@mc20156.bsky.social
Boxing Day walk has been vetoed.
December 26, 2025 at 10:36 AM
Boxing Day walk has been vetoed.
Just another normal, healthy week in US capital markets.
November 26, 2025 at 5:14 PM
Just another normal, healthy week in US capital markets.
Month end rebalancing flows meet an illiquid market which puked a ton of risk last week.
November 24, 2025 at 6:01 PM
Month end rebalancing flows meet an illiquid market which puked a ton of risk last week.
This fucking guy
Trump accuses Ukraine of ingratitude, officials meet on peace plan - www.reuters.com/world/europe...
Trump accuses Ukraine of ingratitude, officials meet on peace plan - www.reuters.com/world/europe...
www.reuters.com
November 23, 2025 at 6:27 PM
This fucking guy
Trump accuses Ukraine of ingratitude, officials meet on peace plan - www.reuters.com/world/europe...
Trump accuses Ukraine of ingratitude, officials meet on peace plan - www.reuters.com/world/europe...
Great to see 4 trillion dollar companies flapping around like penny stocks.
November 21, 2025 at 1:08 PM
Great to see 4 trillion dollar companies flapping around like penny stocks.
This is not accurate. The government plan is to make the UK so unappealing that no-one would want to invade anyway.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
November 19, 2025 at 11:18 AM
This is not accurate. The government plan is to make the UK so unappealing that no-one would want to invade anyway.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
No it doesn't. It supports the idea that their official economic data is bullshit.
This a big deal: "China’s carbon dioxide emissions have been flat or falling for 18 months"
China's economy has grown by ~5% in the last year, so this comprehensively debunks the idea (again) that emissions are tied to growth. So yes, faster progress needed, but this is how you turn the corner.
China's economy has grown by ~5% in the last year, so this comprehensively debunks the idea (again) that emissions are tied to growth. So yes, faster progress needed, but this is how you turn the corner.
China’s CO2 emissions have been flat or falling for past 18 months, analysis finds
World’s biggest polluter on track to hit peak emissions target early but miss goal for cutting carbon intensity
www.theguardian.com
November 11, 2025 at 7:05 PM
No it doesn't. It supports the idea that their official economic data is bullshit.
Few things baffle me more than the canon of YouTube videos of simpletons reacting to listening to <insert famous song here> for the first time.
October 31, 2025 at 4:23 PM
Few things baffle me more than the canon of YouTube videos of simpletons reacting to listening to <insert famous song here> for the first time.
I can answer that question: no it wasn't.
October 29, 2025 at 12:54 PM
I can answer that question: no it wasn't.
Tech stocks vertical because regional banks didn't report any new frauds today.
What a market.
What a market.
October 17, 2025 at 2:05 PM
Tech stocks vertical because regional banks didn't report any new frauds today.
What a market.
What a market.
I just do not understand the resilience of European equities.
Fiscal expansion, "it's not America", blah blah blah...
How much longer will investors look through the truly dismal earnings picture?
Fiscal expansion, "it's not America", blah blah blah...
How much longer will investors look through the truly dismal earnings picture?
October 16, 2025 at 3:41 PM
I just do not understand the resilience of European equities.
Fiscal expansion, "it's not America", blah blah blah...
How much longer will investors look through the truly dismal earnings picture?
Fiscal expansion, "it's not America", blah blah blah...
How much longer will investors look through the truly dismal earnings picture?
Goldmans basket of most shorted stocks.
WTAF is going on out there
WTAF is going on out there
October 15, 2025 at 2:01 PM
Goldmans basket of most shorted stocks.
WTAF is going on out there
WTAF is going on out there
They've given up even trying to hide the circularity
September 22, 2025 at 4:40 PM
They've given up even trying to hide the circularity
European equity melt up continues because the Fed did exactly what everyone expected.
As it so often does, this job leaves me scratching my head.
As it so often does, this job leaves me scratching my head.
September 19, 2025 at 7:47 AM
European equity melt up continues because the Fed did exactly what everyone expected.
As it so often does, this job leaves me scratching my head.
As it so often does, this job leaves me scratching my head.
This is all just getting really, really silly
September 18, 2025 at 11:28 AM
This is all just getting really, really silly
Equity/credit reaction today suggests an astonishing faith in the ability of 100-125bps of rate cuts to boost growth.
September 11, 2025 at 3:36 PM
Equity/credit reaction today suggests an astonishing faith in the ability of 100-125bps of rate cuts to boost growth.
At it's core, the AI bubble is very simple:
A tiny number of companies spraying money at each other and the market sticking a 50x multiple on that gigantic capex number.
If (when?) that capex starts to wane, this ends horribly.
A tiny number of companies spraying money at each other and the market sticking a 50x multiple on that gigantic capex number.
If (when?) that capex starts to wane, this ends horribly.
September 10, 2025 at 7:50 AM
At it's core, the AI bubble is very simple:
A tiny number of companies spraying money at each other and the market sticking a 50x multiple on that gigantic capex number.
If (when?) that capex starts to wane, this ends horribly.
A tiny number of companies spraying money at each other and the market sticking a 50x multiple on that gigantic capex number.
If (when?) that capex starts to wane, this ends horribly.
NQ1 vs. NVDA weekly 175 call
These markets are a joke.
These markets are a joke.
August 20, 2025 at 3:34 PM
NQ1 vs. NVDA weekly 175 call
These markets are a joke.
These markets are a joke.
When did "unserious people" become a euphemism for "cunts"?
I'm sorry, as much as I am enjoying this spat, how can you take seriously someone who spent 100s of millions of dollars electing Trump, then went to work for Trump, left government just days ago praising Trump, and is now calling for Trump's impeachment.
Just unserious people.
Just unserious people.
June 5, 2025 at 9:49 PM
When did "unserious people" become a euphemism for "cunts"?
Coreweave +18% because they added over $7 billion in lease liabilities.
AI bubble is back with a vengeance!
AI bubble is back with a vengeance!
June 3, 2025 at 4:37 PM
Coreweave +18% because they added over $7 billion in lease liabilities.
AI bubble is back with a vengeance!
AI bubble is back with a vengeance!
Pretty unusual to see equities performing so well when earnings estimates are doing this.
May 21, 2025 at 3:18 PM
Pretty unusual to see equities performing so well when earnings estimates are doing this.
Amid all the noise and haste, US 30y is quietly back to cycle wides.
Clown show fiscal policy has a price.
Clown show fiscal policy has a price.
May 13, 2025 at 2:21 PM
Amid all the noise and haste, US 30y is quietly back to cycle wides.
Clown show fiscal policy has a price.
Clown show fiscal policy has a price.
Stocks spiking on yet another bullshit headline which is a total distortion of the facts.
Saying "what the fuck do you want us to do" is absolutely not "weighing up an offer".
And yet people defend the WSJ's journalistic integrity.
Saying "what the fuck do you want us to do" is absolutely not "weighing up an offer".
And yet people defend the WSJ's journalistic integrity.
May 2, 2025 at 4:08 PM
Stocks spiking on yet another bullshit headline which is a total distortion of the facts.
Saying "what the fuck do you want us to do" is absolutely not "weighing up an offer".
And yet people defend the WSJ's journalistic integrity.
Saying "what the fuck do you want us to do" is absolutely not "weighing up an offer".
And yet people defend the WSJ's journalistic integrity.
Nah, I'm sorry, if you are off your tits on booze, cocaine and ketamine and decide to take a stroll down a tube tunnel... that's on you.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
Intoxicated passenger policy needed after Tube death, TfL told
The recommendation follows the death of Sarah Cunningham, who was hit after stepping on the track.
www.bbc.co.uk
April 25, 2025 at 10:35 AM
Nah, I'm sorry, if you are off your tits on booze, cocaine and ketamine and decide to take a stroll down a tube tunnel... that's on you.
www.bbc.co.uk/news/article...
www.bbc.co.uk/news/article...
"Default China" 🤣
*TRUMP: BOEING SHOULD DEFAULT CHINA FOR NOT TAKING THE PLANES
*TRUMP: BOEING SHOULD DEFAULT CHINA FOR NOT TAKING THE PLANES
April 24, 2025 at 2:44 PM
"Default China" 🤣
*TRUMP: BOEING SHOULD DEFAULT CHINA FOR NOT TAKING THE PLANES
*TRUMP: BOEING SHOULD DEFAULT CHINA FOR NOT TAKING THE PLANES