The passing of Jim Simons and the memories and such ought to be a good reminder to other barons, robber or otherwise, what would they say about your postings on x or twitter...because that ought to matter to you a lot more than any more money that you are going to make,no? You…

Now live at BaT Auctions: Modified DUKW 6x6 Amphibious Vehicle. bringatrailer.com/listing/dukw-a…

A thing people really do not understand about US companies fretting about their per-car EV losses stories is that this is almost entirely a spurious issue about the unique way US accountants treat certain types of R&D spending. 🧵

bloomberg.com/news/articles/…

Joe Weisenthal Brad Setser Love how I’m getting Temu ads when I check the comments for this tweet

“Well, I don’t give a shit about the lira” is an all timer

This isn't a unique case. Spanish construction and infastructure conglomerates are international behemoths due in great part to the insane amount of building that went on domestically.

Five years ago, Jim Simons held a 'fireside chat' at some bank. I was there and even talked to him afterwards. I recorded his talk (not great audio quality). It's full of factoids. I seems an appropriate way to remember him today. dropbox.com/scl/fi/ng7tk8b…

All of my Tesla-owning friends and mutuals have the view that full self driving has (more or less) arrived in the last month or two.

But people in general were talking about FSD a lot more 5 years ago than they are now!

Is it not-so-secretly imminent?

The spread between the yield on the 10-year Treasury and the dividend on the $XLU ETF is at its widest level since 2007

𝗘𝗫𝗖𝗟𝗨𝗦𝗜𝗩𝗘: McDonald's has been losing customers. Part of its response? A $𝟱 𝗺𝗲𝗮𝗹 𝗱𝗲𝗮𝗹 that it's betting can bring penny-pitching diners back in. More for Bloomberg

bloomberg.com/news/articles/…

I get the bulk of my news from the stock market data.sca.isr.umich.edu/fetchdoc.php?d…

I strive to get things right on the podcast, and if I don’t, I do hope people will point it out. I re-record audio to correct it and post corrections in the show note captions on all platforms and pinned comments on YouTube. Below is the correction now posted for the fertility…

*JIM SIMONS DIES AT 86

simonsfoundation.org/2024/05/10/sim…

Nickels. 40% higher then face value!

Copper mugs for lose ones, a dated newspaper to prove you have the copper in custody to your counterparties, and an odd lots mug because hopefully Joe Weisenthal does an episode on nickels!

Or a more serious one ;)

Dan Goncharoff Joe Weisenthal Brad Setser Same-day delivery too if you order two or more

Great read from Christopher Hooks who went to a convention for the living members of the Habsburg dynasty in Plano, TX thebaffler.com/latest/feeling…