f*zen
@imaginaryzen.bsky.social
Financial markets and economics if I really have to. Science was fun, especially astronomy. Trading is .. well, a job.
Mostly pictures of the sky: https://www.instagram.com/firaszen
Mostly pictures of the sky: https://www.instagram.com/firaszen
Reposted by f*zen
🚨Japan LLC has been trading its way out of a fiscal hole www.ft.com/content/f7d3...
Japan LLC has been trading its way out of a fiscal hole
Long stocks, short yen, chillax
www.ft.com
February 9, 2026 at 6:45 AM
🚨Japan LLC has been trading its way out of a fiscal hole www.ft.com/content/f7d3...
I hope so because it feels like this is my entire job these days
There’s a fair amount of money to be made IMO in successfully timing mean-reverting shifts in narratives of relative regional hubris.
February 9, 2026 at 9:23 AM
I hope so because it feels like this is my entire job these days
Thoughts on the moltbook saga:
Just because an argument is coherent doesn’t mean it is correct.
Just because an argument sounds coherent doesn’t mean it is coherent …
Just because an argument is coherent doesn’t mean it is correct.
Just because an argument sounds coherent doesn’t mean it is coherent …
February 8, 2026 at 9:43 PM
Thoughts on the moltbook saga:
Just because an argument is coherent doesn’t mean it is correct.
Just because an argument sounds coherent doesn’t mean it is coherent …
Just because an argument is coherent doesn’t mean it is correct.
Just because an argument sounds coherent doesn’t mean it is coherent …
Reposted by f*zen
Exemple rare, mais devrait l'être de moins en moins, d'un pays qui se suicide en préférant mourir de vieillesse plutôt que s'ouvrir au monde.
🗾 🗳️ Législatives au Japon: le parti de la Première ministre ultra-conservatrice sortante Sanae Takaichi, tenante d'une ligne dure sur l'immigration, devrait obtenir une écrasante majorité à la chambre basse du Parlement, selon les premières estimations des médias japonais.
February 8, 2026 at 3:28 PM
Exemple rare, mais devrait l'être de moins en moins, d'un pays qui se suicide en préférant mourir de vieillesse plutôt que s'ouvrir au monde.
Friday was colour matched 💙🩵
February 1, 2026 at 8:07 AM
Friday was colour matched 💙🩵
Reposted by f*zen
a change of administration would not be sufficient. the united states needs a refounding, something on par with the post-Civil-War amendments (hopefully in the instance more effective than those amendments) signaling that a durable change in the nature of the polity has occurred.
January 8, 2026 at 6:10 AM
a change of administration would not be sufficient. the united states needs a refounding, something on par with the post-Civil-War amendments (hopefully in the instance more effective than those amendments) signaling that a durable change in the nature of the polity has occurred.
Reposted by f*zen
What I find particularly remarkable is how so much American debate seems oblivious to how much the foundations of US global power is dependent on access to infrastructure, bases and depots in Europe and Canada
Walk through what that 'mask off' world looks like: Europe accelerates rearmament, functioning as an independent power bloc - to which the United States' neighbors, threatened by our bullshit, will want to realign, creating flash-points for potential trans-Atlantic Big Boy Wars. 4/
January 7, 2026 at 8:49 AM
What I find particularly remarkable is how so much American debate seems oblivious to how much the foundations of US global power is dependent on access to infrastructure, bases and depots in Europe and Canada
Reposted by f*zen
Agree with all of this, other than "the right will go 'pro-natalist" - I think what will happen is that much of the right will shift from 'blaming our ills on immigration' to 'blaming our ills on ethnic diversity', which is already happening to an extent.
The UK will celebrate net emigration and depopulation come 2027.
And by 2028 it will start to realise, with an ageing society and low growth, what a really silly thing it has done.
The right will go "pro-natalist", the centre-left will be completely stuck.
And by 2028 it will start to realise, with an ageing society and low growth, what a really silly thing it has done.
The right will go "pro-natalist", the centre-left will be completely stuck.
December 22, 2025 at 9:50 AM
Agree with all of this, other than "the right will go 'pro-natalist" - I think what will happen is that much of the right will shift from 'blaming our ills on immigration' to 'blaming our ills on ethnic diversity', which is already happening to an extent.
Reposted by f*zen
Presumably Trump's next act of American global master strategy will be to appoint a horse as his chief envoy to Panama
December 22, 2025 at 10:59 AM
Presumably Trump's next act of American global master strategy will be to appoint a horse as his chief envoy to Panama
Reposted by f*zen
Absolutely no sympathy for Home Secretary from me. Home office has decided to renege on rules it previously made. It deserves every terrible headline and more.
November 28, 2025 at 9:35 AM
Absolutely no sympathy for Home Secretary from me. Home office has decided to renege on rules it previously made. It deserves every terrible headline and more.
Not an entirely bad month
November 28, 2025 at 9:25 AM
Not an entirely bad month
I really like this framing
November 28, 2025 at 9:18 AM
I really like this framing
Niche but 👌
November 27, 2025 at 4:00 PM
Niche but 👌
Reposted by f*zen
Gary Lineker for DG of BBC.
Let the piss boil
Let the piss boil
November 9, 2025 at 7:06 PM
Gary Lineker for DG of BBC.
Let the piss boil
Let the piss boil
Reposted by f*zen
i feel the same hopelessness and anger.
also i’d point out that a growing political tendency elevates UAE as aspirational, perhaps a template for a new world order. those enthusiasts should not be spared accounting for UAE’s intercessions in Sudan.
also i’d point out that a growing political tendency elevates UAE as aspirational, perhaps a template for a new world order. those enthusiasts should not be spared accounting for UAE’s intercessions in Sudan.
I haven’t said anything about Sudan because I don’t really have anything to say about Sudan, just sadness.
maybe the old world order would have prevented this; maybe not.
the new one certainly won’t.
maybe the old world order would have prevented this; maybe not.
the new one certainly won’t.
November 1, 2025 at 3:53 PM
i feel the same hopelessness and anger.
also i’d point out that a growing political tendency elevates UAE as aspirational, perhaps a template for a new world order. those enthusiasts should not be spared accounting for UAE’s intercessions in Sudan.
also i’d point out that a growing political tendency elevates UAE as aspirational, perhaps a template for a new world order. those enthusiasts should not be spared accounting for UAE’s intercessions in Sudan.
Reposted by f*zen
If Labour cannot denounce mass deportation of permanent residents, Idi Amin style, what is the point of them?
October 20, 2025 at 8:21 PM
If Labour cannot denounce mass deportation of permanent residents, Idi Amin style, what is the point of them?
Reposted by f*zen
Honestly our government (since at least 2016) is the worst thing about us as a country.
October 20, 2025 at 9:43 PM
Honestly our government (since at least 2016) is the worst thing about us as a country.
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A final note. This country has amazing people in the private sector, in universities, in charities, in schools and hospitals and the police, in the civil service. And frankly, the lack of clarity, the lack of vision, the lack of basic decency from many of our politicians is letting us all down.
October 20, 2025 at 9:09 PM
A final note. This country has amazing people in the private sector, in universities, in charities, in schools and hospitals and the police, in the civil service. And frankly, the lack of clarity, the lack of vision, the lack of basic decency from many of our politicians is letting us all down.
Reposted by f*zen
and most seriously, the political economy of ubiquitous passive ownership, which turns the stock market from a sharp-incentive information processor to an instrument to be stimulated and stabilized for macro (if you want to be nice about it) or patronage (less nice) purposes. /fin
October 20, 2025 at 8:31 PM
and most seriously, the political economy of ubiquitous passive ownership, which turns the stock market from a sharp-incentive information processor to an instrument to be stimulated and stabilized for macro (if you want to be nice about it) or patronage (less nice) purposes. /fin
Reposted by f*zen
Oh I think they'll eventually lose, but how violently they do is the big unanswered risk.
In that context behaviour of cops in Chicago, New York and San Diego might be a good sign for the no kings movement
In that context behaviour of cops in Chicago, New York and San Diego might be a good sign for the no kings movement
October 19, 2025 at 8:43 AM
Oh I think they'll eventually lose, but how violently they do is the big unanswered risk.
In that context behaviour of cops in Chicago, New York and San Diego might be a good sign for the no kings movement
In that context behaviour of cops in Chicago, New York and San Diego might be a good sign for the no kings movement
Reposted by f*zen
And that then opens the question of how much damage needs to be fixed after Trump is gone. My own "America as non-functional actor in geopolitics take" hinges on the assumption that the huge effort to contain MAGA and repair its damage will paralyse US power projection for several years
October 19, 2025 at 8:46 AM
And that then opens the question of how much damage needs to be fixed after Trump is gone. My own "America as non-functional actor in geopolitics take" hinges on the assumption that the huge effort to contain MAGA and repair its damage will paralyse US power projection for several years
Reposted by f*zen
The key to that image isn't the manure or the crown it is the fighter jet bombing American cities
bsky.app/profile/jame...
bsky.app/profile/jame...
Can’t wait to hear a Fox News analyst explain that the president posting an AI slop video showing himself dropping shit on protestors from a fighter jet while wearing a crown is an example of him reaching across the aisle to Middle America.
October 19, 2025 at 7:53 AM
The key to that image isn't the manure or the crown it is the fighter jet bombing American cities
bsky.app/profile/jame...
bsky.app/profile/jame...
Reposted by f*zen
Reading Thiel, Yarvin, Peterson et al. makes you realise what passes for intellectual iconoclasm these days is all absolute bollocks. Why anyone gives any of these people the time of day let alone credibility is baffling.
October 12, 2025 at 7:40 PM
Reading Thiel, Yarvin, Peterson et al. makes you realise what passes for intellectual iconoclasm these days is all absolute bollocks. Why anyone gives any of these people the time of day let alone credibility is baffling.
Dividend futures, April 2020
In honour of spooky month, share a 4 word horror story that only someone in your profession would understand.
rm -rf ~/
rm -rf ~/
"The chancellor approved it"
October 12, 2025 at 3:54 PM
Dividend futures, April 2020
Reposted by f*zen
Leaving aside that this is just humanly unconscionable… What’s a few more percentage points off GDP? I mean who wants a functioning NHS? This is a hell of a policy platform: no money, no rights, no friends, and sewage in the rivers. Finally, a party with a vision.
Yet again, a distant but heartfelt cheer can be heard from Lib Dem activists in Blue Wall seats.
October 4, 2025 at 8:23 PM
Leaving aside that this is just humanly unconscionable… What’s a few more percentage points off GDP? I mean who wants a functioning NHS? This is a hell of a policy platform: no money, no rights, no friends, and sewage in the rivers. Finally, a party with a vision.