From @conorsen.bsky.social

Nice. IMO Taylor's article is the incorrect take.

Chart is S&P 500, daily candles, since February 2023.

I'm not real big into technical analysis, but I don't think it's worthless.

Treasury issuing a lot of debt each week, since debt ceiling raise. Today they notified of $301B of issuance of which $128B is 1 year or longer duration. I haven't looked at how much is maturing next week. They've been leaning on short term bills, I assume to pull $ out of RRP (liquidity neutral).

I don't know, but didn't seem to make much of a difference to their PlayStation MAU?

The release of the mobile game didn't hurt console MAU. Console is clearly the superior UX, gamers love better screens, better controls, better graphics, less limitations. It just added a bunch of new players who could play while riding in a bus or car or in their free time at a boring event. 3/

Call of Duty has been an insanely popular franchise for a long time. The mobile version was first release in October 2019, and you can see the huge jump in MAU. 2/

I don't generally pay too much attention to gaming, but I thought this was really interesting. More than half of Call of Duty users play on cell phones. This is a first person shooter. However, it doesn't appear to be cannibalizing consoles much (yet). 1/