why yes yes i have noticed the pentecostals with amplifiers downtown being extremely loud at 11 at night every night for weeks www.tvanouvelles.ca/2025/09/17/d...

piling on the “return to global leadership” discourse as the US in the past nine months had an executive muse about the “interesting problem” of dishonouring treasury securities and the US legislature has proposed a withholding tax on treasury securities, deeply sick and dysfunctional decisions

*CITI SELLS BANAMEX STAKE TO MEXICAN MAGNATE FOR $2.3 BILLION

I do not think the zoomers are prudes – I do not care, but I do not think that. The dominant register in all communication right now is feigned intimacy, not necessarily sexual intimacy, but intimacy. And they live very publicly, and perform and consume in turn something superficially socially close

We’re live!! My brand-new course, “Whimsical Animations”, is now available. 🥳🎉 whimsy.joshwcomeau.com I’m so excited to share all of my animation tools and techniques with y’all. 😄

BoC's Gov. Macklem: The recent performance of the US dollar may be telling us something.

*FED’S POWELL REITERATES THERE IS NO RISK-FREE POLICY PATH AHEAD

Nett Hier! What Baden-Württemberg has to teach us about viral marketing on.ft.com/4msDtsP | opinion

i had the realization that i was free, the bird site had degenerated to the point i no longer found it interesting, so i packed a bag and fucked off to the caribbean for a while. i lasted maybe two weeks. consigned to the fact that when the world is ending, i will be quote-tweeting it contemptuously

Trump officials are seeking an equity stake in Lithium Americas while renegotiating a $2.26 billion loan for the Thacker Pass lithium project. Lithium Americas has offered no-cost warrants to the Trump administration, potentially equal to 5%–10% of the company’s common shares.

LAC up ~45 per cent AH on news of dilution

The American Southwest may be my favourite place in the world. Frankly we already have too much of it

Land, real estate, and natural resources are the things with a definite situs within a country with lightly-taxed or untaxed usufructs. But instead of any of that, we've French financial scholars (not Zucman!) in here disdainfully asking "Where is your loyalty, with your country or with your money?"

I have never heard Argentina described as "a systemically important US ally" before. In fact, I have never head that bailoutese term used to describe any country.

the lord god can deliver you from all but doordash delivers faster

GREAT funeral, very classy

Trump promised that tariffs would lead to a big increase in US production at the expense of imports, and at the same time generate enormous tax revenues. Critics replied that it had to be one or the other. So far, revenues are the clear winner. w/ @theboysmithy.ft.com @robarmstrong.bsky.social

I am reminded of one of the iconic stories of the East Africa campaign. Frustrated with livestock losses in Tanzania, the Germans tried to domesticate the zebras. The British painted horses. rarehistoricalphotos.com/riding-zebra...

something to note is that the reason this is possible is the perpetual limbo our immigration system keeps people in. the solution to this is not just limiting the power of the presidency, it is making it easier for people to become fully citizens, with all the protections that entails

it is my firm conviction that everyone has to bet on argentina, once, in undergrad and lose

That was a scary couple of months. I'm glad they fixed the problem!

Bourbon coffee, grown under shade at *low* altitudes in moderating ocean currents. Oceanic coffee, consider it. Isla Santa-Cruz, Saint Helena, New Caledonia, sometimes Costa Rica. Réunion knew what they were doing. Just about the only thing that is different in a world that is pleasantly the same.

I like Québec revenue stamps used in unusual places. And for the high values, anything used outside the cities of Montréal and Québec is pretty unusual. This one is signed Gabriel Dick, Registrar for Montmorency County (today we would call this Côte-de-Beaupré), at Château-Richer.

is it going to empty out the dang lounges already. they are zoos.

what's this about residence in the US without tax on foreign-source income

An Iowa soybean farmer who likes Liz Warren, now I’ve seen it all

not to fob off the hairy question "is demand destruction in personal consumption disinflationary?" for a moment but it is highly improbable 1.5MM individuals departed the united states in those 6 months and the CPS should not be used to estimate that

lot of former transit countries now source countries and there is some evidence from colombia of attempts to overproduce one's way out of a price collapse that began ~2021 and has of course only grown worse. demand in the US mkt is highly inelastic and supply awaits growth in EAFE stock speculation

You may not have heard of BDCs — leveraged vehicles for US private credit — but they're big and are growing fast. Are they a systemic risk? What could go wrong? on.ft.com/46IV6zU

i am amazed the volume of discourse generated by a 501(c)(4) saying "RSVP to our protest!" instead of "join our mailing list!" just because the former is marginally more likely to convert

update: are you kidding me

iowa is oversupplied with corn ethanol

it is fascinating that he is not polite enough to lie that it is about some guy who got shot

"If it were up to you, would you..." Lower tariffs on Chinese electric vehicles to secure lower tariffs on Canadian canola: 57% Maintain the tariffs: 24% Unsure: 19% Angus Reid / Sept 5, 2025 / n=4330 / Online

The highest US tariff among developed nations dealt a severe blow to Swiss exports, according to the first reading since the 39% levy took effect.

as you wind down from fed day and indulge in the comforting myth of recycling, do bear in mind that foiled papers, bows, and ribbons should go directly to the trash

i sure do love triple-levered daily income overlay exposure on direct lending to digital asset treasuries in registered accounts custodied with the app formerly known as twitter

The US looks more and more like 1980s Brazil, and believe me: I was there, it was not a good place… www.bloomberg.com/news/feature...

every fed day i am melancholic as it reminds me that Surveillance was a good show and TK was load-bearing

“cake trolley” is an area where British innovation vastly outstrips the US. I don’t think even Nvidia has them.

Carney to Mexico. This is good. That relationship has been on the skids for a year+ with regrettable and preventable provocations from all levels of government.

CRACKER BARREL SEES 2026 REV. $3.35B TO S3.45B. EST. $3.52B

no risk-free path

Q: Miran brought up the third Fed mandate ("moderate long term interest rates"). How do you think about that? A: We think moderate LT interest rates will result from low/stable inflation & max employment. We don't think about it as a third independent mandate. No thought of incorporating that more.

wild reversal in yields into the Q+A

Did Waller, by opting only for a quarter point cut, just tank his chances to be Fed chair?

Miran was the only dissent, wanted 50 bps, Bowman and Waller did not! "Downside risks to employment have risen"

median dot to 3.6 for 2025

FED CUTS TARGET RANGE FOR BENCHMARK RATE TO 4%-4.25%

tom keene is back we are so back