Edward Wilson
@wunderhorn.bsky.social
Former CRO, GS alum, FX options trader, IR and EQ derivatives trader.
Big reputational risk to other companies if they don’t join JPM in this thehill.com/business/559...
thehill.com
Zohran Mamdani caught lying that he understood Plato’s allegory of the cave, yet when asked to explain it, he seemed to instead explain Baudrillard’s theory of Simulacra and Simulation where reality has been replaced by symbols and signs, which seems similar to Plato’s theory but is not the same
and another thing: he’s not mad. please don’t put it in the newspaper that he got mad.
Yesterday, the United States had its biggest protest in history. But when I look at the New York Times website, I discover that it never happened.
Trump’s trade war risks US capital flight, warns hedge fund Elliott “Hedge funders who backed Trump because they don't like taxes or regulations have basically invited an arsonist to set fire to their house to solve a mold problem.”
Leaving “White Genocide” aside, AI (Gemini) keeps making elementary mistakes with technical tasks, and apologising for them.
If only those belligerent Ukrainians would leave behind their unrealistic expectations and come to the negotiation table.
Mal eine Aussage heute auf Deutsch. Hier habt ihr Friedens-Quacksalber eure "Verhandlungen".
Just when I was about to relocate my factory from Shenzhen to Sheboygan open.substack.com/pub/paulkrug...
When an Arsonist Poses as a Firefighter
Tariffs: What the hell just happened?
open.substack.com
“Was there some method in Trump’s madness? Nope, it was just plain madness, a series of tantrums pretending to be a policy.” ~ ROBERT KUTTNER
If only those belligerent, unrealistic Ukrainians could find it in themselves to make peace with Russia. #supportukraine
Disinvestment from the US apppears to be gathering momentum US Treasuries Slide With Selloff Worst Since 2019 Repo Blowout
Keep selling rallies in US assets and the USD. The divestment has only just begun.
Here's a quick update to the @budgetlab.bsky.social tariff tracker to incorporate the add'l 50% US tariffs on China & China's add'l retaliation. • The average effective US tariff rate is now 26.8%, the highest since 1903. • US real GDP growth is -1.1pp lower over 2025. 1/3
What is the bull case? That the tariffs are abandoned, that consumer sentiment recovers, and that everyone goes back to thinking that the US is the best place to invest?
I'm so cross I didn't think of this nickname, damn.
Stock Descent on tariffs: “I wasn’t involved in the calculation of the numbers”
Really looking forward to all those banana manufacturing jobs returning to the US
Keep selling US assets and buying European bonds and defence stocks. The strong dollar era is over.
“Lord, how long shall the ungodly, how long shall the ungodly triumph? How long shall all wicked doers speak so disdainfully, and make such proud boasting? They smite down thy people, O Lord, and trouble thine heritage. They murder the widow and the stranger, and put the fatherless to death.”
This is the best refutal of Trump's lies about Russian & Ukraine that I have seen. Interesting that it is done by Bernie Sanders. Where are other US politicians? youtu.be/rKBM2kS6B8o
A Sad Moment in American History
YouTube video by Senator Bernie Sanders
youtu.be
Awful: Numerous scientists and researchers were just fired at NIH's center for treating Alzheimer's, sources tell me. They fear Trump-Musk cuts could dramatically set back our ability to treat dementias. New reporting from me here: newrepublic.com/article/1917...
Oops: Trump-Musk Cuts Just Wrecked an NIH Org Championed by GOPers
Republicans once lavished praise on an NIH center that deals with Alzheimer’s. Donald Trump and Elon Musk are hobbling it. What will those Republicans say now?
newrepublic.com