GM
My August public newsletter has now been published:
https://www.lynalden.com/august-2025-newsletter/
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.
Good morning
Happy Sunday..
nostr:nprofile1qy2hwumn8ghj7mn0wd68ytndv9kxjm3wdahxcqg5waehxw309ahx7um5wfekzarkvyhxuet5qqsw4v882mfjhq9u63j08kzyhqzqxqc8tgf740p4nxnk9jdv02u37ncdhu7e3 just dropped now analysis..
Zap⚡@`Lyn Alden` Up🤩 ✨
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.
GM. Reading
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.
👏🏽
damn, still haven’t finished the last one
GM! ☕ 😎
💯💯💯💯
