I have the utmost respect for Senator Kaine and Senator Warner but we do not need “coaching” on redistricting coming from a cuck chair in the corner. How about you all stay focused on the fascist in the White House and let us handle redistricting in Virginia. 10-1

Joke of a headline 😆

My model of the squeeze is now completed with a great case study: Time spreads are just derivatives of stochastic inventories with boundaries given by tank-tops and stock-out. Covid gave us one, last week gave the other - the rest is just algebra. #oott papers.ssrn.com/sol3/papers.cf…

x.com/i/article/2041…

Robot James 🤖🏖 Are you linking people to this article? I’ve never built a serious sports betting model (I built plenty of shitty ones). But if I was going to, I’d basically base it on the system in this pdf: gwern.net/doc/statistics…

For Europe, the energy “crisis” in natural gas and electricity is, essentially, over. Sure, it can re-start if the ceasefire collapses, and Iran were to attack Qatar. But as now, it’s gone. And, let’s be clear, it was never a threat to start with as 2022 was. Key for ECB/BoE.

Having fun implementing windowed iteratively reweighted least squares for performant thematic factor beta estimation, still cooking on performance optimization but quite cool: bayesline.com/blog/thematic-…

❌ HEZBOLLAH CEASEFIRE VIOLATION: Since the ceasefire came into effect, IDF soldiers south of the Yellow Line in southern Lebanon identified several incidents in which terrorists violated the ceasefire understandings by approaching from north of the Yellow Line toward IDF

Audio of the Indian oil tanker Sanmar Herald pleading with Iranian forces to stop shooting at it in the Strait of Hormuz this morning.

It’s worse than we could’ve ever imagined.

Big call Javier Blas

Only 25% of an electricity bill is wholesale costs, the vast majority is now non-commodity costs, taxes and levies the Government chooses to impose. Our Cheap Power Plan would start to cut costs - scrap ROCs, axe the Carbon Tax and VAT to cut bills for consumers and business.

A couple of important announcements from Department for Energy Security and Net Zero today To put it politely, I am concerned There are two measures that are being pitched as “Decisive action to break the influence of gas on electricity prices.” 🪵 The stick is increasing the Electricity Generator Levy from

It’s gonna be 🔥 tmrw mng

Iran just attacked three ships in the Strait of Hormuz This is bullish for the stock market because these ships need to be repaired, causing steel and glass demand to go up resulting in GDP growth

Trump is about to hit REM on camera during an Oval Office event. It's just incredible.