never short

Bluesky has the most thoughtful discussions I’ve seen on the internet. Bluesky attracts the most intelligent users of any platform. Real conversations. No "Brain Rot." People actually read. Less rage, more jokes. Better humor. Every platform has users. Bluesky has thinkers.

Here's a roundup of FT journalists' favourite non-FT stories of 2025. The winner features snail orgies in the lede. www.ft.com/content/72d0...

Silver is $69 USD/troy oz. This Christmas dinner, make sure to take inventory before and after, and check the references and bank account activity of your silver steward, too.

Veeva's Opportunity in Clinical Software read the full piece here: www.mbi-deepdives.com/veeva-clinic...

“2025 will be known as the year of the peak bubble, and also the moment at which Wall Street began to lose confidence in generative AI... the Oracle craze early in September and what has happened since will in hindsight be seen as the beginning of the end.” garymarcus.substack.com/p/six-or-sev...

Equities outside the US outperformed this year for the first time in awhile, and its not entirely a dollar story in many cases.

Terrifying headline if you don’t realize they are sports teams.

Aw this was nice to see! Thank you Marton and Tristan for the nice words

WHY YOUNG PEOPLE ARE BETTING ON EVERYTHING In today’s Wall Street Journal, I wrote about how an economy with fewer stable paths is pushing young people toward low probability, high payoff bets in search of upside - even though this is not what people actually want.

4️⃣1️⃣ bsky.app/profile/bsky...

Consumer confidence data is basically useless for markets/econ forecasting at this point. There is just no universe where periods when inflation was 5x as high, real income growth was deeply negative, or unemployment was more than 2x current were better than the current backdrop.

The last time anybody did anything in the last two weeks of December that people paid attention to was 2025 years ago

Bitcoin is not the picture of health. Don't shoot the messenger.

ooooh, new @revolution.social pod with @jay.bsky.team!!! www.youtube.com/watch?v=p0O4...

November CPI (nothing for October) Headline +2.7% YoY vs +3.1% expected Core +2.6% YoY vs +3.0% expected Initial claims 224k vs 225k expected Continuing claims 1897k vs 1920k expected DOVISH

The Global Disinflation Dividend Is Over Today’s policy meetings highlight central banks' pullback of support as inflation remains too high. That marks an important policy shift from the global easing environment of the last couple years. bobeunlimited.substack.com/p/the-global...

Following the latest employment numbers: "It is time to start asking whether we're in a recession. I'm not going to chime in on that debate, but I am going to give it a name. I'm going to call it an economic slump."

Think I can get to 10k followers today? Let's try! Been on BlueSky for a bit over two months.. appreciate the engagement and follows! @lindalebrun.bsky.social @carlquintanilla.bsky.social

Oh no. It has gotten so bad that even Paul Krugman is opining on GPUs and TPUs. No Paul, the G in GPUs isn't for general.

I’m convinced that 99% of a successful marriage is just genuinely enjoying each other’s company. People make these long lists of traits they want to find in a partner, but so much of life just comes down to being kind and pleasant to be around.

My recap of the November jobs report. We only have to wait 3 weeks until the December data! substack.com/home/post/p-...

I think we all have trauma from other sites using dark patterns to spam our contacts (what's up, LinkedIn?) but Bluesky did this in an ethical way that guards privacy. Really excited to see how our #FinSky community can grow in 2026

Bluesky finance community, try this feature - in addition to finding mutual contacts, also lets you easily send a text "invite to Bluesky" to contacts you actively select (doesn't spam anything out). I used this to "invite" two people and they both made Bluesky accounts 🚀 bsky.app/profile/bsky...

I am so shocked. Who would have guessed?! /s www.reuters.com/investigatio...

Increased potential for trades to go sideways in hilarious ways, at least.

Stoked to have one of my favorite writers, Sahil Bloom, now sharing his insightful reflections with us here on Bluesky 🦋 PS: if you're looking for a holiday gift for that thoughtful reader in your life, check out Sahil's New York Times bestseller The 5 Types of Wealth

Confidence among US homebuilders edged up in December as builders continued to deploy sales incentives to motivate buyers www.bloomberg.com/news/article...

"Dollar General: Driving Productivity" $DG thescienceofhitting.com/p/dg-driving...

finally landed it! Tap is your all-in-one sync tool for the Atmosphere: webhooks, backfill, filtering, signaling collections, no cbor/msts/signatures/cursors. this thing's got it all! give it a go and let me know what you think & if you run into any issues docs.bsky.app/blog/introdu...

a reminder that you deserve something kind, good, or healing today. I hope you spend 10-15 minutes breathing, letting go and giving yourself room to grieve anything from this year. may kindness meet you where you are 💚

Had the pleasure chatting with @conorsen.bsky.social about all the cross currents we’ve seen this year- and try to map out the main scenarios going forward. Enjoy! Always a good time, appreciate it man! open.spotify.com/episode/7LD5...

$ULTA ‘new’ (long term insider) CEO continues to set bar super low. But even top retail performers feel obligated to say ‘seeking value’, ‘cautious’ nonsense. $ULTA has run 6%+ comps for 6 straight months & up margin. Folks should ask her which retailer she’s talking about 😡

Was so much fun to geek out with my old friend @ritholtz.bsky.social on his @bloomberg.com podcast and talk about SEC filings. Listen here: www.bloomberg.com/news/audio/2...

P&G $PG CFO on innovation: "What drove the innovation ramp up was an insight about 2 years ago that the industry at large had driven growth via a lot of price/mix, and exclusively via price/mix, for a period of time ... that growth trajectory was not going to hold" (MS conf.)

Anybody else instantly think of Jensen Huang when they see this photo lol bsky.app/profile/wsj....

Understanding AWS Graviton Playbook read the full piece here: www.mbi-deepdives.com/aws-graviton/

Uber Eats: Imagine an $8 burrito Me: That sounds so awesome Uber Eats: Now imagine that it could be all yours for just $26

Holiday stress hits money, time, and family all at once. No wonder we take it out on each other. This week, we go beneath the gift-wrapping. New on The Joint Account. www.readthejointaccount.com/p/youre-not-...

🎙️ IC #7 out now. We had the pleasure of speaking with David Helderman, Director of Investor Relations at WW International $WW We talk about how investors should think about the new slimmed-down version going forward. Find it in the usual place. www.cedargroveresearch.com/p/ic-7-a-pho...

An impressive public health breakthrough

Bitcoin testing local lows and silver breaking through all-time highs… probably nothing

The quiet Thanksgiving drift higher gave way to a Monday pullback. In today’s CHART THIS, I dig into why post-holiday weeks often bring the real signal. New episode here: youtu.be/QQR4y54KPJ0

DataTrek's Nick Colas: "Overall, Big Tech stocks represent 49% of the S&P 500’s total 16.4% gain on the year." @marketwatch.com www.marketwatch.com/story/alphab...

what if instead of being anti-tech to a degree that isn’t winnable, those who have (sometimes very legitimate) concerns instead chose to empower themselves through technology instead of resisting it? could this be anything?

Squinting At Black Friday Sales Headline Black Friday sales rose ~4%, but weakening e-commerce reads suggest a bit softer demand. With jobs flat and wages soft, the holiday season will test whether households can keep spending. bobeunlimited.substack.com/p/squinting-...

For all the worries about the banking system after the SVB kerfuffle, you'd hardly notice it on any charts giving a longer-term perspective. The biggest issue banks face these days is there are few real economy borrowers at these rate levels so they instead are doing financial lending.

$bah Booz Allen and the business of defense - part 1 classic scuttleblurb.com/bah1 substack scuttleblurb.substack.com/p/bah1

Haha hello! This is the platform to be on!

If Canada doesn’t expand pipeline capacity to west coast, Canadian oil exporters will inevitably continue to grow dependence on reexport capacity out of the US Gulf Coast I think it’s a bad idea to depend on another country to export your product to global markets 🤷🏻‍♂️ Unrelated: