Archive - The Informationist

💡 What If The Fed Raises Rates?

Why a Fed rate hike no longer does what most people think it does.

17 hrs ago • James Lavish, CFA

💡 The question I won’t put in Sunday’s newsletter

Sunday’s piece on global bond markets covered the mechanics.

May 21 • James Lavish, CFA

💡 Why Global Bond Markets Are Imploding

The synchronized global sell-off, and is everyone really "turning Japanese?"

May 17 • James Lavish, CFA

💡 Before This Goes Public

Join me live every quarter at The Roundtable. Founder rate of $1,000 through May 28.

May 15 • James Lavish, CFA

💡Bitcoin-Backed Yield: A Boring Chart and a Beautiful Coupon

Digital Credit is the new yield category that did not exist a year ago. Walked through carefully.

May 10 • James Lavish, CFA

💡 How America Becomes a Banana Republic

The country owes more than every American household put together is worth

May 3 • James Lavish, CFA

April 2026

💡 Who Is This Volcker Guy Anyway?

Why no Fed Chair, not Powell, not Warsh, not anyone, can be Volcker 2.0

Apr 26 • James Lavish, CFA

💡 Break the Glass

A Treasury Secretary's warning and the $15B buyback that happened the same day

Apr 19 • James Lavish, CFA

💡 The Casino in Your Pocket

Apr 12 • James Lavish, CFA

💡 Diamonds Are Forever. Their Prices Aren't.

Apr 5 • James Lavish, CFA

March 2026

💡 Why the Treasury's Nightmare May Soon Be Yours

Mar 29 • James Lavish, CFA

💡 The Fed's "Difficult Situation"

Mar 22

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