Steph Pomboy focused on macro-financial risks, warning that global bond yields were rising and arguing that Treasury Secretary Bessent could not independently control the yield curve without monetary expansion or gold revaluation 410. She revisited her longstanding concern that public pensions, after pursuing risky alternative assets to meet return targets, would ultimately require a major bailout after the next bubble burst 5. She also promoted MacroMavens’ earlier warnings about competition for capital 6, praised Maria Bartiromo’s journalism and career, and shared lighter personal posts about hiking and knee rehabilitation 17810.
On the record
last 30 days · 2 positionsLatest positions
-
steph pomboyStrongly dovish on public pension plans
Public pensions will need a monumental bailout after the next bubble busts, having been bankrupted by ZIRP and pushed into risky alternatives.
“the inevitable (and monumental) bailout of public pensions that will be 'required' after the next bubble bust”
Open the post MacroMavens masochists have long heard me bemoan… · 8 Sept
-
steph pomboyRisk rising sharply on alternative assets
Pensions fled into high-yielding alternative assets without understanding the risk involved.
“they ran to high-yielding 'alternative assets' to fulfill 7%+ return mandates. Their lack of understand of risk is almost Costanza-esque!!”
Open the post MacroMavens masochists have long heard me bemoan… · 8 Sept
Their output
11 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- public pension plans 1 item
- bond 1 item
- CNBC 1 item
- bubble bust 1 item
- The Babylon Bee 1 item
- 7%+ return mandates 1 item
- James Woods 1 item
- Monica Crowley 1 item
See what your own voices say about steph pomboy, every morning.
Start a desk