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01 notebooks
Notebooks
Long, ordered, built one note at a time. Start anywhere a note is written.
02 posts
Posts
Every finance piece that reads on its own, newest first. A note needs no notebook before it.
Hedging with bonds: How the Economy Works
read itWhy investors hold Treasuries beside their stocks, when the cushion worked, and when it failed.
9 Oct 2026b883f97Reading the yield today: How the Economy Works
read itWho can push back, a yield you build yourself, why it stood at 5.3% on 30 September 2026, and what to watch.
8 Oct 20265a5eb03Where the yield ripples: How the Economy Works
read itMortgages, companies, stocks, the government, banks, the dollar and savers, and why the same rise can be good or bad.
7 Oct 20262940e86What pushes the yield: How the Economy Works
read itSix forces, the part of the yield each one pushes, and the times they pushed hardest.
6 Oct 20262f0a7f9What a yield is made of: How the Economy Works
read itExpected rates, expected inflation, and a premium for everything that could go wrong in between.
4 Oct 20266e32b7cWhy the 10-year: How the Economy Works
read itThe Fed sets the short end, lenders set the long end, and one length became everyone’s benchmark.
2 Oct 2026ee86a9aThe price of time: How the Economy Works
read itWhat the 10-year Treasury yield is, and why a bond’s price moves when rates do.