@planb2025.bsky.social
Dunno, how about we start by not cutting National Insurance, a tax that raises quite a lot of revenue?
October 24, 2025 at 8:43 PM
Dunno, how about we start by not cutting National Insurance, a tax that raises quite a lot of revenue?
Round up the usual suspects for the credit committee
First Brands Exposure of $1.75 Billion Hits Norinchukin Venture
A joint venture between Norinchukin Bank and Japanese trading house Mitsui & Co. has $1.75 billion of exposure to bankrupt auto-parts supplier First Brands Group, court documents show.
www.bloomberg.com
October 10, 2025 at 6:36 PM
Round up the usual suspects for the credit committee
Daniel Jones literally has never had a better game than he did yesterday
Ewers might be the first of many QBs looking their best selves against that Dolphins secondary this season
September 8, 2025 at 8:48 PM
Daniel Jones literally has never had a better game than he did yesterday
yes, isn't it pretty to think so?
September 4, 2025 at 8:14 AM
yes, isn't it pretty to think so?
What next, selling snow to the Eskimos?
July 25, 2025 at 7:44 AM
What next, selling snow to the Eskimos?
I can’t be the only one thinking this is the dude running for NYC mayor?
June 26, 2025 at 6:52 PM
I can’t be the only one thinking this is the dude running for NYC mayor?
Iranian supreme leader signs three death sentences…
NEW | The Iranian supreme leader named three unspecified senior clerics as possible successors in an effort to secure the future of the Islamic Republic in the event of his death.
Read more from CTP and @thestudyofwar.bsky.social at www.criticalthreats.org/analysis/ira...
Read more from CTP and @thestudyofwar.bsky.social at www.criticalthreats.org/analysis/ira...
June 22, 2025 at 10:02 PM
Iranian supreme leader signs three death sentences…
for whoever is having a crack at the HKD peg:
May 7, 2025 at 9:34 PM
for whoever is having a crack at the HKD peg:
Reposted
Can't escape the feeling that Berkshire Hathaway after Warren Buffett is going to follow the same trajectory as Manchester United after Alex Ferguson
May 6, 2025 at 12:49 PM
Can't escape the feeling that Berkshire Hathaway after Warren Buffett is going to follow the same trajectory as Manchester United after Alex Ferguson
Sure Jan
Can the #euro become a global currency to rival the dollar? There are reasons to think so. But only if policymakers find the courage for bold reforms.
My latest for The @economist.com.
economist.com/finance-and-...
My latest for The @economist.com.
economist.com/finance-and-...
Can the euro go global?
With the dollar faltering, European policymakers have an opportunity
economist.com
April 16, 2025 at 9:29 PM
Sure Jan
Reposted
Reposted
Folks, we should be spending zero cycles on this.
If, by some bizarre reading of the Constitution, SCOTUS gives a green light to a 3rd term scenario, all the Dems need to do is nominate Obama. Game over.
If, by some bizarre reading of the Constitution, SCOTUS gives a green light to a 3rd term scenario, all the Dems need to do is nominate Obama. Game over.
Trump’s 3rd-term talk defies the best & most common reading of the 22d & 12th Amendments, and Trump obviously doesn’t give a hoot what the Constitution actually says or means, but it’s still important to explain the pro-3d-term reading as Peter Baker does here.
www.nytimes.com/2025/04/06/u...
www.nytimes.com/2025/04/06/u...
Trump’s Third Term Talk Defies Constitution and Tests Democracy
The 22nd Amendment is clear: President Trump has to give up his office after his second term. But his refusal to accept that underscores how far he is willing to consider going to consolidate power.
www.nytimes.com
April 6, 2025 at 7:23 PM
Folks, we should be spending zero cycles on this.
If, by some bizarre reading of the Constitution, SCOTUS gives a green light to a 3rd term scenario, all the Dems need to do is nominate Obama. Game over.
If, by some bizarre reading of the Constitution, SCOTUS gives a green light to a 3rd term scenario, all the Dems need to do is nominate Obama. Game over.
Reposted
I have tariffed
the penguins
that are on
Heard Island
and which
you were probably
assuming
did not export goods
forgive me
they were taking advantage of us
so cunning
and so cold
the penguins
that are on
Heard Island
and which
you were probably
assuming
did not export goods
forgive me
they were taking advantage of us
so cunning
and so cold
April 3, 2025 at 7:45 PM
I have tariffed
the penguins
that are on
Heard Island
and which
you were probably
assuming
did not export goods
forgive me
they were taking advantage of us
so cunning
and so cold
the penguins
that are on
Heard Island
and which
you were probably
assuming
did not export goods
forgive me
they were taking advantage of us
so cunning
and so cold
Reposted
30% increase in steel pipe and $66 WTI, welcome to the golden age of American energy production
5.5" oil country tubular goods (i.e., steel pipe) have seen prices rise ~30% vs pre-tariff levels.
That's very simply not going to help anyone drill.
That's very simply not going to help anyone drill.
April 3, 2025 at 2:48 PM
30% increase in steel pipe and $66 WTI, welcome to the golden age of American energy production
Yours!
I just took one for the team.
Maria Bartiromo, “this is brilliant” followed by (I shit you not) “I would be buying this market with both hands tomorrow”
Maria Bartiromo, “this is brilliant” followed by (I shit you not) “I would be buying this market with both hands tomorrow”
April 2, 2025 at 11:28 PM
Yours!
Welcome to 2025, where this is the most convincing bull case available.
He’ll fold like a cheap suit & declare victory. He’ll announce imaginary deals & point to imaginary numbers on a chart.
And that’ll be it.
And that, depressingly, that will be sufficient for the mouth breathers & Murdoch media rage meth addicts. He won’t ever poll below 40% approval.
Sad but true
And that’ll be it.
And that, depressingly, that will be sufficient for the mouth breathers & Murdoch media rage meth addicts. He won’t ever poll below 40% approval.
Sad but true
April 2, 2025 at 11:22 PM
Welcome to 2025, where this is the most convincing bull case available.
ladies and gentlemen, the Trump administration
April 2, 2025 at 9:39 PM
ladies and gentlemen, the Trump administration
Reposted
There are 50 guys in Brussels who look like this whose sole job is to figure out how to maximize economic pain on swing voters in the upper Midwest, meanwhile Trump's just kinda winging it
April 2, 2025 at 8:31 PM
There are 50 guys in Brussels who look like this whose sole job is to figure out how to maximize economic pain on swing voters in the upper Midwest, meanwhile Trump's just kinda winging it
America, i love you, but you are not a serious country
April 2, 2025 at 9:29 PM
America, i love you, but you are not a serious country
Which could happen to anyone, really!
"she was ambushed by an embezzlement"
Anybody complacent enough to think that the shitshow in the US could not happen here should take a glance at how quickly elements of the media have rushed to excuse proven lawbreaking by a far-right populist and undermine due process.
April 1, 2025 at 12:37 PM
Which could happen to anyone, really!
This wins April Fool’s Day
How AI revolutionized investment decisions at a major asset manager
I recently spoke with a client at a major asset manager about their internal AI initiative and how it has reshaped its business.
klementoninvesting.substack.com
April 1, 2025 at 9:42 AM
This wins April Fool’s Day