@coffeeaddict.bsky.social
Deep in the nerd forest … tired millennial dad … need more coffee
Reads too much history
Reads too much history
Pinned
Reposted
Swedish pension fund Alecta has sold 80-90% of its ~$11bn UST position since the start of the year.
Di avslöjar: Alecta har dumpat amerikanska statspapper
Pensionsjätten Alecta har dumpat merparten av sina amerikanska statsobligationer. Enligt vad Di erfar handlar det om försäljningar i storleksordningen 70-80…
www.di.se
January 21, 2026 at 11:54 AM
Swedish pension fund Alecta has sold 80-90% of its ~$11bn UST position since the start of the year.
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Reposted
no greenlander ever called me a libtard
January 20, 2026 at 8:18 PM
no greenlander ever called me a libtard
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*DANISH PENSION FUND AKADEMIKERPENSION TO EXIT US TREASURIES
January 20, 2026 at 1:37 PM
*DANISH PENSION FUND AKADEMIKERPENSION TO EXIT US TREASURIES
Anyways full mad king royal court politics
Tillis: "To be clear -- I'm not critical of the president. I'm critical of the bad advice he's getting on Greenland."
January 20, 2026 at 1:14 PM
Anyways full mad king royal court politics
Won’t someone tell the Czar!
Tillis: "To be clear -- I'm not critical of the president. I'm critical of the bad advice he's getting on Greenland."
January 20, 2026 at 1:14 PM
Won’t someone tell the Czar!
2 days later and Europe already folding
On the one hand, Europe will be worried about a tit-for-tat economic spiral. But the politics of this fight really favor Europe, just as it favored the Liberals/Carney in Canada.
Moreover, a major European economic response that roils markets c/d really hurt Trump politically w/ midterms 4/
Moreover, a major European economic response that roils markets c/d really hurt Trump politically w/ midterms 4/
January 20, 2026 at 9:23 AM
2 days later and Europe already folding
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Full circle, really. Nobel heard his legacy would be as a merchant of death on account of inventing dynamite, thought a series of prizes would rescue his reputation, but oh, the folly of man
The Nobel Peace Prize becoming so prestigious that wars are fought over a head of state coveting it is some real monkey paw stuff for Alfred Nobel.
January 19, 2026 at 12:58 PM
Full circle, really. Nobel heard his legacy would be as a merchant of death on account of inventing dynamite, thought a series of prizes would rescue his reputation, but oh, the folly of man
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not the biggest thing when a mad king is threatening world war, but Trump clearly thinks Norway's PM picks who wins the Nobel Peace Prize, which is like thinking Donald Trump picks who wins the Oscars.
although now that I mention it he probably does think he should get to pick who wins the Oscars
although now that I mention it he probably does think he should get to pick who wins the Oscars
Not the sort of letter committed to paper by a well man. "Considering your Country decided not to give me the Nobel Peace Prize for having stopped 8 Wars PLUS, I no longer feel an obligation to think purely of Peace"
January 19, 2026 at 12:59 PM
not the biggest thing when a mad king is threatening world war, but Trump clearly thinks Norway's PM picks who wins the Nobel Peace Prize, which is like thinking Donald Trump picks who wins the Oscars.
although now that I mention it he probably does think he should get to pick who wins the Oscars
although now that I mention it he probably does think he should get to pick who wins the Oscars
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Why are we even pretending anymore
January 18, 2026 at 11:43 PM
Why are we even pretending anymore
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Hm I see 4 people in this picture. Very embarrassing for them.
January 18, 2026 at 11:25 PM
Hm I see 4 people in this picture. Very embarrassing for them.
British Tory party is what 300 years old?
Remarkable it is not going to exist soon
Remarkable it is not going to exist soon
Another shadow Tory minister jumps ship to Reform UK ft.trib.al/GOcN8JA
Another shadow Tory minister jumps ship to Reform UK
Andrew Rosindell cites Chagos Islands dispute in becoming latest sitting Conservative MP to join Nigel Farage’s party
ft.trib.al
January 18, 2026 at 11:41 PM
British Tory party is what 300 years old?
Remarkable it is not going to exist soon
Remarkable it is not going to exist soon
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“The Brightline West high-speed rail project connecting Las Vegas to Southern California is now scheduled for completion by late 2029, the company told FOX5 late Tuesday.” www.fox5vegas.com/2026/01/14/b...
Brightline West high-speed rail project now on track for late 2029
The Brightline West high-speed rail project connecting Las Vegas to Southern California is now scheduled for completion by late 2029, the company said.
www.fox5vegas.com
January 18, 2026 at 4:45 PM
“The Brightline West high-speed rail project connecting Las Vegas to Southern California is now scheduled for completion by late 2029, the company told FOX5 late Tuesday.” www.fox5vegas.com/2026/01/14/b...
Until Europe does something the assumption should be they will do nothing
They can’t even shut down the CSAM / Nazi site so….
They can’t even shut down the CSAM / Nazi site so….
Excellent thread by @maxbergmann.bsky.social . I think this is the crux: “why cave to keep a security commitment that is not real?”. The strategy of the EU (& even more the UK) has been to treat Trump as transactional: give him something eg on tariffs & get a security guarantee in return. 1/2
Feels like something cracked today in the transatlantic alliance. Europeans have been swallowing their pride, bitting their tongues, and bending the knee. That strategy may have bought them time but it has now clearly failed. It also had a major cost - it has made the WH think Europe will cave. 1/
January 18, 2026 at 2:13 PM
Until Europe does something the assumption should be they will do nothing
They can’t even shut down the CSAM / Nazi site so….
They can’t even shut down the CSAM / Nazi site so….
Nato has been dead since Trump 2 began — just took a while for people to realize it
Excellent thread by @maxbergmann.bsky.social . I think this is the crux: “why cave to keep a security commitment that is not real?”. The strategy of the EU (& even more the UK) has been to treat Trump as transactional: give him something eg on tariffs & get a security guarantee in return. 1/2
Feels like something cracked today in the transatlantic alliance. Europeans have been swallowing their pride, bitting their tongues, and bending the knee. That strategy may have bought them time but it has now clearly failed. It also had a major cost - it has made the WH think Europe will cave. 1/
January 18, 2026 at 1:47 PM
Nato has been dead since Trump 2 began — just took a while for people to realize it
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Ronin (2026)
January 17, 2026 at 1:18 AM
Ronin (2026)
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Non-protesting dad just trying to hustle his kids, as young as 6mo, out of the neighborhood. ICE threw a flash-bang INTO HIS car, all 6 kids in the hospital now.
If anyone wondered how things turn against occupying armies there's a case study playing out in front of you.
If anyone wondered how things turn against occupying armies there's a case study playing out in front of you.
That is what was relayed
January 15, 2026 at 4:27 AM
Non-protesting dad just trying to hustle his kids, as young as 6mo, out of the neighborhood. ICE threw a flash-bang INTO HIS car, all 6 kids in the hospital now.
If anyone wondered how things turn against occupying armies there's a case study playing out in front of you.
If anyone wondered how things turn against occupying armies there's a case study playing out in front of you.
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matt yglesias on suicide watch
Trump Net-Approval On:
Immigration: -23%
Venezuela: -24%
Foreign Policy: -24%
Economy: -25%
AP-NORC / Jan 11, 2026
Immigration: -23%
Venezuela: -24%
Foreign Policy: -24%
Economy: -25%
AP-NORC / Jan 11, 2026
January 14, 2026 at 11:27 PM
matt yglesias on suicide watch
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hi, political philosopher here! this is not funny, central banks only do this when they're in extreme distress
Video message from Federal Reserve Chair Jerome H. Powell:
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
www.youtube.com/watch?v=KckG...
www.federalreserve.gov/newsevents/s...
Statement by Federal Reserve Chair Jerome H. Powell
YouTube video by Federal Reserve
www.youtube.com
January 12, 2026 at 1:04 AM
hi, political philosopher here! this is not funny, central banks only do this when they're in extreme distress
The amount of chuds riding a 20 year bull market is legion
After seeing one bond guy struggle with basic percentages on live television and another fail at elementary game theory on Bluesky within weeks of one another, really starting to buy the idea that the 40-year bull market in fixed income made successes out of some stone-cold morons.
This is incredibly embarrassing for PIMCO IMO.
January 12, 2026 at 12:44 PM
The amount of chuds riding a 20 year bull market is legion
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European bond traders are discovering Project 2025 for the first time.
![Screenshot of a BI Global Rates & FX chat on Bloomberg
MEMBER 58738
03:21:51 only plan master is project 2025, worth keeping that in mind as it has big implications for policy (google project 2025 observer for a live tracker)
MEMBER 18207
03:24:09 GM!
MEMBER 50936
03:24:48 Wow I didn't know they wanted to get rid of Finra, lol
03:25:25 "Consider if the FTC should enforce antitrust "or even continue to exist""
03:25:33 Interesting stuff, thanks for that 738
MEMBER 63452
04:41:30 738, thanks for that, this objective is interesting: "abolish the Federal Reserve..."
MEMBER 70407
04:45:23 Return to the gold standard: The plan advocates reviving commodity-backed currency—a gold standard—as opposed to modern fiat money. [blog.uwsp.edu], [econbrowser.com]](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:pnx2fjuannbdpy3337ggthpp/bafkreic3xkl65ajvme3j4wfo22x55tcrrxqqkygccrx5kz3sx4axdslrpm@jpeg)
January 12, 2026 at 11:57 AM
European bond traders are discovering Project 2025 for the first time.
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"waaaaait a minute, this is only TEN pieces of silver!"
I just found out last night that the $50k enrollment bonus only pays out after 5 years of service, and reader, the laugh I let out when I read that woke the dog from across the house. These absolute fucking grapes aren't seeing a dime of that money. No way they can ride out 5 years of this job.
ICE recruitment is going well.
January 11, 2026 at 9:52 PM
"waaaaait a minute, this is only TEN pieces of silver!"
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BREAKING: Staggering scenes as brave Iranians stand up to their illegitimate government in Tehran... um, hang on, I'm being told this is actually Minneapolis. Forget I said anything...
January 11, 2026 at 11:54 AM
BREAKING: Staggering scenes as brave Iranians stand up to their illegitimate government in Tehran... um, hang on, I'm being told this is actually Minneapolis. Forget I said anything...