Just the Facts

Bitcoin Surges, Bonds Break, and Texas Beckons

and

May 21, 2025

∙ Paid

While I’ve been working on a more layered post — drawing connective tissue between the NJ Transit strike, the Knicks’ playoff run, and rising bond yields — this week’s deluge of news calls for a simpler approach. Channeling Sgt. Joe Friday: just the facts.

(More color from my Texas ‘whistle-stop’ tour and more detail on the below bullet points in The LED…

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