George Pearkes
@peark.es
No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | #ForTheCrown, #COYG | 🇺🇸 via 🇨🇦. Not 🏴. | Normal man, one of the Normal Men *ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG 📍 CLT
Wait, THIS POLL IS R+20 PARTY ID and it has R+6 GCB????? 2020 exit poll was R+11 and congressional vote was R+13.
Senator Dr. John Brown stan account, Esq., PhD, MD, JD, LCSW@johnbrownstan.bsky.social · 7h agoThe Republican gubernatorial candidate for SC did a poll. It finds an R+6 environment there, lol. It also pretends like they didn't ask about the Senate race for some reason (we know the reason)
My job has tacitly encouraged its use in very limited applications, certain to expand; somebody I know who hates it (and still hates it, to be clear!) asked to borrow my account for something; the arguments above are getting increasingly hyperbolic and defensive. It’s over
Thought this was about $SPCX for a hot second *ZOETIS' CONVENIA RTU FOR DOGS TO LAUNCH IN 1Q 2027
$SPCX beat *SPACEX 3Q REV. $14.58B, EST. $12.87B *SPACEX 3Q SPACE REVENUE $1.77B, EST. $1.43B *SPACEX 3Q CONNECTIVITY REVENUE $5.25B, EST. $4.86B *SPACEX 3Q ADJ. EBITDA $8.81B, EST. $6.59B *SPACEX 3Q CAPEX $19.59B, EST. $19.6B *SPACEX 3Q NET INCOME $4.40B, EST. $1.88B
Anthropic S-1 leaks from the WSJ - $16.3bn in 1H revenue (vs $1.1bn in 1H '25) - Nearly $9bn in compute spend - $450bn of future compute obligations (over next 7-10 years) - 1H net loss of $80.7bn (but only $8.7bn ex convertibles valuation changes - Very close to breakeven on an operating basis
Exclusive | Anthropic S-1 Shows Red-Hot Growth, Risks and Massive Computing Costs
In a new draft prospectus viewed by the Journal, the AI giant disclosed an $80 billion net loss for the first half of 2026 and a long list of risk factors.
wsj.com
I *really* appreciate, respect, and endorse a lot of the activism that specific DSA chapters do and they're the closest fit to my politics of any national org. But it's so frustrating how often fringe groups within the umbrella try and wreck stuff, it's a big reason I'm not more directly involved.
the abbot of unreason (an archaeologist)@merovingians.bsky.social · 11h agoit's almost like there's some good faith concerns about Nithya's history with BDS and then there's a factional war being waged by ultras to punish one of our largest chapters!
Just a reminder that $9bn of notional in CDS is...paltry. Here are outstanding LT debt balances for those names ORCL $156.1bn SPCX $22bn GOOGL $59.3bn AMZN $153bn META $82.6bn AVGO $63.2bn NVDA $10bn Total $546.1bn So weekly notional is 1.7% of outstanding debt.
JW Mason@jwmason.bsky.social · 16h agoThe big question, it seems to me, is not whether we’ll see a major tech company fail in the near future. It is what happens afterward. giftarticle.ft.com/giftarticle/...
#SixWordsYouDontWantToHearOnTheSquawk "Just flagging here Trump is speaking"
it's going to drive the replaceable-cogs management types insane, but ultimately most productivity in knowledge work is gonna come from people figuring out how to drive the car, not having the car drive itself roles where that's not true are just going to become automated agent work
oh boy *UK TO FLY MISSIONS TO DEFEND SAUDI ARABIA FROM HOUTHI ATTACKS
Oh wow a new post from my favourite economist, I sure hope its about inequality, or reminisces about life in Yugoslavia, or about working at the world bank or about the history of political though, oh no its about Russian Imperialism. Uh oh!
A similar dashboard to ncearly.peark.es for Ohio, by @professorbutts.com
Ohio Early Vote 2026
ohearly.professorbutts.com
It's kind of funny that just as Japan's corporate sector has finally gotten serious about de-keiretsu-ification the US corporate sector has decided to go down that road (I'm exaggerating, of course, but still)
Cool use case for the Bsky API and live events here.
grahamlampa.com@grahamlampa.com · yesterdayI've had Claude compose a unified courtroom timeline for the Reyes hearing, working from @rparloff.bsky.social's megathread and @mollyroberts.bsky.social's three threads from today. It will update until adjournment and may be easier to follow. You can find it here:
Seems unrealistic for any PJM utility but who knows *SPANBERGER CALLS FOR SIX-YEAR FREEZE TO ELECTRICITY RATES *SPANBERGER ASKS NEXTERA, DOMINION TO FREEZE RESIDENTIAL RATES *SPANBERGER ASKS NEXTERA,DOMINION TO TRIPLE MONTHLY BILL CREDITS
$ZION is a pretty highwire act bank (as much as a bank can be these days) so when I saw a NIM miss (5 bps off consensus) I assumed it was something asset-related. Not so much!
lol they've realized how badly they've put their foot in it and are trying to backpedal *VANCE IN NORTH CAROLINA ANNOUNCES $858M IN DISASTER RELIEF
Okay Old Timers, I just went thru the tickers and tested myself. I knew every ticker (I have no life!). Test yourselves!
Ivan the K ™@ivanthek.bsky.social · yesterdayThis was nuts.
Reuters: "Battery-electric vehicle registrations in Europe rose 70.3% in Sep, as high oil prices, subsidies &…more affordable models continued to lead the growth. Around 1/3 of cars sold…were BEVs…amid a FR/DE to soften proposed EU car emissions rules"
![By lain Boekhoff
10/20/2026 02:32:19 [BN]
(Bloomberg) -- Voters in Alberta are set to reject separation from Canada, a victory for Prime Minister Mark Carney after a long referendum campaign that created divisions in the country's energy heartland.
With about 1.2 million votes counted, about 76% were in favor of remaining in Canada, enough for the Canadian Broadcasting Corp. to project victory for that side. The other option on the ballot was to support starting a legal process that could eventually lead to a second referendum on independence.
A win for the stay-in-Canada side was expected after several polls showed it had a healthy lead. The result will allay some fears that Alberta was poised to enter a period of deep uncertainty for businesses, just as many companies are seeking investment as part of an anticipated energy boom.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:pnx2fjuannbdpy3337ggthpp/bafkreihz6l5nhwaf5k2qjtztvvqme2sgmpd4ouf6aicea4vykajsnezdq4)
