Simon JohnsonπŸ‡ΊπŸ‡¦'s Avatar

Simon JohnsonπŸ‡ΊπŸ‡¦

@simonrjohnson

Risk manager, quant, physicist, Bayesian. I must study politics and war, that my sons may have liberty to study mathematics and philosophy.

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Latest posts by Simon JohnsonπŸ‡ΊπŸ‡¦ @simonrjohnson

10.03.2026 17:53 πŸ‘ 4 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

πŸ‘€

10.03.2026 10:59 πŸ‘ 7 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0

It's a dollar-weighted average, which means that ninnies like Andreesen and Thiel get thousands more votes than anyone else.

10.03.2026 07:42 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Counterpoint: this disgusting shit *is* American society. You people elected Trump twice and the Republican party polls well over 40%.

10.03.2026 06:36 πŸ‘ 9 πŸ” 2 πŸ’¬ 2 πŸ“Œ 0

His sons look like Uday and Qusay too

10.03.2026 06:31 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
10.03.2026 06:25 πŸ‘ 22 πŸ” 4 πŸ’¬ 0 πŸ“Œ 1

On this occasion I dont think even DJT knew in advance what noises were going to come out of his mouth

10.03.2026 06:15 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Nonetheless

09.03.2026 21:17 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Ceiling of Sainte-Chapelle, Paris, description to follow.

Gothic chapel interior notable for its repeated arches decorated with tiny gold stars on the ceiling. Secularised since the French Revolution.

Ceiling of Sainte-Chapelle, Paris, description to follow. Gothic chapel interior notable for its repeated arches decorated with tiny gold stars on the ceiling. Secularised since the French Revolution.

Ceiling of Sainte-Chapelle, Paris β€’

09.03.2026 19:45 πŸ‘ 8 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

I'm thrilled to announce that I'll be joining Bluesky as interim CEO. I deeply believe in what this team has built and the open social web they're fighting for. More here: toni.org/2026/03/09/c...

09.03.2026 19:09 πŸ‘ 1936 πŸ” 298 πŸ’¬ 387 πŸ“Œ 206

*7 Nation Army Cadence*
🎢I'm supposed to be working🎢

09.03.2026 14:57 πŸ‘ 18 πŸ” 3 πŸ’¬ 1 πŸ“Œ 0

Tying to understand this move at the front end of the curve and checking Jean -Claude Trichet hasn’t been added to the MPC without me noticing.

09.03.2026 11:48 πŸ‘ 10 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0

Does FIFA do a prize for economics

09.03.2026 09:55 πŸ‘ 596 πŸ” 162 πŸ’¬ 13 πŸ“Œ 4

Time to dust off maybe one of the best pieces of business writing of all time, by @tracyalloway.bsky.social: That Time I Tried to Buy an Actual Barrel of Crude Oil
www.bloomberg.com/news/article...

09.03.2026 11:08 πŸ‘ 102 πŸ” 25 πŸ’¬ 2 πŸ“Œ 1

bsky.app/profile/simo...

09.03.2026 11:36 πŸ‘ 8 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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I like to look back on feted FP experts takes and smile as they still get fawned on for their insights at Aspen

09.03.2026 11:24 πŸ‘ 384 πŸ” 48 πŸ’¬ 9 πŸ“Œ 2

You have to admit, the US war in Iran slamming shut the IPO window for all the tech bro Trump sycophants would be pretty funny

09.03.2026 10:21 πŸ‘ 34 πŸ” 6 πŸ’¬ 2 πŸ“Œ 0
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Financial market participants dragging themselves to the office:

09.03.2026 08:32 πŸ‘ 720 πŸ” 135 πŸ’¬ 9 πŸ“Œ 4

Top oil supply shocks:

1. Hormuz Closure (NOW): -20 million b/d
2. Iranian Revolution (1978): -5.5 million b/d
3. Yom Kippur War (1973): -4.5 million b/d
4. Iraq-Kuwait War (1990): -4.3 million b/d
5. Iran-Iraq War (1980): -4.0 million b/d
6. Russia-Ukraine War (2022): -2.0 million b/d

09.03.2026 08:23 πŸ‘ 10 πŸ” 7 πŸ’¬ 0 πŸ“Œ 7

🫑

09.03.2026 07:32 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

someone at the pentagon frantically typing β€œClaude, open the strait of Hormuz for me, quickest possible strategy, make no mistakes.”

09.03.2026 04:33 πŸ‘ 7925 πŸ” 1214 πŸ’¬ 160 πŸ“Œ 64

Things look grim in the markets right now, but at least the U.S. economy wasn’t already being propped up by a massive speculative AI bubble that is highly sensitive to rising energy costs.

09.03.2026 04:28 πŸ‘ 4379 πŸ” 1042 πŸ’¬ 46 πŸ“Œ 45

I keep hearing people say that Trump is gonna TACO and that is bullish... I think if Trump TACOs you'll see the market puke even more bc it'll realise that Trump isn't in charge here... it's Bibi and the IRGC, and they don't care about your p&l...

09.03.2026 04:15 πŸ‘ 26 πŸ” 4 πŸ’¬ 3 πŸ“Œ 1
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WTI now +20%. are we having fun yet πŸ€ͺ

08.03.2026 22:14 πŸ‘ 52 πŸ” 14 πŸ’¬ 1 πŸ“Œ 5

πŸͺ–πŸͺ–πŸͺ–

08.03.2026 22:15 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I think they wrote a pretty famous book about how the early 20th century was a golden age for American farmers

08.03.2026 20:22 πŸ‘ 22 πŸ” 5 πŸ’¬ 3 πŸ“Œ 0

Responding to high oil prices by shorting futures instead of opening the SPR is exactly the sort of galaxy brain macro dipshittery only Scott Bessent would think of, I’m looking forward to them getting a hundred billion dollar margin call and sending crude to $500

08.03.2026 18:19 πŸ‘ 248 πŸ” 29 πŸ’¬ 10 πŸ“Œ 2

Population of Israel is 10m
Population of Iran is 92m

Pretty confident he's not thinking about Israeli boots

08.03.2026 18:16 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
Preview
US Considers Idea of Special Operation to Seize Iran’s Uranium The strikes on atomic facilities last June complicated the task of tracking the Islamic Republic’s stockpile.

All the best and most successful special forces operations are widely trailed in the press in advance.

www.bloomberg.com/news/article...

08.03.2026 17:36 πŸ‘ 120 πŸ” 24 πŸ’¬ 6 πŸ“Œ 6

PSA: The Wine Society's Ukrainian chardonnay is pretty gluggable

08.03.2026 17:48 πŸ‘ 1 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0