TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Category: Education

    • TEK2day: All Things Technology & Capital Markets-Related

      We have folded our CEORater-related content under our TEK2day brand. TEK2day will publish more content to YouTube in the coming weeks. Our YouTube content won’t necessarily be published as a TEK2day podcast. We occasionally publish our content to LinkedIn, but not all of our content. The best way to find our content is here at…

    • Goodnight Moon

      I dug out an old Jason 430 refractor telescope over the weekend.

    • The Fed’s Balance Sheet Reduction (QT) Update

      For the second consecutive week, the Fed took the week off as it relates to Treasury activity. This is a policy pause in my view as doing nothing with the money supply is more powerful than playing with the Fed Funds rate.

    • Weekly Update: Bank Term Funding Program

      This week’s BTFP activity: FEDERAL RESERVE statistical release: https://www.federalreserve.gov/releases/h41/current/

    • I Detest CEO Hype. Better To Be Honest With Investors.

      I detest CEO hype. I much prefer honesty without hype. CEOs can be honest and upbeat without the hype.

    • FedNow Goes Live In July. Is A CBDC Next?

      The Fed’s FedNow payment network goes live next month. FedNow lays the groundwork for a Central Bank Digital Currency (CBDC). FedNow – a CBDC Trojan Horse? It will be interesting to see if any of the large banks opt-in to FedNow. The reason I say this is because if the Fed was to roll out…

    • This Economic Recession Is Baked In

      The price increases of goods and services in 2021, 2022 and YTD combined with higher interest rates have ensured that a recession will follow. The economic damage is done. The Fed could take interest rates to zero percent tomorrow and restart QE and it would not stave off this recession. Prices for goods and services…

    • Spend, Spend and More Spending

      We recently wrote Don’t Worry About The Debt Ceiling as a deal would inevitably get done as both sides want their pork. The spend-heavy Dems and GOP have reached a tentative debt ceiling deal. This means more fiscal spending that’s not tied to production/GDP, more fiscal deficits, more debt and more inflation. The inflation tax…

    • The Best CEOs

      The best CEOs drive the business during economic downturns as well as during good times. Having operating targets large and small across all facets of the operation supported by incentive-based compensation systems greatly increases the probability of driving superior operating performance.

    • More Tightening & Pain To Come

      Thursday at 4:30pm ET we will get an updated view of the Fed’s Balance Sheet after last week’s record Treasury runoff ($49.7 billion). There is more tightening to come not only from the Fed (despite its bank bailout), but from commercial banks. As commercial banks tighten lending standards, they shrink the money supply. The bad…