A Trade Breakdown(lynalden.com)
lynalden.com
A Trade Breakdown
https://www.lynalden.com/may-2025-newsletter/
7 comments
Lyn Alden is a world class financial brain, I have been following her for years. I have a mid eight figure net worth, partially due to careful consideration of the points she makes. This article this month is fantastic.
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More hermeneutics, not overtly pro-Trump due to passive phrasings like:
> Tariffs were escalated very quickly to unsustainable levels,
Leaves off who, exactly, raised those tariffs. Tariffs are not forces of nature. Someone raided them.
> Tariffs were escalated very quickly to unsustainable levels,
Leaves off who, exactly, raised those tariffs. Tariffs are not forces of nature. Someone raided them.
Lyn Alden is an example of a person who thinks being contrarian for the sake of contrarianism makes them look smart.
I'm not familiar with Alden, so tell me more?
Most investment managers go against the flow in the some way, that's what "alpha" is all about. If you want average returns, buy Vanguard ETFs and just track the market.
Most investment managers go against the flow in the some way, that's what "alpha" is all about. If you want average returns, buy Vanguard ETFs and just track the market.
It's investment advice, not politics. She's telling you what she thinks is happening in the economy and where you should put your money to profit off it, not trying to convince Trump of the error of his ways.
> Where a trade deficit does become a problem is when 1) it’s persistent and 2) it’s mainly going toward overconsumption or malinvestment. When both of these conditions are met, the trade deficit is likely to result in significant imbalances, and risks an eventual currency crisis or other economic problem that forces the trade imbalance closed.
It is stated in the tone of “as every 3rd grader knows…” but I don’t believe this is a “mainstream” economic position these days, is it?