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Trump Accounts and related ideas
Some musings.
Feb 8
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The age of unwarranted confidence
Prune your usage high confidence and/or politically biased macro aggressively.
Jan 16
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61
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Paying it forward. My mission.
Exciting news for dampedspring.com paid subscribers. THIS SUBSTACK Will always be free. But DSRead/Alpha/Institutional is getting even better in 2026.
Dec 21, 2025
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39
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Annual message that forecasts are useless
2026 Edition
Dec 21, 2025
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36
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Is leveraged beta bad?
Of course not but it is also not worth paying for.
Nov 23, 2025
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The Ultimate Anchor
Ultra long interest rate dynamics and the 50 year mortgage
Nov 12, 2025
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25
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Uneven Reserves in the US Banking System
Does this matter? Not really TBH.
Nov 11, 2025
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50 year mortgages
Another gimmick
Nov 10, 2025
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