Lyn Alden
@LynAldenContact
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Founder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at Bakkt and @Swan.
Joined January 2017
My December macro newsletter is now available. It discusses the debasement trade, changing macro conditions, and the large dislocation between the economy and markets. https://t.co/jKRb3SH87p
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2025 returns: GOOG +65% NVDA +39% SPY +18% MSFT +16% META +13% TSLA +11% AAPL +9% AMZN +5% Just 2 out of the Mag 7 beat the market last year Some other surprises here: https://t.co/CCJGsf2vcL
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Pablo Picasso literally revealed the foundational key to all success:
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The price of #Bitcoin on its birthday 🚀 17 years: $90k 16 years: $96k 15 years: $45k 14 years: $18k 13 years: $44k 12 years: $33k 11 years: $7k 10 years: $3k 9 years: $14k 8 years: $1k 7 years: $432 6 years: $275 5 years: $816 4 years: $13 3 years: $5 2 years: $0.25 1
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-No, the Treasury did not print another $105B today. -No, these numbers aren't related to banks facing a crisis on Dec 31st. -No, hyperinflation is not imminent. Thank you for your attention on these matters.
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Both repo and reverse repo operations were high today, because it's end of year window dressing. Some financial institutions asked the Fed for liquidity, and others asked the Fed to take their extra liquidity. The net was tiny. Liquidity is tight and heterogenous. Not a crisis.
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The tragic reality of living in the machine intelligence age is that everything you read is a Turing test.
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-When their thing is down, they complain of manipulation. Yet, manipulators are market participants. Oh you’re an analyst? Analyze better, then. -When their thing is up, it’s all good now, nature is healing. There is no bubble, this is the new normal! Just keep buying.
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I don’t know who needs to know this, but you can actually just ignore people who constantly complain about manipulated markets.
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My teenage self read Buffett, learned from Buffett, and was inspired by Buffett. My 20s and 30s self had to separate from Buffett, disagree with Buffett, and pick other things than Buffett, and that was hard. It was a process. He was a strong foundation to learn from.
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Two facts about Buffett are true at the same time: -Buffett brilliantly combined insurance (ie super cheap leverage) and quality value stock selection to dominate the 20th century. Absolutely devastatingly good returns. -Buffett underperformed gold in the 21st century.
My favorite Buffett stat is that Berkshire stock could drop 99% and he still would have outperformed the S&P 500 since he took over. Enjoy retirement.
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🎶 Internet killed the video star. 🎶
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I don’t need a New Year’s resolution. It’s the year’s turn to be better.
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