T-Bills 'n' Thrills and Bellyaches
Ben AshbyProfessional investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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baax1001.substack.comLatest Issues
Time to fold on energy?
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Spot crude is calm as delayed barrels arrive. That is prompt relief, not system repair.
- Hormuz is open in theory, but probably rationed in practice. Ships are leaving; fewer want to go back in. Insurance is doing the blockade’s admin...
How I learned to stop worrying and love the bust
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Not all bubbles are the same.
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Asset bubbles reprice existing claims; technology bubbles install new capacity.
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AI infrastructure now looks like late-frenzy finance of a classic tech bubble.
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The bust may be socially productiv...
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Thoughts on SpaceX IPO
· I have analysed SpaceX as a business. At current prices, I think the market is valuing it at roughly four to five times what I can justify.
· As of Friday close, SpaceX trades at a staggering 100x trailing 2025 revenue ($18.67B) wh...
Offerings from the litter tray
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April CPI 3.8%. PPI 6.0%. The bond market has started to wake up to the inflationary risk.
- Marketwise Energy is the tail risk. Credit is the tell. Energy has moved. Credit has not yet confirmed, and the liquidity backdrop tells you w...
Free Money and Its Discontents
TLDR Summary
I recently wrote a long, detailed article on Modern Monetary Theory (MMT) for the CFA UK. For CFA members its can be accessed here.
Below, I have produced a summary for those interested. The key point is that MMT does pr...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for T-Bills 'n' Thrills and Bellyaches.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
"Veteran" professional investor, financial salvage specialist and disaster artist. Owner of QuantCat, trading AI and virtual cat. This is purely personal opinion and should not be considered investment advice or indeed anything else.....
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