Rajesh Raut @rrocket87.bsky.social · 05/05/2026Should we call Pete Hegseth the Secretary of Ceasefires, since we are totally not at war with Iran according to Trump. 000
Rajesh Raut @rrocket87.bsky.social · 29/04/2026Iran has larned from the Russian lesson. Trump campaigned on negotiating an end to Russia's invasion of Ukraine, by surrendering large parts of Ukraine. Russia has participated in multiple rounds of negotiations with the Trump administration, without any effect on the battlefield. Buying time works. 000
Rajesh Raut @rrocket87.bsky.social · 19/04/2026Once bankruptcy was a threat that creditors used to force payment from businesses who were delinquent. Yes, I am old enough to remember those days but not old enough to participate. Now businesses threaten their creditors with filing for bankruptcy and proposing a hostile restructuring plan. 100
Rajesh Raut @rrocket87.bsky.social · 10/04/2026Final post in my debt management series. open.substack.com/pub/rrocket8... #econskyopen.substack.comArteries of Exchange -10The Global Advantage—Stabilizing the Dollar for the Next Century 000
Rajesh Raut @rrocket87.bsky.social · 09/04/2026Before Ceasefire: Ships pay IRGC to pass through Strait of Hormuz. After Ceasefire: Ships pay IRGC to pass through Strait of Hormuz. Mission Accmplished! Let's bring the troops home. 000
Rajesh Raut @rrocket87.bsky.social · 08/04/2026In giving Iran a deadline, Trump has put his entire creditability on the line, so the stakes are tiny, some might say microscopic. 000
Rajesh Raut @rrocket87.bsky.social · 03/04/2026Trump administration motto: With imagined authority comes total irresponsibility. 000
Rajesh Raut @rrocket87.bsky.social · 03/04/2026Introducing Stochastic Frictions to break the Minisky Cycle open.substack.com/pub/rrocket8... #econskyopen.substack.comThe Stability TrapRealigning Risk, Wages, and the Minsky Cycle 000
Rajesh Raut @rrocket87.bsky.social · 02/04/2026We have entered the AI era: American Dream or American Hallucination? 000
Rajesh Raut @rrocket87.bsky.social · 01/04/2026On Feb 28, Israel and the U.S., began a bombing campaign in Iran. During the two sessions in March, the CCP adopted a five year plan, because the inability to buy oil from the Persian gulf has no affect on the Chinese economic trajectory. 000
Rajesh Raut @rrocket87.bsky.social · 01/04/2026If Hungary invades Ukraine, will Poland intervene? Polish claims to the territory Hungary is after is stronger than Hungary's. Austria-Hungary stole the land from Poland. 000
Rajesh Raut @rrocket87.bsky.social · 29/03/2026Like most drugs, the patient slowly builds up a resistance to propaganda, not quickly, not noticeably at first, but over time is requires stronger and stronger doses to achieve the desired response. 1/5 100
Rajesh Raut @rrocket87.bsky.social · 28/03/2026I just wrote my first note on Substack substack.com/profile/4758...substack.comRajesh Raut (@rrocket83)The Rigged Game: Washington, Tehran, and the Art of the Preempt The War in Iran kicked off exactly when it did because we had to preempt the Iranians from preempting us, just as we planned to preempt... 000
Rajesh Raut @rrocket87.bsky.social · 26/03/2026open.substack.com/pub/rrocket8... #econskyopen.substack.comSymmetric Finance - 1The Great Asymmetric Theft: Why Your House is a Human Shield 000
Rajesh Raut @rrocket87.bsky.social · 26/03/2026open.substack.com/pub/rrocket8... #ecomskyopen.substack.comArteries of Exchange - 6The Final Schism: Why the Priesthood Will Fight the Cure 000
Rajesh Raut @rrocket87.bsky.social · 25/03/2026Last year, the Revolutionary Guard was an instrument wielded by the Supreme Leader Ali Khamenei. Today, Supreme Leader Mojtaba Khamenei is an instrument wielded by the Revolutionary Guard. 000
Rajesh Raut @rrocket87.bsky.social · 24/03/2026At the beginning of the year, the hierarchy in Iran was the clerics followed by the Revolutionary Guard followed by the President and the civilian government. 1/3 100
Rajesh Raut @rrocket87.bsky.social · 23/03/2026Don't laugh. This is serious and important. open.substack.com/pub/rrocket8...open.substack.comThe Case for a "Default Lottery"Why We Need More Loan Defaults 000
Rajesh Raut @rrocket87.bsky.social · 23/03/2026Donald Trump, as usual, is clueless. The Revolutionary Guard which apparently control the country since Israeli precision bombing removed the handful of Vivian leaders that the guard to9k orders from. Donald Trump has threatened to hit power station that would make life more miserable for civilians. 100
Rajesh Raut @rrocket87.bsky.social · 22/03/2026Is there a pool on the number of American Travelers shot by ICE agents at airports in the next week? 000
Rajesh Raut @rrocket87.bsky.social · 16/03/2026open.substack.com/pub/rrocket8... #ecomskyopen.substack.comArteries of Exchange - 4The 2019 Heart Attack: A Mechanical Failure of the Repo Bridge 000
Rajesh Raut @rrocket87.bsky.social · 15/03/2026Donald Trump totally has the Iran War under control, but if any former ally or China have any spare destroyers that aren't busy, they are welcome to help keeping the Hormuz Strait open to shipping. 001
Rajesh Raut @rrocket87.bsky.social · 12/03/2026Europe needs oil/ Russia has oil. Should Europe invade Russia? 000
Rajesh Raut @rrocket87.bsky.social · 10/03/2026In the Trump administration, the cons outnumber the pros. 000
Rajesh Raut @rrocket87.bsky.social · 10/03/2026open.substack.com/pub/rrocket8...open.substack.comThe Arteries of Exchange -1The Two-Factor System: Why Cash Isn’t Always King 000
Rajesh Raut @rrocket87.bsky.social · 09/03/2026Donald Trump achieved Regine Change in Iran. It has gotten worse. 000
Rajesh Raut @rrocket87.bsky.social · 09/03/2026New Post" open.substack.com/pub/rrocket8...open.substack.comThe Great AI PivotWhy the Hype is Horizontal, but the Value is Vertical 000
Rajesh Raut @rrocket87.bsky.social · 06/03/2026Donald Trump expects Iran to surrender after Isreal has bombed all the I Iranian leaders capable of surrendering. Clueless. 000
Rajesh Raut @rrocket87.bsky.social · 02/03/2026What would the GDP of the last two years if you excluded the frantic construction of data centers to support take over of the economy by large language models? The rotation in the S&P 500 suggest that investors see the AI Bubble and the robust economy as two separate things. #econskyq 131
Rajesh Raut @rrocket87.bsky.social · 14/01/2026Donald Trump has expressed his support for the protesters in Iran. The protesters in Minnesota, however... 010
Rajesh Raut @rrocket87.bsky.social · 14/01/2026Does it make sense to move BEA and BLS from the Commerce Department to the Federal Reverse Board of Governors, so that future government shutdowns would not leave the FOMC without the economic data to make the best possible policy decision. #econosky 000
Rajesh Raut @rrocket87.bsky.social · 12/01/2026After Iran, Russia and China collapse, the entire might of the U.S. military can focus on the most dangerous threat of all: Greenland 000
Rajesh Raut @rrocket87.bsky.social · 14/12/2025Market Liquidity is investor's willingness to exchange their cash for risky assets. If investors are worried, they hold cash and riskless assets, liquidity is tight and the price of risky assets falls. If investors are complacent, they bid up the price of risky assets. #econsky 031
Rajesh Raut @rrocket87.bsky.social · 08/12/2025While the Trump administration likes to cosplay as fascists, real fascists would strengthen the power of the state. The Trump administration opened with DOGE, arbitrarily shutdown agencies, and enjoyed the longest shutdown of the Federal government. This is the work of Anarchists,not Fascists. 030
Rajesh Raut @rrocket87.bsky.social · 05/11/2025Another nail in the coffin for the Black Hole mythology. 000
Rajesh Raut @rrocket87.bsky.social · 29/10/2025The FOMC is handicapped because the recent payroll report is not available. Does it make sense to move the BLS from the Commerce Department to the Board of Govenors of the Federal Reserve? 000
Rajesh Raut @rrocket87.bsky.social · 18/10/2025Trump's liberation day trade offensive exposed America's weakness to rare earth. We can depend on the Chinese Communist Party to not exploit this weakness due to their respect for Trump's intelligence and the goodness of their hearts. 000
Rajesh Raut @rrocket87.bsky.social · 08/10/2025Donald Trump Grinches 750,000 Federal workers. No pay for three months beore Christmas! 😬 000
Rajesh Raut @rrocket87.bsky.social · 05/10/2025Not all politicians are liars; some are just stupid and some are both. 000
Rajesh Raut @rrocket87.bsky.social · 28/09/2025Shots fired on Dallas ICE facility. Trump orders Federal troops to Portland, Ore. 000
Rajesh Raut @rrocket87.bsky.social · 24/09/2025Donald Trump is bailing out Farmers... in Argentina, because, you know, America First. 000
Rajesh Raut @rrocket87.bsky.social · 17/09/2025Imagine you show up at a fancy restaurant and the greeter asks if you have a reservation. You tell him no and he says it is a two hour wait. You then pull a fifty from his wallet and hand it to him expecting special treatment. This is a stock buyback: bribing shareholders with their own money. 000
Rajesh Raut @rrocket87.bsky.social · 15/09/2025The Trump is the most transparent ever... to the KGB. 000
Rajesh Raut @rrocket87.bsky.social · 30/06/2025Republicans describe Trump's 'Bug beautiful bill" as a tax cut bill, but it is really repeal of the tax hike used to pretend that the 2017 tax cuts didn't blow out the deficit. But that's to keep taxes at current levels. 1/2 100
Rajesh Raut @rrocket87.bsky.social · 26/05/2025Trump is like the Karate Kid, but instead of practicing "Wax On" and "Wax Off", he practices "Trade War On" and Trade War Off". 000
Rajesh Raut @rrocket87.bsky.social · 24/05/2025Trump's threats of tariffs on Apple expose that his administration is not pro-business so much as pro-extortion and pro-corruption. 000
Rajesh Raut @rrocket87.bsky.social · 19/05/2025Trade negotiations are going so well that the Trump administration ended all negotiations and sent a new round of ultimatums to our trading partners. 010
Rajesh Raut @rrocket87.bsky.social · 19/05/2025Can Alberta leave Canada and join the European Union? 010
