Macronin
@macronin1.bsky.social
Risk taker not influencer. Not advice. HF guy and a *gulp* fintech founder. Some clown got to macronin first.
Pinned
This is nuts.
INBOX: Washington Post Ukraine Correspondent Lizzie Johnson announces that she has been laid off in the middle of a below-freezing war zone without power, heat, or running water.
February 4, 2026 at 10:46 PM
This is nuts.
And then there is this.
INBOX: Washington Post Ukraine Correspondent Lizzie Johnson announces that she has been laid off in the middle of a below-freezing war zone without power, heat, or running water.
February 4, 2026 at 10:43 PM
And then there is this.
Reposted by Macronin
INBOX: Washington Post Ukraine Correspondent Lizzie Johnson announces that she has been laid off in the middle of a below-freezing war zone without power, heat, or running water.
February 4, 2026 at 5:11 PM
INBOX: Washington Post Ukraine Correspondent Lizzie Johnson announces that she has been laid off in the middle of a below-freezing war zone without power, heat, or running water.
Well, he can’t be assured of making that. It is also true that a 100mm loss a year for any enterprise in a competitive space is staggering. Is the WaPo a public good? I used to subscribe, but its reporting slipped for forecastable reasons and I stopped. Plurality of the press is important.
February 4, 2026 at 10:42 PM
Well, he can’t be assured of making that. It is also true that a 100mm loss a year for any enterprise in a competitive space is staggering. Is the WaPo a public good? I used to subscribe, but its reporting slipped for forecastable reasons and I stopped. Plurality of the press is important.
Woof.
February 4, 2026 at 10:35 PM
Woof.
Interesting. Perhaps has broad implications for a) some of the payment rails, and even possibly the credit card issuers. Thoughts here would be appreciated.
in which ... I summarise me and @himself.bsky.social 's paper for the @britishacademy.bsky.social on the global dollar system, suggesting that it explains the fascination with the digital Euro (a set of EU payment rails that's independent of the US and can't be acquired). www.ft.com/content/5b9a...
The juice, the squeeze and the digital euro
Finally, a question for the answer to a question nobody asked
www.ft.com
February 4, 2026 at 10:33 PM
Interesting. Perhaps has broad implications for a) some of the payment rails, and even possibly the credit card issuers. Thoughts here would be appreciated.
Correct take!
That’s one helluva Taiwanese current account surplus!
Projected capex over the next 12 months:
$MSFT $115 billion
$GOOGL $180 billion
$META $123 billion
$AMZN $148 billion plus however much they increase it tomorrow (obviously they're not all AI)
$MSFT $115 billion
$GOOGL $180 billion
$META $123 billion
$AMZN $148 billion plus however much they increase it tomorrow (obviously they're not all AI)
February 4, 2026 at 10:27 PM
Correct take!
Super important.
February 4, 2026 at 7:21 AM
Super important.
Note well.
The US immigrant population generated more in taxes than they received in benefits from all levels of government every year from 1994 to 2023.
The Cato study provides the first-ever 30-year analysis of the fiscal effects of immigration on government budgets.
https://ow.ly/jy8a50Y8kM3
The Cato study provides the first-ever 30-year analysis of the fiscal effects of immigration on government budgets.
https://ow.ly/jy8a50Y8kM3
February 4, 2026 at 7:17 AM
Note well.
Reposted by Macronin
Don't agree with Cato Inst on much. But:
Very glad they have quantified what has been obvious for years.
Very glad they have quantified what has been obvious for years.
The US immigrant population generated more in taxes than they received in benefits from all levels of government every year from 1994 to 2023.
The Cato study provides the first-ever 30-year analysis of the fiscal effects of immigration on government budgets.
https://ow.ly/jy8a50Y8kM3
The Cato study provides the first-ever 30-year analysis of the fiscal effects of immigration on government budgets.
https://ow.ly/jy8a50Y8kM3
February 4, 2026 at 2:45 AM
Don't agree with Cato Inst on much. But:
Very glad they have quantified what has been obvious for years.
Very glad they have quantified what has been obvious for years.
He’s done. The mendacity is just revolting.
Police launch investigation into Mandelson over Epstein scandal as.ft.com/r/0c26108f-e...
Police launch criminal investigation into Mandelson over Epstein scandal
[FREE TO READ] Peer provided convicted sex offender with sensitive UK government information while a minister, emails show
as.ft.com
February 4, 2026 at 7:13 AM
He’s done. The mendacity is just revolting.
Reposted by Macronin
A few weeks back, when we had those big solar storms, I was asking about how the #ArtemisII crew would be affected.
BlueSky did its thing, and then one of the Orion capsule engineers took time to respond! 🙏
This @science.org article on this very topic is excellent, in-depth and worth reading.
🔭🧪
BlueSky did its thing, and then one of the Orion capsule engineers took time to respond! 🙏
This @science.org article on this very topic is excellent, in-depth and worth reading.
🔭🧪
As humans return to the Moon, scientists confront the dangers of deep-space radiation
Shields and biological countermeasures could help protect astronauts during prolonged missions beyond Earth's magnetic bubble
www.science.org
February 3, 2026 at 10:55 PM
A few weeks back, when we had those big solar storms, I was asking about how the #ArtemisII crew would be affected.
BlueSky did its thing, and then one of the Orion capsule engineers took time to respond! 🙏
This @science.org article on this very topic is excellent, in-depth and worth reading.
🔭🧪
BlueSky did its thing, and then one of the Orion capsule engineers took time to respond! 🙏
This @science.org article on this very topic is excellent, in-depth and worth reading.
🔭🧪
Engaging reply-guy force. Apologies.
February 2, 2026 at 3:40 PM
Engaging reply-guy force. Apologies.
Steve McQueen wouldn’t stand for this shit!
The Magnificent Seven (1960) dares to ask, what if very hot people were also good
February 1, 2026 at 11:21 AM
Steve McQueen wouldn’t stand for this shit!
Education is a prophylactic against tyranny. Well armed with the powers of reason…
February 1, 2026 at 11:14 AM
Education is a prophylactic against tyranny. Well armed with the powers of reason…
Reposted by Macronin
Again, in a moment where everyone thinks countries are going to shift to credible int'l cooperation with 🇨🇳 instead of us, I'll note that everything everyone is <rightly> worried about in 🇺🇸 (aging personalist authoritarians, corruption, debt, repression, concentration camps, etc.) is far worse in 🇨🇳:
Xi Jinping has, in effect, hollowed out his entire military leadership. A former CIA analyst calls his latest moves “the most stunning development in Chinese politics since the early days of Xi’s rise to power”
What Xi Jinping’s purge of China’s most senior general reveals
A purge of the military high command, unmatched since Mao’s death, may affect China’s ability to fight
econ.st
January 24, 2026 at 11:37 PM
Again, in a moment where everyone thinks countries are going to shift to credible int'l cooperation with 🇨🇳 instead of us, I'll note that everything everyone is <rightly> worried about in 🇺🇸 (aging personalist authoritarians, corruption, debt, repression, concentration camps, etc.) is far worse in 🇨🇳:
Reposted by Macronin
This is an up-close photo of Saturn's rings, but it also shows so much more. Those two little dots are actually the Earth and Moon as seen from over 1.4 billion kilometers away by the Cassini spacecraft. Everything you know and love is on that dot.
#Astronomy ⚛️🧪
#Astronomy ⚛️🧪
January 31, 2026 at 11:48 PM
This is an up-close photo of Saturn's rings, but it also shows so much more. Those two little dots are actually the Earth and Moon as seen from over 1.4 billion kilometers away by the Cassini spacecraft. Everything you know and love is on that dot.
#Astronomy ⚛️🧪
#Astronomy ⚛️🧪
Reposted by Macronin
NEW: Iran may be attempting to deter a possible US strike by moving forces and conducting a live-fire naval exercise in the Strait of Hormuz. 🧵(1/7)
Read more: isw.pub/IranUpdate01...
Read more: isw.pub/IranUpdate01...
January 31, 2026 at 10:37 PM
NEW: Iran may be attempting to deter a possible US strike by moving forces and conducting a live-fire naval exercise in the Strait of Hormuz. 🧵(1/7)
Read more: isw.pub/IranUpdate01...
Read more: isw.pub/IranUpdate01...
RIP, great guy and great event.
At this year’s festival in Park City, Utah, filmmakers and attendees bid farewell to its longtime home and late founder Robert Redford. on.wsj.com/3NNlhP6
Sundance Is Moving to Boulder. Can the Indie Film Scene Move With It?
At this year’s festival in Park City, Utah, filmmakers and attendees bid farewell to its longtime home and late founder Robert Redford.
on.wsj.com
January 31, 2026 at 10:34 AM
RIP, great guy and great event.
Reposted by Macronin
Outstanding!
"Trump Picks Veteran Staffer to Head Bureau of Labor Statistics: Brett Matsumoto, the next chief, has worked as an economist at the BLS since 2015."
Excellent choice! www.wsj.com/economy/trum...
Excellent choice! www.wsj.com/economy/trum...
Exclusive | Trump Picks Veteran Staffer to Head Bureau of Labor Statistics
Brett Matsumoto, the next chief, has worked as an economist at the BLS since 2015.
www.wsj.com
January 30, 2026 at 10:03 PM
Outstanding!
Reposted by Macronin
Worth reading Gotham City Research’s short report on stock market darling Carvana here: www.gothamcityresearch.com/post/carvana...
And @mccrum.bsky.social’s write up here: as.ft.com/r/75d5c341-c...
And @mccrum.bsky.social’s write up here: as.ft.com/r/75d5c341-c...
US car retailer Carvana attacked by short seller Gotham City Research
[FREE TO READ] Firm releases report questioning related-party arrangements as online auto dealer has reported a surge in profitability
as.ft.com
January 28, 2026 at 6:05 PM
Worth reading Gotham City Research’s short report on stock market darling Carvana here: www.gothamcityresearch.com/post/carvana...
And @mccrum.bsky.social’s write up here: as.ft.com/r/75d5c341-c...
And @mccrum.bsky.social’s write up here: as.ft.com/r/75d5c341-c...
At a time when, due to geopolitical ruction, politicians must be increasing willingness to suffer, Labour does the opposite.
V good column.
The cost of the cost-of-living obsession
economist.com/britain/2026...
from The Economist
The cost of the cost-of-living obsession
economist.com/britain/2026...
from The Economist
January 29, 2026 at 8:17 AM
At a time when, due to geopolitical ruction, politicians must be increasing willingness to suffer, Labour does the opposite.
Excellent take.
"I have nothing to offer but blood, toil, tears and sweat. We have before us an ordeal of the most grievous kind. We have before us many, many long months of struggle and of suffering. But we will also be freezing rail fares and taking action to bring down energy bills by £150”.
January 29, 2026 at 8:16 AM
Excellent take.
Correct take.
Please stand Churchill port up now.
Trade.
Foreign reserves.
Now energy.
Europe is diversifying on everything.
@bloomberg.com
www.bloomberg.com/news/article...
Foreign reserves.
Now energy.
Europe is diversifying on everything.
@bloomberg.com
www.bloomberg.com/news/article...
January 29, 2026 at 6:54 AM
Correct take.
Dude was a baller. RIP.
Alex Pretti’s most immediate legacy is galvanizing the country against tyranny. We should do what we can to see to it that his other legacy is reclaiming the public meaning of masculinity from the whiny, sadistic freaks responsible for his murder. www.offmessage.net/p/alex-prett...
Alex Pretti, MAGA, And The Public Meaning Of Masculinity
If you'd rather be like them than like him, it's time to take a look in the mirror...
www.offmessage.net
January 28, 2026 at 2:30 PM
Dude was a baller. RIP.