AB
@arthurb01.bsky.social
Still working on it...Investing, markets,economy, guitar, music,kitesurfing
Reposted by AB
There is a reason the sell side is looking to jam PE into the retail channel. Retail is always the bag holder and buyer of last resort.
www.nytimes.com/2025/12/23/b...
www.nytimes.com/2025/12/23/b...
Once Wall Street’s High Flyer, Private Equity Loses Its Luster
www.nytimes.com
December 24, 2025 at 3:09 PM
There is a reason the sell side is looking to jam PE into the retail channel. Retail is always the bag holder and buyer of last resort.
www.nytimes.com/2025/12/23/b...
www.nytimes.com/2025/12/23/b...
Reposted by AB
Remembering the legendary Art Cashin on this Christmas Eve.
December 24, 2025 at 12:06 PM
Remembering the legendary Art Cashin on this Christmas Eve.
Reposted by AB
“In the morally inverted universe of the plan, there is no distinction between perpetrator and victim, aggressor and defender, militarised dictatorship and democracy.”
www.aei.org/articles/tru...
www.aei.org/articles/tru...
www.aei.org
December 24, 2025 at 2:03 PM
“In the morally inverted universe of the plan, there is no distinction between perpetrator and victim, aggressor and defender, militarised dictatorship and democracy.”
www.aei.org/articles/tru...
www.aei.org/articles/tru...
Reposted by AB
It's also striking to me how often they writers encounter MAGA Christians who are polite to them and think their short encounters are indicative of who those people are. Christian nationalists are often ignorant but rarely stupid.
December 23, 2025 at 2:35 PM
It's also striking to me how often they writers encounter MAGA Christians who are polite to them and think their short encounters are indicative of who those people are. Christian nationalists are often ignorant but rarely stupid.
Reposted by AB
Bob Kagan: "I think we’re at a moment of a real break and a real discontinuity. We sort of take for granted the degree of peace that we’ve enjoyed over the past eight decades...The norm is actually a lot more like what the world looked like before 1945."
youtu.be/VkhhjWAoi60?...
youtu.be/VkhhjWAoi60?...
Bob Kagan on whether we are entering into a new period of history
YouTube video by Conversations with Bill Kristol
youtu.be
December 6, 2025 at 3:09 PM
Bob Kagan: "I think we’re at a moment of a real break and a real discontinuity. We sort of take for granted the degree of peace that we’ve enjoyed over the past eight decades...The norm is actually a lot more like what the world looked like before 1945."
youtu.be/VkhhjWAoi60?...
youtu.be/VkhhjWAoi60?...
Reposted by AB
It’s a joke on many levels. It craps on what has made America special, and at the same time is meaningless and impossible to implement. The is no strategic purpose to the Administration. Trump just does whatever idiotic and corrupt thing crosses his addled mind.
The new National Security Strategy is a propaganda document, designed to be widely read. It is also a performative suicide. Hard to think of another great power ever abdicating its influence so quickly and so publicly. It will be worth following the reactions around the world, not just in Europe.
Trump's national security strategy is out and some of the Europe sections are shocking. "...the growing influence of patriotic European parties indeed
gives cause for great optimism."
www.whitehouse.gov/wp-content/u...
gives cause for great optimism."
www.whitehouse.gov/wp-content/u...
December 6, 2025 at 3:13 PM
It’s a joke on many levels. It craps on what has made America special, and at the same time is meaningless and impossible to implement. The is no strategic purpose to the Administration. Trump just does whatever idiotic and corrupt thing crosses his addled mind.
Reposted by AB
“Ukraine does not need more plans. It needs partners who understand the enemy we are fighting and who understand that real peace comes only when aggression is defeated, not rewarded.”
londonlovesbusiness.com/the-28-point...
londonlovesbusiness.com/the-28-point...
The 28-point 'Peace Plan': A crisis of trust, influence and strategic delusion - London Business News | Londonlovesbusiness.com
Explore the implications of The 28-point 'Peace Plan' and its links to Russian proposals amid a political earthquake.
londonlovesbusiness.com
November 25, 2025 at 3:40 PM
“Ukraine does not need more plans. It needs partners who understand the enemy we are fighting and who understand that real peace comes only when aggression is defeated, not rewarded.”
londonlovesbusiness.com/the-28-point...
londonlovesbusiness.com/the-28-point...
At a conference yesterday, received the "good news, we have found you a new flight." Changed from 11:30am (premium $) flight to 9:15 pm. Fortunately was able to get one of 2 available seats on a flight but had to bail conf, run to the hotel and barely made it to the airport in time. Good times
November 7, 2025 at 4:33 PM
At a conference yesterday, received the "good news, we have found you a new flight." Changed from 11:30am (premium $) flight to 9:15 pm. Fortunately was able to get one of 2 available seats on a flight but had to bail conf, run to the hotel and barely made it to the airport in time. Good times
Reposted by AB
one thing thats kinda crazy to get your head around is not that the musk and thiel masters of the universe are ungrateful for the vast public infrastructure, public funding of research, and robust systems of laws and rules that made their wealth possible. it's that theyre too dumb to understand it
October 23, 2025 at 3:15 PM
one thing thats kinda crazy to get your head around is not that the musk and thiel masters of the universe are ungrateful for the vast public infrastructure, public funding of research, and robust systems of laws and rules that made their wealth possible. it's that theyre too dumb to understand it
Reposted by AB
If you want to know how something changed, you care about the change in that time period, not the level. If you want to know how something is, you measure the level.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
October 20, 2025 at 3:45 PM
If you want to know how something changed, you care about the change in that time period, not the level. If you want to know how something is, you measure the level.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Reposted by AB
Big revisions happen at times of transition. We don’t have a data quality problem, we have an economic policy problem right now.
September 9, 2025 at 1:10 AM
Big revisions happen at times of transition. We don’t have a data quality problem, we have an economic policy problem right now.
Reposted by AB
Increasingly convinced the main damage cell phones have done to creativity isn't decreased attention spans or what not but the elimination of productive boredom. Inspiration comes from the mind filling the void inside. Hard to make art when you're constantly silencing the silence with "content."
July 22, 2025 at 12:45 PM
Increasingly convinced the main damage cell phones have done to creativity isn't decreased attention spans or what not but the elimination of productive boredom. Inspiration comes from the mind filling the void inside. Hard to make art when you're constantly silencing the silence with "content."
Happy summer...would be better if the fire just east of us was under control. Hope for the best for those in the path
July 20, 2025 at 2:39 AM
Happy summer...would be better if the fire just east of us was under control. Hope for the best for those in the path
Reposted by AB
Bove reported favorably out of Committee in straight party line vote, 12-10. A new nadir for the R Judiciary Committee and a disgusting result--rewarding someone who jumped to sacrifice the rule of law & violate his oath to serve a tyrant and then lied about it. Wretched, even by current standards.
July 17, 2025 at 4:10 PM
Bove reported favorably out of Committee in straight party line vote, 12-10. A new nadir for the R Judiciary Committee and a disgusting result--rewarding someone who jumped to sacrifice the rule of law & violate his oath to serve a tyrant and then lied about it. Wretched, even by current standards.
Reposted by AB
I have at least one senator w balls
(complimentary)
(complimentary)
Duckworth to Hegseth: "You are blowing through money like my fellow cadets and I did in our first liberty after basic camp. Luckily I didn't end up with a questionable tattoo ... you're just an unqualified yes man who can't tell the president how to keep Americans safe."
June 18, 2025 at 3:59 PM
I have at least one senator w balls
(complimentary)
(complimentary)
Oh why did I sell my TSLA puts this morning 🙁
June 5, 2025 at 9:01 PM
Oh why did I sell my TSLA puts this morning 🙁
Reposted by AB
Reposted by AB
Back in the day, conservatives and liberals only disagreed about how big government should be and how to make it work more efficiently - not whether the government should exist. I look forward to getting back to that.
A good opportunity for Democrats to drop their current message -- "We apologize for being Democrats" -- and pick up a new one: "We can have nice things."
Huge opportunity for a political party that believes government can do good things. Public opinion is finally shifting after 50 years of right wing anti-government propaganda. This isn't the time for cowering and throat clearing www.cnn.com/2025/06/01/p...
June 1, 2025 at 6:03 PM
Back in the day, conservatives and liberals only disagreed about how big government should be and how to make it work more efficiently - not whether the government should exist. I look forward to getting back to that.
Reposted by AB
We’re living through Trump’s conversion of the presidency into a global business operation—one in which family enrichment drives national policy. Foreign influence. Secret deals. Cryptocurrency grifts. Worse than just corruption, this is a blueprint for authoritarian kleptocracy.
May 18, 2025 at 12:59 PM
We’re living through Trump’s conversion of the presidency into a global business operation—one in which family enrichment drives national policy. Foreign influence. Secret deals. Cryptocurrency grifts. Worse than just corruption, this is a blueprint for authoritarian kleptocracy.
Reposted by AB
There is no plan. There is no 3D chess. The president has a toddler’s understanding of the economy and will continue to just do things (and then undo them, and then do them again).
May 12, 2025 at 5:09 PM
There is no plan. There is no 3D chess. The president has a toddler’s understanding of the economy and will continue to just do things (and then undo them, and then do them again).
Reposted by AB
Bessent is really awkward in press conferences and I think it’s because you can’t lie with this frequency and density on Wall Street and not risk fines, lawsuits, or prison.
April 29, 2025 at 1:08 PM
Bessent is really awkward in press conferences and I think it’s because you can’t lie with this frequency and density on Wall Street and not risk fines, lawsuits, or prison.
Reposted by AB
GOLDMAN: “.. I can’t recall a time when the dominant market narrative flipped so completely, so quickly. since 2009, US exceptionalism was THE defining theme in finance. .. you don’t need me to tell you this, but the past few months constitute the photographic negative.” [Pasquariello] 🇺🇸
April 27, 2025 at 3:32 PM
GOLDMAN: “.. I can’t recall a time when the dominant market narrative flipped so completely, so quickly. since 2009, US exceptionalism was THE defining theme in finance. .. you don’t need me to tell you this, but the past few months constitute the photographic negative.” [Pasquariello] 🇺🇸
Reposted by AB
You might ask why I've been so relentlessly negative about the Trump tariffs. It’s not personal—unless you count my deep, personal hatred of bad economics, incoherent policy, and self-inflicted economic wounds which also undermine our foreign policy goals.
April 16, 2025 at 12:08 AM
You might ask why I've been so relentlessly negative about the Trump tariffs. It’s not personal—unless you count my deep, personal hatred of bad economics, incoherent policy, and self-inflicted economic wounds which also undermine our foreign policy goals.
Reposted by AB
Anna Massoglia lays out Nayib Bukele's lobbying campaign.
There's a section on crypto you should click through to read.
www.influencebrief.com/p/the-15-mil...
There's a section on crypto you should click through to read.
www.influencebrief.com/p/the-15-mil...
April 15, 2025 at 2:11 PM
Anna Massoglia lays out Nayib Bukele's lobbying campaign.
There's a section on crypto you should click through to read.
www.influencebrief.com/p/the-15-mil...
There's a section on crypto you should click through to read.
www.influencebrief.com/p/the-15-mil...
Reposted by AB
Bookmark this page: piie.com/research/pii...
The interactive chart on that page will always be the most up-to-date version. We pull the static chart to post on social media from there.
The interactive chart on that page will always be the most up-to-date version. We pull the static chart to post on social media from there.
We have another update. As of April 11, on average:
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
US tariffs on China are now 134.7%
China tariffs on the US are now 147.6%
US tariffs on rest of the world are 10.5%
China tariffs on rest of the world are 6.5%
April 11, 2025 at 1:50 PM
Bookmark this page: piie.com/research/pii...
The interactive chart on that page will always be the most up-to-date version. We pull the static chart to post on social media from there.
The interactive chart on that page will always be the most up-to-date version. We pull the static chart to post on social media from there.