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It’s the most annual time of the year
🎄🎄Now with even more charts! 🎄🎄
Blogging as a service
. . . if you’ve been a government bond hodler
Returns for thee but not for me
The tenth annual celebration of cancellation
Rockstar Games hack; the year in crises; Neil the seal; Floyd Bennett Field; the Queen of Christmas; happy holidays; etc
Time for a victory lap, because it’s the holidays
It is a symptom of the problem
Treasury clearing 201: the centralising
and oh God there’s a poem
To our hearts, content
Italy’s eggnog war; corporate bond currencies; British Homer Simpson; modern industrial policy; etc
Mortgage costs; Doctor Who; TARGET balances; Zuckerberg; George Santos; etc
Exploring Burford’s prospects of extracting that $16bn judgement out of Buenos Aires
🗑️ 🔥
Japan; Iceland; Finland; China; mapping the “table of success”; Carter-Ruck; Alphaville Forever
Years for fears
Pre-naming and shaming can work
🥁
NYT; language of VCs; artistic nudity; DE Shaw on optimisers; the Fed pivot
Home, home on the range, where the deer and the Ponzi schemes play . . .
Brussels vs the boom
Send good email, receive t-shirt 🤝
It’s the most compromising time of the year
Or don’t, but we’d rather you did
Bulls; supply chains; XR; income inequality; generalisation; Mount Everest; magic mushrooms; and Amazon
Across the multifactorquantiverse with AQR
Which to bleach first, the eyes or the ears?
Sigh, OK, I’ll write something about Norway
Seems like Indonesia’s at a crossroads again
Cable doesn’t quite fit with other G10 currency trades
Ad-free internet; Polish hackers; markets; lies; Twitter; college administration; book covers; and mojo
Especially short-dated notes
Sweet streams are made of these
Stagnation nation
Epic vs Google; Melrose Place; long Covid; book theft; mods vs Meta; E3; philosophy; Dorito drinks; and George Santos
International Edition