Rotten Tomatoes (29%) says it grossed $7.3M, so I'm like 1 of 39 people who can make this claim www.rottentomatoes.com/m/bones

Pres Trump’s plan to charge for early access to his pronouncements on his truth social company should be illegal. The information he releases is not his personal property. It belongs to the people. He has no right to sell and profit from it.

#$DJT up ~10% from its low on, uh, renewed revenue optimism

Retiring my Duolingo streak learning French at 1,622 (started 6-Feb-22). Probably should have done this 2+ years ago, as there are significantly better/more efficient ways to learn. A good way to start and make sure you're committed to learning, but not as helpful beyond that...

"Kalshi says it won’t offer contracts tied to pediatric studies or trials that are still recruiting participants." Nice they admit there are a million potential landmines with this, they're just selectively choosing which to ignore www.bloomberg.com/news/article...

The Information reports Apple (#$AAPL) is seeking to acquire an AI chip maker. The Information reports Apple found its in-house M2 Ultra insufficient for advanced AI workloads, forcing the company to rely on NVIDIA.

🚨SpaceX bond yields rocket towards junk www.ft.com/content/3a02...

#$C Jane Frasier told an analyst on no ROTCE raise, "Mike, I can't tell you that it's impossible that we will exceed the 11%. We're just not going to box ourselves into that" And I realized I'm shocked my kids haven't hit me with that exact framework

Computer software and accessories +2.3% m/m and 17.4% y/y

Mute all

woof www.ft.com/content/2838...

basically if you do this exercise for every taskforce, it looks like he handpicked people that share his own views. That isnt going to sway the FOMC consensus on big thematic topics that are open to a range of opinions

Well, if anyone knows about dealing with an org with a spiralling balance sheet it’s him. Amirite

T.R.O.Y. (Tacky Reconnaissance Over You)

I'm not sure what this means but ok Market sources: ANTHROPIC has hired former Federal Reserve Chair Ben Bernanke to oversee trust institutions.

I’m sure it’s frustrating for a lot of people having to read some of my overlong threads on here but, basically, stress testing my ideas by writing them down and sharing is how I workshop ideas. It’s why non text based social media just don’t appeal to me. I don’t *want* to broadcast.

My alma mater, The University of Chicago Law School, has issued an new strategy statement for "ensuring that we teach our students to think with, without, and about AI." Would love to know how BlueSky Lawyers & LawProfs view this new policy. www.law.uchicago.edu/news/ai-stra...

Succession: Chicago

If only there were a Kalshi/Polymarket contract to bet against this...

"The 51-year-old real estate investor and developer also added an unusual clause: He would accept shares of OpenAI or Anthropic as payment for the home." www.nytimes.com/2026/07/08/t...

Rogoff: "If AI lives up to its promise and ushers in an age of material abundance, Europe may discover that its greatest comparative advantage lies not in building the most advanced systems, but in demonstrating how to live well in the world they create." www.project-syndicate.org/commentary/a...

#$SPCX bonds a source of funds for the new #$AMZN issuance www.bloomberg.com/news/article...

Can't call that one back

"Gianni? It's Javi... So that turnover 4 seconds ago..."

Imagine all the hard work it requires to become a senior stock analyst at a major institution on Wall Street — and then having to utterly debase yourself like this: www.ft.com/content/ea0a...

TV on the Radio's Return to Cookie Mountain is now 20 years old. For me, it's the best thing that came out of that NY rock rebound.

I love that Ives... IVES!... has a lower price target ($190) than any of the initiations today

Kind of shocked and disappointed Macron himself didn't appeal, would have been totally (and hilariously) in line with his needling of the past 18 months

Whew I was worried bribery didn’t work for a minute www.nytimes.com/athletic/742...

Shit talking Mbappé must be so unsatisfying, he just grins at you and is like “ah yes, I’m sure that is very funny to you!”

Thierry said “Football won. I don't want to talk about Paraguay” - understated and yet that’s like the the fiercest statement he’s ever made. The man is furieux.

On y va!! 🇫🇷

I was walking in Boston earlier and saw a few familiar faces #AllezLesBleus

Funny, I had a (very libertarian) b school professor who tried to make some point by showing us a John Stossel clip, "To save tigers, eat them" www.youtube.com/watch?v=NFB7...

market doesn't understand the goose value smdh

Just a little math: - #$MU rev of $41.46B up 346% from same quarter a year ago - #$SPCX latest Q rev of $4,694B up 15% from same quarter a year ago - Micron after hours market cap around $1.29T, SpaceX market cap $2.04B, or 1.57x MU

Hot take by Slok🌶️ > The narrative in markets is changing from “lower oil prices mean lower inflation” to “lower oil prices mean more demand in an already overheating economy, which means higher inflation.” www.apollo.com/wealth/the-d...

It's mostly Elon, and it's not limited to the UK (though clearly the most conspicuous there)... but this is just about the most essential read of the year/decade/epoch/etc www.ft.com/content/0f3e...

Fun Cape Verde fact: The tiny island country off the coast of Africa offers weekly nonstop flights to the United States. To which airport, you ask? Why, Providence, Rhode Island, of course!

"Just a reminder, jumping off the foot bridges crossing the Canal Saint-Martin is STRICTLY PROHIBITED, but here's a bunch of video of kids having an absolutely incredible time doing so." youtu.be/T7o_08zcpF0?...

Next read

I wrote some notes about the million reasons rates are higher last week - and had to tie it together after this afternoon's FOMC situation 📈 open.substack.com/pub/yontodd/...

Somebody willing to put their name to a 50 bp cut is actually a "Fed's gotta hike" indicator

#$SPCX games, prizes, etc. www.bloomberg.com/news/article...

Chicago, 9 months ago... "At around 1am, at least 300 masked federal agents, mostly from border patrol, some rappelling from helicopters, others using breaching ladders, stormed into the building." www.economist.com/united-state...

Just be careful with the latest BofA FMS because the survey period ended last week and events since then mean it's probably stale

I'm definitely going to start calling markets/econ charts that look like this a Cabo Verde formation

You can take Cucurella out of Chelsea, but apparently he's somehow going to keep finding himself in very Chelsea-esque situations

Been about three weeks since I wrote about the S-1 and no real changes on my views around SpaceX itself. But the market context since then has changed... the market hit momentum and AI-linked stocks, lots of equity supply/coming IPO announcements, etc.