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Public Key

npub1zk666j6uudtzfkv2m5flduzcte5yswhlae8el20yta6sxmc98uts8rdrsk

Profile Code

nprofile1qqsptdddfdwwx43ymx9d6ylk7pv9u6zg8tl7unul48j97agrduzn79cpz3mhxue69uhhyetvv9ujuerpd46hxtnfduqs6amnwvaz7tmwdaejumr0dsnu7yrs

Publishing to

offchain.pub

nos.lol

relay.damus.io

Last Notes

2026-10-26 14:01:13 UTC

Today, the Trade Everyone Was In
Lula’s runoff win caught Brazilian markets positioned for a Bolsonaro victory. The real fell about 12%, the Ibovespa hit a circuit breaker and rates spiked. What moved and what to watch this week.
Read the article at my Substack.
https://thenomadicgoat.substack.com/p/the-trade-everyone-was-in

2026-10-18 11:38:22 UTC

Today, Nobody Will Say It’s AI.
Netflix, HubSpot, Amazon and Airtable cut thousands of jobs in October, each with a different explanation. What the reasons companies give for layoffs reveal about AI, investor pressure and where the real restructuring is happening.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/nobody-will-say-its-ai

2026-10-15 12:09:52 UTC

Today, Volatility Is the Product.
Surging Wall Street trading profits at Goldman, JPMorgan and Morgan Stanley sit beside rising small-business bankruptcies and a 5% Treasury yield. What the Q3 bank earnings reveal about who profits from market volatility and who pays for it.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/volatility-is-the-product

2026-10-11 12:37:45 UTC

Today, the Handcuffs Have a Fixed Rate.
How mortgage lock-in at 7.4% rates keeps US homeowners from moving for work, selling, or starting businesses, and what workers, founders and investors can do about it.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-handcuffs-have-a-fixed-rate

2026-10-10 13:31:08 UTC

Today, the Smart Money Is Listing. Ask Why.
Why a record wave of private equity-backed IPOs in 2026 points to a backlog of unsold companies, and a checklist for reading any sponsor-backed listing before you buy.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-smart-money-is-listing-ask-why

2026-10-09 11:49:22 UTC

Today, the Index Is at Record Highs. Main Street Is Filing for Chapter 11.
Why Subchapter V small-business bankruptcies are up 46% in 2026, how a 5% cost of capital hits owners who can’t issue bonds, and what founders can do about it.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-index-is-at-record-highs-main

2026-10-08 11:16:58 UTC

Today, Compute Was Never the Constraint. Cheap Money Was.
How OpenAI’s reported $1.4 trillion valuation, $750 billion in hyperscaler capex and a 5% cost of capital collide, and what it means for AI investors and founders.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/compute-was-never-the-constraint

2026-10-07 10:56:20 UTC

Today, Stocks Are Paying You Nothing to Take Risk.
Why the S&P 500’s forward earnings yield now matches the 10-year Treasury yield, what 30% earnings growth may be hiding, and what it means for stocks, bonds and Bitcoin.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/stocks-are-paying-you-nothing-to

2026-10-06 14:04:35 UTC

Today, France Is Priced Like a Problem. The ECB Hiked Anyway.
Eurozone inflation hit 3.8% on energy costs, the ECB raised rates to 2.50%, and French bond spreads over Germany passed Italy and Greece. What the euro stress test means for sovereign debt and Bitcoin.
Read the article at my Substack.
https://thenomadicgoat.substack.com/p/france-is-priced-like-a-problem-the

2026-10-05 11:38:48 UTC

Today, the Reserve Is Not a Reserve Anymore.
The G7 will release 100 million barrels of oil and diesel from strategic stocks. Why it only delays the oil price shock, how it works like a price control, and what it means for inflation, the Fed and hard assets.
Read the article at my Substack.
https://thenomadicgoat.substack.com/p/the-reserve-is-not-a-reserve-anymore

2026-10-04 10:31:53 UTC

Today, the Interest Bill Votes First
How Brazil’s 13.75% Selic rate, rising debt costs, new US tariffs and a stablecoin boom shape the 2026 election for markets, Latin America and global trade.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-interest-bill-votes-first

2026-10-03 13:17:23 UTC

Today, Bad Jobs, Good Stocks, Worse Bonds
Why a weak September jobs report did not pull Treasury yields down, and what a 5% 10-year says about US debt, Fed policy and the stock market rally.
Read the article at my Substack.
https://thenomadicgoat.substack.com/p/bad-jobs-good-stocks-worse-bonds

2026-09-28 16:49:42 UTC

The Diamond Was Never Scarce
Natural diamond prices have collapsed 50% in four years as lab-grown stones expose a century of manufactured scarcity, and De Beers can’t cut supply fast enough to stop it.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-diamond-was-never-scarce

2026-09-24 10:46:09 UTC

The Timeline Is the Trading Floor
How X’s new cashtag Trade button turns the social feed into a brokerage funnel for Coinbase, Kraken, Gemini and Interactive Brokers, and what it means for retail investors and Bitcoin self-custody.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-timeline-is-the-trading-floor

2026-09-23 11:16:28 UTC

Today, When the Agent Is the Customer
How Meta’s Muse AI agent hit banks, insurers and travel stocks built on consumer inertia, and why the toll is moving to whoever owns the agent.
Read the article at my Substack.
https://thenomadicgoat.substack.com/p/when-the-agent-is-the-customer

2026-09-22 12:05:40 UTC

Today, Central Banks Are Buying Gold Like the Dollar System Is Already Over
Repatriation, not accumulation, is the real signal, and it’s the same instinct now pricing Bitcoin.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/central-banks-are-buying-gold-like

2026-09-21 11:09:29 UTC

Today, Twenty-One Banks Just Admitted Stablecoins Won
While the Senate can’t find sixty votes for a crypto law, Wall Street already wrote its own and started building.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/twenty-one-banks-just-admitted-stablecoins

2026-09-20 11:06:57 UTC

Today, the Excuse Economy
How AI became the alibi for every bad decision nobody wants to own.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-excuse-economy

2026-09-14 13:45:02 UTC

Today, Congress Will Fumble the CLARITY Act. Bitcoin Won’t Notice.
Tuesday’s cloture vote decides crypto’s grey zone for another year. The asset that never asked for permission doesn’t need Washington to grant it one.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/congress-will-fumble-the-clarity

2026-09-13 11:58:35 UTC

Today, Stablecoins Aren’t an Exit From the Dollar System. They’re Its Delivery Mechanism.
The world’s most rebellious-looking financial technology turned out to be the dollar’s best salesman.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/stablecoins-arent-an-exit-from-the

2026-09-11 12:54:28 UTC

Today, Gold’s $5,500 Hangover
Down from this year’s record high even as a live war rattles the Gulf, gold just failed the one test it was supposed to pass.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/golds-5500-hangover

2026-09-10 10:43:03 UTC

The Most Expensive Phone Ever, Launched Into the Worst Possible Week
Apple’s $2,000 iPhone Duo isn’t a product decision. It’s a receipt for where the real money in America actually sits right now.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-most-expensive-phone-ever-launched

2026-09-09 12:10:01 UTC

The Hackers Who Gave the Money Back.
What the Liquid Network hack actually reveals about trust, federations, and the layers built on top of Bitcoin.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/the-hackers-who-gave-the-money-back