@nateingram.bsky.social
Just chiming in mostly on econ and finance
That margin collapse is brutal, did they give a timeline for rebound?
February 10, 2026 at 3:33 PM
That margin collapse is brutal, did they give a timeline for rebound?
Great reflections by @bryancurtis.bsky.social on the death of the WaPo sports section. It really seems like a "we've tried nothing and were all out of ideas" situation from the WaPo management. Hopeful the DC region will have something spring up in its place www.theringer.com/2026/02/04/m...
Death of a Sports Section
The Washington Post sports department was dismantled before its leaders gave it a chance to change
www.theringer.com
February 10, 2026 at 12:45 PM
Great reflections by @bryancurtis.bsky.social on the death of the WaPo sports section. It really seems like a "we've tried nothing and were all out of ideas" situation from the WaPo management. Hopeful the DC region will have something spring up in its place www.theringer.com/2026/02/04/m...
That's what I can't figure out about all the noise they're making about GSE IPOs. They aren't investable until the Senior Preferred Stock Purchase Agreement is actually repealed. Congress has zero appetite to do GSE reform, so I'm expecting an executive work around or nothing happens
February 4, 2026 at 8:56 PM
That's what I can't figure out about all the noise they're making about GSE IPOs. They aren't investable until the Senior Preferred Stock Purchase Agreement is actually repealed. Congress has zero appetite to do GSE reform, so I'm expecting an executive work around or nothing happens
Exit from conservatorship without an act of congress is legally suspect. I guess we'll see if this stuff actually matters
bsky.app/profile/nate...
bsky.app/profile/nate...
HERA didn’t give FHFA the legal authority to end conservatorship by any means other than unwinding the firms and liquidating the assets. Here’s Trump’s first term FHFA on the matter when they were working on exit plans back then
February 4, 2026 at 8:48 PM
Exit from conservatorship without an act of congress is legally suspect. I guess we'll see if this stuff actually matters
bsky.app/profile/nate...
bsky.app/profile/nate...
Honestly think they just want the headline of an IPO. 10% is already public OTC, would these be new shares or treasury's shares
February 4, 2026 at 8:20 PM
Honestly think they just want the headline of an IPO. 10% is already public OTC, would these be new shares or treasury's shares
Is there a blog?
January 23, 2026 at 5:50 PM
Is there a blog?
This logic fits nicely with the latest @kyla.bsky.social theory of the reality tv president. Reality TV shows need to escalate for ratings.
The TACO cycle:
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
Markets want to price in TACO. But TACO only works if Trump sees stocks tank.
So we get a loop: Trump does things → nothing happens (markets already priced in TACO) → that emboldens him to do more → until markets start to think he might not TACO → stocks fall → TACO is restored.
January 22, 2026 at 1:17 PM
This logic fits nicely with the latest @kyla.bsky.social theory of the reality tv president. Reality TV shows need to escalate for ratings.
We'll take them in the ACC now
January 13, 2026 at 11:27 PM
We'll take them in the ACC now
Awesome post man. Really great work
January 11, 2026 at 9:13 PM
Awesome post man. Really great work
Reposted
The level of @publicenterprise.bsky.social intellectual victory here is wildly underappreciated
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
December 29, 2025 at 1:54 AM
The level of @publicenterprise.bsky.social intellectual victory here is wildly underappreciated
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
December 29, 2025 at 1:48 AM
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
Great post from @arpitrage.bsky.social I just came across.
December 29, 2025 at 1:43 AM
Great post from @arpitrage.bsky.social I just came across.
The renmac guys sounded optimistic about a pick up on their last pod as well, which I thought was interesting
December 28, 2025 at 2:34 AM
The renmac guys sounded optimistic about a pick up on their last pod as well, which I thought was interesting
Can’t believe you’d log on and express preferences like this
December 22, 2025 at 5:33 PM
Can’t believe you’d log on and express preferences like this
Supply chain for tobacco may lend itself better to the monopolistic market we have now when compared to alcohol
December 22, 2025 at 5:29 PM
Supply chain for tobacco may lend itself better to the monopolistic market we have now when compared to alcohol
Different strokes I guess
December 22, 2025 at 5:25 PM
Different strokes I guess
Way better than the burbs
December 22, 2025 at 5:21 PM
Way better than the burbs
K shaped economy to stay
December 21, 2025 at 4:32 PM
K shaped economy to stay
Would love to see this over time
December 17, 2025 at 5:05 PM
Would love to see this over time
Clearly the lesson he learned is that in that era he wasn’t embodying the disrupter/change the world ethos of SV nearly enough. The rhetoric from him is sky high now
December 17, 2025 at 4:42 PM
Clearly the lesson he learned is that in that era he wasn’t embodying the disrupter/change the world ethos of SV nearly enough. The rhetoric from him is sky high now
I'm sure they'll be taking the GSEs public any day now...
December 4, 2025 at 4:06 PM
I'm sure they'll be taking the GSEs public any day now...
@bryancurtis.bsky.social *nodding*
I love you FT Editor who signed off on the this chart header 🤌
November 27, 2025 at 3:22 AM
@bryancurtis.bsky.social *nodding*
What does it say about them?
November 19, 2025 at 9:42 PM
What does it say about them?