Let's Appreciate

That meant despite the 2011 S&P downgrade, the US was still a AAA country. But now with the downgrade today, it is no longer the case. expected fiscal deterioration over the next three years the government lacks a medium-term fiscal framework, unlike most peers, and has a complex budgeting process. only limited progress in tackling medium-term challenges related to rising social security and Medicare costs due to an aging population. Over the next decade, higher interest rates and the rising debt stock will increase the interest service burden, while an aging population and rising healthcare costs will raise spending on the elderly absent fiscal policy reforms. interest payment/GDP is a more appropriate metric to look at finances worse in 1992. It's worsened recently but nowhere near 1992. Fitch's downgrade is dubious but it should serve as a reminder to the US a high and growing general government debt burden The US Treasury boosted the size of its quarterly sale of longer-term debt for the first time in over 2 1/2 years, testing dealers’ appetites amid an increase in government borrowing needs so alarming it helped spur Fitch Ratings to cut the US sovereign rating from AAA. The Treasury said it will sell $103 billion of longer-term securities at its so-called quarterly refunding auctions next week, which span 3-, 10- and 30-year Treasuries. That’s up from a $96 billion total last time, and slightly larger than most dealers had expected. Part of that deterioration is thanks to higher interest the Treasury now pays on its debt. The Treasury has also said its tax receipts have been weaker than expected. And in the meantime, the Federal Reserve’s continuing runoff of its holdings of Treasuries, of up to $60 billion a month, requires the government to sell more to the public. the erosion of governance relative to 'AA' and 'AAA' rated peers over the last two decades that has manifested in repeated debt limit standoffs and last-minute resolutions. here has been a steady deterioration in standards of governance over the last 20 years, including on fiscal and debt matters, notwithstanding the June bipartisan agreement to suspend the debt limit until January 2025. Treasury Secretary Janet Yellen responded to the downgrade, calling it “arbitrary” and “outdated.” FITCH DIRECTOR SAYS DEBT CEILING SUSPENSION, OR A VERY HIGH BORROWING LIMIT, COMBINED WITH DEBT TO GDP STABILIZATION, COULD LEAD TO AN UPGRADE The bond market shrugged off the downgrade. The yield on 10-year Treasuries was little changed in the London session, while the equivalent rate on German securities fell modestly. Risk-sensitive assets took a hit, with Europe’s Stoxx 600 Index tumbling the most in a month and US futures pointing to losses at the open. The thing about a nation's credit downgrade is that it generally feeds through models to all banks and corporate borrowers too as a proxy for political risk. This downgrade directly questions the fiscal and governance competence of the USA. It will have a wider impact eventually. The move by Fitch now gives the US two AA+ ratings. That could raise a problem for funds or index trackers with a AAA-only mandate, opening up the possibility of forced sales for compliance reasons. The group of countries that still get top marks on their credit worthiness is a declining bunch. Australia, Germany, Singapore, and Switzerland still have the top ratings from all three firms, according to data compiled by Bloomberg. Fitch also rates Canada at AA+. China, the world’s second-biggest economy after the US, has an A+ score from the firm, three notches lower. The sovereign’s rating can act as a ceiling on how high a company in that country is assessed but not in all cases. The number of companies with a AAA level ratings from any of the big three assessors is a dwindling cohort, but it includes household names such as Microsoft Corp. and Johnson & Johnson.

full notes: https://kylascan.notion.site/How-Taylor-Swift-Saved-the-Economy-335ad7b136c04d9ba7f34c22634b99e9?pvs=4

https://kyla.substack.com/p/is-the-vibecession-over

notes: https://kylascan.notion.site/Week-of-July-17-d8ecc17affaa4a74b18c4d1318f59f65?pvs=4

https://kyla.substack.com/p/gen-z-and-financial-nihilism

Expanding upon and discussing my Fast Company article https://www.fastcompany.com/90911399/kyla-scanlon-on-why-gen-z-is-redefining-the-concept-of-job-satisfaction

https://kyla.substack.com/p/we-dont-need-to-destroy-the-economy

https://kyla.substack.com/p/the-economic-perception-model

Full notes: https://docs.google.com/document/d/1h...

https://kyla.substack.com/p/the-nostalgia-cycle-loop

https://kyla.substack.com/p/preserving-optionality-and-other

https://kyla.substack.com/p/the-time-premium

full article: https://kyla.substack.com/p/the-art-of-the-doomer

I was hit by a car yesterday on my bike. I am so lucky to be mostly unscathed, and I don’t know if I have the words. But it brought up a lot of emotions - mostly around uncertainty and hope.When we wander out into the world, we are dealing with other humans. There are natural forces too, like hurricanes and wind and sunrises. It’s a mix of mess and beauty.But within the entire breadth of existence, there is this underlying thread of uncertainty, amplified by hope. With everything that still happens, we are still able to carry this glowing orb of belief within us. In the past few pieces on here, I’ve talked about stories and meaning and nostalgia.Today I want to talk about hope.So there are a few things going on in the economy right now -Federal Reserve “pausing”Banks continuously blowing upDebt ceiling dramaWhat’s interesting about these three things1 is that they are all projections of hope.Full note: https://kyla.substack.com/p/what-happens-when-information-overwhelms00:00 - Intro01:05 - Hope Function02:56 - Information04:45 - Reality07:30 - Curiosity 09:39 - Hope, AgainBlog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

What are the banks doing? And will it get worse?Notes: https://kylascan.notion.site/FRC-9f86e4f4e62f45fb9f4c448d53bd5632Net interest: https://www.netinterest.co/p/return-of-the-zombies 00:00 - Intro00:15 - Background01:31 - Wobble07:33 - What went wrong? Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

At one yoga class this week, the instructor started talking about “the attention economy”. The whole class was on the concept of distraction, and how easy it is to not only lose focus, but how the world is designed for us to completely disengage. Our eyeballs are commodities!! They are expensive, and companies will pay big money in order to have our pupils etched onto their products. And the way that they capture our precious gaze is usually through telling some sort of story based on what markets tell them we will pay attention to. I’ve been fascinated by three things recently - Tucker Carlson The debt ceiling Profit-led inflation But first - stories. Full newsletter: https://kyla.substack.com/p/the-atten...00:00 - Intro 00:51 - Stories 03:38 - Shaping 06:13 - Markets 08:29 - Final Thoughts Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Full article: https://kyla.substack.com/p/what-does...00:00 - Intro 01:32 - Art of Stories 02:28 - Work has No Meaning 04:44 - Mythology 06:50 - Final Thoughts Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

’ve been really fascinated by nostalgia recently, specifically how it defines culture and therefore the economy (such as the Super Mario Bros movie, Marvel Cinematic Universe, constant reboots, the monetization of familiarity). We love the past. Susan Sontag’s view on this was that that we engage in a cult of nostalgia allowing us to focus on commemorating the past vs critically engaging with the present. We like to stay in pristine museum walls versus building new things! As Svetlana Boym wrote in the very poignant The Future of Nostalgia - What is crucial is that nostalgia was not merely an expression of local longing, but a result of a new understanding of time and space that made the division into “local” and “universal” possible. The nostalgic creature has internalized this division, but instead of aspiring for the universal and the progressive he looks backward and yearns for the particular. And to be fair, I do think there is a place for nostalgia! It’s nice to share the past with people, and memories are the foundation of our personhood. But from an economic perspective, it can get a bit skewed. As Derek Thompson1 points out - It's crazy how many different forces in Hollywood are pushing toward infinitely recurring IP loops. Original stories need to shoot the moon with reviews and buzz to have a chance at $100m, while middlingly reviewed renditions of familiar IP throw up $200m w/o breaking a sweat. It’s cheaper to be nostalgic! Less risk, both for the consumer and the movie producer. We operate in a risk minimization bubble with these really big cinematic productions But this can be problematic because these big movies often serve as a cultural anchor, giving us a sense of who we are on a really, really big generalized scale (I don’t personally align with these movies, I am sure many others don’t but I am generalizing). And when the anchor is floating in a sea of endless iterations of the past, how can we imagine anything different as a collective? The stories that we tell define us. As Stephen West said: The focal point of your life is on commemorating the past as opposed to changing the present. Your memories are more important to you than your dreams. How do you dream about the future when you're always looking backwards? The endless repetition prevents us from iterating on new culture2 and when that happens, there’s room for brands and corporations to begin defining that culture for us, as Toby Shoring writes in Life after Lifestyle. Full article: https://kyla.substack.com/p/the-commo...00:00 - Intro 04:51 - Dedollarization 06:15 - Delusion 08:13 - Digitalization Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

To solve the housing crisis, we need to build more housing. 00:00 - Intro00:40 - FT Edit01:14 - No More FT Edit05:01 - In SummaryGood Housing Peoplepaul williams - https://twitter.com/PEWilliams_ darrell owens - https://twitter.com/IDoTheThinkingm nolan gray - https://twitter.com/mnolangraynathan allebach - https://twitter.com/nathanallebachmore here: https://www.notion.so/kylascan/Housing-a42212c98f2f4084b157133396e21386 AD - Thank you to the Financial Times for sponsoring this video. https://ftedit.onelink.me/Ju3k/KSYT3 click to receive a free 30 day trial via the Apple App Store iOS and iPad. Let the FT Edit app give you some curated articles on finance, current affairs, tech, climate, opinions, life and arts, and much more.T&Cs apply.#FTEditBlog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

It seems as though AI has entered almost every conversation we have had recently. Everyone is talking about it, the tradeoff between safety and capacity, whose job it will take first, what it means for All-of-This. And I am not qualified to opine at length about anything of those things! So I’ll include some links and just some summaries of general thoughts I’ve been hearing as I lurk around, specifically focusing on how they connect with financial markets. I want to specifically focus on the interconnection of markets through - 00:00 - Intro 03:04 - Globalization 07:45 - Jobs 09:18 - Commodities 10:13 - Dollar Full article: https://kyla.substack.com/p/ai-cant-p... Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

So one thing that has been a Big Question for a lot of people lately is the question of deposit insurance, and the concept of money.What does it mean that SVB got technically bailed out? Are all the banks going to be implicitly bailed out now? Whose deposits are okay? What is the point of the banking system if everything is insulated?Is money… safe?And this gets into this really funky space of “What is Money” because turns out, there are a lot of views on how money circulates, whether or not bank deposits are government money, and why there are these behemoths that can take a public good (money) and go and be mad silly with private risk taking for private profit?And of course, people start yelling at this point.“The entire economy is built on fractional reserve banking! Money is created through lending! Your checking account is a liability of the bank!”All of which is true! Doesn’t make it any less weird!Full article: https://kyla.substack.com/p/communication-the-other-side-of-theBlog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

The Fed overtightened and did so way too fast. And now it's becoming obvious. The Fed Funds rates needs to be somewhere closer to 3-4% but they painted themselves into a corner so now they have to own the policy mistake.The Fed faces one of its toughest calls in years: whether to raise rates again to fight stubbornly high inflation or take a timeout amid the [most intense banking crisis since 2008.]Spread between short and long-dated rates vol shows traders are now more uncertain about near term Fed policy path than they have ever been Full notes: https://www.notion.so/kylascan/Silicon-Valley-Bank-3dba234141cc4c3889a1e6a13a52bec9 Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

All links: https://kyla.substack.com/p/the-takeconomy/comments

Main takeaways Fed is “prepared to address any liquidity pressures that may arise” - workaround for unrealized losses and the fed saw potential systemic risk "The Fed is explicitly trying to tighten financial conditions, but also has responsibilities to promote a stable banking system. A liquidity facility for banks that ignores losses from rate hikes is uniquely positioned to walk that line." - Steven Kelly The $250K deposit insurance cap is not really useful anymore It's kind of a bailout All notes here: https://kylascan.notion.site/Silicon-Valley-Bank-3dba234141cc4c3889a1e6a13a52bec9 00:00 - Intro 00:09 - How Money Works 00:42 - How Banking Works 01:47 - SVB Update 04:38 - Whats Next? Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

All my notes and citations are here - I am reading from several sources during this video The second-biggest bank failure in U.S. history after a run on deposits doomed the tech-focused lender’s plans to raise fresh capital. The FDIC just took control. The bank was the 16th largest in the U.S., with some $209 billion in assets as of Dec. 31 Silicon Valley Bank has been around since 1983. primarly works with vc backed companies - the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022. So it was four main things 1. The fed raising rates blew out their holdings - but their holdings were sort of risky 2. startups stopped depositing because vc funding dried up 3. new investment also stopped bc vc funding dried up 4. ceo made stuff worse + vcs started screaming https://kylascan.notion.site/Silicon-Valley-Bank-3dba234141cc4c3889a1e6a13a52bec9 00:00 - Intro 00:21 - Silicon Valley Bank 00:39 - Four Things 03:40 - How did this happen? 06:41 - What now? Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Jerome Powell testified in front of Congress this week and the main takeaway was “we are absolutely going to keep ripping rates if we need to - and it looks like we need to.” On the second day of his testimony, he walked back a bit stating - "If — *and I stress that no decision has been made on this* — if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes." Elizabeth Warren posed a question that pretty much everyone has been asking for the past few months - “what about the labor market?” “What do you say to the 2 million people who you plan to put out of work with your rate hikes?” Jerome Powell then explained that well, if we don’t fix inflation now, it’s going to be a lot higher than 2 million down the road. The idea is that by not nipping inflation in the bud, the consequences to the labor market will be extreme. So the Fed is balancing both the labor market and price stability, trying to make sure that they can get inflation down with their rate hike cannon but also trying to make sure that the projectiles that they are firing into the economy don’t hurt anyone that bad. Full article: https://kyla.substack.com/p/labor-market-vs-inflation Open a Treasury Account at Public.com and get a 5.3%* yield on your cash at public.com/kyla * 26-week T-bill rate (as of 2/14/2023) when held to maturity. Rate shown is gross of fees. ** The average of the best high-yield savings accounts, compiled by Bankrate.com as of 1/31/23, is 4.0% APY. Disclosures: This is a paid endorsement for Open to the Public Investing, Inc., member FINRA & SIPC. This does not constitute investment advice. Investing involves the risk of loss, including loss of principal. Full disclosures can be found at public.com/disclosures. All U.S. treasury investments and investment advisory services offered on Public are provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures and Jiko Securities Inc. Form CRS. Investments in T-bills: Not FDIC Insured - No Bank Guarantee - May Lose Value Banking services provided by Jiko Bank, a division of Mid-Central National Bank Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

full article: https://kyla.substack.com/p/why-the-data-makes-no-sense

full transcript at kyla.substack.com

full article: https://kyla.substack.com/p/no-landing-and-the-anti-gravity-economy

full article: https://kyla.substack.com/p/margin-and-opportunity

https://kyla.substack.com/p/tiktoks-corecore-and-the-federal

Full article: https://kyla.substack.com/p/reversion-to-reality-how-big-tech

Full article at kyla.substack.com

All rights to the Gaston song belong to UMG. All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

full article: https://kyla.substack.com/p/the-fed-is-hiking-up-that-mountain

full article here: https://kyla.substack.com/p/mind-the-cup

Full article at kyla.substack.com

Full article at kyla.substack.com

full article on kyla.substack.com

notes: https://www.notion.so/kylascan/SBF-Interviews-107d69d6c93c42f6abd3632b3519fd52

full notes: https://kylascan.notion.site/Jerome-Powell-Speech-60f43df6d95542e181ba33c4886eac61

Full article: https://kyla.substack.com/p/dcg-multicellular-organisms-and-fed#footnote-2

Some more on Elon, SBF-FTX, and some Moo! Full piece: https://kyla.substack.com/p/the-most-...Bloomberg 1: https://twitter.com/opinion/status/15...Bloomberg 2: https://twitter.com/opinion/status/15...Bankless 1: https://twitter.com/BanklessHQ/status...Bankless 2: https://twitter.com/BanklessHQ/status...

Notes: https://kylascan.notion.site/FTX-Updates-Full-e6c9cbfeec774b2c8b8e67248dce0286

Full notes: https://kylascan.notion.site/FTX-Updates-Full-e6c9cbfeec774b2c8b8e67248dce0286

full notes: https://kylascan.notion.site/FTX-and-Binance-940e742b58a34cabbade95cd50645ed0

Full notes: https://www.notion.so/kylascan/FTX-and-Binance-940e742b58a34cabbade95cd50645ed0

Full article: https://kyla.substack.com/p/intention-vs-impact-jerome-powell

Full notes: https://kylascan.notion.site/Powell-Presser-39bfec65cb604509a4bc9f15ab4b5c13 Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, [email protected] DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Full notes here: https://kylascan.notion.site/Elon-Muskinformation-ccbd38ba08f84c8789894dad20ef8de9 Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, [email protected] DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.