Bancroft Sutherland
@bancsutherland.bsky.social
Portfolio manager
Saw this pic while scrolling and initially mistook the ECB post for a @darioperkins.bsky.social vs Beamish episode
February 14, 2026 at 5:03 PM
Saw this pic while scrolling and initially mistook the ECB post for a @darioperkins.bsky.social vs Beamish episode
This reminded me that movie box office futures are also banned, and that actually seems like a contract that would attract material prediction market volume. And could create some interesting/hilarious attempts to rig the contracts.
February 14, 2026 at 3:58 PM
This reminded me that movie box office futures are also banned, and that actually seems like a contract that would attract material prediction market volume. And could create some interesting/hilarious attempts to rig the contracts.
When they need to add the word “platonic” to the 1st grade vocabulary list.
A girl in my 7-year-old nephew’s class has a crush on him, but he doesn’t feel the same way.
This is his Amazon search history for her Valentine’s card.
This is his Amazon search history for her Valentine’s card.
February 14, 2026 at 3:35 PM
When they need to add the word “platonic” to the 1st grade vocabulary list.
Every day in the market now is Shirley Jackson's The Lottery, with different industries being drawn at random to be stoned to death on AI disruption narratives.
AI hit list this week:
Insurance brokers Monday
Wealth advisors Tuesday
Real estate services Wednesday
Logistics/trucking Thursday
Insurance brokers Monday
Wealth advisors Tuesday
Real estate services Wednesday
Logistics/trucking Thursday
February 13, 2026 at 5:43 PM
Every day in the market now is Shirley Jackson's The Lottery, with different industries being drawn at random to be stoned to death on AI disruption narratives.
Wonder how many vacant CBD office properties we could have converted to residential with $38.3 billion in tax credit incentives.
Breaking news: ICE expects to spend $38.3 billion on its plan to acquire warehouses across the U.S. and retrofit them into immigrant detention centers that can hold tens of thousands of people, according to agency documents.
ICE plans to spend $38.3 billion turning warehouses into detention centers
ICE plans to spend $38.3 billion converting warehouses into detention centers, according to planning documents, more than the annual budgets of 22 states.
www.washingtonpost.com
February 13, 2026 at 5:41 PM
Wonder how many vacant CBD office properties we could have converted to residential with $38.3 billion in tax credit incentives.
We have reached the Hans Moleman, Fund Manager stage of the cycle.
February 13, 2026 at 4:38 PM
We have reached the Hans Moleman, Fund Manager stage of the cycle.
Was there a prediction market for this timing, and if not why not?
They’re just out there setting records at everything.
Love in a cold climate: Winter Olympic village runs out of condoms after three days
Free condoms for competitors at the Winter Olympics have run out within a record-breaking three days
www.theguardian.com
February 13, 2026 at 4:30 PM
Was there a prediction market for this timing, and if not why not?
Reposted by Bancroft Sutherland
[wins silver]
I stole the Lindbergh baby
I stole the Lindbergh baby
February 13, 2026 at 3:39 PM
[wins silver]
I stole the Lindbergh baby
I stole the Lindbergh baby
Great articulation of the human element that runs completely counter to the push to automate all work. Between that aspect and the problematic fact that automating all work would seemingly annihilate their own potential customer base, you’d think the industry would alter its pitch, but alas.
I didn't want to thread this, but it should be read.
February 13, 2026 at 2:34 PM
Great articulation of the human element that runs completely counter to the push to automate all work. Between that aspect and the problematic fact that automating all work would seemingly annihilate their own potential customer base, you’d think the industry would alter its pitch, but alas.
Ok, hyperscalers selling off on AI capex budgets.
Meanwhile, crushed on AI disruption threats: software, legal services, data providers, EdTech, creative tools, mgmt consulting, call centers…
The thesis behind this technology presumably accrues value somewhere beyond just the hardware, right?
Meanwhile, crushed on AI disruption threats: software, legal services, data providers, EdTech, creative tools, mgmt consulting, call centers…
The thesis behind this technology presumably accrues value somewhere beyond just the hardware, right?
February 13, 2026 at 2:20 AM
Ok, hyperscalers selling off on AI capex budgets.
Meanwhile, crushed on AI disruption threats: software, legal services, data providers, EdTech, creative tools, mgmt consulting, call centers…
The thesis behind this technology presumably accrues value somewhere beyond just the hardware, right?
Meanwhile, crushed on AI disruption threats: software, legal services, data providers, EdTech, creative tools, mgmt consulting, call centers…
The thesis behind this technology presumably accrues value somewhere beyond just the hardware, right?
Finally someone addressing the problematic lack of supply in the high yield market.
NVIDIA CORP. WILL LEASE A 200-MEGAWATT DATA CENTER IN NEVADA FINANCED PARTLY BY A $3.8 BILLION JUNK-BOND SALE LED BY TRACT CAPITAL, WITH JPMORGAN CHASE & CO. AND MORGAN STANLEY MANAGING THE TRANSACTION.
February 13, 2026 at 12:05 AM
Finally someone addressing the problematic lack of supply in the high yield market.
New YTD low on the 10yr
February 12, 2026 at 6:40 PM
New YTD low on the 10yr
I want to know if there is any correlation between the timing of interesting live Olympic events and periods of stock market drift
it kind of feels like the stock market doesnt know what to do with itself so is just rotating
February 12, 2026 at 6:32 PM
I want to know if there is any correlation between the timing of interesting live Olympic events and periods of stock market drift
Reposted by Bancroft Sutherland
If you exclude ages 0-18, people get shorter as they grow up
Imho “if you subtract what is growing the most, growth is slower” is a poor approach to understanding what is going on in the labor market
February 12, 2026 at 6:24 PM
If you exclude ages 0-18, people get shorter as they grow up
They're calling it the dumbest catalyst for a $200 billion market cap move of all time.
FTC Warns Apple of Potential Federal Law Violation Regarding Apple News
The letter from FTC Chairman Andrew Ferguson cited reports that Apple News promoted news articles from left-wing news outlets and suppressed news articles from more conservative publications.
www.wsj.com
February 12, 2026 at 6:22 PM
They're calling it the dumbest catalyst for a $200 billion market cap move of all time.
Seems generally not great when metals can move 7% in minutes out of nowhere.
February 12, 2026 at 4:36 PM
Seems generally not great when metals can move 7% in minutes out of nowhere.
Reposted by Bancroft Sutherland
DMexUS up 9% and EM up 12.5%. S&P500 up 1.50%.
Staying OW exUS has been a very good allocation decision.
Staying OW exUS has been a very good allocation decision.
February 12, 2026 at 1:22 PM
DMexUS up 9% and EM up 12.5%. S&P500 up 1.50%.
Staying OW exUS has been a very good allocation decision.
Staying OW exUS has been a very good allocation decision.
It is as if they administered some sort of bastardized Meyers-Briggs personality test to potential cabinet picks, specifically screening for elite petulance.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
February 12, 2026 at 12:31 PM
It is as if they administered some sort of bastardized Meyers-Briggs personality test to potential cabinet picks, specifically screening for elite petulance.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
My guess is that within two years he will once again pivot, abandoning the moon gambit while announcing plans for a base in the Mariana Trench. He’ll say we know less about the ocean deep than we do about the moon, paired with BS about minerals needed to power AI and robots, etc.
If the Moon base doesn’t work out, then perhaps a secret lair under a volcano will?
February 11, 2026 at 9:58 PM
My guess is that within two years he will once again pivot, abandoning the moon gambit while announcing plans for a base in the Mariana Trench. He’ll say we know less about the ocean deep than we do about the moon, paired with BS about minerals needed to power AI and robots, etc.
Every one of these hearings is the same bit, just shamelessness paired with incompetence. An administration-wide case of inverse imposter syndrome.
one thing that comes across in these clips is that bondi is totally out of her depth. just an absolute lightweight. barely sentient.
holy shit -- Bondi's new tactic is refusing to answer Democratic questions, then using time during the next Republican questioner to smear the previous Democratic member and accuse them of being complicit in violence crimes
February 11, 2026 at 9:24 PM
Every one of these hearings is the same bit, just shamelessness paired with incompetence. An administration-wide case of inverse imposter syndrome.
I am not a technical analyst, but with #$IGV now back to only 3% above its closing low, assume there are some pretty interesting things in play on that front with many of the underlying holdings.
February 11, 2026 at 4:55 PM
I am not a technical analyst, but with #$IGV now back to only 3% above its closing low, assume there are some pretty interesting things in play on that front with many of the underlying holdings.
Excuse me while I rip up my kid’s “To one of my best friends in the whole wide world” valentines cards and make some new ones to hand out to the class.
Q: Do you still feel comfortable working with Lutnick after the new ties to Epstein were revealed?
HASSETT: Secretary Lutnick is one of my best friends in the whole wide world so I'm very comfortable working with him
HASSETT: Secretary Lutnick is one of my best friends in the whole wide world so I'm very comfortable working with him
February 11, 2026 at 3:09 PM
Excuse me while I rip up my kid’s “To one of my best friends in the whole wide world” valentines cards and make some new ones to hand out to the class.
I’d argue this is a much more relevant format for interpreting this data set than a simple chart of the rolling cumulative change of components dating back to the start of last year. Which has appeared elsewhere on the feed this morning.
February 11, 2026 at 2:21 PM
I’d argue this is a much more relevant format for interpreting this data set than a simple chart of the rolling cumulative change of components dating back to the start of last year. Which has appeared elsewhere on the feed this morning.