Andy Constan
@dampedspring.bsky.social
Damped Spring Macro Research, Investing & investor education, Brevan Howard, Bridgewater, Salomon, Father of 4. Go Penn, Pats, Sox, No post is advice
The FOMC is a mess. I have been writing about the original sin, the false flag of 2019, and a workable plan to kill inflation for 5 years. Here is Sundays client only DSR. I'm making it public because all I read is about the short term rate path. 🤦🏻♂️ dampedspring.com/wp-content/u...
dampedspring.com
My Senator threatens a government shutdown unless DHS(ICE) is defunded. I like his thinking BUT id prefer he doesn't make idle political threats and then completely cave. Talk is cheap. ACT Chuck or STFU. Have some backbone. Your constituents agree with you.
A hedge needs to be unwound when it pays off and a diversifier need to be rebalanced in order to maintain balance
The question of who the Fed chair will be is almost entirely irrelevant. What matters is whether the courts will prevent Cook from being fired and whether Powell will stay on as governor.
Is anybody out there? Is anyone who knows my Twitter feed here and no longer on Twitter?
"The first thing we do, let's kill all the lawyers". - Dick the Butcher. www.whitehouse.gov/presidential...
Preventing Abuses of the Legal System and the Federal Court
MEMORANDUM FOR THE ATTORNEY GENERAL THE SECRETARY OF HOMELAND SECURITY SUBJECT: Preventing Abuses of the Legal System and the Federal Court Lawyers
whitehouse.gov
I need to reset my moral and ethical compass perhaps. Could someone explain on Moral, Ethical or even religious grounds, if one prefers, the justification for Trump coin being Okay? I see it as a complete and total failure in judgement by our duly elected president who I support as my President.
Remember when $MSTR and $PLTR got added to the $QQQ. Good times
No lift on bonds. Don't expect equities or crypto to hold lows.
1/16 "Free trade is perhaps the closest thing to a universally held value among economists." The problem is not that "free trade" is in fact a bad thing. It is that most economists don't seem to have a sense of what "free trade" actually looks like. www.nytimes.com/2025/01/10/b...
Economists Are in the Wilderness. Can They Find a Way Back to Influence?
Economists have long helped to shape policy on issues like taxes and health care. But flawed forecasts and arcane language have cost them credibility.
nytimes.com
Still here. Just not moving full time unless an emergency.
