Scott Seidel

115 posts

Scott Seidel

Scott Seidel

@srseidel

Boulder, CO Katılım Mayıs 2010
158 Takip Edilen59 Takipçiler
Scott Seidel
Scott Seidel@srseidel·
So refreshing to see a financial advisor who actually understands new technology without getting lost in the hype. Calm, data-driven analysis explaining what’s really happening with rates and the economy instead of the usual “AI changes everything” narrative. No finance-bro hype.
Eric Hickman@EricWHickman

The consensus is reaching for AI to explain the cycle's resilience. Stocks higher through every shock for years. But AI's contribution to nominal GDP runs 0.7% on average vs the deficit's 6.1%. At any plausible multiplier, the deficit dwarfs AI. The deficit was there first. lanterncapital.com/ai-isnt-carryi…

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Scott Seidel
Scott Seidel@srseidel·
@EricWHickman Congrats!! This is awesome press, I remember when you wrote this 👏
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Eric Hickman
Eric Hickman@EricWHickman·
I'm four months late in noticing this but I got a nice quote in Barron' s back in November. What I was worried about then is unfolding now with inflation surging again. The Fed was playing with fire cutting without data assurance of a recession with an output surplus. "Lore" alone was steering the ship into the last rate cut. Should Interest Rates Be Higher? A Rules-Based Approach to Policy Says Yes. barrons.com/articles/inter… via @BarronsOnline
Eric Hickman tweet media
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TaxiStake
TaxiStake@TaxiStake·
Juno update: The validator set is now the top 25 by consensus vote. Validators outside the top 25, including ShapeShift, are inactive. If you're delegated to one, please unbond or redelegate your $JUNO. TaxiStake operated this validator, thanks for your support!
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Scott Seidel
Scott Seidel@srseidel·
@EricWHickman How much lag do you think there is between tariff implementation and goods CPI? Is it possible we’re still in an inventory-absorption phase, with high inventories keeping prices lower?
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Eric Hickman
Eric Hickman@EricWHickman·
On today's CPI: I've long felt that this recent surge in inflation was driven by economic improvement and not tariffs. Inflation is correlated to the real economy more than appreciated. My thinking got a boost today from CPI showing core goods inflation slowing back to near 0% (over the last 3 months). How is this inflation from tariffs if goods inflation is so low?
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Eric Hickman
Eric Hickman@EricWHickman·
No. Powell said “if we resume cutting at some point—we will at some point” in the press conference, suggesting in his mind, the Fed is paused for at least awhile. There are only a few doves on the committee, Miran, Waller, Bowman, and maybe Daly, maybe Williams. Everyone else we’ve heard from has been working towards a pause since September (per Nick’s article). Collins and Bostic have explicitly said they don’t want to cut until inflation turns back around. The Taylor rule suggests they shouldn’t cut again (until unemployment reaches 4.9%). The idea that the Fed has an easing bias is an invention by those hoping for one. The labor market has seemingly stabilized since the summer (Chi Fed unemployment forecast), up to date claims show no labor deterioration, the consumer is spending at about 1.8% real (3mo. ann using CART data using Sep and Oct), and 60% of the cpi (core services) has risen at 3.9% annualized over the last 3 months, not from tariffs. You are right the Fed has not changed their tune, it has been predominantly hawkish for months.
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TaxiStake
TaxiStake@TaxiStake·
TaxiStake has supported Neutron from the beginning during ICS and is excited for this next chapter. We’ll be back validating as soon as the active set allows — stay tuned! ⚛️🚕 #Neutron #Cosmos
Neutron@neutron_org

Today, history repeats itself. Pioneers who stepped aboard ships bound for uncharted lands laid claim to limitless potential. And just as the lightbulb first flickered to life or manmade wings first carried us into the sky, we stand at the threshold of a new era. The Mercury upgrade is live, and with it, Neutron becomes the ideal vessel for pioneers and builders in DeFi: • 11x Higher Throughput • Sovereign Governance • High-performance Integrated Infrastructure • 1.6x Faster Block Times (2.4s -> 1.5s) • $NTRN Liquid Staking ...and that's only the beginning. Soon enough, Neutron will enable 18x faster block times (~0.1s), seamless logins with email, transaction signing with Metamask, Phantom, and other leading wallets, an $ATOM rewards program, and the endgame for market-making – Supervaults. Step aboard and make history with us now. Liquid stake $NTRN for $dNTRN to earn auto-compounded NTRN staking rewards, qualify for the future $DROP airdrop, and use your assets in DeFi: app.neutron.org/stake Join the Neutron community on Telegram & Discord: ↗️ TG: t.me/neutron_commun… 👾 Discord: discord.neutron.org --------- 📜 Read the full Mercury upgrade governance proposal: forum.neutron.org/t/mercury-towa… 🗣️ Read the Mercury announcement blog post: blog.cosmos.network/mercury-accele…

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TaxiStake
TaxiStake@TaxiStake·
Discover why @Arkeonetwork matters in today's world! Learn how decentralized blockchain data contributes to the security and censorship-resistance of blockchain networks. Read the full article: taxistake.com/v2/articles/wh…
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TaxiStake
TaxiStake@TaxiStake·
Thrilled to launch @Arkeonetwork as a genesis validator! We’re proud to advance censorship-resistant blockchain data. Grateful to @ShapeShift and the Arkeo community. 🦊 We love Cosmos!
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Acyn
Acyn@Acyn·
Brian Glenn: Why don’t you wear a suit?!? Do you own a suit?
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Eric Hickman
Eric Hickman@EricWHickman·
The Democrat to Republican first year curse. In four of the five times that Republican administrations have taken over for Democratic ones since The Great Depression, the new administration had a recession in their first year. New post on my website, lanterncapital.com/the-democrat-t…
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TaxiStake
TaxiStake@TaxiStake·
Manage staking rewards hassle-free with TaxiStake & RestakeApp! Set up auto-compounding securely using authz & restake.app. TaxiStake covers all auto-compounding fees even for Ledger wallets! Maximize staking rewards!💰 #Staking #RestakeApp #Taxistake #Ledger #Crypto
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Scott Seidel
Scott Seidel@srseidel·
Dear Supreme Court, Please uphold our current belief that no one is above the law. Otherwise, please stand down and refer all questions to the acting Monarch, King Biden. #WTF #Democracy #Vote #DoBetter
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Scott Seidel
Scott Seidel@srseidel·
I remember when I was growing up, all political leaders were my parents' age. Now that I'm an adult, the political leaders are my parents' age. #TermLimitsEverywhere
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Eric Hickman
Eric Hickman@EricWHickman·
With the Israel-Hamas conflict escalating, there is concern of wider war. War is inflationary, but Treasury yields don’t necessarily rise during them because there are often bigger forces at play such as the business cycle, secular trends in inflation, or yield curve control.
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