rli
b31cap.bsky.social
rli
@b31cap.bsky.social
Interests: global macro, technology
September 18, 2025 at 2:09 AM
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
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
June 26, 2025 at 2:44 PM
cdn.cboe.com/resources/re... just amazing to read
June 26, 2025 at 3:34 AM
Yeah (bought Lander for the potential upside but I sized it too much)
June 25, 2025 at 3:25 AM
polymarket.com/profile/0xb7... some gambling degen out there really threw $100K into this bet?
June 25, 2025 at 1:36 AM
yeah it'd be great if Lander wins.
June 25, 2025 at 1:19 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
👀
June 24, 2025 at 1:36 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
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
continues here:
June 3, 2025 at 5:20 PM
current status of the market:
May 28, 2025 at 8:03 PM
x.com/alaynatreene... amazing that market is still reacting positively to any "trade deal" headline
May 8, 2025 at 1:35 PM
Another economist here. This one is notorious for commenting on FX moves using fundamental analysis.

I wonder if someone can put these economists at a FX trading desk and watch how fast they can blow up the account.
May 4, 2025 at 3:22 PM
Also, "FSD is coming!" narrative is back in full force again.

x.com/MarioNawfal/...
May 3, 2025 at 8:45 PM
stay away from Jack Dorsey's companies for your own good...
May 2, 2025 at 1:51 PM
www.msn.com/en-us/money/...

Amazed by WSJ reporting here. This reminds me of a series of WSJ pieces on Musk doing Ketamine and stuff last year. My thought is that some interest group is leaking these info to WSJ intentionally to keep Musk in check.
May 1, 2025 at 3:24 PM
www.ft.com/content/a815... imo economist as a profession is so overrated. Not just Stephen Miran, but a lot economists out there don't deserve any respect or even attention.
April 30, 2025 at 2:11 AM
Great panel hosted by @adamtooze.bsky.social tonight at Columbia on The Future of Dollar System. The future is fascinating because the future is uncertain.
April 23, 2025 at 1:53 AM
impressive EURUSD move tonight
April 21, 2025 at 2:34 AM