If anyone has concerns about the economy generally or the consumer specifically, I encourage you to check StubHub prices for Savannah Banana tickets and put your worries at ease. Revising my outlook for rate hikes.
The RETVRN cracker. There would be a market for these today among a certain set, particularly if made with beef tallow and packaged in an asbestos-lined box.
Discontinued Foods!@discontinuedfoods.bsky.social · 9h agoNabisco American Classic Crackers (1987-circa 1992) A line of party crackers marketed with old-timey Americana aesthetics. Varieties included Cracked Wheat, Dairy Butter, Toasted Poppy, Minced Onion, and Golden Sesame
Instead, they will just spin an iPad around towards the ships’ captains with a tip screen, while flanked by a few dozen Shaheds.
Shipwreck@shipwreck75.bsky.social · 12h agoStrait of Hormuz deal does not foresee transit fees for ships, sources say. The Iranian-Omani proposal – that is currently under negotiation – to reopen the Strait of Hormuz would have no tolls or service fees for ships transiting the waterway, sources said.-CBS News
Tankers full of Bitcoin cautiously sitting at anchor, looking for some certainty before navigating the Strait.
No idea where the datacenter buildout ultimately ends up, or how far frontier models need to go, but I am confident that many AI skeptics are failing to understand the value to the corporate world of software that can access Outlook, Teams, and CRM to simply provide a useful answer to a question.
As everyone awaits the SpaceX earnings release… Current float: 639 million shares Lock-up expiration on Thursday: additional 911 million shares $SPCX
“We’re gonna win so much, you may even get tired of winning. And you’ll say, ‘Please, please. It’s too much winning. We can’t take it anymore, Mr. President, it’s too much.’ And I’ll say, ‘No it isn’t. We have to keep winning. We have to win more!’”
FinTwitter@fintwitter.bsky.social · yesterdayIRAN HAS SIGNALED IT IS WILLING TO REOPEN THE STRAIT OF HORMUZ BUT IS DEMANDING THE RIGHT TO COLLECT TRANSIT FEES, SECURITY GUARANTEES AGAINST FUTURE ATTACKS, AN END TO THE U.S. NAVAL BLOCKADE AND RELIEF FROM U.S. OIL SANCTIONS. - WSJ
If you read this literally, and out of context, it sounds like Iran is willing to risk oil and LNG tankers hitting any mines, but needs to be cautious with cargo vessels.
YTD Returns: Small Cap: +22% Large Value: 22% EM Equity: 20% Mid Cap: 17% EAFE: 13% SPX: 13% Large Growth: 5%
Luke Kawa@ljkawa.bsky.social · yesterdaySentiment check:
To Do: - Buy common equity (stock) with $ (USD) in Meta (META) and IBM (IBM)
George Pearkes@peark.es · 2d agoIt's all so stupid *BESSENT ON BUY-YEN IN NOTEPAD: AIMED TO ENSURE REPORTERS SAW *BESSENT: WANTED TO MAKE SURE REPORTERS KNEW THE SYMBOL 'JPY'
Conveying acceptance of the deal terms by covertly flying the Iranian flag colors on CNBC.
Aaron Rupar@atrupar.com · 2d agoBessent: "We've seen President Trump last week threaten what would have been the largest military campaign since World War 2 against the Iranians, and now because of that we are in talks with the Iranians. I think there's a chance we may have a deal today or tomorrow to open the strait."
Busy gas station, all the pumps are occupied, people are waiting for pumps to open up, but there are many regular parking spaces available. Notice one of the pumps is occupied by a Tesla. Driver eventually comes out of the convenience store with chips and a drink and silently pulls away.
Great, now we get to do the “died *with* cyclosporiasis” discourse at the same time we are re-litigating the pandemic. Good times.
“OK, look, we’re just brainstorming, there are no dumb ideas here.” <relentless stream of dumb ideas commences>
Exclusive: US military asks troops for ‘creative and unconventional’ ideas to punish Iran | CNN Politics
The request from a senior officer at the US military command carrying out President Donald Trump’s war with Iran came in an email: We need ideas.
cnn.com
Breaking 4 millennia of “that’s just how it’s always been done” conventional thinking is amazing.
The New York Times@nytimes.com · 3d agoMonty Roberts, a celebrated horse trainer and best-selling author, whose humane, nonviolent methods for training wild and untamed horses were adopted by several generations of equestrian professionals, died on Friday at his home in Solvang, Calif. He was 91.
GPT-5.6 Sol Ultra gets the credit. Happy to clear that up.
Techmeme@techmeme.com · 3d agoTwo independent teams used GPT-5.6 Sol Ultra on the same quantum cryptography problem, filing papers 3 hours apart, raising questions about scientific credit (Peter Hall/Scientific American) Main Link | Techmeme Permalink
Begrudgingly clearing personal email inbox. Monarch: "New recurring merchant" (taco joint) Google: "Learn about our updated ToS" (no) Xbox: "Weekly activity report for <child>" (not looking) Ancestry: "New hint re: your great grandfather" (interesting?) Ancestry: "New hint re: your wife" (ominous?)
If you could only vacation in one Fed district for the rest of your life, what’s your pick?
“perimeters of a deal” with Iran joins “concepts of a plan” on healthcare and “we really sort of made a deal with China” in the pantheon. Highest honors to this one, though, for using the wrong word.
Shipwreck@shipwreck75.bsky.social · 4d ago🤦♂️
If your dining establishment for the evening has these on the walls, the odds of a good meal are very favorable.
(to be clear the commercials are expected, but you have to spell "commercial" correctly)