jkalucki.bsky.social
@jkalucki.bsky.social
Reposted by jkalucki.bsky.social
Here’s the really bad part: over time, this dynamic breeds bigger and bigger crises.
Markets keep updating their beliefs about TACO, so it takes ever more extreme actions to convince them he might not TACO.
Buckle up.
Markets keep updating their beliefs about TACO, so it takes ever more extreme actions to convince them he might not TACO.
Buckle up.
January 21, 2026 at 7:59 PM
Here’s the really bad part: over time, this dynamic breeds bigger and bigger crises.
Markets keep updating their beliefs about TACO, so it takes ever more extreme actions to convince them he might not TACO.
Buckle up.
Markets keep updating their beliefs about TACO, so it takes ever more extreme actions to convince them he might not TACO.
Buckle up.
Reposted by jkalucki.bsky.social
The TACO cycle:
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
January 21, 2026 at 7:48 PM
The TACO cycle:
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Reposted by jkalucki.bsky.social
An absolute bedrock institution for understanding how the planet works, just civilization-scaled vandalism by the most incurious morons on Earth
December 17, 2025 at 2:52 AM
An absolute bedrock institution for understanding how the planet works, just civilization-scaled vandalism by the most incurious morons on Earth
Reposted by jkalucki.bsky.social
NCAR is quite literally our global mothership.
Everyone who works in climate and weather has passed through its doors and benefited from its incredible resources.
Dismantling NCAR is like taking a sledgehammer to the keystone holding up our scientific understanding of the planet.
Unbelievable.
Everyone who works in climate and weather has passed through its doors and benefited from its incredible resources.
Dismantling NCAR is like taking a sledgehammer to the keystone holding up our scientific understanding of the planet.
Unbelievable.
Trump moves to dismantle major US climate research center in Colorado
The Trump administration is breaking up the National Center for Atmospheric Research, taking aim at one of the world's leading climate research labs.
www.usatoday.com
December 17, 2025 at 2:59 AM
NCAR is quite literally our global mothership.
Everyone who works in climate and weather has passed through its doors and benefited from its incredible resources.
Dismantling NCAR is like taking a sledgehammer to the keystone holding up our scientific understanding of the planet.
Unbelievable.
Everyone who works in climate and weather has passed through its doors and benefited from its incredible resources.
Dismantling NCAR is like taking a sledgehammer to the keystone holding up our scientific understanding of the planet.
Unbelievable.
Reposted by jkalucki.bsky.social
Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
www.yesigiveafig.com
November 24, 2025 at 3:24 PM
Reposted by jkalucki.bsky.social
We are at a point where the vice-President can claim that one of the most widely used and tested medications is "useless" because disregard for science is seen as a virtue.
JD Vance calls ibuprofen "useless medication" and implies it's not "necessary, safe and effective."
November 13, 2025 at 3:55 PM
We are at a point where the vice-President can claim that one of the most widely used and tested medications is "useless" because disregard for science is seen as a virtue.
Reposted by jkalucki.bsky.social
Unitary executive for me; major questions for thee
Does anyone actually believe in unitary executive theory? Anyone at all? Because every judge, lawyer, or commentator I’ve seen advocate for unitary executive theory has a long record of asserting it when they agree with the president and dropping it otherwise.
October 31, 2025 at 12:45 PM
Unitary executive for me; major questions for thee
Reposted by jkalucki.bsky.social
Maybe someday coal will play a part in the US power grid but for now it's just too unreliable to compete with wind, solar and batteries. ieefa.org/resources/ne...
Newest big U.S. coal-plant offline until 2027
The newest major coal-fired power plant in the U.S. is expected to be offline until March 2027 after a major failure in April.
ieefa.org
October 8, 2025 at 1:26 PM
Maybe someday coal will play a part in the US power grid but for now it's just too unreliable to compete with wind, solar and batteries. ieefa.org/resources/ne...
Reposted by jkalucki.bsky.social
the president of the united states wants to use the american military to kill american citizens on american soil. that's the whole story!
September 30, 2025 at 2:43 PM
the president of the united states wants to use the american military to kill american citizens on american soil. that's the whole story!
Reposted by jkalucki.bsky.social
all this Nazi posting on main is because they have a massive morale problem and they only have one reference for state propaganda
September 7, 2025 at 5:21 AM
all this Nazi posting on main is because they have a massive morale problem and they only have one reference for state propaganda
Reposted by jkalucki.bsky.social
also this is so much about business owners projecting their freak-out about losing *their* parking spot in front of their shop onto customers, comically overestimating how many actually drive
Always happy for a chance to say: I read every real study on the impact of bike lanes on street-level retail. They never hurt. They often help. Sometimes they help a lot:
www.businessinsider.com/bike-lanes-g...
www.businessinsider.com/bike-lanes-g...
August 28, 2025 at 5:53 PM
also this is so much about business owners projecting their freak-out about losing *their* parking spot in front of their shop onto customers, comically overestimating how many actually drive
Reposted by jkalucki.bsky.social
guys will be like "these people are ruining america" and it'll be a picture of the coolest guys ever
June 9, 2025 at 2:21 PM
guys will be like "these people are ruining america" and it'll be a picture of the coolest guys ever
Why not just ground the abandoned transmission lines in a few places? Everybody’s happy?
'This fire could have been prevented': How utilities fought removal of old power lines
'This fire could have been prevented': How utilities fought removal of old power lines
Regulators wanted Southern California Edison and other utilities to remove abandoned power lines — such as the one suspected of igniting the Eaton fire — but backed down amid utility opposition.
www.latimes.com
August 1, 2025 at 3:41 PM
Why not just ground the abandoned transmission lines in a few places? Everybody’s happy?
Reposted by jkalucki.bsky.social
I've had this headline rattling around in my brain since January and I finally wrote it. Been hearing too many people in the startup world buying into the neoractionary nonsense that maybe a little light fascism is good for silicon valley. It's not. It's very, very bad.
Fascism For First Time Founders
Over the last year or so I've seen a disturbing tendency in tech/startup/VC worlds to buy into the neoreactionary view that for startups to be successful they need to get on board the Trump train. Yes, there are the big name folks who everyone knows about and who…
Over the last year or so I've seen a disturbing tendency in tech/startup/VC worlds to buy into the neoreactionary view that for startups to be successful they need to get on board the Trump train. Yes, there are the big name folks who everyone knows about and who…
Fascism For First Time Founders
Over the last year or so I've seen a disturbing tendency in tech/startup/VC worlds to buy into the neoreactionary view that for startups to be successful they need to get on board the Trump train. Yes, there are the big name folks who everyone knows about and who didn't really surprise anyone—Peter Thiel, Marc Andreessen, David Sacks, Elon Musk (pre-fallout)—but the more troubling trend has been watching younger entrepreneurs and VCs listen to their podcasts, read their posts and books, and slowly nod along to the idea that democracy is holding back innovation.
www.techdirt.com
July 17, 2025 at 7:16 PM
I've had this headline rattling around in my brain since January and I finally wrote it. Been hearing too many people in the startup world buying into the neoractionary nonsense that maybe a little light fascism is good for silicon valley. It's not. It's very, very bad.
More shocked by Christian Horner’s departure than Yaccarino’s exit.
(* Mildest of shocks)
(* Mildest of shocks)
July 9, 2025 at 3:04 PM
More shocked by Christian Horner’s departure than Yaccarino’s exit.
(* Mildest of shocks)
(* Mildest of shocks)
Reposted by jkalucki.bsky.social
it’s even more demoralizing when the history you’re repeating is history you were around for the first time
June 22, 2025 at 1:44 AM
it’s even more demoralizing when the history you’re repeating is history you were around for the first time
Reposted by jkalucki.bsky.social
Possible to start to tell a unified story: "Trump is personally too old, crazy, and confused to run things, so at any given time the question is which co-president is in charge. At first it was Musk, & we got the crazy chaotic DOGE era. Then Navarro: a trade war that crashed markets. Now Miller..."
June 12, 2025 at 2:18 PM
Possible to start to tell a unified story: "Trump is personally too old, crazy, and confused to run things, so at any given time the question is which co-president is in charge. At first it was Musk, & we got the crazy chaotic DOGE era. Then Navarro: a trade war that crashed markets. Now Miller..."
Reposted by jkalucki.bsky.social
I remain fascinated by the phenomenon of people who are loudly and proudly low social trust *except* when faced with an extremely obvious con
May 28, 2025 at 4:51 PM
I remain fascinated by the phenomenon of people who are loudly and proudly low social trust *except* when faced with an extremely obvious con
Reposted by jkalucki.bsky.social
One of the crazymaking features of the current political moment is that MAGA keeps trying to retcon ideas that were just an uncontroversial part of our shared American values as of a couple years ago into some wacky left-wing position.
May 16, 2025 at 6:31 PM
One of the crazymaking features of the current political moment is that MAGA keeps trying to retcon ideas that were just an uncontroversial part of our shared American values as of a couple years ago into some wacky left-wing position.
Spotted Conan in Boston at Tatte for college drop-off weekend and his look could only be described as…rumpled.
We asked Conan O'Brien to discuss his tips for crisscrossing the globe with just a carry-on bag. And while he did suggest bringing items like an “emotional support scorpion” and “as garish and horrific a fanny pack as possible,” he actually has some great packing advice. nyti.ms/4jQk0ls
May 9, 2025 at 2:30 PM
Spotted Conan in Boston at Tatte for college drop-off weekend and his look could only be described as…rumpled.
This strikes me as straight pandering. A regulated profit margin is the cost to attract necessary capital. Can the state of CA raise capital at this scale more cheaply without diluting revenue or credit rating? Do we really want to take even more public risk vs paying others to take the risk?
PG&E wants to increase our rates yet again to increase their shareholder profits. This comes after they already made record breaking profits in 2024. It’s time for the state to take them over and get our rates down!
March 28, 2025 at 3:12 AM
This strikes me as straight pandering. A regulated profit margin is the cost to attract necessary capital. Can the state of CA raise capital at this scale more cheaply without diluting revenue or credit rating? Do we really want to take even more public risk vs paying others to take the risk?
Reposted by jkalucki.bsky.social
thinking of one of abraham lincoln's great quotes this morning:
"As I would not be a slave, so I would not be a master. This expresses my idea of democracy. Whatever differs from this, to the extent of the difference, is no democracy."
"As I would not be a slave, so I would not be a master. This expresses my idea of democracy. Whatever differs from this, to the extent of the difference, is no democracy."
March 27, 2025 at 2:55 PM
thinking of one of abraham lincoln's great quotes this morning:
"As I would not be a slave, so I would not be a master. This expresses my idea of democracy. Whatever differs from this, to the extent of the difference, is no democracy."
"As I would not be a slave, so I would not be a master. This expresses my idea of democracy. Whatever differs from this, to the extent of the difference, is no democracy."
Reposted by jkalucki.bsky.social
Attempting to describe the current American political situation is a grimly laughable mindfck because it triggers all the mental alarm bells that are meant to help you avoid sounding “unhinged” or “dramatic” in polite conversation when really we’re just in an objectively insane situation
February 26, 2025 at 2:13 PM
Attempting to describe the current American political situation is a grimly laughable mindfck because it triggers all the mental alarm bells that are meant to help you avoid sounding “unhinged” or “dramatic” in polite conversation when really we’re just in an objectively insane situation
“Subsistence entrepreneurs” is such a perfect turn of phrase
January 18, 2025 at 4:36 PM
“Subsistence entrepreneurs” is such a perfect turn of phrase