parents: be very careful with what your kids come home with on halloween this year i've found candy with analysis comparing the last six months of the VIX to the VIX in the first half of 2008 inside. it's unconscionable

this guy in the park today had some real main character energy

which squad are you picking in a global recession?

My take on the U-1 spike: 1/ I've seen various tweets floating around re U-1, an alternate measure of US unemployment which measures people unemployed >15 weeks as a % of the labor force. The spike is very small so far, but unusual outside of early recession.

brb, hosting a viking funeral for Kindle Newsstand feels very amazon to lure the relationship between publishers and readers onto this platform over the course of a decade only to gut it like an atlantic sturgeon

justice Potter on "obscenity:" "you know it when you see it" chair Powell on "sufficiently restrictive:" "you know it when you see it"

Announcing 🐠Butterfish v0.2.0 - a tool that adds AI prompting with OpenAI to bash and zsh shells. If you work from the command line this is magical. butterfi.sh Features added leading up to this release: - Autosuggest is ~10x cheaper - Agentic Goal Mode (limited

the action has been in real rates as the market adopts the higher-for-longer story it's hearing from the Fed

if you owned stocks in the fall of '07, you watched those get cut in half if you owned long bonds in the fall of '20, you watched those get cut in half but hey, this time the drawdown took 3y instead of 2y👍

not all emerging markets created equal: since mid-2020, Mexico stocks are up 132%, doubling the S&P 500's return 🚀 meanwhile China stocks are down 32% over that time period

i would like to extend my congratulations to the officials and staff of the Federal Reserve System on attaining a near 2% rate of inflation on a three month annualized basis, but also on a 17 year annualized basis (going back before there was a target) take a bow

bending back around to that 2019 type of prime-age EPOP and inflation readings👀