Argentina going...

🇦🇷 🇦🇷 🇦🇷!!!!

Caravaggio transplanted into the 2010s would get cancelled for a series of cryptic late night tweets about how he didn't mean to "kill the guy" and then fleeing to Russia where he converted to Orthodoxy and painted icon portraits of Putin as both Constantine and Helen.

the Icelandic horse would like to remind everyone that it is not a pony

Long before Brexit, and when I lived in the UK, I remember telling someone that I was going to Paris for the weekend, and she responded, “So you’re off to Europe then...” And I’ve never forgotten, because it was such a strange thing to say

I miss those vintage World Cups, where key matches would overlap London/NYC trading hours, and liquidity would become nonexistent esp. in certain EM bonds. The outrage and complaints from disinterested US traders was brilliant

As in 1066 England will prevail against the Norwegians before tragically losing to the French a couple of weeks later.

Geneva, the kind of place where I’ve spotted more Argentine football jerseys this afternoon, than comparable Swiss kit yesterday. (Follow me for more WC commentary, blah blah…)

The OG musk fanboys were those environmentally conscious urban liberals that bought a Tesla back in the 2010s. Feels like a lifetime ago

Podcasts about 90’s pop culture/ britpop hosted by aging UK music journalists are the new grainy black and white WWII documentaries our dads and grandads used to obsess over. Same vibe.

we have so many useless referendums (immigration, minarets, ending fractional reserve banking…), when do we get something useful to deal with the crippling impact of heatwaves?

SpongeBob got hooked on crack and it all went wrong

The referendums from a few years ago to go back on the gold standard and abolish fractional reserve banking have been pretty stupid too. Same people backing those initiatives.

of course, the first car to be set on fire at the anti-G7 manif’ is a tesla. hearts and minds

the real political correctness is that you can’t go on the news and say that this is hick shit

the intensity (and my god, the frequency) of these food trench warfare bouts is extremely using when you consider that availability of everything everywhere has never been greater

why yes, I am judging anyone from Appenzell Rhodes, Glaris and Uri

we’re going to get three different tech stacks: US, China and Europe with big implications for the supply chain: not just GPUs, but HBM, lasers, and all kinds of components

super important distinction

the calm before the storm

and the market…yawned

Stupid referendum on capping the Swiss population at 10m being held on Sunday June 14 too, same day as the big manif’. Vance better stfu

Event contracts (bets on war, terrorism or assassinations) « would likely be ‌barred ⁠as not in the public interest. » *Likely* is doing a lot of work here. www.reuters.com/world/cftc-p...

Never known to overreact, the Geneva authorities are preparing for the city to become a warzone during the upcoming G7 meeting in Evian (!). Retail shops boarded up, gov offices fortified, and remote working for one week. Oh, and Blixa Bargeld is coming to town

speaking of the crypto eyeball scam, whatever happened to Worldcoin, or World as it was rebranded? Or bored apes, blockchain games, dao’s, or any of the other nonsense?

So, in summary, this

One of my favorite Geneva sub-cultures are the 80-year old socialists. Scruffy and a bit odd, but incredibly well-read and travelled. Easily spotted at any public lecture, cinéma Grütli, etc, chatty, telling stories to anyone who shows interest

Musk takes care of his private company investors, but none more so than the Twitter/ xAI investors. Nevermind that investors in SpaceX got diluted. It’s just petty to bring that up.

As Anthropic prepares a new funding round that could see valuation top $1 trillion, the company updated a notice on its site yesterday, bluntly warning against investment in unauthorized SPVs claiming to offer indirect exposure. support.claude.com/en/articles/...

I’m bored of unfunny jokes about Jensen Huang’s black leather jacket. Nothing you may say is witty or original.

the only thing more tiresome than US financial journalist hot takes predicting the imminent demise of the euro are the performative pseudo-edgy takes defending Liz Truss

One of the less appreciated risks to the global AI/ semiconductor/ datacenter trade is policy risk via taxation or some other redistributive measure. Risk from commodification, tech obsolescence or slowdown in capex spending are all kind of understood. But risk from policy measures is underestimated

Spent so many years in Scandinavia where the vibe is cool and reserved that it’s always a culture shock when my loud expressive Argentine relatives come for a visit

I mean, wouldn’t be caught dead wearing Palantir merch, but maybe the pivot to apparel should be encouraged if it means less evil surveillance

In the grand scheme of terrible things enabled by Palantir, this may not be the most significant, but appropriation of the French chore coat is truly diabolical

prediction markets are a public menace

📢 River Plate vs. Boca Juniors: Esta es la forma de ver desde Centroamérica el Superclásico de Argentina 👇

what’s the german word for that indescribable urge to punch a smug person in the face?

What’s interesting for me over the past year is observing how subsectors of the semi space (semicap, photonics, power, foundry, etc) trade in an increasingly uncorrelated manner. ASML flattish today, but BESI.NA, AIXA.GY, SOI. FP all up strongly

so how long before Orban surfaces in Moscow?

Half the posts on the timeline celebrating the end of Orban, and an equal number gloating that Vance takes another L (second in 24 hours!) All as it should be

Sitcom idea: Yanukovych, Orban and Maduro flatsharing in Omsk. Maybe recurring role for Edward Snowden as wacky US upstairs neighbour?

Anthropic’s Mythos was only announced on April 7. Something must have spooked Powell and Bessent to hastily convene a meeting of bank CEOs on the same day to discuss cyber risk

Not a listener of this podcast, but might tune in for the Zelensky interview, as I’m most definitely Ukraine-pilled

A few days late but got around to reading those. Biggest takeaway for me is that there’s a whole generation out there unfamiliar with Hunter s. Thompson and unable to see this for the hackneyed pastiche it was. I feel old

This is Avignon Papacy *slander* and absolutely ignores the fact that a) the Romans had been doing it for centuries before that and b) Rome was on fire and you too would want to light out for the south of France. The worst sin of this administration is it's poor grasp of late medieval history.

The Artemis II countdown was worth staying up for. This? no, not so much

the most likely outcome

Since everyone is doing Bluesky discourse, two things I don’t like: 1. bot followers are a constant annoyance 2. unhinged AI posting Otherwise I just shrug at the replies that miss the point and get on with my day