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Ten31 Timestamp

Ten31 Team, John

Latest updates from the Low Time Preference Funds

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Substack
PricingOnly free issuesPublishesWeekly
Issues220Founded5 years agoLast Issue10 days ago
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Latest Issues

Druck and Disorderly

Mario Draghi famously committed to “whatever it takes” with fairly mixed results for the EU; now we get to see if Scott Bessent will have any better luck in the US. Per “sources,” the Treasury Secretary is ready to use any means necessary —...

10 days ago
4

You’re Gonna Need a Bigger Buyback: Ten31 Timestamp 963,584

It was an eye-popping $40 trillion dollar number that grabbed many of the top mainstream headlines this week, as the US officially crossed the threshold of doubling its outstanding federal debt in just a single decade, but it was a measly $...

17 days ago
9

Dog Days: Ten31 Timestamp 962,573

The summer doldrums seem to have set in for the US-Iran conflict, which for the moment appears to be in a Sisyphean stalemate between two sets of abnormally large egos volleying “I know you are, but what am I?” back and forth without much p...

24 days ago
7

Getting Warmer: Ten31 Timestamp 961,579

Don’t look now, but the whole “running it hot” thing may have some legs. The latest ISM Manufacturing PMI data came in very strong this week, confirming a solid S&P report from last week. At the same time, trucking company earnings call com...

a month ago
9

Ask Not For Whom the Prime Broker Calls: Ten31 Timestamp 960,560

We unfortunately need to start this week on a somber note, as any bitcoin users in the audience should be aware of a critical security vulnerability affecting many models of the popular Coldcard hardware wallet. In short, most seed phrases...

a month ago
10

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