Certified Financial Planner® - Award-winning Singer-Songwriter | '26 Kerrville New Folk Winner | New album "Head Noise" charting on Americana Radio 🎶
Dallas, TX
Joined November 2008
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Stephanie Sammons retweeted
For those of us who drive and eat, it’s pretty clear that #inflation remains a problem that the #Fed alone will have to deal with in the absence of #fiscal policy restraint.
Stephanie Sammons retweeted
The old saying is “the #Fed takes the punchbowl away from the party” by hiking rates. If the Fed doesn’t start sobering investors up maybe the 2-year note will. #Speculators beware.
Stephanie Sammons retweeted
Can the #Treasury really put a ceiling on #bond yields? The gov’t is spending like teens in a mall with Dad’s credit card, the #Fed isn’t tightening, AND #JoblessClaims remain at 60-year lows.
Stephanie Sammons retweeted
The problem with IPOs today is that too many of us were alive & kicking in the investment business in 2001.
Stephanie Sammons retweeted
One of the differences between bubbles and speculation is that bubbles pervade society. A sportswear and memorabilia company buys a financial technology firm to get into prediction markets? Hmmmm.
fanaticsinc.com/press-releas…
Stephanie Sammons retweeted
Extreme IPO Issuance is one of the classic signs of a bubble. The fact that today it’s BIG IPOs instead of lots of little ones really makes no difference.
Some of us remember when all those “Dellionaires” went broke in the early to mid 2000s. No one can predict when the party ends, but it’ll be ugly.
Stephanie Sammons retweeted
This level of delusion is disturbing and should scare market participants (more than the other post in which he is cursing on Easter Sunday)
xitter.cf/DeItaone/status/204078…
I just live for these shots. What a moment! UConn stuns Duke on Braylon Mullins' miracle last-second triple - via @ESPN App espn.com/video/clip/_/id/483…
Lots of great nuggets in here!
NEW podcast episode is up!
How to Simplify Your Life in 2026 — New Tips from Maria Popova, Morgan Housel, Cal Newport, Craig Mod, and Debbie Millman
Many of us feel like we’re drowning in invisible complexity. So I wanted to hit pause and ask a simple question:
What are 1-3 decisions that could dramatically simplify my life in 2026?
To explore that, I invited five long-time listener favorites: @themarginalian, @morganhousel, Cal Newport, @craigmod, and @debbiemillman.
Please enjoy!
tim.blog/2026/03/10/how-to-s…
Stephanie Sammons retweeted
The demand for forecasts goes up when there’s an unforeseen shock, which is when forecasts become the least accurate.
This is definitely a wake-up call and probably the beginning of rapid mass disruption in certain industries. Your company will not have your back. Have a plan!
Oh yes...this is a canary in the coalmine moment and why investors should avoid volatility laundering at all costs!
Is this a “canary-in-the-coalmine” moment, similar to August 2007?
This question will be on the mind of some investors and policymakers this morning as they assess the news that, quoting the FT, the “private credit group Blue Owl will permanently restrict investors from withdrawing their cash from its inaugural private retail debt fund.”
There’s plenty to think about here, starting with the risks of an investing phenomenon in advanced (not developing) markets that has gone too far overall (short answer: yes), to the approaches being taken by specific firms (lots of differences, yet subject to the “market for lemons” risk). There’s also the “elephant in the room” question regarding much larger systemic risks (nowhere near the magnitude of those which fueled the 2008 Global Financial Crisis, but a significant – and necessary – valuation hit is looming for specific assets).
More to follow on this.
#economy #markets #privatecredit @FT #BlueOwl
Stephanie Sammons retweeted
It’s pretty hard for an #economy to compete globally and gain productive market share while acting like the candle-maker fighting the light bulb. (Chart: Semafor)
Incredible courage! #standwithsurvivors
BREAKING: The Epstein survivors are releasing this ad on this Super Bowl Sunday to send the message that they will not “move on” from the largest sex trafficking scandal in the world. #standwithsurvivors
The mentality of strong women athletes is resilience; to compete through the injury. I’ve been there as a college basketball player. (much lower stakes of course), and have paid the price for not allowing severe injuries to heal. Yes, it was a big risk for @lindseyvonn, but everything was on the line in her mind. This could have easily gone the other way. The probability of placing or winning was there. I just admire and respect her courage so much, and truly hope she comes out of this ok.
Breaking News from @TheAthletic: Breezy Johnson became the first American in 16 years to win the Olympic downhill gold. Her teammate Lindsey Vonn crashed and was airlifted off the course.
It was the Americans’ first medal of these Games. nyti.ms/4tlKRuG
ALT American Alpine Ski Racer Breezy Johnson Wins Gold In the Women’s Downhill
