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GM My August public newsletter has now been published:

August 2025 Newsletter: Tighter Fiscal, Looser Monetary

August 24, 2025 This newsletter issue analyzes the shifting nature of fiscal and monetary policy in the United States. Fiscal policy is tightening ...

This issue covers: macro impacts from tariffs (ie a slightly slower but still unstoppable fiscal train), upcoming Fed easing, and the latest newsletter portfolio snapshot.

Replies (10)

Ava ava@nostrplebs.com 3 months ago

Good morning

Joshua Tree butterflypower@primal.net 3 months ago

Happy Sunday.. @Lyn Alden just dropped now analysis.. Zap⚡@`Lyn Alden` Up🤩 ✨ View quoted note →

Jonathan 3 months ago

Let's gooo! 🔥

BitcoinIsFuture 3 months ago

China just loves the average Americans. They oppose tariffs because they don't want average Americans and businesses to bear the cost of those tariffs.

johnny johnny@nostrcheck.me 3 months ago

GM. Reading

Milan Ljepoja MilanLjepoja@primal.net 3 months ago

Thanks, Lyn, I always appreciate your clear macro insights. The fiscal side keeps running hot, so I'm curious to see how the Fed easing plays out.

Christian Black 3 months ago

👏🏽

Hoshi 3 months ago

damn, still haven’t finished the last one

Zoltán zoltan@primal.net 3 months ago

GM! ☕ 😎

JdM jdm@futureofthe.tech 1 month ago

💯💯💯💯