First is the SV convention that to be a good leader you should only listen to yourself, so HR is a drag. Lending to point two that it’s not a real job anyway. It’s then seen as unfairly giving women accountability to power they shouldn’t have because their roles are supposed to be performative.

People are paying tens of thousands or dollars a ticket for this. Bless their hearts.

Damnit, I found an old Stetson at this antique fair. Just my size too.

PPIs are going to be hot for a minute. We’ve only started to see contract linehauls start to lift. Contract freight is usually most of the budget. It’s why divergences in spot can be big but feel the price pressure and dissipation on a good lag. Right is all in spot (blue) vs contract

It’s hard to reconcile how much the economy has changed in our lifetimes. We need to in order to address realities today versus wanting more manufacturing in the next town over.

What wonders full nights sleep have done to my mental health the last week. May be a lesson in there. Probably not.

Please put this on his monument.

Trump: please stop talking about how many people hate this economy i promised would be better Dem strategists: we should be meaner to minorities to get more buy in from the center

This may be a stupid question but what will be the point of all the data centers for downstream users? Especially in the US vs ROW? Speed? More AI everywhere? Better models? As good as it keeps getting there are diminishing returns on what people get excited about it.

Markets puking as the SpaceX IPO comes aboard will be some good entertainment.

I like the top line job numbers for May, as well as the trend in employment growth over the mid term. Concentration of labor growth and pace we’re hiring/rehiring more broadly continues to be a concern. We just have no slack if the headlines go South.

"How flexible work arrangements reshape mothers’ careers" cepr.org/voxeu/column... via @voxeu

Too many people fail to understand this.

Drill, Baby, Drill.

has any man ever been more vindicated? x.com/stuartbuck1/...

You have to train mental models too

I've said it before and I will say it again: the hated 'administrative state' -- and much of what is disparagingly and dismissively referred to as 'big government' -- is a Chesterton's Fence

While this trend has been great to watch, the headwinds for economic growth come from pay disparity from similar jobs and lower pay on average in these industries. Creates more mix shift if we’re not increasing laborforce or participation or productivity. 1st post from @justinwolfers.bsky.social

These folks are really out to Pasteur

Screwworm confirmed in Texas in the midst of having the worst imaginable people in charge. I guess we’re gonna have to keep getting hammered by infectious disease until we realize public health has a point.

My goodness. I knew the ai screening process was bad, but not this dire. You only get jobs through connections still. The friction is amplified. For what? www.theatlantic.com/ideas/2026/0...

Hello front loading. www.whitehouse.gov/presidential...

Wembanyama is Mr. fantastic

Welp *USDA CONFIRMS DEADLY SCREWWORM IN US CATTLE

I’ll say the cost floor is higher and the tightening window may sustain through better regulation ahead, but I’m not sold on the manufacturing cycle compounding through 2027. Chickens are coming to roost on energy issues. Our behavior isn’t changing until it’s forced, no matter perceptions.

Spot Brent closed *below* current front-month Brent futures (for August; July just rolled off last week) yesterday. That is a BIG deal. No premium means no incentive from the market for inventories to draw which means the lifeline petroleum consumers globally have been clinging to is slipping aaway.

I’ve watched this 500x

The biohackers subreddit banned all posts about peptides and HRT because peptide companies were spamming + manipulating the sub in order to manipulate Google AI and ChatGPT answers. Very insidious industry that is drastically changing the internet www.404media.co/companies-ar...

Trump says Iran agrees to forgo nuclear weapons

This needs to happen up and down the line. The administration isn’t an ideological front led by some charismatic leader. It’s a bastion of self serving goons that all should be tried independent of anything their boss’ actions. They’ve all happily made their own beds.

Welp there’s no unseeing this

Great work here explaining the production and logistical components at play.

hard not to be seriously alarmed by the direction of travel here

This is their whole schtick! It’s the same energy as screaming at a fast food worker about being rude because they won’t give you something for free you forgot to order. Actions are always justified and holding to account becomes an attack.

Whoa, that piece we published yesterday got picked up by Fortune. Fifth story in their North America feed. I daresay we may be getting some reach!

What in the ever loving f are they talking about the colorblind Constitution?

Research shows that more restrictive policies on birthright citizenship can diminish the potential of children who are born and raised in a country as noncitizens — and that loosening the policy can improve the prospects of the generations born with the benefit. 🎁 www.nytimes.com/2026/06/02/b...

Chicago Fed has put out a new Composite Consumer Sentiment Index or C-CSI that tracks much closer to spending. www.chicagofed.org/publications...

Manufacturing activity and expectations are still looking solid across Fed Regions and the national indexes. Pull forwards and input prices remain a concern. Really don't want a repeat of Q3 last year. Philadelphia is also back on its bullshit. May read was -.4, +49 on the 6mo outlook

US Lowers Tensions with Iran to Boost Consumer Spending - headline in August

I may not be able to hit the front lines but you best believe if we’re ever in the thick of it, I got you all on the supply lines.

Something about logistics and winning wars.

Fascinating details of what an utterly corrupted army looks like on the frontline in here, like bribing your way out of assaults.