5 day move in high beta momentum

Rating and slating all the Fed chair candidates on.ft.com/4mLZnIk

🇫🇷 Une trentaine de CRS vont être déployés mardi dans le golfe de Saint-Tropez pour faire face à une recrudescence des vols avec violence depuis le début de la saison estivale, a indiqué la préfecture du Var. ➡️ u.afp.com/SM9X

Whenever you get a wild excess on the upside, the following correction doesn’t just go back to normal; it almost always falls way below normal. - John Templeton

"The market may be crazy, but that doesn’t make you a psychiatrist." -- Meir Statman

The TAO of the investment landscape www.ft.com/content/309c...

😂😂😂

Germany to boost defence spending at faster rate than France or UK https://on.ft.com/4ndLxiM

9/10 - silly mistake geograquiz.com/currencies-q...

Selling a guitar (cc: @sellingamirror.bsky.social)

#Tradle #1170 2/6 🟩🟩🟩🟩🟨 🟩🟩🟩🟩🟩 oec.world/en/games/tra...

ÚLTIMA HORA | Nicusor Dan, alcalde de Bucarest, elegido presidente de Rumanía tras derrotar al candidato ultranacionalista, según los primeros sondeos www.eldiario.es/internaciona...

El proeuropeo Nicusor Dan da la sorpresa y derrota al ultraderechista George Simion en Rumanía dozz.es/en6wj2

BREAKING: Pro-EU candidate Nicușor Dan wins Romania's presidential election - exit poll

BUCHAREST IS HISTORY

Exit polls suggest Mayor of Bucharest Nicusor Dan has defeated the right-wing extremist George Simion to become Romania’s next president, 55% to 45%. However, the exit polls don’t count the 1.6MM diaspora votes. This could go to the wire. Turnout was huge - 65 per cent - the largest since the 1990s.

Interesting that if you shop at Whole Foods, a lot of money is spent making it feel like a place that respects workers and embraces progressive values, but it is not. Costco just feels like a warehouse but they treat their workers pretty well and has rejected anti-DEI BS

Goldman’s chief economist makes a good case on.ft.com/3RSGia1

Looking at incoming vessels to the Port of Los Angeles (America's largest container port): 1.) This week we're still in frontrunning mode (57%+ YoY). 2.) Next week we're basically at normal (-8% YoY). 3.) Two weeks from now we're in The Bad Place (-44% YoY)

Investors are asking questions about whether they can trust the US that would have been *ridiculous* a few months ago. IDK how/whether Uncle Sam can get the trust back. Me on a bonkers/terrifying few days in markets and what it all means: on.ft.com/4ct5Qnv (First 300 clicks free)

Goldman’s getting ready to call

Here is how Princeton stands “In the Nation's Service and the Service of Humanity” www.npr.org/2025/04/06/n...

you know things are going well when they break out the turnip photos

What was he thinking www.ft.com/content/9848...

By popular* demand, vomiting camel formation, S&P 500. Bearish. (*3 people have asked me)

I’m just sayin’. St Augustine FL is a town of 14,000. In a red county. And we’re doing this. #handsoff #50501 #April5 AND we have some spicy signs!

Absolutely incredible turn out at MN State Capitol! #HandsOff

Salt Lake City showed up

I asked the one high ranking policeman I saw on 5th Ave why there were so few police. He said “We did not expect anything like this. Don’t tell anyone but I’ve only got 44 officers out here — and it’s a great crowd, great event, no incidents.”

This is Utah in case anyone’s wondering how pissed off people are. I have never seen anything like this.

Oh wow: Portland Oregon is NOT KIDDING #handsoff

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word for the day: be-trade

in case you care about the trees and not just the forest

I have been hearing from people that they have been having issues accessing their Social Security accounts. INSTEAD of going to a branch which may be hundreds or 1Ks+ of miles away from you, call your members of Congress. They have constituent services that will help you regain access. Please share!

“Two weeks after the [Aix-Marseille University] programme was launched there have been about 100 applications, with researchers from Yale, Nasa and Stanford among those who have expressed interest. The university continues to receive about 10 applications a day” www.theguardian.com/us-news/2025...

Will Yale continue funding it from its own considerable resources? euromaidanpress.com/2025/03/20/r...

$15 Billion Is Enough to Fight a President www.nytimes.com/2025/03/25/o...

What could go wrong? FDIC is preparing a rule that would bar agency examiners from considering “reputational risk” when reviewing a bank’s operations & OCC will no longer monitor national banks for risks posed by doing business with controversial customers. Same w the Fed for national banks

We expected 2,000 people out in GOP-held Greeley, Colorado. 11,000 people showed up. Something special is happening, folks. Now is the time to organize in every dimension possible and get to work.

Have been hearing lots of whistling past the graveyard from foreign market participants regarding the current situation in Turkey and the TCMB’s ability to handle it

“Ice detention isn’t just a bureaucratic nightmare. It’s a business. These facilities are privately owned and run for profit…CoreCivic and GEO Group receive government funding based on the number of people they detain” www.theguardian.com/us-news/2025...

A ‘Must Read’ for everyone, especially if you don’t yet see the grim reality of our current situation www.theguardian.com/us-news/2025...