14 Comments
Mar 31, 2023Liked by Rudy Havenstein

I do like your substack better than your twitter. I would find myself mindlessly scrolling twitter and not giving your tweets much thought. Here it is all aggregated and I can read it when I am ready to sit down and think.

Expand full comment
author

Thanks. Twitter is dead to me, though I miss the people.

Expand full comment
Mar 29, 2023Liked by Rudy Havenstein

Full of great information as always!

Expand full comment
Mar 29, 2023Liked by Rudy Havenstein

Anybody want to take a bet that James B. Stewart knew what a chignon was without asking anyone back at the office?

Expand full comment
author

I still don't know what a chignon is.

Expand full comment

It’s also known as a cockernonnie.

Expand full comment

I think I posted this twice…oopsie

Expand full comment

The best investment advice I've ever received is simple: "Get Jamie Dimon to adopt you."

So, I'm working on that now.

Expand full comment

I expect the Fed will just extend the BTFP and all the other bullshit programs, rather than close banks.

Expand full comment
author

They're winging it.

Expand full comment

Anybody want to take a bet that James B. Stewart knew what a chignon was without asking anyone back at the office?

Expand full comment

Hoot Gibson! Generation Snax almost lost his brain pan.

Expand full comment
Comment deleted
Expand full comment
author

"Science, though, is one thing, finance another. In science, progress is cumulative — we stand on the shoulders of giants. In finance, progress is cyclical — we keep stepping on the same rake." - Jim Grant

Expand full comment