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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
Issues207Founded5 years agoLast Issue10 days ago
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Latest Issues

In It For the Tech: Ten31 Timestamp 952,619

It was a tough week to own – checks notes – anything, as stocks violently gave back a few weeks of gains, gold broke its 200 day moving average, and bitcoin did, well, bitcoin things. With a divided and potentially net-hawkish Fed making it...

10 days ago
8

Just Add a Zero: Ten31 Timestamp 951,709

Like world-renowned prize fighter Randy Marsh, the market keeps insisting it didn’t hear no bell, as equity indices pushed to new all-time highs once again and Treasury yields backed off even as a normalization of oil prices remains elusive...

17 days ago
7

That’s a Nice Ship You Got There: Ten31 Timestamp 950,672

It was another week of whipsawing bond yields, blowout AI results, and the longest “final stage” discussions of any Artful Deal in recent memory, but to our eyes, the most noteworthy takeaway from the week was the apparent pilot launch of “...

24 days ago
4
1

Mr. Warsh, I Don't Feel So Good: Ten31 Timestamp 949,671

This rally has everything: transitory inflation, new all-time highs for Cisco, permabears capitulating into semis at the pico-top, regime change at the Fed. Another week of wildly bullish moves across the stock market and AI complex was cap...

a month ago
7
2

Going Vertical: Ten31 Timestamp 948,645

As nature abhors a vacuum, so markets abhor a vertical chart. Even in the midst of wars, famines, heavy-handed state interventions, and Presidential AI slop, demand and supply responses inexorably work to bring both euphoria and depression...

a month ago
7
2

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