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Finance
How the economy, companies and prices work, from first principles, with real numbers.
Explains only: no tips, no targets, no positions.

Notebooks: long, ordered, built one note at a time
How the Economy Works · /finance/economy
Rates, inflation, growth, jobs and trade: how the whole economy fits together, from first principles, with real numbers. 7 notes written so far; start at 1.1: /finance/economy/the-price-of-time

Posts: every finance piece that reads on its own, newest first
11 Oct 2026 · finance/economy/hedging-with-bonds · Hedging with bonds: How the Economy Works · /finance/economy/hedging-with-bonds
Why investors hold Treasuries beside their stocks, when the cushion worked, and when it failed.

9 Oct 2026 · finance/economy/reading-the-yield · Reading the yield today: How the Economy Works · /finance/economy/reading-the-yield
Who can push back, a yield you build yourself, why it stood at 5.3% on 30 September 2026, and what to watch.

8 Oct 2026 · finance/economy/where-the-yield-ripples · Where the yield ripples: How the Economy Works · /finance/economy/where-the-yield-ripples
Mortgages, companies, stocks, the government, banks, the dollar and savers, and why the same rise can be good or bad.

7 Oct 2026 · finance/economy/what-pushes-the-yield · What pushes the yield: How the Economy Works · /finance/economy/what-pushes-the-yield
Six forces, the part of the yield each one pushes, and the times they pushed hardest.

6 Oct 2026 · finance/economy/what-a-yield-is-made-of · What a yield is made of: How the Economy Works · /finance/economy/what-a-yield-is-made-of
Expected rates, expected inflation, and a premium for everything that could go wrong in between.

4 Oct 2026 · finance/economy/why-the-10-year · Why the 10-year: How the Economy Works · /finance/economy/why-the-10-year
The Fed sets the short end, lenders set the long end, and one length became everyone’s benchmark.

2 Oct 2026 · finance/economy/the-price-of-time · The price of time: How the Economy Works · /finance/economy/the-price-of-time
What the 10-year Treasury yield is, and why a bond’s price moves when rates do.

The same posts are on the blog, in the order they were written: /blog/finance