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Dates without destiny
Fyre Festival for kids; Google’s woke AI; superforecasting;
Ft. Angry Danes
Tactical trial balloon or a real possibility?
Commercial real estate prices have to fall a LOT further for it to become more feasible
We can jack up capital requirements more
To justify its current valuation, everyone everywhere needs to spend $800 a year on Apple products, says UBS
It’s probably not going to cause a financial crisis . . . but non-bank lenders and investors are still worth a look
Getting to the bottom of Bernstein’s rap drinks analysis
AI caramba
A great big sovereign liability reshuffle
🥁
Norway; ant geopolitics; ZIRP; Glencore vs Chad; VAR
Twin Peaks + Zelda; zero-coupon converts; corporate Ozempic; music
Pimco’s inflows are already almost equal to its 2023 total
More Goldman drama
Liverpool; some more Liverpool; and yes, more Liverpool; plus some stuff on Russian sanctions, Paul Marshall, Truss in America and syphilis
Adapting the Federal Reserve’s playbook for commodity risk
A mostly inconsequential look at what’s getting shorted where
Space boom, meet actual boom
One more chartache
Solar flares; seasonality; turbines; Instagram; Don’t Die; “former world’s oldest dog”; etc
It’s apparently pretty easy to see
Reguulaaattoooooorrrssss! Mount up.
That 70s S***show
Other stands for discomfort
Flying; impossible recipes; SBF; doomsday cult; hyperjumps!; digital Goliaths; dispersion; etc
Gawking at a fender bender on the Information Superhighway
Concentration consternation
Bogs; OER; Barrett Brown; solar scaling; crypto cruelty; state staying power; etc
Having failed to make it, more firms may try to fake it
Structural hedges and American dreams
Buffett; electric power; maritime power; electoral bonds; immediacy; a racing pigeon; etc
Greek travesty
Cash cow, or fantasy economics?
Catastrophic risk; AI girlfriends; HS2; shadow banking; Wegovy
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