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Lyn Alden
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@LynAldenContact

Lyn Alden

@LynAldenContact
Author of Broken Money & The Stolguard Incident. Investor with a blended engineering/finance background. GP @egodeathcapital. Director at Bakkt & @Swan.
lynalden.com
Joined January 2017
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  • Pinned
    @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Jun 4
    My June public newsletter is now available: lynalden.com/june-2026-news… The issue focuses on defining and planning for the more multipolar and volatile world we have moved into.
    156
  • @LynAldenContact
    Lyn Alden
    @LynAldenContact
    45m
    Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time.
    @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Apr 26, 2020
    Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%?
    14
  • @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Aug 29
    “The Fed needs clear market signals, as unfiltered as possible.” -Kevin Warsh, while Scott Bessent is running around doing Treasury interventions
    137
  • @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Aug 27
    STRC back up to $98, basically in the par zone.
    @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Jun 19
    Replying to @GhostofWhitman
    It’s near a sentiment bottom, imo. I think they have the tools to get it back up. Of course the timing partially depends on bitcoin price. Would’ve liked to see bigger reserves for moments like this, but alas.
    58
  • @LynAldenContact
    Lyn Alden
    @LynAldenContact
    Aug 25
    Bessent is giving long end yields the Streisand effect so much right now.
    @CGasparino
    Charles Gasparino
    @CGasparino
    Aug 24
    SCOOP: Treasury Secretary @SecScottBessent will do whatever it takes to "put the fear of God" into the bond vigilantes, shorting the long end of the curve in an attempt to drive the 10 year yield to 5%, Wall Street executives with direct knowledge of his thinking say. That would
    50