Five Minute Macro
@fiveminutemacro.bsky.social
Macro trader. I used to be disgusted, now I try to be amused.
"The food at this place is really terrible."
"Yeah, I know; and such small portions."
"Yeah, I know; and such small portions."
Your president is spending 11% more days at his private company’s properties and 25% more days playing golf than at this point in his first term.
www.pbump.net/o/an-officia...
www.pbump.net/o/an-officia...
December 25, 2025 at 10:57 PM
"The food at this place is really terrible."
"Yeah, I know; and such small portions."
"Yeah, I know; and such small portions."
🎶 It's the most wonderful time of the year 🎶 www.ft.com/content/6d1e...
December 19, 2025 at 3:22 PM
🎶 It's the most wonderful time of the year 🎶 www.ft.com/content/6d1e...
Until we have the offspring of Alan Sugar and Jimmy Saville anointing themselves President for Life while Parliament prorogues itself, I'm prepared to take the other side.
Just going to put this in a time capsule to see how it looks after the first year of a Reform majority.
"we have the Supreme Court to protect our written Constitution while you guys just rely on everyone being a good chap!"
December 18, 2025 at 11:13 AM
Until we have the offspring of Alan Sugar and Jimmy Saville anointing themselves President for Life while Parliament prorogues itself, I'm prepared to take the other side.
Remember when the demise of Evergrande, Vanke at al were meant to portend the end of the world? And then it happened and barely anyone noticed, let alone cared. Many such cases.
Vanke’s denouement has been under the radar a bit, I guess because China property pain is an old and known story by now. But it’s quite interesting because it isn’t getting a bailout this time from a big SOE owner (Shenzhen’s metro group). Just an old fashioned fight for the assets now.
Multiple delayed principal payments and now they don’t even have the vig? RIP.
December 17, 2025 at 3:04 PM
Remember when the demise of Evergrande, Vanke at al were meant to portend the end of the world? And then it happened and barely anyone noticed, let alone cared. Many such cases.
Book review: read this! History, physics, thriller, horror story.
December 14, 2025 at 4:24 PM
Book review: read this! History, physics, thriller, horror story.
You're trying to tell me Carter Ruck can no longer bully people with nebulous threats of ruinous litigation?! www.ft.com/content/17f4...
December 13, 2025 at 1:47 PM
You're trying to tell me Carter Ruck can no longer bully people with nebulous threats of ruinous litigation?! www.ft.com/content/17f4...
Which side are they going to stop supporting?
US may end support for Ukraine war effort, says Donald Trump Jr
US may end support for Ukraine war effort, says Donald Trump Jr
Eldest son of Donald Trump makes speculative comments during tirade against Volodymyr Zelenskyy and EU
Donald Trump may walk away from the Ukrainian war, the US president’s oldest son has said in comments to a Middle East conference.
In a lengthy tirade against the purpose of continued fighting in Ukraine, Donald Trump Jr also said Ukraine’s “corrupt” rich had fled their country leaving “what they believed to be the peasant class” to fight the war. Continue reading...
www.theguardian.com
December 7, 2025 at 2:54 PM
Which side are they going to stop supporting?
Imagine slapping an 800 P/E on Palantir, and it's just this guy babbling nonsense.
December 4, 2025 at 2:02 PM
Imagine slapping an 800 P/E on Palantir, and it's just this guy babbling nonsense.
Since we're doing this again:
December 4, 2025 at 9:34 AM
Since we're doing this again:
Truly unknowable, really; guess we'll all just have to wait and find out 🙄
December 3, 2025 at 7:48 PM
Truly unknowable, really; guess we'll all just have to wait and find out 🙄
Apart from being disturbingly weird, talk about perverse management incentives!
December 1, 2025 at 8:15 AM
Apart from being disturbingly weird, talk about perverse management incentives!
Good plan; wouldn't want to make it too easy for immigrants to blend in with the locals.
*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
November 13, 2025 at 7:52 PM
Good plan; wouldn't want to make it too easy for immigrants to blend in with the locals.
Incredible things happening on the everything platform.
November 11, 2025 at 8:46 AM
Incredible things happening on the everything platform.
Apart from boIstering the 'everybody is twelve' theory of politics, I promise you this piece will make your day better.
ig.ft.com/saudi-neom-l...
ig.ft.com/saudi-neom-l...
End of The Line: how Saudi Arabia’s Neom dream unravelled
Mohammed bin Salman’s utopian city was undone by the laws of physics and finance
ig.ft.com
November 10, 2025 at 11:25 AM
Apart from boIstering the 'everybody is twelve' theory of politics, I promise you this piece will make your day better.
ig.ft.com/saudi-neom-l...
ig.ft.com/saudi-neom-l...
If you think x job is going to disappear because of AI, ask yourself first why job x hasn't already been outsourced to IDK, Bangladesh.
November 10, 2025 at 9:29 AM
If you think x job is going to disappear because of AI, ask yourself first why job x hasn't already been outsourced to IDK, Bangladesh.
Democrat comms / Graham Platner
October 22, 2025 at 7:17 PM
Democrat comms / Graham Platner
Willing to bet that Tether et al make 'technical errors' every single day.
October 17, 2025 at 9:34 AM
Willing to bet that Tether et al make 'technical errors' every single day.
It's Economics Nobel Prize Day, and hence your annual reminder not to be That Guy.
October 13, 2025 at 9:43 AM
It's Economics Nobel Prize Day, and hence your annual reminder not to be That Guy.
Incredible work by the Dallas Fed.
October 11, 2025 at 5:36 PM
Incredible work by the Dallas Fed.
So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.
October 10, 2025 at 8:57 AM
So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.
Se vis pacem, para bellum
October 9, 2025 at 3:49 PM
Se vis pacem, para bellum
Gritcoin having its moment.
October 8, 2025 at 11:50 AM
Gritcoin having its moment.
Wild story. Imagine layering on swathes of expensive risk management over the last few decades, and then...this.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
Ferrari-Loving Trader Burned Wall Street With Bond Bet Leveraged 11,000-to-1
Citigroup and MUFG were among the firms stung by $2.6 billion trade that’s now at the heart of a London lawsuit, raising questions about client checks
www.bloomberg.com
October 6, 2025 at 5:14 PM
Wild story. Imagine layering on swathes of expensive risk management over the last few decades, and then...this.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...