If Brady were on NE, I’d think this was all a set up, but I don’t think that’s in the cards this year

That was an awesome finish

I will be reentering puts on Coinbase Not financial advice Do your own research

Late to the game as I was catching up on the women’s downhill Looks like didn’t miss much of a quarter

Claude code is the worst AI you’ll know The ice floes are melting in many ways giftarticle.ft.com/giftarticle/... Anthropic launches new Claude model as AI fears rattle markets

Make it make sense. We have: Massive capex while supply chains are strained/backlogged From companies used to lock-in To satisfy customers who haven’t proven ROI While the models they’re financing increase demand elasticity And we’re ignoring open-source models that run locally

bits.caseyjr.org/developing-t... NFA. DYOR.

Enjoying this book @nilsgilman.bsky.social

glad i sold half of 'em bummed i kept half of 'em

This is very smelly www.ft.com/content/3f7f...

Crazy story: A bank analyst published a report showing Kalshi users lose money even faster than sports gamblers, so Kalshi first tried to pressure the data provider to change their data and then accused them and the analyst of conspiring to extort them when that doesn’t work.

✅ Dry January ✅ Gin & Tonic Sunday

Roasting beets and all I can think about is Jitterbug Perfume 🫜

Five classes from college: 1. Politics of Soviet Successor States 2. The U.S. and Vietnam 3. Economic Development 4. Islam 5. Geography of Australia, New Zealand, and the South Pacific

“If you want to be a bank, just be a bank,” Bank of America chief executive Brian Moynihan told Armstrong ... “If you want to be a money-market fund, just be a money-market fund.” www.wsj.com/finance/curr...

The Carney speech is worth reading in full: globalnews.ca/news/1162087...

Stop living within a lie Canadian PM Mark Carney's address to the WEF is excellent. (text below) He delivers truth about the state of the world, the failures of the United States, the need for middle powers to take action, and much else besides. I agree with him. Here's another lie that Americans…

The Norwegian letter should make it clear to everyone on the planet that the US President has the mindset of a spoiled toddler. What is interesting is why, with the exception of precious metals traders, no one else in the financial markets seems to care much

Of all the charts in @nathanielbullard.com's deck, this one hit hardest I was melting on the Victoria line last June/July - believe it runs hotter than Central

David Webb made such difference to Hong Kong and Asian business as a corporate governance activist. A unique figure who showed individuals can make a difference. The FT obit here www.ft.com/content/71bf...

Candide and the Modernity Machine I’ve been reading Voltaire’s Candide for Venkat Rao’s Contraptions Book Club. The theme for the year is to trace the origins of the ‘Divergence Machine’—the idea that our current era is characterized by proliferating, mutually retreating varieties of life rather…

Lawlessness The Trump Administration’s actions in Venezuela overnight are a clear violation of international law, and a distillation of the era we now live in: the age of lawlessness.

AI & the extractive era I recently finished Anil Ananthaswamy’s Why Machines Learn: The Elegant Math Behind Modern AI. Would I recommend it? Depends on you, tbh, and how deep down the rabbit hole you wish to go. If you’re keen to learn, Ananthaswamy is an excellent teacher. That said, after…

On control bits.caseyjr.org/on-control/

My favorite books of the year caseyjr.org/2025/12/26/f...

Browsing the internet in 2025 without a Pi-hole (left) is unreal Super easy to set up; highly recommend it

The egg nog beckons

Will open source pop the AI bubble? bits.caseyjr.org/will-open-so...

'If you had to pick a single text to sum up the last few decades in political economy, it would be ‘for he that hath, to him shall be given.’ If I had to bet, it would be on the continuation of that trend.' 🎯

'This was the point at which everything blew up. The value of the world’s top ten companies is $25.6 trillion. Of that, $15.1 trillion has accumulated since 30 November 2022 and is directly linked to the AI boom.' www.lrb.co.uk/the-paper/v4...

Missed this story last week 🍌 🍌 🍌 boomsupersonic.com/press-releas...

Have been enjoying a return to RSS feeds Very cool tool that I've been giving a whirl of late is Alcove (alcove.tools) More about it here: stevedylan.dev/posts/introd...

Egg nog time

Maybe if I clean up the accounts I'm following I can make this site work for me

lol wut

4-hour layover in Copenhagen Beautiful day