Sebastian Boyd
@sebboyd.bsky.social
Markets Live strategist at Bloomberg News. Politics and history nerd. Book-lover. Opinions are my own (or plagiarized from the wise and witty). Based in Chile. Part-time student at U de Chile.
I remember people saying this at the end of the 1980s.
November 10, 2025 at 10:26 PM
I remember people saying this at the end of the 1980s.
Rains was blind in one eye after a gas attack at Vimy in 1916. He didn't go back to the front, but he served the rest of the war in a transport battalion back in England, becoming a captain.
November 10, 2025 at 4:33 PM
Rains was blind in one eye after a gas attack at Vimy in 1916. He didn't go back to the front, but he served the rest of the war in a transport battalion back in England, becoming a captain.
All the reviews of the latest Wolf Alice album were about how Fleetwood Mac inspired it is.
I read Melody Maker in the mid-90s, though, and have no way of judging whether that's accurate or not.
I read Melody Maker in the mid-90s, though, and have no way of judging whether that's accurate or not.
November 10, 2025 at 2:13 AM
All the reviews of the latest Wolf Alice album were about how Fleetwood Mac inspired it is.
I read Melody Maker in the mid-90s, though, and have no way of judging whether that's accurate or not.
I read Melody Maker in the mid-90s, though, and have no way of judging whether that's accurate or not.
Works fine until some foreign potentate gets up to pee at 4 in the morning and doesn't bother putting on slippers.
November 4, 2025 at 1:08 PM
Works fine until some foreign potentate gets up to pee at 4 in the morning and doesn't bother putting on slippers.
Pretty sure I've actually heard Where Is My Mind done like this.
November 4, 2025 at 9:25 AM
Pretty sure I've actually heard Where Is My Mind done like this.
It helps to update your personal settings. Tell it that you are only interested in high-confidence answers, with sources, and that it should never provide you with guesses. Tell it to remember those instructions for future sessions.
November 4, 2025 at 9:24 AM
It helps to update your personal settings. Tell it that you are only interested in high-confidence answers, with sources, and that it should never provide you with guesses. Tell it to remember those instructions for future sessions.
I highly recommend googling the speeches of Daniel O'Connell on the subject.
Here's a sample
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Here's a sample
tile.loc.gov/storage-serv...
tile.loc.gov
November 2, 2025 at 10:53 PM
I highly recommend googling the speeches of Daniel O'Connell on the subject.
Here's a sample
tile.loc.gov/storage-serv...
Here's a sample
tile.loc.gov/storage-serv...
She put out a new album. It's about the breakdown of her marriage and astonishingly frank. She says it's only partly true, but still.
October 31, 2025 at 3:31 PM
She put out a new album. It's about the breakdown of her marriage and astonishingly frank. She says it's only partly true, but still.
I'd love to see this chart going back into the 80s. The contrast between the UK and Ireland would be very telling.
October 31, 2025 at 2:59 PM
I'd love to see this chart going back into the 80s. The contrast between the UK and Ireland would be very telling.
Here's the 30-year
October 31, 2025 at 2:56 PM
Here's the 30-year
But it's always been the case that swaps are a cheaper way to play rates than bonds. That didn't change. What did change was the growth of supply concerns.
Interestingly, swap spreads have widened a lot recently. Possibly, that's in anticipation of regulatory changes for banks.
Interestingly, swap spreads have widened a lot recently. Possibly, that's in anticipation of regulatory changes for banks.
October 31, 2025 at 1:55 PM
But it's always been the case that swaps are a cheaper way to play rates than bonds. That didn't change. What did change was the growth of supply concerns.
Interestingly, swap spreads have widened a lot recently. Possibly, that's in anticipation of regulatory changes for banks.
Interestingly, swap spreads have widened a lot recently. Possibly, that's in anticipation of regulatory changes for banks.
Ha! You're right, I was half asleep when I saw Tomas' chart last night and read it the other way. I totally buy that swap spreads are negative because of political risk.
October 31, 2025 at 1:37 PM
Ha! You're right, I was half asleep when I saw Tomas' chart last night and read it the other way. I totally buy that swap spreads are negative because of political risk.
It could be that, but there shouldn't be THAT much optionally in the IG index should there? Mostly bullets, I'd have thought.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
October 31, 2025 at 2:54 AM
It could be that, but there shouldn't be THAT much optionally in the IG index should there? Mostly bullets, I'd have thought.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
Swap spreads are negative, so I would have thought the spread to swaps would be higher than the OAS spread to USTs.
Curious.
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
October 30, 2025 at 11:51 AM
This is the fear, but the evidence so far seems to be that the companies that buy cloud services are happy and adding more. This is MSFT last night.
I think it was the Meta call last night that started off with song lyrics and then someone talking about the proper way to care for their hydrangeas.
October 30, 2025 at 11:32 AM
I think it was the Meta call last night that started off with song lyrics and then someone talking about the proper way to care for their hydrangeas.
It happens. And then your brain knows what it's supposed to say, so you just dont spot it when you read it back.
October 29, 2025 at 11:30 AM
It happens. And then your brain knows what it's supposed to say, so you just dont spot it when you read it back.