James Lavish

jameslavish.substack.com

6 Followers

community-curated profile

reformed hedge-fund manager + ex-@yale hockey | cfa | @cornell fintech + private investments | #btc

Overview Posts Content Recommendations

Tweet 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'

by James Lavish

Recommended by 2 people

2 mentions

Podcast episode Apr 1, 2023

Worldwide Debt Spiral with James Lavish (WiM294)

by Robert Breedlove and James Lavish

Recommended by 1 person

1 mention

Article Mar 26, 2023

Fed's New Tool: BTFP...is it Inflationary?

by James Lavish

Recommended by 1 person

1 mention

Tweet 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 🧵👇

by James Lavish

Recommended by 1 person

1 mention

Article Feb 26, 2023

The Latest CBO Report: Taking the Treasury’s Debt Temperature

by James Lavish

Recommended by 1 person

1 mention

Tweet Jan 16, 2023

The endless scrolling Debt Clock. What is it, and what exactly do all the numbers tell us? Time for a Debt 🧵👇

by James Lavish

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1 mention

Tweet 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 🧵👇

by James Lavish

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1 mention

Tweet 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 🧵👇

by James Lavish

Recommended by 1 person

1 mention

Tweet 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 🧵👇

by James Lavish

Recommended by 1 person

1 mention

Article Sep 16, 2022

Can the Fed Prevent a Disorderly Treasury Market?

by James Lavish

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1 mention

Article Sep 6, 2022

What Happens When a Country Defaults on its Debt?

by James Lavish

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1 mention

Tweet 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 🧵👇

by James Lavish

Recommended by 1 person

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