We love financial plumbing, debt crises, balance sheets, margin calls, economic puns and snark.
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A Black mark on ‘Château Noir’
British cooking; Howard Silverblatt; those equal signs; AI uprising; Dario Item
Charting SanDisk’s spectacular consensus smash
Making less with more
An uncoordinated, decentralised and gradual buyers’ strike is the actual danger
As bitcoin hovers near Strategy’s average purchase price, Michael Saylor has no good options left
Tee Total
We read a bajillion pages of transcripts so you don’t have to (unless you really want to, of course)
DIMM the lights and draw the curtains
High stakes; hot takes; no breaks
The ascent of Druckonomics
A lot of Magic: The Gathering cards got printed and some people aren’t happy
Angel Meloni; Chotiner vs Melania; particle physics; Kevin Warsh; backseat software
Maths shenanigans; OpenAI shenanigans; spy sheikh shenanigans; Epstein shenanigans
Take chart
Alpha; Ireland; inflation; cookies; London; TikTok;gas masks
It’s the economy, stupid
Don’t believe the hyperscalers; it takes depreciation of billions to hold them back
Investors suddenly love guns and ammo
Dollarisation; the high street; trade disintegration; trust; Bluesky; growth
Estimate*estimate
It’s just made hundreds of billions of dollars by accident
Chomp chomp chomp
From bond nerd to gold bug
Insurance; Yale model; tech sovereignty; Cuba; Alzheimer’s; pig butchering; sentiment; ICE; Melania; celibacy; hospitality
Because it doesn’t look like it’s the central banks
America; stablecoins; trillionaires; Bessent; Kanye West; boredom; television
If not now, yen?
T+1 settlement
FBI; OpenAI; Airport book brain; Autobahns & Nazism; Fed decisions; Davos; US Treasuries; repo; ICE shooting; AI; Zynex; UK productivity; forecasting; more forecasting; Japan; Davos; London; bugs
Alpha 🤜 🤛 AGI
Statistically speaking
I charted and it smelled like chart
Market inefficiencies; Egan-Jones; VTB; all the US things that keep happening; Uber driving; robo-taxiing; and acaderping
Britain’s ‘King in the North’ rattles markets a very tiny little bit
If something’s not worth doing, it’s not worth doing properly
Air pollutants; Greenland or possibly Iceland; Fed hike likelihood; Davos; agentic AI; and football management