JR
@jr705.bsky.social
Don't think. Weakens the team. 3.0
"I embrace you all. You are my liquidity." ~Fearlicious
“A republic, if you can keep it.” ~Ben Franklin
"I embrace you all. You are my liquidity." ~Fearlicious
“A republic, if you can keep it.” ~Ben Franklin
Reposted by JR
FUKUYAMA: “.. I would liken Donald Trump to a ten-year-old boy who has discovered a flame thrower in his parents’ backyard, and has come to realize that he can burn up anything he wants with it. He’s now actively looking for other things he can set on fire.”
www.persuasion.community/p/after-davo...
www.persuasion.community/p/after-davo...
January 24, 2026 at 5:53 PM
FUKUYAMA: “.. I would liken Donald Trump to a ten-year-old boy who has discovered a flame thrower in his parents’ backyard, and has come to realize that he can burn up anything he wants with it. He’s now actively looking for other things he can set on fire.”
www.persuasion.community/p/after-davo...
www.persuasion.community/p/after-davo...
Reposted by JR
This clip got lost in what has been a truly gruesome week. But it deserves a home.
How Tears for Fears developed “Everybody Wants to Rule the World”. 🎸
How Tears for Fears developed “Everybody Wants to Rule the World”. 🎸
January 24, 2026 at 1:20 PM
This clip got lost in what has been a truly gruesome week. But it deserves a home.
How Tears for Fears developed “Everybody Wants to Rule the World”. 🎸
How Tears for Fears developed “Everybody Wants to Rule the World”. 🎸
The Smartest Guys in the Room
Refresher course. Watch. Review. What sounds familiar.
vimeo.com/446577206
Refresher course. Watch. Review. What sounds familiar.
vimeo.com/446577206
Enron Documentary - The Smartest Guys in the Room
This is "Enron Documentary - The Smartest Guys in the Room" by Bruce Gordon on Vimeo, the home for high quality videos and the people who love them.
vimeo.com
January 24, 2026 at 3:59 AM
The Smartest Guys in the Room
Refresher course. Watch. Review. What sounds familiar.
vimeo.com/446577206
Refresher course. Watch. Review. What sounds familiar.
vimeo.com/446577206
Yuan reserve currency. Who would have thought that a possibility. Ever.
🇨🇳CHINA SET TO OFFER YUAN-DENOMINATED LIQUEFIED NATURAL GAS FUTURES CONTRACTS AS SOON AS NEXT MONTH, SOURCES SAY CHINA TO LIST DERIVATIVE PRODUCT ON SHANGHAI FUTURES EXCHANGE, SOURCES SAY #CHINA #ONGT #NaturalGas
January 24, 2026 at 2:43 AM
Yuan reserve currency. Who would have thought that a possibility. Ever.
Reposted by JR
🇨🇳CHINA SET TO OFFER YUAN-DENOMINATED LIQUEFIED NATURAL GAS FUTURES CONTRACTS AS SOON AS NEXT MONTH, SOURCES SAY CHINA TO LIST DERIVATIVE PRODUCT ON SHANGHAI FUTURES EXCHANGE, SOURCES SAY #CHINA #ONGT #NaturalGas
January 23, 2026 at 7:26 AM
🇨🇳CHINA SET TO OFFER YUAN-DENOMINATED LIQUEFIED NATURAL GAS FUTURES CONTRACTS AS SOON AS NEXT MONTH, SOURCES SAY CHINA TO LIST DERIVATIVE PRODUCT ON SHANGHAI FUTURES EXCHANGE, SOURCES SAY #CHINA #ONGT #NaturalGas
"Put everything on blockchain." ~ Pundit talking book.
January 23, 2026 at 8:22 PM
"Put everything on blockchain." ~ Pundit talking book.
Reposted by JR
Reposted by JR
I’ll help out here. We are at risk of repeating historic policy error. Different times, different cases and a potentially damaging outcomes.
What my colleagues at BofA & I are saying is that this is not about short term trading.
Rather it’s about long term consequences of decisions made today.
What my colleagues at BofA & I are saying is that this is not about short term trading.
Rather it’s about long term consequences of decisions made today.
January 23, 2026 at 12:45 PM
I’ll help out here. We are at risk of repeating historic policy error. Different times, different cases and a potentially damaging outcomes.
What my colleagues at BofA & I are saying is that this is not about short term trading.
Rather it’s about long term consequences of decisions made today.
What my colleagues at BofA & I are saying is that this is not about short term trading.
Rather it’s about long term consequences of decisions made today.
"GenX has rebuilt twice." Fucking right we have. This time a whole different animal.
Yep, agree They've yet to live thru true wipe-outs like the DotCom bust & GFC. GenX'rs have & rebuilt twice.
Their only experience is COVID, ZIRP & massive fiscal stimulus.
So, it's a doozy of a statement to me...
...the tide will go out as Buffet's warned & we'll see some doozies exposed.
Their only experience is COVID, ZIRP & massive fiscal stimulus.
So, it's a doozy of a statement to me...
...the tide will go out as Buffet's warned & we'll see some doozies exposed.
January 23, 2026 at 1:37 AM
"GenX has rebuilt twice." Fucking right we have. This time a whole different animal.
Re: Off balance sheet SPVs.
January 22, 2026 at 6:36 PM
Re: Off balance sheet SPVs.
Reposted by JR
I'll be answering subscriber questions this afternoon at 1:00. Join me!
www.theglobeandmail.com/investing/ar...
www.theglobeandmail.com/investing/ar...
Weathering the markets in 2026: Submit your questions to our investing experts
On Thursday, Jan. 22, at 1 p.m. ET, our experts will answer your questions on the top ETFs to buy, where gold prices will go and what you should be looking out for
www.theglobeandmail.com
January 22, 2026 at 4:01 PM
I'll be answering subscriber questions this afternoon at 1:00. Join me!
www.theglobeandmail.com/investing/ar...
www.theglobeandmail.com/investing/ar...
Tell The Judge to ask about performance.
January 21, 2026 at 5:39 PM
Tell The Judge to ask about performance.
Ponies spend a lot on options commercials.
January 21, 2026 at 3:29 PM
Ponies spend a lot on options commercials.
January 21, 2026 at 2:23 PM
In the big chair for @michaelsantoli.bsky.social
January 20, 2026 at 9:06 PM
In the big chair for @michaelsantoli.bsky.social
Reposted by JR
The sum of all fears for central bankers nervous about the US repeating a historic policy error. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Market Minute: Fed independence and the sum of all fears
Today, the sum of all fears among central bankers and economists can in large part be traced to the mistakes of the Arthur Burns era at the Fed.
realeconomy.rsmus.com
January 20, 2026 at 1:21 PM
The sum of all fears for central bankers nervous about the US repeating a historic policy error. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Reposted by JR
By analyzing $4 trillion of shipments between January 2024 and November 2025, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases by lowering their prices, while American consumers and importers absorbed 96%.
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
Americans Are the Ones Paying for Tariffs, Study Finds
New research contradicts President Trump’s claim that foreigners are footing the bill.
www.wsj.com
January 19, 2026 at 5:04 PM
By analyzing $4 trillion of shipments between January 2024 and November 2025, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases by lowering their prices, while American consumers and importers absorbed 96%.
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
Reposted by JR
👀
Introducing "The Tech Download" — hosted by CNBC’s Arjun Kharpal and Steve Kovach, the new original podcast cuts through the noise to unpack the technology stories that matter most.
Catch the first episode now wherever you get your podcasts: cnb.cx/4qpOZIb
Catch the first episode now wherever you get your podcasts: cnb.cx/4qpOZIb
January 16, 2026 at 7:04 PM
👀
Joe was only only ever outdone on the NFP by the famous AG Warner, VIX expert. He would conveniently post the numbers at 8:30:01. Always spot on.
Got this from a good friend. I completely endorse this book.
January 15, 2026 at 7:12 PM
Joe was only only ever outdone on the NFP by the famous AG Warner, VIX expert. He would conveniently post the numbers at 8:30:01. Always spot on.
Reposted by JR
Got this from a good friend. I completely endorse this book.
January 15, 2026 at 6:53 PM
Got this from a good friend. I completely endorse this book.
We're back to interest only mortgages. I have questions about last time.
January 14, 2026 at 6:39 PM
We're back to interest only mortgages. I have questions about last time.