Martin Baccardax
@mdbaccardax.bsky.social
📤 438
📥 128
📝 2614
Senior Writer - Barron's. Citizen of the world. Ex-ante antediluvian
https://www.barrons.com
“After negotiations dragged over financing” … ie, bond markets told them to PFO on their fantasy RPO forecasts
about 6 hours ago
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Miran performing the ultimate MAGA flip-flop: Tariff inflation is ... wait for it ... TRANSITORY!!!
about 10 hours ago
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Administraion hacks (Miran, Hassettt, Lutnick, etc) are terribly cavalier about the AI-related job losses to come. "Oh, people will be able to find work". GLWT
about 10 hours ago
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WHAT. The. F?
add a skeleton here at some point
about 12 hours ago
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Operation Pissup Brewery, amirite?
about 12 hours ago
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Opie trying to grin his way through this disaster. Embarrassing.
about 13 hours ago
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100 years old today ... 3.5 years older than Warren Buffett!
about 13 hours ago
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Santelli referencing Friedman is *chef's kiss*
about 14 hours ago
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Stag.Flation.
about 14 hours ago
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$VIX, innit?
1 day ago
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Special Envoy for the Shield of the Americas …. 😂
1 day ago
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If Iran wasn't able to deliver on "Death to America" in 46 years, nor actually build a nuclear weapon, perhaps CNBC guy might want to reconsider how pressing the issue actually was.
1 day ago
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ICE Barbie meet underside of bus …
add a skeleton here at some point
1 day ago
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Trying to imagine the circumstances under which I'd unmute Kernen talking to Pence. I'll get there in a few million years.
3 days ago
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Does Trump drag Iran conflict into September, providing a “national emergency” pretext to suspend and/or subvert midterm elections? Pin this.
3 days ago
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If Stramer had any sort of political instict, he's run with this criticism for as long as he could. Angering Trump might be his best electoral hope.
add a skeleton here at some point
3 days ago
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This is such an embarrassing spectacle ...
3 days ago
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Time to unmute CNBC.
4 days ago
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I wonder if the "hospital ship" arrived in Greenland? Haven't heard much about that ...
4 days ago
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Hegseth: We didn't start this war. Okay. Sure.
5 days ago
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Why are oil market guys so lecturing? It's obnoxious.
5 days ago
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General tells CNBC that Iran's "strategic bombing" won't work, cites historic failures. Somehow, same general is convinced US strategic bombing will me a resounding success.
5 days ago
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I can take two hours away from the world and watch Arsenal v Chelsea … literally anything is possible when I return …
5 days ago
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So, with Khamenei allegedly killed, the bet now is just how nihilistic a response the the Revolutionary Guard, as well as the portion of Iranians (and others) who saw him as supreme leader? Who wants to take a piece of that action?
6 days ago
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10-year <4% is > OpenAI pump-'n-dump.
7 days ago
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"A panicked salesman is a dead salesman." Tom Wolfe, Bonfire of the Vanaties. Feeling like CoreWeave CEO sounds like Sherman McCoy trying to sell his dying Giscards.
8 days ago
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I'm not buying Jim's line that a sub-4% 10-year is bullish for stocks. It's telling us there are some really, really significant concerns out there from a lot of people that would love to do anything apart from buy US debt.
8 days ago
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If it’s gross when people you don’t like kiss the King’s ring, it should be so when people you like do the same. Sorry … but I cannot and will not warm to charlatans- regardless of how practical they seem. Machiavelli should have made that clear.
8 days ago
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Auctions getting more expensive, and foreign buyers trimming exposure.
add a skeleton here at some point
8 days ago
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Wall Street's biggest bet isn't on AI as a bubble, it's on the (hugely misplaced) hope that some sort of "regulation ex machina" will arrive to put guardrails on a technology specifically designed for our obsolescence.
8 days ago
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I love how the same MAGA bootlicker who defended DOGE because "The government adds no value to the economy" now say GDP would have been 2 points higher had it not shut down.
9 days ago
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Talks smack, disables replies. I don't know about this younger generation, homes ...
add a skeleton here at some point
9 days ago
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It *is* Wednesday, right? $NVDA
9 days ago
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Building power plans doesn't create power ... they can build all they want. There are finite sources to generate power and if AI takes the lion's share, the cost for the rest of us will surge. Building power plants wont' make a blind bit of difference.
10 days ago
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There won’t be a drive-thru: MCD is already well advanced in deploying AI technologies and a fully-automated restaurant (including drive-thu) is probably a more likely scenario than one staffed by humans.
add a skeleton here at some point
10 days ago
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Had to do an "unfollow" ... this whole "Is BlueSky *really* cool" thing has run its course.
11 days ago
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Keren using GOP talking points while talking to a GOP lawmaker is truly embarassing ...
11 days ago
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25th Hour …
add a skeleton here at some point
11 days ago
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Top notch “started: going” images!
add a skeleton here at some point
11 days ago
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A lot of time spent during a civic crisis making a TikTok …
add a skeleton here at some point
11 days ago
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We've reached the "Anthropic says" stage of the AI hype cycle It differs from the "OpenAI says" stage, where everything went up. And the "Oracle says" stage, where CDS spreads blew out Fear not, however, because 48 hours from now, another quarter put from the "Nvidia says" stage will be launched
11 days ago
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We are long, and therefore recommend ...
add a skeleton here at some point
11 days ago
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Perhaps the biggest shocks of the Mandelson arrest is that he lives in … Camden?
11 days ago
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This is quite a gem: “Markets quickly realized that the ruling might not change much in the near term and will rather increase uncertainties,” said Stephan Kemper, chief investment strategist at BNP Paribas Wealth Management. “Donald Trump is not known to avoid a fight or give up easily.”
12 days ago
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They think it’s all over … it is now! It’s four!!!
12 days ago
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So, a calendar?
add a skeleton here at some point
12 days ago
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Every Gooner at “White Hart Lane” rn:
12 days ago
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Hellebuyck is an Algonquin word … roughly translated as “brick wall”.
12 days ago
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Posing for a glam shot with your interviewee doesn’t typically correlate to a series of tough questions.
add a skeleton here at some point
12 days ago
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Friday: you now have absolute certainty on tariffs Saturday: I am raising the tariff to 15%
13 days ago
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