Rigatoni Capital

Rigatoni Capital

rigatonicapital.bsky.social

rigatonicapital.substack.com -- Growing wealth through long-term investing in stocks, index funds, and Bitcoin

👤 Joined on 03 December 2024

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📜 Kullanıcı Geçmişi

  • 03 Ara 2024, 15:38
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @rigatonicapital.bsky.social

❤️ Beğendiği Gönderiler

Peter
17 October 2026 22:12

Great writeup.

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12 October 2026 18:39

The unrealised loss number always looks scary until you remember most of it is duration on paper, not credit. For me the real question is whether deposit flight ever forces their hand. Do you see anything in the loan books that worries you more than the securities portfolio?

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Freddie Mac HPI. 30 largest price declines ...

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"The PPI for final demand moved up 0.4 percent in August ... The index for final demand less foods, energy, and trade services rose 0.3 percent ... For the 12 months ended in August, prices for final demand less foods, energy, and trade services advanced 4.7 percent." Slightly above consensus.

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61% of Americans say they’d be okay with a local data center if there were also mozzarella sticks involved.

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