Since 1y BEI @ 5% chart is doing the rounds, a not of caution: short-term TIPS are *extremely* illiquid. To price breakeven inflation you match nominal UST with TIPS, which gives you an inflation "price". But if one leg of that is super illiquid....well you got some issues.

Glad to see @conorsen.bsky.social is still hustling.

Harrison Ford Admits to Listening to His Own Movie Soundtracks During Sex bit.ly/4cKtrCe

I literally built my own FP&A software. Companies charge thousands for this stuff. I just click in a cell and =getQBExpenses. Boom. Easy peasy. Amazing

This is hardly the primary issue, but I guess Khamenei isn't going to respond to my Twitter DMs asking if he liked anime.

Honestly in an italy themed setting this would be great

This is a great idea for a poll.

It's shocking that we have to keep learning that people just want (other) people to be relatively polite and act fuckin normal

China does Tesla a dirty. @bloomberg.com #$TSLA www.bloomberg.com/news/article...

Izanagi. A forbidden ARM processor that isn’t very good but if produced for no margin, provides cheap flops. One can only master this technique if one holds the power of both the American and the Japanese grifters

Definitely seems like they destroyed the country on purpose.

Trails in the Sky 2nd Chapter - Gameplay Trailer www.youtube.com/watch?v=09Cp...

Black hole mergers from LIGO are pulling at my brain because the mergers of event horizons and release of significant amounts of energy as gravitational waves (5% of combined mass) imply the possibility the underlying whatever that's behind the event horizon could be merging as well, which is a trip

presenting before the partners at skeletor capital 🤓📉: "...and that's why we anticipate mean reversion to historical trends in the #$GOON index, starting around mid-Q2"

God has given humanity commodities markets as an object lesson of structural dynamics present but obscured in all markets

File under “One problem with catching falling knives may be the Sharp Ratio.”

markets were due to go through the warsh cycle

Spanish language WhatsApp did a huge number on the population here. Throw in some old immigrant vs newly arrived immigrant disdain and knowledge of their own positive selection really occluded people's minds. Lot of people I know told me "I'll be fine, he's just going after the criminals."

It's going to suck.

Live look at Kristi Noem

Not to go all ESG mode but there's no way having your name associated with this stuff while the GOP is blowing it going into midterms is good for the LT appropriations outlook.

Maybe they were just trying to beat the cold when they invaded sovereign territory?! Also uh...not sure a warrant would have really covered this but hey

My favorite video game culture and law analysis youtube channel and host of my favorite video on the platform: Why Do You Always Kill Gods in JRPGs (watch it) put out this rather thought provoking video essay that changed my mind on a few things. www.youtube.com/watch?v=zkgN...

Subsidize infra and purchases will follow.

We joke a lot about Japanification but Brazilification is an underrated current in American life.

When you've lost Bill Ackman... Apparently he has some limits on state run economies.

Maduro was brought on as an advisor.

Epic burn

Not quite. Read this paper: www.ineteconomics.org/uploads/pape...

"Taking" Greenland is stupid and irrelevant. Sure territory is nice but we can simply do the following: 1) Ask to build a base (check!) 2) ask to build an even bigger base 3) ask to deploy even more SIGINT 4) pay for the extraction of minerals and pay up for exclusivity/MFN. This is cheaper.

This is the point of a representative government. You may not like it, but this is what peak constitutional democratic republic looks like. A world in which unaccountable national parties dictate representatives can't form personal relationships and work together is the modern GOP-cubed everywhere

GOP corn and soybean farmers: 🤨

This resonates so much with me

It's not really but that's less of a defense of this and an indictment of the rest.

People will compensate you to know the truth and tell a lie

I double-checked because I literally could not believe this was true, and he actually did say this. I wish I lived in the type of country where the press covered the current President's delusional fantasies with as much zeal as they covered the former President's age.

Lol it's owned by his allies.

Hey Bewkes - I guess the Albanian army won @skelecap.bsky.social

people will buy the dip ray. they’ll buy it on their phones. many won’t even realize why they’re doing it.

Am I the only one who has no interest in what Noah Smith says or thinks about literally anything?

Worst set-up for cross asset pricing would be a world in which the market becomes convinced that the Fed will force down short end rates but the long end backs up aggressively (because it’s taken as a sign of further institutional indiscipline and possible fiscal adventurism).

Really good piece by Matt Klein No point in having a European Commission without a Europe theovershoot.co/p/waking-the...

Nature is metal

I have a patreon tier where I offer sketch requests, and usually no one asks for anything but sometimes @pikachu15eevee.bsky.social asks for art crimes.

Seems like the IEEPA trial is going badly for admin, watch this space, as they say

The strategic objection is that it just incentivizes anti-satellite weaponry which means we're advocating for other nations to whittle away one of our amazing comparative advantages.