skinny.

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SSAB - October 2, 2026

Enjoy yesterday’s show? Thinking I might do another China-focused episode. And yes, I need to get my website in order so I can line up all these different episodes

Videos getting sorted and I may not have as many as I thought I would!

Out to Taco Fest to see some old folks, where are they and what are they doing now?

And time to talk about bonds. WTF are they and how do they matter so much?

Bonds

Questions and brief answers here: https://docs.google.com/document/d/1xrc_B55l66_xokBKdogDNN8fugzi7NbKz_DWzTo6h98/edit?usp=copy

Bond articles:

WSJ article on the history of bonds and Fed rate…

The skinny

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