Scott Barlow
@jsbarlow.bsky.social
Still Battling Gell-Man Amnesia
BMO: Canadian employment - the big get bigger
November 11, 2025 at 12:51 PM
BMO: Canadian employment - the big get bigger
Has he stopped talking?
November 9, 2025 at 11:29 PM
Has he stopped talking?
He could charge A LOT more.
November 9, 2025 at 7:00 PM
He could charge A LOT more.
My IG is full of "Man who predicted financial crisis is betting $1-billion that AI will implode" so I think we're ok for a while
November 7, 2025 at 4:38 PM
My IG is full of "Man who predicted financial crisis is betting $1-billion that AI will implode" so I think we're ok for a while
Looks like a test of the fiddy day ahead
November 7, 2025 at 2:54 PM
Looks like a test of the fiddy day ahead
Morning smoothie experiment, suggested by Copilot, was to replace spinach with zuccini. Success.
November 7, 2025 at 2:37 PM
Morning smoothie experiment, suggested by Copilot, was to replace spinach with zuccini. Success.
I'd prefer you guys keep subsidizing drug development for the rest of us if it's no bother
TRUMP: AMERICANS SHOULD PAY THE LOWEST GLOBAL PRICES FOR DRUGS
November 6, 2025 at 5:10 PM
I'd prefer you guys keep subsidizing drug development for the rest of us if it's no bother
"Lowest rate with the fewest loopholes" - Bill Bradley (who should have been POTUS)
Cross-party agreement can create political space for tax reform
It is time to take the political heat out of attempts to reform the tax system, says @gemmatetlow.bsky.social www.instituteforgovernment.org.uk/comment/cros...
It is time to take the political heat out of attempts to reform the tax system, says @gemmatetlow.bsky.social www.instituteforgovernment.org.uk/comment/cros...
Cross-party agreement can create political space for tax reform | Institute for Government
It is time to take the political heat out of attempts to reform the tax system.
www.instituteforgovernment.org.uk
November 6, 2025 at 4:13 PM
"Lowest rate with the fewest loopholes" - Bill Bradley (who should have been POTUS)
" people above 65, people 25 to 35, or 35 to 45 — in each of these age groups, the bottom 50 per cent owns 5 per cent of the total, and the top 10 per cent, 50 or 60 per cent"
www.ft.com/content/860f...
www.ft.com/content/860f...
Thomas Piketty: ‘The left has been a victim of its own success’
The economist on populism, fiscal debt and the long-term trend of economic equality
www.ft.com
November 6, 2025 at 3:06 PM
" people above 65, people 25 to 35, or 35 to 45 — in each of these age groups, the bottom 50 per cent owns 5 per cent of the total, and the top 10 per cent, 50 or 60 per cent"
www.ft.com/content/860f...
www.ft.com/content/860f...
Run-on sentence. F.
This ended, in prolonged solemn tones, like the continual tolling of a bell in a ship that is foundering at sea in a fog
November 6, 2025 at 1:48 PM
Run-on sentence. F.
say what, now?
ORACLE’S DEFAULT RISK IS SPIKING — THE COMPANY’S 5-YEAR CREDIT DEFAULT SWAP HAS SURGED ABOVE 80 BASIS POINTS, MARKING ITS HIGHEST LEVEL IN TWO YEARS.
November 6, 2025 at 1:17 PM
say what, now?
Can alcohol be over? Tobacco use fading to nothing but people have been drinking for millennia
Everywhere you look it’s a bear market in booze.
Diageo <10 year low> today
Diageo <10 year low> today
November 6, 2025 at 12:37 PM
Can alcohol be over? Tobacco use fading to nothing but people have been drinking for millennia
It's dark out. i think we changed the clocks too far
November 5, 2025 at 4:53 PM
It's dark out. i think we changed the clocks too far
Subs: Five ways to adjust portfolios for volatility without ruining long-term returns
www.theglobeandmail.com/investing/in...
www.theglobeandmail.com/investing/in...
Market Factors: Five ways to adjust portfolios for volatility without ruining long-term returns
Plus, an about-face by a Morgan Stanley strategist
www.theglobeandmail.com
November 5, 2025 at 4:03 PM
Subs: Five ways to adjust portfolios for volatility without ruining long-term returns
www.theglobeandmail.com/investing/in...
www.theglobeandmail.com/investing/in...
"Over years of use—and product upgrades—many of us may simply slip into relationships with bots that we first used as helpers or entertainment, just as we were lulled into submission by algorithmic feeds"
www.theatlantic.com/magazine/202...
www.theatlantic.com/magazine/202...
The Age of Anti-Social Media Is Here
The social-media era is over. What’s coming will be much worse.
www.theatlantic.com
November 5, 2025 at 1:21 PM
"Over years of use—and product upgrades—many of us may simply slip into relationships with bots that we first used as helpers or entertainment, just as we were lulled into submission by algorithmic feeds"
www.theatlantic.com/magazine/202...
www.theatlantic.com/magazine/202...
Costco gives a great sense of contentment. Like, I have a lot of stressors but running out of chia seeds isn't going to be one of them for a long time
November 5, 2025 at 12:04 PM
Costco gives a great sense of contentment. Like, I have a lot of stressors but running out of chia seeds isn't going to be one of them for a long time
I don't even think there are major credit issues btw. i just don 't like research reports that assume I'm dumb
There is one IB that has been egregiously pushing private equity and alts and now publishing "nothing to see here" reports masquerading as research re potential credit issues. it's WAY too obvious
November 4, 2025 at 12:12 PM
I don't even think there are major credit issues btw. i just don 't like research reports that assume I'm dumb
There is one IB that has been egregiously pushing private equity and alts and now publishing "nothing to see here" reports masquerading as research re potential credit issues. it's WAY too obvious
November 4, 2025 at 12:10 PM
There is one IB that has been egregiously pushing private equity and alts and now publishing "nothing to see here" reports masquerading as research re potential credit issues. it's WAY too obvious
"The United States is now a nation run by public servants who behave no better than internet trolls, deflecting criticism with crassness and obscenity"
America, the Juvenile www.theatlantic.com/ideas/archiv...
America, the Juvenile www.theatlantic.com/ideas/archiv...
A Confederacy of Toddlers
The Trump administration is a regime of troubled children.
www.theatlantic.com
November 3, 2025 at 5:32 PM
"The United States is now a nation run by public servants who behave no better than internet trolls, deflecting criticism with crassness and obscenity"
America, the Juvenile www.theatlantic.com/ideas/archiv...
America, the Juvenile www.theatlantic.com/ideas/archiv...
Subs:
Market Factors: How a popular TV show explains bad investor tendencies
www.theglobeandmail.com/investing/in...
Market Factors: How a popular TV show explains bad investor tendencies
www.theglobeandmail.com/investing/in...
Market Factors: How a popular TV show explains bad investor tendencies
Plus, stocks climbing on the surprisingly huge AI spending spree
www.theglobeandmail.com
November 3, 2025 at 5:22 PM
Subs:
Market Factors: How a popular TV show explains bad investor tendencies
www.theglobeandmail.com/investing/in...
Market Factors: How a popular TV show explains bad investor tendencies
www.theglobeandmail.com/investing/in...
@interfluidity.com That's also my view on capitalism fwiw. Capitalism is the best economic orientation but it's incapable of regulating itself. As we see.
November 3, 2025 at 3:48 PM
@interfluidity.com That's also my view on capitalism fwiw. Capitalism is the best economic orientation but it's incapable of regulating itself. As we see.
Paging Mr. Chanos, Mr. Chanos line 3. Please pick up the white courtesy phone
'...The seven-year deal, which takes OpenAI’s total recent commitments to close to $1.5tn...'
I mean...
on.ft.com/4oJxbXk
I mean...
on.ft.com/4oJxbXk
November 3, 2025 at 2:31 PM
Paging Mr. Chanos, Mr. Chanos line 3. Please pick up the white courtesy phone
I can see about 130 deswks from where I'm sitting. Mine's the only occupied one
October 31, 2025 at 1:37 PM
I can see about 130 deswks from where I'm sitting. Mine's the only occupied one