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Episode — 2026-10-01: the clock -- the cost isn't in the announcement, it's in the delay between the announcement and the bill: Golden Dome's $185B (10-yr) vs $1.2T (20-yr, ~4 constellation rebuys), the 10-yr yield as the one place the delay is priced daily, subpoena returns and a TRO with an Oct 8 date [5:00 AM]
Published 1 month ago
Description
the clock -- the cost isn't in the announcement, it's in the delay between the announcement and the bill: Golden Dome's $185B (10-yr) vs $1.2T (20-yr, ~4 constellation rebuys), the 10-yr yield as the one place the delay is priced daily, subpoena returns and a TRO with an Oct 8 date (5:00 AM render)
Segments:
1. Opening Ritual
2. Light Opener
3. Quick Hits A
4. Deep Dive — Golden Dome, Two Numbers, One Missing Clock
5. Medium — Two Press Fights, One Missing Filter
6. Deep Dive — The Ten-Year at 5.33
7. Palate Cleanser — Backwards Science
8. Medium — OpenAI Agents and the Canada Report
9. Medium — The Pentagon Speech
10. Medium — The Rough Week
11. Medium — A Checkbox, Moved on the Calendar
12. Deep Dive — Rubio, the Plane to Doha, and Three Kinds of Sentence
13. Quick Hits B
14. The Other Front Page
15. Whiteboard — Why the Fed Doesn't Set the Ten-Year
16. Closing