Glad to see @conorsen.bsky.social is still hustling.
The thing about blockading Hormuz is that it is the logical conventional escalation option vs. running a massive bombing campaign or attempting amphibious invasions, to the point where I’m surprised they didn’t do it first week of March.
Since 1y BEI @ 5% chart is doing the rounds, a not of caution: short-term TIPS are *extremely* illiquid. To price breakeven inflation you match nominal UST with TIPS, which gives you an inflation "price". But if one leg of that is super illiquid....well you got some issues.
This is hardly the primary issue, but I guess Khamenei isn't going to respond to my Twitter DMs asking if he liked anime.
I’ve seen enough. God is 1) real 2) nonbinary 3) primarily motivated by a deep hatred of JD Vance
$AAPL great take on the new MacBook Neo, and how PC makers ignore it at their peril
ie 8GB RAM is zippier on this machine running MacOS (not iPadOS) so they can keep costs down
Harrison Ford Admits to Listening to His Own Movie Soundtracks During Sex bit.ly/4cKtrCe
Skeletor Capital
Quantian
George Pearkes
Robert Evans (the Only Robert Evans)
Honestly in an italy themed setting this would be great
Us Weekly
JD Vance is on a historic roll:
He campaigns for AfD in Germany - they lose.
Invited the Pope to come to US for Trump’s big event - Pope refuses.
Leads peace negotiations with Iran - fails miserably.
Campaigns in Hungary for Orbán - who gets smoked.
