So now Polanski is resorting to attacking the BBC when they ask questions, same strategy as Farage
James Mackintosh
@jmackin2.bsky.social
Writer of Streetwise column in the Wall Street Journal www.wsj.com/streetwise Here for FinTwit c. 2012. Ex FT
Can't decide if having a hawk flying about my garden is making me more or less likely to mention "hawkish" in central bank stories
Rare use of the "Ichimoku baseline" (part of the Ichimoku Cloud analysis) today thanks to technical analysis of the yen break. Love lines on charts, and this is (among?) the most complex of them all.
All the other index providers are frantically adding SpaceX and other sexy AI stocks. S&P 500 just added Ferguson Enterprises, which supplies plumbers. (Also HVAC which is booming for data centres, but hey, the index is designed to represent the real America)
The Odyssey merch is getting out of hand
Sainsbury's to sell Argos for £120m
Weird they keep saying 14 year olds could study AI as part of the planned vocational training. Which part of the PhD-level AI maths do they think they will teach?
The right sort of distractions from the chip-stock meltdown: 1. Sparrowhawk in tree just outside window 2. Wind at just the right angle to make the palm tree next to it make triffid rattling noise
Really cool that the FT is re-running commenorative articles from the archives from this time 50 years ago on its front page
So was calculating finances of adding solar+battery and the VAT cut of course makes it even less financially worthwhile. Need some big assumptions to get sensible pay off in less than perfect roof installation (eg that self-cleaning panels never need cleaning, as scaffold wipes out ~1yr of returns)
Trump adding tariffs on other countries for not doing enough to stop imports made with forced labour in the year Alabama prisoners went on strike, demands inc: "Abolish Forced Prison Labor"
Nice City you've got there...shame if something were to happen to it JPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banks - www.ft.com/content/b41a... via @FT
JPMorgan boss Jamie Dimon warns of ‘consequences’ if Andy Burnham taxes banks
Chief executive says any tax raid by new UK prime minister would threaten bank’s planned £3bn London office
ft.com
Crude Oil has 43 days of supply left in the U.S. — the lowest inventory in 45 years @barchart.com ⛽️
So Waller wanting immediate rate rise. Simplest hawkish argument: (PCE) inflation's been running above 2% for 70 months in a row, while there's no serious problem in the jobs market and stocks are soaring. The punchbowl needs draining.
Nice waterway you have there, shame if something were to happen to it "Trump asserted that the strait remains open under American protection and said the U.S. would charge 20% of every cargo as compensation for its costs." www.wsj.com/world/middle...
Trump Says He Is Reimposing the U.S. Blockade of Iran
The move would sharpen a standoff over control of Hormuz that has led to days of fighting.
wsj.com
XKCD used by FT to help explain open source core web code Who cleans up after the vibe-coding party? - giftarticle.ft.com/giftarticle/... via @FT
Who cleans up after the vibe-coding party?
Our obsession with AI code-writing tools is overwhelming the web’s unsung human caretakers
giftarticle.ft.com
tbh, am a bit disappointed that Count Binface's tax policies are the same as every other party.
Must read: Under Carney, Canadian senior officials began reading clinical studies on impulsivity to understand Trump’s psychology www.wsj.com/world/europe...
The Canadian Who Steered Europe Away From the U.S.
Facing threats from Trump, Carney emerged as a central figure in a project to reshape the Western alliance.
wsj.com
BBC: "What's going to be your offer to the people of Clacton." Lord Binface: "Well, I'm not Nigel Farage." BBC: "."
If you're wondering why SpaceX went down 5% instead of soaring when QQQ finally gets to buy today, I wrote about it ahead of the open: www.wsj.com/livecoverage...
Will a Spot in the Nasdaq-100 Send SpaceX Stock Flying? Don’t Bet on It
SpaceX offers a great test for whether passive index-tracking funds are distorting the stock market, with the rockets-to-tweets company’s entry to the Nasdaq-100 index today forcing the massive QQQ ET...
wsj.com
Oddly enough, I remember Farage having to flee a pub in 2015 because it caused one of the most disturbing headlines ever written. www.dailymail.com/news/article...
This is in effect a party political broadcast, carried live for free