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Eggflation was stalled by Turkey (the country, not the bird)
Et tu, Goldman?
Sharp charts, spitting masters
The Fed Chair says he plans to serve out his term
Garbage in, tariffs out
Liberating retail traders of their money
Tariffs; tariffs; tariffs; tariffs; ETFs; tariffs; tariffs; Tesla; tariffs; tariffs; AI; tariffs; and tariffs
A vibe shift, heralded by a sea of red
That’s Sesotho, and this is a post on that Lesotho tariff
And cite a different paper it doesn't reference?
Taking another look at the puzzling greenback puke
It ain’t where you’re at, it’s where you’re from
Everyone needs a drink
Trade tariffs by Dunning-Kruger
Terms of trade and tariff maths; regressive taxes; dissent; subprime lending; infrastructure planning; underspending; immigration; and monkeys with typewriters
No doubt on doubt
There is some method to the madness — it’s just a nonsensical method
A quick and early look, transcribed from a White House video
Wicked games
An ECM Cinderella story
Trade deficits; Russian sanctions; ChatGPT addiction; the Bayesian; gurus; silica gel; and music DNA
Those basis points add up
Forum non conveniens
Alternative tales of investment returns
Kayfabe; tariffs; balances of payments; credit cards; Liverpool; and knight moves
T-distribution
Q1: grizzly
‘Liberation’ awaits?
Tariffs; LNG; Doge; carbon pricing; AI; Las Vegas; pandemics; and obnoxious sounds (x2)
Wishful thinking results in a faceplant
Bless your chart(s)
Open your mouth and say AAA
That old, familial feeling
CoreWeave’s faltering IPO is a symptom of market enshittification
Bars; brains; Paul Weiss; US military spending; Dr Simi; a harrowing read from Ronan Farrow; etc
Oh what a tangled web, CoreWeave . . .
A data centre field of dreams, or the WeWork of the AI bubble?