It’s great; if you like cozy games and building things you’ll lose literally days to it. but I like both Animal Crossing and Pokémon so I am *extremely* biased here
07.03.2026 03:57
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It’s great; if you like cozy games and building things you’ll lose literally days to it. but I like both Animal Crossing and Pokémon so I am *extremely* biased here
if @bloomberg.com adds this as a feature I will pay for a Terminal
"clearly erroneous" policy applies here, nobody in their right mind would do that. fill out the form here within 30 minutes of completing the Pointed and we might get back to you before the close on Monday
www.nasdaqtrader.com/trader.aspx?...
40.
I would like to remind youse all that Jack Dorsey is a top-ticking artist on par with Masa Son. Remember him paying $29bn for Afterpay at the ding-dong high of the BNPL boom in '21?
A shot of The Score, sitting on a table next to a glass of white wine. In the background, abstract art hangs on a brick wall
best served with an ice-cold glass of sav blonk in an exceptionally good wine bar
An excerpt from The Score, in which Nguyen argues that metrics provide a dangerous, seductive, artificial clarity around value
C. Thi Nguyen’s (@add-hawk.bsky.social) “The Score” is like the antiparticle of Measure What Matters, and for that I absolutely love it
Prediction markets are recapitulating the development of regular financial markets, starting with Neil Phillips' USDZAR one-touch shenanigans from a few years back
"Should you use ChatGPT to hedge a new issue?"
No, you should use dollar swaps!
*yoinked offstage by a giant vaudeville hook*
At some point soon it’s going to be cheaper for a big $PD client to buy the company outright than to keep paying their seat-license bill
The absolute best driving road in America, though, is Utah 12 & 24: head east through Bryce Canyon, Escalante, the Hogsback, Capitol Reef, and then the long stretch of desert east of Cainesville. It's jaw-droppingly beautiful and unmatched fun to drive.
The main building of the Hearst Castle complex, a gigantic mock-Spanish pile with a pair of hundred-foot-high bell towers surrounding a front door that tries to be, but isn't, on par with the entrance to Gaudi's Sagrada Família. Palm trees are scattered around the building, and a crowd mills on the steps below, possibly wondering what possessed William Randolph Hearst to build this incoherent pile.
A crab, rendered in small square gold tiles, stands out against a background of the same-sized tiles in deep cobalt-blue glass. The crab's eyes are downturned, making it look grumpy, but it's also very cute.
Bonus: a couple of photos from Hearst Castle, WR Hearst's gargantuan folly on the hills above St Simeon. First photo is the main house (yes, really); second is a detail of the tiling on the floor of the Roman Pool room, a lil' crab made from gold and blue-glass tiles.
Bixby Bridge at Big Sur, a dramatic arched bridge over a deep coastal canyon. The panorama is lit by a golden sunset.
A bush of small blue flowers is lit from behind by a bright-gold sunset.
A dark photo of a field of white calla lilies, standing out against the dark-green background and foliage.
A sunset over the ocean; the land is silhouetted, and the sun, right on the horizon, is lighting up the trailing edges of clouds in the sky.
Went for a drive up California highway 1, freshly reopened after a three-year closure due to a slight case of "the road's fallen into the ocean. AGAIN".
Am delighted to report that CA-1 is still one of the top two or three roads in America.
no support for numeric cashtags yet though, our resident Japanese-smidcap enjoyooooors will have to be patient
my M&A-themed drag queen alter ego, Revlon Judy
www.nytimes.com/2026/01/12/b...
I've learned to accept that I'm basically Ned Flanders
A screenshot of Intuit TurboTax, suggesting that I'll be able to finish my taxes in an hour and thirty-two minutes. There is an inexplicable popup that labels the picture as "race mode activation".
time to commence my annual ritual of cursing at TurboTax and threatening to "short $INTU to zero" for four months
great year for VXUS Capital Partners, top work everyone, take the rest of the year off
Spoiler: the other one is Brian May en.wikipedia.org/wiki/Brian_May
If I had a dollar for every British astrophysicist named Brian who put their career on hold to join a chart-topping pop group and then successfully pivoted back to astrophysics, I’d have two dollars, which isn’t much but it’s weird that it’s happened twice www.nytimes.com/2025/12/27/w...
feature request for @vscode.dev : please let me stop Copilot from autocompleting comments, it's a bit annoying when it tries to read my mind and keeps getting it wrong
time for me to launch It's All Good Capital Management and start market-making esoteric ETFs by manually punching numbers into IBKR
I will be the new Dude Making A Gigantic Racket By Manually Arbing EURCHF On His Old-School EBS Keyboard video star
An Arabian gazelle is looking straight at the camera. It has slender black horns, a very soft face with dramatic white eyeliner, and ridiculously huge ears that look like variegated leaves.
An Arabian gazelle, standing in desert sand, looking straight at the camera. It has small horns, and looks young.
A brown eagle is looking straight at the camera in close-up. It has a bright yellow beak with a black tip, and looks distinctly unhappy with you.
An eagle is resting on its handler's arm. the handler is looking away from camera and wearing a thick leather glove to protect himself from the talons; the eagle is a ruddy brown, and has its wings spread wide to help itself balance.
Met some more of the locals in Dubai.
(Shout out to the Dubai Desert Conservation Reserve, and the Al-Maha Desert Resort. Absolute bucket-list stuff.)
A falcon, wings spread and its eyes intently focused, perches on a glove on the arm of its keeper. The keeper is a young woman, wearing sunglasses, smiling proudly at the falcon.
A falcon in dramatic quarter-profile view, seen from below, with its wings spread, showing off its mottled plumage.
A falcon perching on a small metal stand, seen in profile. Its eye is looking straight at the camera; its wings and closed around its body; and there's a tiny piece of meat on its beak.
Went to Dubai and met some locals.
this also goes for the currently topical question of "why is Safran running fifty yards notional of EUR exotics instead of building landing gears, didn't we all learn this lesson from Citic Pacific back in '08"
the only way it could be more of a josh siren is if Bankers Trust somehow came back from the dead to print these trades
A screenshot from the above Bloomberg article. "The pensions regulator had been monitoring the swaps contracts based on their nominal value, rather than the risk. If the yield curve were flat, a one-year swap contract and a 10-year swap contract may have the same notional value outstanding, but the dollar value at risk for the 10-year would be far higher. The correct way to hedge a swap is with another swap of equal risk, not equal nominal outstanding."
oh no
look IDK about any of you but if I put 2.5x my AUM into flatteners my investment committee would probably want to have a Quiet Word with me
www.bloomberg.com/news/article...
Can anyone lend me $25 million?
www.archpaper.com/2025/11/stah...
mfw the sticky-delta starts to come unstuck
