We love financial plumbing, debt crises, balance sheets, margin calls, economic puns and snark.
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Not the enriched uranium kind of stocks
Look, it’s content OK?
Other things
Digital credit’s ‘iPhone moment’ has become a tapeworm in the belly of its host
It’s both the size and what you do with it
No. But it’s sort of a bit like one
Commodities; vaccinations; Brexit; indices; forecasting; trade; cyberbullies; survival
CROnching the numbers
Times is so hard (disk drive), and it’s getting even harder
Nearer, my god, to tee
The public focused on the mission, not the multiple
¯\_(ツ)_/¯
Billions; indices; numbers; disinfo; defense; planning; privileges; migration; Norway
Social media; Bolivia; Iran; software; Albania; pensions; movies; baguettes
Oil; minerals; repo; Britain; smuggling; Barbarian; apocalypse
Start-ups; Ponzis; indices; more indices; even more indices; Bosnia
Whole Plotta Love
MMT; AI for maths; failing universities; global trade; relationships; screensavers; houses; and coffee shops
USDT vs USDC
Yet another proxy oddity
POP goes a weasel
Daily liquidity meets SpaceX FOMO, and daily liquidity blinks first
The death of London’s infamous interest rate benchmark has left a hole
Oil reserves; demand destruction; space drones; space drugs; AI; prediction markets; climate change; curious horse
Notes on a panhandle
The resistible rise of ‘with intention’
A scoop of belatedly spotting something and trying to make a thing of it
AI; more AI; bots; credit ratings; retail trading; Slater Walker; war; mainstream success; and time-wasting like we used to
How much must you pay not to play?
Extract on space, repent at leisure
Sweetest goodbye or sticky situation?
Powell; liquidity; dynamic valuation; smartphones and sex; xAI; American bifurcation; little Britain; and World Cup 101
Unexpectedly, according to one broker, the answer is not nothing
Tee off
No look, pass
SpaceX; slop; taxing compute; taxing people; racism; academia; and Eve Online
Flywheel no fly