George Pearkes
@peark.es
No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto, For The Crown. | 🇺🇸 via 🇨🇦. Not 🏴. | Normal man, one of the Normal Men
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
Reposted by George Pearkes
i am very bullish on whoever buys anthropic when it runs out of runway, somewhat bullish on microsoft, perfectly neutral on goog, bearish on nvda, hyperbearish on meta, and do not have a word for how bearish i am on openai.
November 30, 2025 at 12:25 AM
i am very bullish on whoever buys anthropic when it runs out of runway, somewhat bullish on microsoft, perfectly neutral on goog, bearish on nvda, hyperbearish on meta, and do not have a word for how bearish i am on openai.
Reposted by George Pearkes
ahh, hello old friend.
How long before YIMBY zealots say if you don’t want the military deployed in your city you are a NIMBY?
November 30, 2025 at 12:14 AM
ahh, hello old friend.
Reposted by George Pearkes
A top FDA regulator called for tighter government vaccine oversight, including stricter guidelines for the annual flu shot and new vaccines, after an internal agency review linked COVID-19 vaccines to the deaths of 10 children.
www.axios.com/2025/11/29/f...
www.axios.com/2025/11/29/f...
Top FDA official threatens to crack down on vaccine approvals
The internal memo comes after an internal agency review linked COVID-19 vaccines to the deaths of 10 children.
www.axios.com
November 29, 2025 at 10:39 PM
A top FDA regulator called for tighter government vaccine oversight, including stricter guidelines for the annual flu shot and new vaccines, after an internal agency review linked COVID-19 vaccines to the deaths of 10 children.
www.axios.com/2025/11/29/f...
www.axios.com/2025/11/29/f...
Reposted by George Pearkes
Also funny for me (as a Greek and Latin knower on the west coast) how this shows up in Buddhist settings. One guy started talking about how Buddha is related to the word “bud” and I walked out.
one real problem with contemporary evangelicalism is the tendency to try and appeal to the Hebrew proof texts without reading any Hebrew outside of specific concepts used in sermons
The brief discussion of the Hebrew is also just not true. It treats the prepositional כנגדו (comparative prepositional prefix; נגד, also a preposition meaning opposite, corresponding to, in front of, facing, etc; then the third person possessive suffix) as if it were a noun without any citations
November 29, 2025 at 10:30 PM
Also funny for me (as a Greek and Latin knower on the west coast) how this shows up in Buddhist settings. One guy started talking about how Buddha is related to the word “bud” and I walked out.
Reposted by George Pearkes
Multiple sources have confirmed that ICE/Border Patrol is headed back to the Raleigh and Durham areas for undefined deportation actions. We've heard 50 ICE agents, charter flights and hotels booked for all of them in the Raleigh area.
Let us know what you hear.
Let us know what you hear.
November 29, 2025 at 10:30 PM
Multiple sources have confirmed that ICE/Border Patrol is headed back to the Raleigh and Durham areas for undefined deportation actions. We've heard 50 ICE agents, charter flights and hotels booked for all of them in the Raleigh area.
Let us know what you hear.
Let us know what you hear.
Reposted by George Pearkes
trying to figure out what happens when a) anyone can make a PR, and b) the CEO can ask Gemini whether what an engineer is telling them is true
November 29, 2025 at 9:56 PM
trying to figure out what happens when a) anyone can make a PR, and b) the CEO can ask Gemini whether what an engineer is telling them is true
Dimon practicing some risk management here is a big tell.
Dimon on why JPMorgan Chase is not funding WH Ballroom:
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
We have an issue, which is anything we do, since we do a lot of contracts with governments here and around the world, we have to be very careful how anything is perceived, and also how the next DOJ is going to deal with it.
November 29, 2025 at 7:59 PM
Dimon practicing some risk management here is a big tell.
Reposted by George Pearkes
Breaking News: Lane Kiffin is driving to his next school in a white Ford Bronco. Follow along live from our helicopter as we attempt to project his destination from his current trajectory (doing donuts in the parking lot of Vaught–Hemingway Stadium)
Fully expecting the Kiffin announcement to be treated like the Aaron Judge HR record cut-ins
November 29, 2025 at 7:54 PM
Breaking News: Lane Kiffin is driving to his next school in a white Ford Bronco. Follow along live from our helicopter as we attempt to project his destination from his current trajectory (doing donuts in the parking lot of Vaught–Hemingway Stadium)
Y’all I think I have an idea of what happened to that MTG bird.
November 29, 2025 at 7:34 PM
Y’all I think I have an idea of what happened to that MTG bird.
Reposted by George Pearkes
lot of you will rightly denounce silicon valley's wares as depressing and dystopian but then go "ackshully brutalism is good"
November 29, 2025 at 2:28 PM
lot of you will rightly denounce silicon valley's wares as depressing and dystopian but then go "ackshully brutalism is good"
Extremely good stuff from @darioperkins.bsky.social on Perkins v Beamish this week.
overcast.fm/+ABKrk8yGXIo
overcast.fm/+ABKrk8yGXIo
The Big Fed Conspiracy — GlobalData TS Lombard: Perkins Vs Beamish
Fed Cut, AI and the UK BudgetAndrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is a Fe...
overcast.fm
November 29, 2025 at 3:02 PM
Extremely good stuff from @darioperkins.bsky.social on Perkins v Beamish this week.
overcast.fm/+ABKrk8yGXIo
overcast.fm/+ABKrk8yGXIo
Reposted by George Pearkes
More than half of employers expect a flat or declining job market for recent college grads in ’26, a five-year high.
National Association of Colleges and Employers Job Outlook surveys
November 29, 2025 at 2:17 PM
More than half of employers expect a flat or declining job market for recent college grads in ’26, a five-year high.
National Association of Colleges and Employers Job Outlook surveys
Reposted by George Pearkes
never sure how to interact with stuff like this, which is quite clearly misreading its own screenshot to overstate how bad things are (but things are still bad)
ban is on u18 care not all care
ban is on u18 care not all care
And one more other thing I’m seeing now, that Northwestern unsurprisingly didn’t mention in its statement, effectively banning gender affirming care at NU school of medicine
November 29, 2025 at 10:21 AM
never sure how to interact with stuff like this, which is quite clearly misreading its own screenshot to overstate how bad things are (but things are still bad)
ban is on u18 care not all care
ban is on u18 care not all care
Reposted by George Pearkes
A person used that word around me on Wednesday night. I asked him not to because it’s offensive and said that we’d moved past it as a society. He evaluated and apologized and bought me a beer. These people are assholes, but they’re also cowards and don’t expect you to call them on their bullshit.
The heart and soul of Trumpism in one tweet
November 29, 2025 at 3:08 AM
A person used that word around me on Wednesday night. I asked him not to because it’s offensive and said that we’d moved past it as a society. He evaluated and apologized and bought me a beer. These people are assholes, but they’re also cowards and don’t expect you to call them on their bullshit.
Reposted by George Pearkes
This is murder. www.washingtonpost.com/national-sec...
November 28, 2025 at 6:16 PM
This is murder. www.washingtonpost.com/national-sec...
Reposted by George Pearkes
Because it’s not about crime, it’s about color.
Is this for real? We are killing people we just suspect of drug trafficking and pardoning convicted drug kingpins?!
“Additionally, I Will be granting a Full and Complete Pardon to Former President Juan Orlando Hernandez who has been, according to many people that | greatly respect, treated very harshly and unfairly.”
November 28, 2025 at 10:41 PM
Because it’s not about crime, it’s about color.
Reposted by George Pearkes
Reposted by George Pearkes
obviously plenty of other things should have already been disqualifying but people willing to defy Trump publicly and appeal to decency as their reason for doing so both seem pretty good
h/t @adamwren.bsky.social
Michael Bohacek, a Republican state senator from Indiana who has a daughter with down syndrome, says he will vote against redistricting in Indiana after Trump used the word "retarded."
Michael Bohacek, a Republican state senator from Indiana who has a daughter with down syndrome, says he will vote against redistricting in Indiana after Trump used the word "retarded."
November 28, 2025 at 9:35 PM
obviously plenty of other things should have already been disqualifying but people willing to defy Trump publicly and appeal to decency as their reason for doing so both seem pretty good
Reposted by George Pearkes
There has been no breathless roadblock coverage of this shooting on cable channels or in major newspapers, afaik. wgme.com/news/local/i...
ICE agent who shot woman in Chicago drove Border Patrol vehicle back to Maine
An unnamed ICE agent, who shot and injured a woman in Chicago, is now back in Maine after driving the Border Patrol vehicle he was in 1,100 miles.
wgme.com
November 28, 2025 at 2:09 PM
There has been no breathless roadblock coverage of this shooting on cable channels or in major newspapers, afaik. wgme.com/news/local/i...
Unfortunately I will be forced to respond to this with Albion's Seed posting but the biggest lesson from American history is that initial conditions of cultureways are far more enduring than anything that follows after. You cannot read it any other way.
Stephen Miller is now arguing that assimilation is fundamentally impossible and that certain cultures are not compatible with Western civilization
November 28, 2025 at 1:52 PM
Unfortunately I will be forced to respond to this with Albion's Seed posting but the biggest lesson from American history is that initial conditions of cultureways are far more enduring than anything that follows after. You cannot read it any other way.
Boss: morning note can be shorter given that it's Thanksgiving Friday.
Me: right so we're going to do 1/4 of it doing dense analysis of the CME outage and data center impacts on load growth/related political backlash. Plus charts of 10 different interesting foreign data points from the last 36h
Me: right so we're going to do 1/4 of it doing dense analysis of the CME outage and data center impacts on load growth/related political backlash. Plus charts of 10 different interesting foreign data points from the last 36h
November 28, 2025 at 1:13 PM
Boss: morning note can be shorter given that it's Thanksgiving Friday.
Me: right so we're going to do 1/4 of it doing dense analysis of the CME outage and data center impacts on load growth/related political backlash. Plus charts of 10 different interesting foreign data points from the last 36h
Me: right so we're going to do 1/4 of it doing dense analysis of the CME outage and data center impacts on load growth/related political backlash. Plus charts of 10 different interesting foreign data points from the last 36h
👍👎, 👎👍
Non-defaulted govt bond trades at 2.65 cents on the euro.
on.ft.com/3M5Yux0
on.ft.com/3M5Yux0
Almost total bondholder wipeout
Austrian centurions: from hero to (almost) zero
on.ft.com
November 28, 2025 at 11:38 AM
👍👎, 👎👍
It's pretty astounding how wide the error bars around load growth over the next 5 years look.
heatmap.news/am/georgia-d...
heatmap.news/am/georgia-d...
November 28, 2025 at 11:32 AM
It's pretty astounding how wide the error bars around load growth over the next 5 years look.
heatmap.news/am/georgia-d...
heatmap.news/am/georgia-d...
All ̶p̶o̶l̶i̶t̶i̶c̶s̶ trading venues are local
November 28, 2025 at 10:48 AM
All ̶p̶o̶l̶i̶t̶i̶c̶s̶ trading venues are local