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Best Of LBYM |
| Shrewd'm.com Merry shrewd investors |
A merry & shrewd investing community |
Best Of LBYM |
| Shrewd'm.com Merry shrewd investors |
| Author | Board | Recs | Date | |
OT: Only a stone would be unmoved | WendyBG | Macroeconomic Trends & Risks | 1 | 11/10/26 |
Re: Change is in the air | WendyBG | Macroeconomic Trends & Risks | 6 | 11/08/26 |
Re: Change is in the air | WendyBG | Macroeconomic Trends & Risks | 2 | 11/08/26 |
Control Panel: Post-election hype? | WendyBG | Macroeconomic Trends & Risks | 11 | 11/08/26 |
Re: Tax planning for 2026 | WendyBG | Macroeconomic Trends & Risks | 1 | 10/30/26 |
Re: Tax planning for 2026 | WendyBG | Macroeconomic Trends & Risks | 1 | 10/30/26 |
Re: Tax planning for 2026 | WendyBG | Macroeconomic Trends & Risks | 1 | 10/30/26 |
Inflation-adjusted bonds | WendyBG | Macroeconomic Trends & Risks | 3 | 10/30/26 |
Re: Currently reading 1929 .... | WendyBG | Macroeconomic Trends & Risks | 1 | 10/30/26 |
Tax planning for 2026 | WendyBG | Macroeconomic Trends & Risks | 5 | 10/30/26 |
Debt wall! Extend my loan! | WendyBG | Macroeconomic Trends & Risks | 8 | 10/27/26 |
Don’t give AI agents your bank account number | WendyBG | Macroeconomic Trends & Risks | 7 | 10/26/26 |
Control Panel: Concentrated risk | WendyBG | Macroeconomic Trends & Risks | 10 | 10/25/26 |
FINRA may change rules to favor brokerages | WendyBG | Macroeconomic Trends & Risks | 4 | 10/23/26 |
Will the Fed pop the AI bubble? | WendyBG | Macroeconomic Trends & Risks | 5 | 10/20/26 |
Re: Exercise as part of cancer treatment | WendyBG | Macroeconomic Trends & Risks | 7 | 10/19/26 |
Control Panel: Household Financial Statements | WendyBG | Macroeconomic Trends & Risks | 9 | 10/18/26 |
OpenAI’s revenue surprise | WendyBG | Macroeconomic Trends & Risks | 5 | 10/09/26 |
CFTC and crypto currencies | WendyBG | Macroeconomic Trends & Risks | 3 | 10/05/26 |
Re: Control Panel: Tweaking Inflation Stats | WendyBG | Macroeconomic Trends & Risks | - | 10/05/26 |
Control Panel: Tweaking Inflation Stats | WendyBG | Macroeconomic Trends & Risks | 7 | 10/04/26 |
Autonomous AIs conspire together | WendyBG | Macroeconomic Trends & Risks | 7 | 09/28/26 |
Control Panel: Bond yields climb | WendyBG | Macroeconomic Trends & Risks | 8 | 09/27/26 |
Already discussing TBTF AI | WendyBG | Macroeconomic Trends & Risks | 4 | 09/26/26 |
Anthropic IPO and AI stock bubble | WendyBG | Macroeconomic Trends & Risks | 5 | 09/26/26 |
Re: The railroad / data center comparison | WendyBG | Macroeconomic Trends & Risks | 3 | 09/25/26 |
Control Panel: r* vs. Impulse at the Fed | WendyBG | Macroeconomic Trends & Risks | 9 | 09/20/26 |
What happens to SPX when 1973 X 2000? | WendyBG | Macroeconomic Trends & Risks | 4 | 09/11/26 |
Will this post? | WendyBG | Macroeconomic Trends & Risks | - | 09/11/26 |
Control Panel: Labor Day weekend | WendyBG | Macroeconomic Trends & Risks | 10 | 09/06/26 |
Undermining the AI business case | WendyBG | Macroeconomic Trends & Risks | 13 | 09/05/26 |
Personalized cancer therapy | WendyBG | Macroeconomic Trends & Risks | 8 | 09/04/26 |
Blocking the Red Sea to oil shipments | WendyBG | Macroeconomic Trends & Risks | 13 | 09/01/26 |
Re: MCT inflation | WendyBG | Macroeconomic Trends & Risks | 3 | 08/30/26 |
Control Panel: Warsh, Bessent, interest rates | WendyBG | Macroeconomic Trends & Risks | 6 | 08/30/26 |
Hedge funds swing Treasury market | WendyBG | Macroeconomic Trends & Risks | 14 | 08/28/26 |
Bond yields, inflation and markets | WendyBG | Macroeconomic Trends & Risks | 7 | 08/28/26 |
Beware of AI debt | WendyBG | Macroeconomic Trends & Risks | 1 | 08/26/26 |
Re: Half | WendyBG | Macroeconomic Trends & Risks | 5 | 08/25/26 |
Totally OT: My new historical novel | WendyBG | Macroeconomic Trends & Risks | 14 | 08/25/26 |
Bond yields are returning to normal | WendyBG | Macroeconomic Trends & Risks | 7 | 08/19/26 |
Control Panel: Central banks add moral hazard | WendyBG | Macroeconomic Trends & Risks | 7 | 08/16/26 |
The REAL Northwest Passage | WendyBG | Macroeconomic Trends & Risks | 13 | 08/15/26 |
GSEs backing Shadow Bank mortgages | WendyBG | Macroeconomic Trends & Risks | 9 | 08/14/26 |
AI to automate administrative tasks in health care | WendyBG | Macroeconomic Trends & Risks | 2 | 08/12/26 |
How debt drove market multiples | WendyBG | Macroeconomic Trends & Risks | 6 | 08/11/26 |
Good news for LLY - Mounjaro | WendyBG | Macroeconomic Trends & Risks | 4 | 08/11/26 |
More AI debt binge - Private credit hat in the rin | WendyBG | Macroeconomic Trends & Risks | 5 | 08/11/26 |
Private credit clamping down on PIK loans | WendyBG | Macroeconomic Trends & Risks | 9 | 08/11/26 |
Private equity, private credit - problems | WendyBG | Macroeconomic Trends & Risks | 14 | 08/10/26 |
Control Panel: Blockbuster earnings, record SPX | WendyBG | Macroeconomic Trends & Risks | 10 | 08/09/26 |
Re: Enshittification of AI | WendyBG | Macroeconomic Trends & Risks | 1 | 08/07/26 |
Personal account security | WendyBG | Macroeconomic Trends & Risks | 14 | 08/07/26 |
AI distillation: a new career path? | WendyBG | Macroeconomic Trends & Risks | 7 | 08/05/26 |
Control Panel: The real economy without AI | WendyBG | Macroeconomic Trends & Risks | 12 | 08/02/26 |
The bond traders | WendyBG | Macroeconomic Trends & Risks | 12 | 08/01/26 |
Re: The fed funds rate | WendyBG | Macroeconomic Trends & Risks | 2 | 08/01/26 |
Re: The fed funds rate | WendyBG | Macroeconomic Trends & Risks | 2 | 08/01/26 |
Re: The fed funds rate | WendyBG | Macroeconomic Trends & Risks | 6 | 07/31/26 |
The fed funds rate | WendyBG | Macroeconomic Trends & Risks | 6 | 07/29/26 |
Ai fun with spreadsheets | WendyBG | Macroeconomic Trends & Risks | 13 | 07/29/26 |
Can markets play the ball not the fed | WendyBG | Macroeconomic Trends & Risks | 8 | 07/28/26 |
Re: Cheap AI for most | WendyBG | Macroeconomic Trends & Risks | 1 | 07/26/26 |
Control Panel: Bubble inflated by debt | WendyBG | Macroeconomic Trends & Risks | 7 | 07/26/26 |
Cheap AI for most | WendyBG | Macroeconomic Trends & Risks | 9 | 07/25/26 |
Tech stock wipeout | WendyBG | Macroeconomic Trends & Risks | 4 | 07/24/26 |
China targets world with open-source AI | WendyBG | Macroeconomic Trends & Risks | 6 | 07/23/26 |
Bubble Collapse leading indicators | WendyBG | Macroeconomic Trends & Risks | 11 | 07/21/26 |
A Thriftier Paradigm for AI | WendyBG | Macroeconomic Trends & Risks | 12 | 07/20/26 |
Bubble-popping jargon - don’t-cha love it? | WendyBG | Macroeconomic Trends & Risks | 4 | 07/17/26 |
What if AI was free? | WendyBG | Macroeconomic Trends & Risks | 3 | 07/17/26 |
How to exempt capital gains from tax | WendyBG | Macroeconomic Trends & Risks | 5 | 07/17/26 |
Re: Beware the “E” in the P/E ratio fine print | WendyBG | Macroeconomic Trends & Risks | 5 | 07/16/26 |
Beware the “E” in the P/E ratio fine print | WendyBG | Macroeconomic Trends & Risks | 5 | 07/13/26 |
Control Panel: Investing during global crises | WendyBG | Macroeconomic Trends & Risks | 6 | 07/12/26 |
OT? Protect from solar coronal mass ejection_QM | WendyBG | Macroeconomic Trends & Risks | 5 | 07/11/26 |
Re: Trend change: U.S. economic policy | WendyBG | Macroeconomic Trends & Risks | 3 | 07/08/26 |
Trend change: U.S. economic policy | WendyBG | Macroeconomic Trends & Risks | 4 | 07/07/26 |
Control Panel: Happy 250th U.S.! | WendyBG | Macroeconomic Trends & Risks | 3 | 07/05/26 |
Robotics conference - humanoid vs. not | WendyBG | Macroeconomic Trends & Risks | 5 | 07/05/26 |
Totally OT: Your ticket to Octopus Vaudeville | WendyBG | Macroeconomic Trends & Risks | 1 | 07/03/26 |
Re: Poster child=one of Wendy's concerns?? | WendyBG | Macroeconomic Trends & Risks | 3 | 07/02/26 |
Market house of cards based on debt | WendyBG | Macroeconomic Trends & Risks | 7 | 06/29/26 |
Totally OT: More Octopus Vaudeville | WendyBG | Macroeconomic Trends & Risks | 2 | 06/28/26 |
Control Panel: Rest and digest | WendyBG | Macroeconomic Trends & Risks | 11 | 06/28/26 |
Re: Big data: shingles vaccine lowers dementia risk | WendyBG | Macroeconomic Trends & Risks | 8 | 06/26/26 |
PCE Inflation is rising along with CPI | WendyBG | Macroeconomic Trends & Risks | 1 | 06/25/26 |
Totally OT: Octopus Vaudeville | WendyBG | Macroeconomic Trends & Risks | 4 | 06/24/26 |
Re: 5 Core Principles from Treasury Secretary | WendyBG | Macroeconomic Trends & Risks | - | 06/24/26 |
5 Core Principles from Treasury Secretary | WendyBG | Macroeconomic Trends & Risks | 8 | 06/24/26 |
Chinese supercomputer fasted with CPUs | WendyBG | Macroeconomic Trends & Risks | 11 | 06/23/26 |
End of the "Greenspan Put"? | WendyBG | Macroeconomic Trends & Risks | 5 | 06/22/26 |
Re: About that college degree | WendyBG | Macroeconomic Trends & Risks | 2 | 06/22/26 |
Re: Big data: shingles vaccine lowers dementia risk | WendyBG | Macroeconomic Trends & Risks | 3 | 06/22/26 |
Re: Big data: shingles vaccine lowers dementia risk | WendyBG | Macroeconomic Trends & Risks | 6 | 06/21/26 |
Control Panel: New FOMC Committees | WendyBG | Macroeconomic Trends & Risks | 8 | 06/21/26 |
Big data: shingles vaccine lowers dementia risk | WendyBG | Macroeconomic Trends & Risks | 9 | 06/20/26 |
America's economic anxiety | WendyBG | Macroeconomic Trends & Risks | 9 | 06/20/26 |
Is your home device a channel for cyberattacks? | WendyBG | Macroeconomic Trends & Risks | 1 | 06/15/26 |
Control Panel: SpaceX! and inflation | WendyBG | Macroeconomic Trends & Risks | 8 | 06/14/26 |
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