It’s been a weird year and for various reasons the first golf I’ve played in 10 months, and it wasn’t bad! (a nice view across holes to the treacherous 5th green)

🐐

Industrial strategy and domestic champions Intel shares fall 20% on plans to cut 15,000 jobs on.ft.com/4fHwb2v

I keep asking myself: what do smidcaps have to do with AI?

Going through one of those periods where I can’t focus on a single book, so thank you Ros Atkins Melanie Mitchell

Those aren’t “protests”

Weird and pathetic, that’s what they are

Global risk-off sentiment has intensified, partly on fears of a U.S. recession. Read our special BlackRock Bulletin to discover why we think those fears could be overdone and what it means for investors 👉1blk.co/3ytODe8

Still surprised no good micro explanation for the severity of the Japan stock selloff other than retail margin and FX carry trades. Did I miss something baufinanciaphaster 👹 ? Apologies if so

The S&P ended the week flat. How about that.

Juxtaposition

INCREDIBLE photo of Steph Curry shooting over Victor Wembanyama in the USA-France Gold Medal Game. 📸: Ezra Shaw

The same, and my handle is the same in the Blue Space

I hate feeling this hopeless for my own family (and Elon GFY)