HARVARD BUSINESS REVIEW: “.. In our in-progress research, we discovered that AI tools didn’t reduce work, they consistently intensified it.” hbr.org/2026/02/ai-d...

"I have concerns about Kevin Warsh leading the Federal Reserve. Many have roots in his time at the Fed." stayathomemacro.substack.com/p/kevin-warsh

Puppy Killer says what?

Whole lotta Rosie

Easing into some #$VCLT for a little ballast.

"What continues to standout the most to me, especially in light of some who think that the worst of inflation/tariffs is over, is the core goods price gain of .4% m/o/m and now up 3.7% y/o/y." [portion of a paywalled Boockvar post] #econsky #finsky peterboockvar.substack.com/p/yes-inflat...

"But beyond the economic advantages, there is something of much greater importance happening with the EU-India deal: It’s a major step toward economic divorce from the United States by the major global economies." #econsky #finsky paulkrugman.substack.com/p/the-world-...

JPM DESK: Inflation “remains one of the most credible macro risks to the Equity bull case .. The longer-term risk is the pressure on small businesses .. The farm industry is one where bankruptcies are elevated and where tariffs are above the average, effective tariff rates.” 👀

Did Iceland’s status come up, by any chance?

Whoa banks are lending their deposits; huge if true.

COLLINS: Did it stand out to you that he said Iceland multiple times when he was talking about Greenland? NEWSOM: And that every time a windmill turns it costs $1,000. A lot of stuff stands out. None of this is normal. There's a deviancy of consciousness. He's graded off the curve.

Zandi: "An increasingly K-shaped economy can’t be good. It means the economy is highly dependent on a small group of the well-to-do, who, in turn, spend based in significant part on how their stock portfolios are performing." #econsky #finsky www.linkedin.com/posts/mark-z...

Córy Doctorow with another verbal bullseye: pluralistic.net/2026/01/13/n...

Happy Talk #econsky #finsky wapo.st/49poCfE

Added to $VYMI $VCRB $USA $EDD after I withdrew some funky fresh dividend money to live on.

#econsky #finsky

I am speaking generally and hypothetically, but the chief executive going to war with the central bank is the sort of thing that results in breadlines, coups, and worse.

"It is about preventing the world from turning into a den of robbers, where the most unscrupulous take whatever they want, where regions or entire countries are treated as the property of a few great powers," he said. www.reuters.com/world/americ...

The dumbest belief about billionaires is that they simply followed a plan to get all their money and they could easily do it again, rather than the fact that they got extremely lucky one time

He ain’t leaving the BoG unless he’s on a stretcher. This is unreal, he straight up calls the President full of it. What a king.

US deserves a lower multiple.

"The economy's resilience appears increasingly reliant on equity market performance, presenting a potential vulnerability if asset prices falter." (Hale "Bonddad" Stewart's weekly post at Seeking Alpha) seekingalpha.com/article/4858...

It follows that Trump leaked the most market-moving economic numbers that exist. I have no idea how illegal this is, or if the law even matters any more. But I do know this: It's unprecedented. No White House has ever before leaked such important market-moving numbers. No serious country does this

someone probably made a lot of money off of this. the reason these numbers are kept under seal until 8:30am sharp is that they move markets www.bloomberg.com/news/article...

My dollar debasement trade has been EDD. Over the past year, total return 37.75% vs 18.46% S&P 500.

"“This company moved from grift to grift.” prospect.org/2026/01/08/r...

As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.

Added some $VGLT $VCRB $VTIP . Ballast.

Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .

". . . you’d be surprised at how often having alpha leads to underperformance relative to history." ofdollarsanddata.com/pray-for-bet...

I think a lot about the scene the media made about the Saddam Hussein statue being toppled For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges

Well, well, if it isn’t the consequences of my own actions.

Dumped all today's dividend loot into more $RVT .

Taxing unrealized capital gains will allow a million boutique valuation practices to bloom and that’s why I’m for it

Just remembered the Lehman babies turn 18 next year.

Back when econ Nobelists made Xtranormal videos. #econsky #finsky www.youtube.com/watch?v=Vv4H...

"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.” www.theguardian.com/technology/2...

Wall Street assumes hiring will pick up in 2026 but that’s not what companies are planning on: www.wsj.com/economy/jobs...

Added some more $RVT , that old stalwart.

Measles cases in South Carolina rise to 156, state health department says reut.rs/3YKCU4d

I just released v1.0 of my #Unredacter software. It can be used to remove lazy censorship from PDF documents, like those in some of the #Epstein files. You can find it here: www.ingenthron.us/Unredacter-v... Free for all to use for all purposes (credit is appreciated, though). #uspol

Ok. Now had a chance to check and, well, at least some docs do appear to be straight up classic redaction fail. And there are some *interesting* bits here. www.justice.gov/multimedia/C...

PREACH IT TECH JESUS

#econsky #finsky 2 posts to read in thread.