Author of "In This Economy?” | otherwise writing, podcasting, and youtubing
KylaScanlonTeam@unitedtalent.com
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Jan 5, 2023 • 5 tweets • 2 min read
The Fed is hiking 🏔️
Some thoughts around market avalanches, labor market billy goats, and the storm clouds on the horizon
Full piece here kyla.substack.com/p/the-fed-is-h…
Sep 24, 2022 • 6 tweets • 2 min read
The Fedconomy
I wrote about the Fed’s rate hike hammer - also, Treasuries freaked, ~40% of homeowners have no mortgage, bonds are somehow cooler than stocks, and ESG ponzi
Full article here kyla.substack.com/p/the-fedconomy
Jul 21, 2022 • 11 tweets • 5 min read
The world is changing
There are widening expectations between What Should Be and What Actually Is, as shown by the Energy Crisis, investment patterns and more. kyla.substack.com/p/the-changing…
Experience: A difference between what we are used to and what is happening
Data: A difference between information, measurement, and interpretation
Emotion: There is no difference between grief and love.
Jun 18, 2022 • 15 tweets • 6 min read
The Fed is in charge of managing expectations.
But they could be losing control of the narrative as the economic dominoes continue to tip.
A synthesis of everything that happened this week:
Examining financial warfare in the light of dollar dominance, the fall of Fortress Russia and its contagion, energy and ag markets (and inflation), Russian & US monetary policy, and the role of crypto
kyla.substack.com/p/financial-wa…
If you prefer to listen, here is that link and the YouTube should be up this weekend (depending on my editing speed ugh)
United States: Russia chose to invade and has inflicted suffering on Ukraine and its own citizens. It has violated international law and the UN charter. There are attacks on kindergartens and orphanages.
More than 50,000 people have fled Ukraine in last 48 hours.
Feb 24, 2022 • 21 tweets • 3 min read
Biden sanctions on Russia - cutting off ~half of Russia's high tech imports, sanctioning banks (financially choking them + elites)
NATO more united, more determined than ever. "An attack on one is an attack on all."
Sending more forces to Germany, not sending forces to Ukraine but "defending NATO allies"
Feb 24, 2022 • 17 tweets • 6 min read
China is advising to avoid further escalation of tensions and said that they hoped everyone would stay "cool-headed and rational" and "address each other's security concerns". Will advocate for peace talks.
Putin on RT
"whoever tries to stand in our way or create threats for our country and people should know Russia's response will be immediate and lead you to consequences you have never encountered in your history."
Jan 26, 2022 • 22 tweets • 8 min read
The market is going through it
With the Fed meeting tomorrow, increased geopolitical risk, inflationary worries, and economic slowdowns all shaping the current environment -
here is everything that is going on right now (mostly)
#1 Geopolitics
Russia is getting closer to invading Ukraine. China is flying around Taiwan. Central Asia is experiencing blackouts.
This leads to 1) uncertainty & 2) worries over energy supply
Russia = 1/3 of Europe's gas & Kazakhstan alone is ~18% of Bitcoin's hashrate
Oct 20, 2021 • 25 tweets • 8 min read
Volmaggedon and the Rise of Passive ✨
(Ft @SimplifyETFs)
I own a target date mutual fund in my 401k
There is an interesting relationship between people like me (and many others) who passively invest in target date funds - and the larger market macrostructure.
Brief TLDR of it all
Sep 22, 2021 • 25 tweets • 8 min read
Evergrande and the Debt Iceberg ✨one final 🧵
(Ft the $FRDM index)
I wrote a brief explainer thursday of last week and wanted to expand upon that - not from the point of contagion, but rather the contagion of ~exposure~
NFTs but make it 🪐🧠 with lessons from Marshall McLuhan, Isaiah Berlin, and the Enlightenment
Its about ✨owning the online✨
People are buying pictures of rocks
Aug 5, 2021 • 23 tweets • 7 min read
The China Crackdown and the Index-Fund-Manager Conundrum✨
(ft the $FRDM index) 🧵
As we all know China has been cracking down on various sectors for the past few months (most recently, gaming) but the list is quite expansive
Aug 3, 2021 • 4 tweets • 2 min read
The history of BNPL:
"The single firm that did the most to bring the installment plan to the world was Singer Sewing Machines & their innovative credit plan... They were notorious for hard-sell “dollar down, dollar a week” tactics."
Singer walked so $SQ + Afterpay could run
"By the 1920s, economists were becoming aware of the growing role of mortgage finance in the American economy... “What does it mean that the number of mortgages on homes is increasing?” wondered census analysts in 1923. “Does it mean growing wealth or growing poverty?""
Jul 15, 2021 • 4 tweets • 2 min read
"Amazon’s EBITDA increased ~$18bn in the past year alone, to ~$55bn.
By comparison, Walmart’s EBITDA is $36bn; Costco’s EBITDA is $8bn - Amazon’s one-year EBITDA *increase* is half of Walmart’s *total* EBITDA and twice Costco’s"
Another reminder Amazon is a behemoth 😩
"They’ve built an enormous network of fulfillment centers and have a $20+ bn annual R&D budget that only costs ~1.2% of its value."
"Amazon has 200mn Prime subscribers, whose membership generates $24 billion in cash (before they sell anything)."
The App That Knows You Better than You Know Yourself: An Analysis of the TikTok Algorithm
kylascanlon.com/2020/05/11/the…2/ Disclaimer: None of this is investment advice & is an analysis about the underlying algorithm. I have no affliation w any social media company