If “these goods cannot be produced in sufficient quantities domestically”, perhaps one ought to reconsider H1B visas and, while one is at it, immigration altogether. www.bbc.com/news/article...

Ladies and gentlemen — the weekend.

Luke is so so good. Follow and click.

QQQs and 50day. Only the 3rd time since April that we've approached the 50 day

Honda Odyssey is probably the most familiar example of this sort of mythological hilarity I know.

On God.

On God.

On God.

I love this. (Credit to @smtuffy.bsky.social on whose timeline I saw this.)

New Software Pulse deck from Meritech (free) drive.google.com/file/d/1HM8Q...

Banger.

“Full Argentina” 🤌🏽🤌🏽🤌🏽

Gift link below

Take my money gif www.bloomberg.com/news/article...

Why does my broker not have a DRIP option for the tariff dividend?

Why is there a tariff dividend instead of a tariff share-buyback?

If there’s a tariff dividend, I’d like to know 1. what’s the ex-dividend date? 2. are there puts and calls on the underlying? 3. what is the borrow rate on the underlying? Not investment advice.

Sorry I have to say it, but: „American English is wrong about that one“.

GAAP or non-GAAP, that is the question

On God.

#NowListening This is pure joy. Never heard of the that guy.

🎙️ NEW PODCAST 🎧 🇨🇦🛢️ On the latest episode of the Oil Ground Up podcast, I was joined by Kevin Birn of S&P Global to discuss the current position and both pipeline- and policy-dependent future of Canada’s oil sands industry. Listen below or on your fav platform: clearcommodity.net/podcasts/oil...

Ladies and gentlemen — the weekend.

Not bad news! Gift article. Enjoy. www.bloomberg.com/news/feature...

On God.

CRUDE TERM STRUCTURE Crude curves weakening again, Brent prompt timespreads got as low as 20c earlier today (rebounded a bit since) while WTI still sitting at only 13c.

Governoir

Zauberflöte >>> dunkelflaute

A question that reminds that EMLC (VanEck JP Morgan EM Local Currency Bond ETF) has had a YTD total return just shy of IVV with considerably less volatility. Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs. Not investment advice.

Tune your vuvuzelas.

Of course

On God.

Great result. Ugly game, Prague clearly sent out to try and wind Arsenal up. Arsenal dealt with it well and the extra quality made the difference. Special moments for Dowman & Harriman-Annous and yet another clean sheet. 8 in a row now, first time Arsenal have done that for 122 years. Incredible.

Bcc @artmajor.bsky.social

On God.

On God.

👀

“I could smell the onions and the mustard.”

Oh — the situation has escalated. Pope Leo has spoken out: says "spiritual rights" of detainees should be respected and calls on the "authorities" to allow "pastoral workers" in. "Jesus says very clearly … we're going to be asked, how did you receive the foreigner?" www.youtube.com/watch?v=taCi...

Bears be like

Props to @robarmstrong.bsky.social for a Bluesky citation in an FT article. Love to see it.

PLTR (cit FT)

On God.

If I were a pubco issuing corporate debt right now, I’d structure notes so as to emulate and improve upon TIPS — but draw on reserves for dividends and share buybacks to finance the inflation-adjustment mechanism. Not financial advice.

On God.

Funniest thing I’ve read since the clocks fell back.

My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade. Brand new! Just dropped on YouTube 🐐 youtu.be/9L4sxWG1tds?...

A film you’ve seen more than seven times with a gif: