Andrew Papenheim

@papenhe.im

honest to goodness ⫽ goodness, too honest ⫽ 👋 mtl 🇨🇦 ⫽ place à la magie, place aux mystères objectifs

Nearly everything. It is difficult to think of things that got worse. There are few things I go out of my way to purchase from the 80s. Spring-tempered steel tweezers, I touched on recently. Some textiles with high labour inputs. Handful of specialty papers, but not all of them. Financial privacy.

Constantine@ajaxsinger.bsky.social · yesterday

Food, man. Food is so much better than it was in 1986. All of it. Poor-people food, restaurant food, fresh food, frozen food. Food is just a hell of a lot better.

dorian

@doriantaylor.com

air travel is one of those experiences that has gotten monotonically worse over my entire lifetime

question though: has *anything* in the last 40+ years genuinely gotten *better*?

like, there's *more* stuff, sure, but is any of it *better*?

2:58 PM Aug 4, 2026

Here's my shakedown of big US bond dealers on how they're thinking about tomorrow's Treasury Quarterly Refunding. Next week's note and bond auction sizes will be announced and, by convention, sizes through October projected. www.bloomberg.com/news/article...

Bond Dealers Expect US Will Avoid Signaling Auction Increases

The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.

bloomberg.com

"… a whole lot of people under the age of forty-five no longer believe that indicators such as wages, unemployment, or the number of college degrees that are handed out in a given year have much to do with a healthy economy." is dubious. they'd "believe in" a bad macro environment were they in one.

The New Yorker@newyorker.com · 2d ago

A new bloc of young, college-educated voters has emerged in the U.S.’s political landscape, Jay Caspian Kang observes. They don’t have much faith in the Democratic establishment. www.newyorker.com/news/fault-l...

A thing you hear a lot among certain folks is that the volatility driven by supply and demand ructions is very good. And the volatility with a social media catalyst, attributed to one (1) account in particular, is very bad. It is hard to trade. Will an information edge make it easier? Let's watch!

Steve Benen@stevebenen.com · 2d ago

Trump Media’s idea was so plainly ridiculous — selling special access to his tweets to Wall Street for $100k per month — that it seemed hard to believe the plan would ever be implemented. And yet, as of now, it’s live. www.ms.now/rachel-maddo...

i was out on the island of jesus yesterday. if the preference is to live like this – and, it is. maybe not you or me, we are better people, but people will give up everything good about life to live like this. – is there much to do beyond embed the fiscal subsidy and externalities into the price.

Regime Accountant, CPA ☠️🎢@regimecpa.bsky.social · 2d ago

Love drone footage of new builds in exurban Texas, gives me a very particular kind of dread to look at that is hard to replicate with other photos.

and good things are available. they are just costly. one may have to know to ask the correct questions. a good laguiole knife from thiers remains expensive, including in thiers. a knife that says laguiole on it is inexpensive. it is also cheap. but how wonderful i do not have to go to france.

Max Dubler 🏳️‍🌈@maxdubler.com · 3d ago

I think my most genuinely unpopular take is that a widely held and genuine consumer preference for cheaper, lower-quality goods, not private equity, is driving the decline in quality of consumer goods like clothing and housewares.

I think my most genuinely unpopular take is that a widely held and genuine consumer preference for cheaper, lower-quality goods, not private equity, is driving the decline in quality of consumer goods like clothing and housewares.