@floatyboatface.bsky.social
Line go up, line go down...
February 6, 2026 at 12:18 AM
Line go up, line go down...
I'm sure he'll be as successful at this as was Bloomberg and Steyer.
February 3, 2026 at 4:53 PM
I'm sure he'll be as successful at this as was Bloomberg and Steyer.
Cynical, but totally correct response on Warsh. He's never made much sense from an economics standpoint, and just blows with the (Republican) wind.
Now about that price of silver...
Now about that price of silver...
February 1, 2026 at 3:08 PM
Cynical, but totally correct response on Warsh. He's never made much sense from an economics standpoint, and just blows with the (Republican) wind.
Now about that price of silver...
Now about that price of silver...
Wonder how many leveraged silver buyers there were in China.
January 30, 2026 at 10:19 PM
Wonder how many leveraged silver buyers there were in China.
...not just that, but the largest buyers of silver were likely in China and those market don't open until Monday.
January 30, 2026 at 6:27 PM
...not just that, but the largest buyers of silver were likely in China and those market don't open until Monday.
Sophistry is thy name, Kevin
January 30, 2026 at 6:07 PM
Sophistry is thy name, Kevin
Is it really debasement (10UST ~4.5%, stocks at all time highs globally, inflation < 3%) or just momentum like BTC, ETH, etc?
January 30, 2026 at 5:02 PM
Is it really debasement (10UST ~4.5%, stocks at all time highs globally, inflation < 3%) or just momentum like BTC, ETH, etc?
I guess debasement has been eliminated...hilarious the narratives people assign to price action.
January 30, 2026 at 5:00 PM
I guess debasement has been eliminated...hilarious the narratives people assign to price action.
It's because debasement disappeared then reappeared!
January 30, 2026 at 12:16 AM
It's because debasement disappeared then reappeared!
Interesting that despite all of the other narratives, silver, etc are acting like risk assets vis a vis NASDAQ...similar to how BTC was until it lost momentum and crashed.
January 29, 2026 at 3:51 PM
Interesting that despite all of the other narratives, silver, etc are acting like risk assets vis a vis NASDAQ...similar to how BTC was until it lost momentum and crashed.
That's a flawed analogy comparing software revenues to retail revenue which are valued far less. And yes, I know that the AI companies have massive losses.
Don't disagree with the greater point you're making about valuation.
Don't disagree with the greater point you're making about valuation.
January 21, 2026 at 11:35 PM
That's a flawed analogy comparing software revenues to retail revenue which are valued far less. And yes, I know that the AI companies have massive losses.
Don't disagree with the greater point you're making about valuation.
Don't disagree with the greater point you're making about valuation.
Why only 50?
January 4, 2026 at 2:07 PM
Why only 50?
Nearly all oil in Venezuela is very heavy crude which requires special refineries to process. Not all refineries can process a huge increase in heavy crude supply even if that were possible in the short term.
January 4, 2026 at 12:59 AM
Nearly all oil in Venezuela is very heavy crude which requires special refineries to process. Not all refineries can process a huge increase in heavy crude supply even if that were possible in the short term.
Thank you for you great work in exposing the hypocrisy of the EU on this
January 3, 2026 at 1:17 PM
Thank you for you great work in exposing the hypocrisy of the EU on this
Very sad. I hope they never get power or water back.
December 31, 2025 at 3:39 PM
Very sad. I hope they never get power or water back.
Thanks, I stand corrected. This has use. And your idea that adverse impact on marginal worker groups as a leading indicator is of value.
December 31, 2025 at 1:42 AM
Thanks, I stand corrected. This has use. And your idea that adverse impact on marginal worker groups as a leading indicator is of value.
Charts don't show it have much, if any, predictive value for downturns or upturns.
December 30, 2025 at 8:09 PM
Charts don't show it have much, if any, predictive value for downturns or upturns.
I don't believe that this is very useful in the sense that if you plot the monthly difference between U5 & U6 and / or the rolling 12 month difference it doesn't seem to be a great indicator on cyclical turns.
December 30, 2025 at 6:30 PM
I don't believe that this is very useful in the sense that if you plot the monthly difference between U5 & U6 and / or the rolling 12 month difference it doesn't seem to be a great indicator on cyclical turns.
My eyes are tearing...
December 29, 2025 at 2:58 PM
My eyes are tearing...
Violence is never the answer, but it is a solution.
December 21, 2025 at 9:13 PM
Violence is never the answer, but it is a solution.