WTI futures curve
well, the backwardation isn't really calming down in WTI (white = day, orange = 1 week ago, blue = 1 month ago):
WTI futures curve
well, the backwardation isn't really calming down in WTI (white = day, orange = 1 week ago, blue = 1 month ago):
Pipedrive? More like โpipe down, at the stalwartโ
"Sell what you can" this year == liquid markets that have performed well recently like Korea, Taiwan, Japan and... the US?
Private credit is blowing up, just like *everyone said* ๐๐ข
FT: Partners Group sounds alarm on defaults
www.ft.com/content/7ebf...
RTRS: Morgan Stanley restricts redemptions as withdrawals surge
www.reuters.com/business/fin...
BBG: Japanese insurers still keen!
www.bloomberg.com/news/article...
lol. lmao, even
Burn through the tokens
And boil all the oceans
And slop in the back of my
Dragula
Solutions to get oil out of the Persian Gulf, wrong answers only
Not investment advice!
I greatly enjoyed asking Copilot how much of a balanced 60-40 portfolio should be allocated to specifically the "Will the US confirm that aliens exist before 2027?" contract.
โWell, with a name like that, you would expect as much,โ sighed Mrs Earnshaw. โWhat are you doing here!โ ejaculated Heathcliff, rushing in.
โThen he might content us a little more by taking the time to write his first draft without recourse to Wikipedia,โ chuckled Emma, inviting a scowl from Mr. Knightley.
Scoop: Hereโs the bonkers story of how a foreign hacker inadvertently (?) broke into an evidence server holding FBI Epstein material in 2023 and then threatened to call in law enforcement when they found it was full of CSAM.
www.reuters.com/world/us/for...
Mr. Hunter is known to find the agony of enduring another six months to post his nonsense almost entirely unimaginable. โMoreover, he is quite a supercilious sort,โ scoffed Lady Russell. โDo not invite him to Kellynch.โ
Senate Banking Committee Chairman Tim Scott suggested this morning that he had decided not to compel Fed Chair Jay Powell to produce his regular, Q1 monetary policy testimony, due to the fallout from the DOJ probe
"He is more concerned about the criminal proceeding, and I get that," Scott told CNBC
No, thatโs how I talk
Quite peculiar, as itโs not Talk Like Jane Austen Day until the 30th of October
It was only two days ago ๐
Looks fun!
Story by Fanny Potkin, Stanley Widianto (xcancel.com/stanleywidia...) and Ananda Teresia, none of whom I can find here ๐
Police in Southeast Asia say they're grappling with a surge in violent plots imitating white supremacists among local teenagers, who authorities say have been radicalised by social media. Some of the people being monitored are as young as 11; not one of them is white. www.reuters.com/business/med...
It's like 1992 all over again
I'm old enough to remember when Chinese local authorities were offering subsidies to use OpenClaw www.reuters.com/world/asia-p...
Of course USDJPY was 265 in September 1973
Graphic showing Japanese inflation hitting 23.2% in 1974, the sharpest increase on record. Source: World Bank via FREDยฎ
It got pretty bad after the 1973 crisis when OAPEC used the oil weapon. Consumer prices rose 23.2% the following year! en.wikipedia.org/wiki/1973_oi...
A kipper tie feels more in line with the Zeitgeist.
Singapore. For extra credit, Taiwan.
If you would like to look at x.com but don't actually want to go to x.com and would prefer to go to xcancel.com, for reasons, there is a Firefox extension for that: addons.mozilla.org/en-US/firefo...
The source code is pleasingly minimalist. Thanks @gturri.bsky.social!
codeberg.org/gturri/ToXCa...
I was in a 2 hour briefing today on the Iran War. All the briefings are closed, because Trump can't defend this war in public.
I obviously can't disclose classified info, but you deserve to know how incoherent and incomplete these war plans are.
1/ Here's what I can share:
An unflatteringly close picture of White House chief of staff Susie Wiles, from this excellent Vanity Fair series of profiles of Donald Trumpโs inner circle https://archive.vanityfair.com/article/2026/2/eye-of-the-hurricane