire backer of US president acknowledges posts on social media platform X went too far
www.ft.com
June 11, 2025 at 6:26 PM
archive.is/KJl28 Remember last month WSJ reported Tesla board opened search for a new CEO. Seems a justified decision today.
June 5, 2025 at 7:19 PM
www.usatoday.com/story/news/p...

I agree with both. This "debt limit" has clearly evolved into some kind of political kabuki theatre. Might better just to rip this fake bandaid off.
Trump agrees with longtime rival Elizabeth Warren on need to abolish the cap on US debt
Trump said he agreed with a longtime rival, Sen. Elizabeth Warren, on the need to abolish the federal cap on borrowing.
www.usatoday.com
June 4, 2025 at 7:34 PM
Have to say Musk is very good at this game called Silicon Valley, of which a large part nowadays is creating/riding hype and raising capital.

on.ft.com/3HnNSXY
Elon Musk’s xAI seeks $113bn valuation in $300mn share sale
Deal to allow investors to buy into group following March takeover of X
on.ft.com
June 2, 2025 at 5:08 PM
imo the court ruling on tariff only brings more volatility into the market - anticipate more fightings at the court, more policy whipsaws, more sentiment swings. The only thing certain now is uncertainty.
May 30, 2025 at 7:49 AM
I just want to know if they had a fist fight

on.ft.com/4myxVOZ
Powell tells Trump that Federal Reserve’s interest rate policy will depend on data and outlook
Central bank chair meets US president at the White House to discuss economic expectations
on.ft.com
May 29, 2025 at 5:55 PM