been wondering all day about why such an extreme sell-off in Brazil markets on Lula's victory, thankfully @johnauthers.bsky.social has unpacked - just how extreme it was (Black Monday / currency deval levels!) - maybe why it happened (tired int'l market risk perceptions?) - why it's unwarranted

Be-Bop-a-Lula, Brazil’s Black Monday

Market plunge after election surprise could lead to another Lula buying opportunity.

bloomberg.com

Shipping green iron or steel out of Australia is the most obvious market disintermediation move in the world, and would rip out 3% of global emissions. It'd be a positive move for the economic security of our trading partners as well.

SERBIA HAS BEEN FREED!!! Students have achieved what seemed impossible for the past 14 years!!! I hope this serves as an example and inspiration to all the other student movements around the world ❤️

The Associated Press@apnews.com · 3d ago

The long-serving strongman leader of Serbia, Aleksandar Vucic, has conceded defeat in an election that pitted him and his right-wing party against a diverse student-led opposition movement that spent two years protesting his government.

Great analysis/synthesis of Brazil's current political moment and the historical trajectories that shaped it by André Singer

Phenomenal World@phenomenalworld.bsky.social · 6d ago

“In 2022, 47% of the electorate identified with the right on the ideological spectrum—the same share of votes won by Flávio Bolsonaro in October 2026.” NEW interview with André Singer—former Lula Press Secretary and chronicler of “lulismo”—on Brazilian elites between democracy and authoritarianism.

The Government™ has made an ad about all these protests happening around the world, and it’s surprisingly honest and informative.

Ebikes in all forms & contexts. Cargo bikes with little kids on the back; lime bikes; fatboys in beachside suburbs with 3 teens apiece, food delivery ppl… all reducing car use and/or giving more freedom

Michael Druker 🇨🇦@mdruker.app · 5d ago

Social media loves talking about how everything is getting worse. But what’s something that you’ve seen get _better_ in your lifetime?

The youth protests in rich and poor countries have common themes: opportunity, cost of living, democracy

Youth and the future

Global solidarity in discontent

thepolycrisis.org

Reflecting on rise of NO FUTURE Gen Z protests protests in many countries during the 2020s. Have been thinking about Anton Jaeger's book Hyper-politics and its diagnosis of lack of social organization and institution building... thepolycrisis.org/disaster-and... bsky.app/profile/kate...

Kate Mackenzie@katemac.bsky.social · 2mo ago

2/ Nepal’s Gen Z protests last year effectively challenged the political ruling class. Protests were dangerous, dozens were killed. But then, appointment of interim PM, and elections in March. The 2 old major parties now minorities. A lot still hasn’t changed, but it hasn’t been long

18/ Millions marched in France today "The Anglo media seems to have lost all interest in covering the mass protests in France today because there was no rioting or looting, just boring legitimate demands from young people for decent education funding and an end to austerity." - @moshik_temkin

This is an odd way for Tyler to announce that he's a prison abolitionist

Social media loves talking about how everything is getting worse. But what’s something that you’ve seen get _better_ in your lifetime?

stuff that has been going on with Meta in Brazil is wild www.instagram.com/reels/DewydP...

Nika Kovač on Instagram: "Brasilian elections and how Meta is trying to influence them."

10K likes, 1,331 comments - nikakolac on October 21, 2026: "Brasilian elections and how Meta is trying to influence them.".

instagram.com

12/ A driver of Gen Z protests: Lack of Investment -> Underemployment -> UBERIZATION OF WORKING CLASS ie GIG ECONOMY FT: In Brazil, "almost 2mn people, mostly men, now work full-time for transport or delivery apps — around 2% of the workforce — with driver #'s climbing 37% in 3 years"

"Lula’s Last Dance Brazil’s once towering leftist leader may soon be swept away by Latin America’s right-wing tide." Moving piece by @ishaantharoor.bsky.social www.newyorker.com/news/global-...

All the spare car-making capacity in the world right now is just absurd. People want to buy cars less than countries are determined to make them. h/t Liam Denning - www.bloomberg.com/opinion/arti...

If nothing else, two fun facts you might not already know: (1) The Tragedy of The Commons is a specific, essentially wrong paper by a guy who turns out to suck, and (2) exploitative scholarly publishing is basically traceable to one guy, Robert Maxwell, father of Ghislaine.

On the day her second leg was amputated following the terrible incident in Wangaratta, Helen Haines has asked people to demonstrate their support through a donation to Save The Children. This is why I’m so proud of my local MP. www.savethechildrenfundraising.org.au/helenhaines

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Make a donation today to support Save the Children Australia. Every donation helps build a better world for and with children.

savethechildrenfundraising.org.au

I’ve been thinking the logic of supply restriction is much more solid than it used to be. It’s not just because RES is a better option than before, but also that all the wars, snarling up supply chains etc make a kind of reverse-stranding effect that was less of an issue previously

Dr. Genevieve Guenther (she/they)@doctorvive.bsky.social · last wk.

Second, Erickson does not say that restricting fossil fuel supply ALWAYS drives up the profits of fossil fuel producers. He says that this happens at equilibrium when fossil-energy demand is inelastic (when consumers don't have other options, that is), but consumers DO have other options now.

"Environmental campaigns are adding to the general sense of unease that increasingly hangs over the AI industry." I missed that Oracle declared force majeure on a big data centre project recently

This is normal COP fare, but I wonder how it plays out with Shock 2.0 having gone beyond the rich countries; the new export controls announced last week etc www.reuters.com/sustainabili...

China signals intent to push back against cleantech tariffs at COP31

China wants the COP31 summit in Turkey next month to focus on what it calls the new problem for global climate ​action: tariffs against its clean technology.

reuters.com

So, @isabellamweber.bsky.social didn't make that panel due to her German gas price brake work, but spoke with us later about critical inputs (like energy) + why better policy tools are needed for supply shocks & overlapping crises - some of the themes in her brand new book, Anti-Fascist Economics

Emergency Prices: Isabella Weber on energy

An interview with Isabella Weber

thepolycrisis.org

We had actually launched earlier in Oct22 with this panel: The Geopolitics of Stuff thepolycrisis.org/the-geopolit... with @weisenthal.bsky.social @triofrancos.bsky.social @skandaamarnath.bsky.social - panel title borrowed from @leeharris.ft.com "The Vibe Shift to Stuff"

The Geopolitics of Stuff

YouTube video by Phenomenal World

youtube.com

NSW Net Zero Commission estimates a 2.6 degree warming scenario will result in 10% lower Gross State Product and 290,0000 fewer jobs in NSW by 2070. * Meanwhile, expanding output of one of our largest coalmines will save (checks notes) 400 jobs. www.abc.net.au/news/2026-10...

NSW government drafts law to allow Upper Hunter mine to increase output

NSW Premier Chris Minns says the legislation will aim to protect 400 jobs at the Mount Pleasant mine to 2032. Environment leaders say it's an overreach by the government, only weeks after a landmark H...

abc.net.au

I’m hearing that Gen Z is on it 😁

Nice thread "The asymmetry is shifting. Washington holds leverage over advanced semiconductors, SME,& EDA & other key software. Beijing holds leverage over rare earths, magnets, materials processing, industrial equipment, and, increasingly, technology and IP that others want" x.com/pstAsiatech/...

We aren’t talking enough about the peril the Amazon is in right now newrepublic.com/article/2162...

The Return of the Brazilian Far Right Is a Climate Catastrophe

Lula’s loss will be a disaster for the Amazon rainforest, and could accelerate global warming dramatically.

newrepublic.com

alignment "represents only one of many problems that need to be addressed to keep AI safe, and that a more effective route would be to restrict some models’ capabilities. That of course is anathema if you’re building a machine god"

Anthropic Has Bigger Problems Than Claude's Feelings

There are certain things companies worry about in the run-up to an initial public offering, like getting their finances in order and making sure they have the right management team in place. Anthropic...

bloomberg.com

CONSTRUIR EL FUTURO 2026 Vuelve nuestra conferencia sobre política climática, de nuevo en el @cbamadrid.es. Los días 13 y 14 de noviembre estaremos hablando sobre política industrial, transición energética china, pacto social europeo y, por supuesto, la crisis climática en las próximas elecciones.

“We’re doing this experiment on an entire generation on cognitive development, with no control group,”

Pam Spaulding@pamspaulding.bsky.social · 4w ago

👀 “We’re doing this experiment on an entire generation on cognitive development, with no control group." — fmr Google research scientist Mikel Rodriguez. He said people inside Google privately worried about how their AI use was affecting their own cognitive skills. 🎁 www.wsj.com/tech/ai/goog...

focusmate is so great; hope they don't get enshittified for a long long time