A couple weeks back I was at the New York Stock Exchange for some meetings/events, and they were like "let's update your formal pic that you use for things, that's from 2022". So we do the classic "let's take a slick pic under the NYSE bell, the literal heart of capitalism" photo. Because that'll make it all professional and such. The problem is, whenever I smile, I inherently look like I'm trolling. Regardless of the setting, it looks like I'm just there for the lolz. So the pic seems kind of unusable for formal stuff. Fun for Nostr, though.

One of the few things *not* breaking these past few weeks is liquidity, actually. The Fed’s standing repo facility isn’t being used, the Fed’s swap lines aren’t being used, and the SOFR-IORB spread is only mildly elevated. #macro

Wow that sounds nuts, someone should write a book on that.

Almost nothing in macro currently matters until the Strait of Hormuz opens. That’s the macro. It’s a binary analysis similar to Covid 19.

Whenever I’m asked about private credit lately. On Fox Business, on podcasts, at conferences:

Really not looking forward to flying today.

Good evening. My March public newsletter is out now:

Lyn Alden

March 2026 Newsletter: A Flywheel of Chaos

March 22, 2026 This newsletter issue discusses the self-reinforcing nature of geopolitical crises, and explores to what extent the war against Iran...

This issue discusses potential macro impacts from the war on Iran, how sovereign debt bubbles and war tend to occur in clusters, the three pillar portfolio strategy, and updates on the model portfolio.

Unfortunately, Chuck Norris was the only person who could stop this train.

The Stolguard Incident was ranked the top new release in Amazon this weekend for both the cyberpunk and technothriller genres. (It’s also currently the best seller in the space marine category, despite a distinct lack of space marines. Which, I mean, okay.) Thanks everyone for checking it out! https://www.amazon.com/dp/B0GNS9MYB5

Last night when I finished work and joined my husband for movie night, he instead showed me a video about Newcomb’s paradox and we spent two hours debating it until bed. Anyway how is everyone’s weekend going?

My novel, The Stolguard Incident, is now available! Amazon (print and ebook): https://www.amazon.com/dp/B0GNS9MYB5/ Barnes & Noble (print only): https://www.barnesandnoble.com/w/the-stolguard-incident-lyn-alden/1149667780 Here’s the premise: “In the late 21st century, society is more fractured than ever. Billions satisfy their every whim in virtual worlds, leaving those in power free to tighten their grip on the real one. When a terrorist with strange abilities begins a campaign of violence, military investigator Asim Rahal is thrust into a race against time to find and stop her. But each step of his pursuit reveals the threat to be far worse than he could have imagined, and uncovering it may cost him everything. Truth has always come with a price. Every hero asks themselves what’s worth dying for. The harder question is: what’s worth killing for?” You can check out more info here:

Lyn Alden

New Book: The Stolguard Incident

An overview of The Stolguard Incident by Lyn Alden- 2026's hot new upmarket sci fi thriller.