@lindabrooke6.bsky.social
Reposted
Israel moves toward Netanyahu-led October 7 inquiry as Qatar scandal deepens
Israel moves toward Netanyahu-led October 7 inquiry as Qatar scandal deepens
The Knesset passed a bill in its first reading to establish a special commission of inquiry into the failures of October 7, in line with the wishes of Benjamin Netanyahu, who has rejected the idea of a more independent body. However, he now faces difficulties over his advisers' ties to Qatar.
www.lemonde.fr
December 27, 2025 at 7:00 PM
Israel moves toward Netanyahu-led October 7 inquiry as Qatar scandal deepens
Reposted
Charlie Chang started several of his passive income streams — which now gross an average of $114,000 per month — with $0 down.
He shares four passive income businesses you can start for "less than $100."
He shares four passive income businesses you can start for "less than $100."
This 30-year-old makes $114,000 a month in passive income: ‘4 businesses you can start today for $99 or less'
Charlie Chang started several of his passive income streams — which now gross an average of $114,000 per month — with $0 down. He shares four passive income businesses you can start for "less than $100."
cnb.cx
December 27, 2025 at 7:00 PM
Charlie Chang started several of his passive income streams — which now gross an average of $114,000 per month — with $0 down.
He shares four passive income businesses you can start for "less than $100."
He shares four passive income businesses you can start for "less than $100."
Reposted
Good morning.
On notable 2025 developments in European bond markets:
Per these FT charts, Italian risk spreads have returned to pre-debt crisis levels and...
There’s been a partial inversion in the traditional “core-periphery” dynamic, as French spreads now exceed those of both Italy and Spain.
On notable 2025 developments in European bond markets:
Per these FT charts, Italian risk spreads have returned to pre-debt crisis levels and...
There’s been a partial inversion in the traditional “core-periphery” dynamic, as French spreads now exceed those of both Italy and Spain.
December 27, 2025 at 11:39 AM
Good morning.
On notable 2025 developments in European bond markets:
Per these FT charts, Italian risk spreads have returned to pre-debt crisis levels and...
There’s been a partial inversion in the traditional “core-periphery” dynamic, as French spreads now exceed those of both Italy and Spain.
On notable 2025 developments in European bond markets:
Per these FT charts, Italian risk spreads have returned to pre-debt crisis levels and...
There’s been a partial inversion in the traditional “core-periphery” dynamic, as French spreads now exceed those of both Italy and Spain.
Reposted
Mexico's single biggest problem is that it isn't able to grow. Real GDP was stagnant for several years before the pandemic. It looked - briefly - like Mexico might escape that stagnation trap after COVID. But here we are again. Mexico is back to the usual pattern of stagnation from before COVID...
December 27, 2025 at 2:50 PM
Mexico's single biggest problem is that it isn't able to grow. Real GDP was stagnant for several years before the pandemic. It looked - briefly - like Mexico might escape that stagnation trap after COVID. But here we are again. Mexico is back to the usual pattern of stagnation from before COVID...
Reposted
"China’s industrial profits fell at their fastest pace in more than a year last month, as Xi Jinping’s economic planners struggled to contain the fallout from industrial overcapacity and lacklustre consumer confidence."
www.ft.com/content/2a69...
www.ft.com/content/2a69...
December 27, 2025 at 3:11 PM
"China’s industrial profits fell at their fastest pace in more than a year last month, as Xi Jinping’s economic planners struggled to contain the fallout from industrial overcapacity and lacklustre consumer confidence."
www.ft.com/content/2a69...
www.ft.com/content/2a69...
Reposted
Oh: "Bankruptcies hit 15-year high in 2025 as tariffs roiled corporate America" share.google/6lABVmKe3or8...
"in a shift from previous years, the rise in filings is most apparent among industrials" 😲
"in a shift from previous years, the rise in filings is most apparent among industrials" 😲
December 27, 2025 at 3:31 PM
Oh: "Bankruptcies hit 15-year high in 2025 as tariffs roiled corporate America" share.google/6lABVmKe3or8...
"in a shift from previous years, the rise in filings is most apparent among industrials" 😲
"in a shift from previous years, the rise in filings is most apparent among industrials" 😲
Reposted
Get cozy! New year-end review Focus Group Podcast: the revealing moments, toughest conversations, and warnings that hit a little harder with hindsight—from swing voters to Democrats to cracks inside MAGA.
Listen to & learn from four hours of voters. podcasts.apple.com/us/podcast/a...
Listen to & learn from four hours of voters. podcasts.apple.com/us/podcast/a...
America on Tape: A Brutal (and Hopeful) Year
Podcast Episode · The Focus Group Podcast · 12/27/2025 · 3h 3m
podcasts.apple.com
December 27, 2025 at 3:43 PM
Get cozy! New year-end review Focus Group Podcast: the revealing moments, toughest conversations, and warnings that hit a little harder with hindsight—from swing voters to Democrats to cracks inside MAGA.
Listen to & learn from four hours of voters. podcasts.apple.com/us/podcast/a...
Listen to & learn from four hours of voters. podcasts.apple.com/us/podcast/a...
Reposted
The Unexpected Winner of Rising American Tariffs Is Mexico
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
The Unexpected Winner of Rising American Tariffs Is Mexico
The country’s exports to the U.S. have surged since President Trump imposed new import duties on every country this year.
www.wsj.com
December 27, 2025 at 4:15 PM
The Unexpected Winner of Rising American Tariffs Is Mexico
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
Reposted
BREAKING 🚨: U.S. Banks
Fed Reserve just pumped $2.5 Billion into the U.S. Banking System through overnight repos 🤯 More than $120 Billion has been injected this year, compare that to prior years 👀
Fed Reserve just pumped $2.5 Billion into the U.S. Banking System through overnight repos 🤯 More than $120 Billion has been injected this year, compare that to prior years 👀
December 26, 2025 at 11:51 PM
BREAKING 🚨: U.S. Banks
Fed Reserve just pumped $2.5 Billion into the U.S. Banking System through overnight repos 🤯 More than $120 Billion has been injected this year, compare that to prior years 👀
Fed Reserve just pumped $2.5 Billion into the U.S. Banking System through overnight repos 🤯 More than $120 Billion has been injected this year, compare that to prior years 👀
Reposted
8 BIG STORIES OF 2025 - #3 - Purge inside Justice Dept
YouTube video by Scott MacFarlane Reports
youtube.com
December 27, 2025 at 2:15 PM
Reposted
In case you missed it ...
Here's a measured, eloquent and quite compelling argument for Welsh independence within the EU from Plaid Cymru's former leader Adam Price (from 2020 as we left the EU). As everyone now knows, Brexit has been even worse for the Welsh economy than expected.
#PlaidCymru 🏴🇪🇺
Here's a measured, eloquent and quite compelling argument for Welsh independence within the EU from Plaid Cymru's former leader Adam Price (from 2020 as we left the EU). As everyone now knows, Brexit has been even worse for the Welsh economy than expected.
#PlaidCymru 🏴🇪🇺
December 27, 2025 at 1:50 PM
In case you missed it ...
Here's a measured, eloquent and quite compelling argument for Welsh independence within the EU from Plaid Cymru's former leader Adam Price (from 2020 as we left the EU). As everyone now knows, Brexit has been even worse for the Welsh economy than expected.
#PlaidCymru 🏴🇪🇺
Here's a measured, eloquent and quite compelling argument for Welsh independence within the EU from Plaid Cymru's former leader Adam Price (from 2020 as we left the EU). As everyone now knows, Brexit has been even worse for the Welsh economy than expected.
#PlaidCymru 🏴🇪🇺
Reposted
2025 rewarded discipline more than prediction. Policy volatility and manias consistently challenged macro fundamentals, but even with all that, a nonconsensus approach still added value. My '25 thematic calls in review, free to read on the blog app:
bobeunlimited.substack.com/p/2025-thema...
bobeunlimited.substack.com/p/2025-thema...
2025 Thematic Portfolio Review
2025 rewarded discipline more than prediction. Policy volatility and manias consistently challenged macro fundamentals, but even with all that, a nonconsensus approach still added value.
bobeunlimited.substack.com
December 27, 2025 at 1:08 PM
2025 rewarded discipline more than prediction. Policy volatility and manias consistently challenged macro fundamentals, but even with all that, a nonconsensus approach still added value. My '25 thematic calls in review, free to read on the blog app:
bobeunlimited.substack.com/p/2025-thema...
bobeunlimited.substack.com/p/2025-thema...
Reposted
Want to laugh?
Sam & Sarah Read the Meanest Bulwark Comments
YouTube video by The Bulwark
youtube.com
December 26, 2025 at 10:02 PM
Want to laugh?
Reposted
Speaking of which, here's a headline Nvidia wasn't looking for.
https://finance.yahoo.com/news/nvidias-groq-deal-underscores-how-the-ai-chip-giant-uses-its-massive-balance-sheet-to-maintain-dominance-183347248.html..
https://finance.yahoo.com/news/nvidias-groq-deal-underscores-how-the-ai-chip-giant-uses-its-massive-balance-sheet-to-maintain-dominance-183347248.html..
December 26, 2025 at 7:49 PM
Speaking of which, here's a headline Nvidia wasn't looking for.
https://finance.yahoo.com/news/nvidias-groq-deal-underscores-how-the-ai-chip-giant-uses-its-massive-balance-sheet-to-maintain-dominance-183347248.html..
https://finance.yahoo.com/news/nvidias-groq-deal-underscores-how-the-ai-chip-giant-uses-its-massive-balance-sheet-to-maintain-dominance-183347248.html..
Reposted
My Sicilian great grandparents had a macaroni factory in Harlem because that’s the only place they were allowed to live. New York Times had a good story about this subject a few years ago
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
Opinion | How Italians Became ‘White’ (Published 2019)
Vicious bigotry, reluctant acceptance: an American story.
www.nytimes.com
December 26, 2025 at 7:31 PM
My Sicilian great grandparents had a macaroni factory in Harlem because that’s the only place they were allowed to live. New York Times had a good story about this subject a few years ago
www.nytimes.com/interactive/...
www.nytimes.com/interactive/...
Reposted
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
cnb.cx
December 26, 2025 at 7:34 PM
Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says
Reposted
To get value out of it you need a mix of:
-good questions/prompts
-subject matter expertise/good judgment
-ability to verify facts/claims the LLM makes
-awareness of confirmation bias/flattery so you're not susceptible to it
All of that requires (for now anyway) human skills.
-good questions/prompts
-subject matter expertise/good judgment
-ability to verify facts/claims the LLM makes
-awareness of confirmation bias/flattery so you're not susceptible to it
All of that requires (for now anyway) human skills.
December 26, 2025 at 5:06 PM
To get value out of it you need a mix of:
-good questions/prompts
-subject matter expertise/good judgment
-ability to verify facts/claims the LLM makes
-awareness of confirmation bias/flattery so you're not susceptible to it
All of that requires (for now anyway) human skills.
-good questions/prompts
-subject matter expertise/good judgment
-ability to verify facts/claims the LLM makes
-awareness of confirmation bias/flattery so you're not susceptible to it
All of that requires (for now anyway) human skills.
Reposted
Torsten Slok:
"With a steep yield curve, governments are issuing more short‑dated paper....
The consequence is that monetary and fiscal policy have become more tightly linked, because a lower maturity makes government interest expenses more sensitive to central bank rate decisions."
#economy
"With a steep yield curve, governments are issuing more short‑dated paper....
The consequence is that monetary and fiscal policy have become more tightly linked, because a lower maturity makes government interest expenses more sensitive to central bank rate decisions."
#economy
December 26, 2025 at 5:27 PM
Torsten Slok:
"With a steep yield curve, governments are issuing more short‑dated paper....
The consequence is that monetary and fiscal policy have become more tightly linked, because a lower maturity makes government interest expenses more sensitive to central bank rate decisions."
#economy
"With a steep yield curve, governments are issuing more short‑dated paper....
The consequence is that monetary and fiscal policy have become more tightly linked, because a lower maturity makes government interest expenses more sensitive to central bank rate decisions."
#economy
Reposted
The Japanese Yen (black) is almost as weak as Turkish Lira (blue). This signals you can't hide from the consequences of high debt and bad fiscal policy. If you use your central bank to artificially cap yields, your currency goes into a devaluation spiral...
robinjbrooks.substack.com/p/japans-yen...
robinjbrooks.substack.com/p/japans-yen...
December 26, 2025 at 11:40 AM
The Japanese Yen (black) is almost as weak as Turkish Lira (blue). This signals you can't hide from the consequences of high debt and bad fiscal policy. If you use your central bank to artificially cap yields, your currency goes into a devaluation spiral...
robinjbrooks.substack.com/p/japans-yen...
robinjbrooks.substack.com/p/japans-yen...
Reposted
Will '26 bring weakness or debasement?
Great joining Ann Marie Hordern and Scarlet Fu earlier this week on Surveillance to discuss the fork in the road facing policymakers in the new year.
youtu.be/QNdDOJzexUQ?...
Great joining Ann Marie Hordern and Scarlet Fu earlier this week on Surveillance to discuss the fork in the road facing policymakers in the new year.
youtu.be/QNdDOJzexUQ?...
Bloomberg Surveillance 12/24/2025
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives…
youtu.be
December 26, 2025 at 1:34 PM
Will '26 bring weakness or debasement?
Great joining Ann Marie Hordern and Scarlet Fu earlier this week on Surveillance to discuss the fork in the road facing policymakers in the new year.
youtu.be/QNdDOJzexUQ?...
Great joining Ann Marie Hordern and Scarlet Fu earlier this week on Surveillance to discuss the fork in the road facing policymakers in the new year.
youtu.be/QNdDOJzexUQ?...
Reposted
i’m glad i drew my line in the sand when i did but very annoyed i picked SMH as expression relative to literally anything higher beta, levered, or closer to what i wanted. wimped out!
December 26, 2025 at 1:45 PM
i’m glad i drew my line in the sand when i did but very annoyed i picked SMH as expression relative to literally anything higher beta, levered, or closer to what i wanted. wimped out!
Reposted
Since 1975, the only time gold’s had a longer streak trading above its 200dma than its current one, its break lower effectively marked the “true end” of the GFC (intermediate bottom in housing and banking stocks).
When this streak ends, what will it mean?
When this streak ends, what will it mean?
December 26, 2025 at 1:40 PM
Since 1975, the only time gold’s had a longer streak trading above its 200dma than its current one, its break lower effectively marked the “true end” of the GFC (intermediate bottom in housing and banking stocks).
When this streak ends, what will it mean?
When this streak ends, what will it mean?
Reposted
Given degree/longevity of streak, and that it by this point encompasses CB buying, retail momo riding, and trend following, I would be absolutely floored if this break is not associated with a broader change in the cross-asset environment
December 26, 2025 at 1:55 PM
Given degree/longevity of streak, and that it by this point encompasses CB buying, retail momo riding, and trend following, I would be absolutely floored if this break is not associated with a broader change in the cross-asset environment
Reposted
How silver is traded, from stocks and shares to coins and bars reut.rs/4joEKRR
How silver is traded, from stocks and shares to coins and bars
Silver surged past $75 an ounce for the first time on Friday, propelled by strong industrial and investment demand, persistent supply shortfalls, its recent designation as a U.S. critical mineral, and a wave of momentum-driven buying.
reut.rs
December 26, 2025 at 11:25 AM
How silver is traded, from stocks and shares to coins and bars reut.rs/4joEKRR
Reposted
December 26, 2025 at 11:26 AM