Feverish retail buying is leading to one of the largest quant drawdowns in years…

Very interesting that even Bessent is starting to nudge Powell…

Current state of the London office market 😂

London offices are always twice as nice as NY

The rumors of coal’s death have been greatly exaggerated…

If you challenge the core idea that every human is a blank slate with equal & unlimited potential, nearly every political argument of the last 50 years starts to unravel…

Despite initial signs of "historic defeat," ruling parties are within 5 seats of the targeted 50 seat threshold to maintain a majority in the Upper House. Perhaps Ishiba's intent to remain in power is not so far fetched? Pulling in some independents could get them closer to line.

The New World is about to boomerang right back to Europe via Spain, especially as Trump effectively shuts the US border. Spain offers residency in two years and then you can migrate anywhere in the EU. Cheap housing/cost of living, great weather, and lax enforcement (you don’t even need a visa) will encourage human migration…. It’s just ramping up.

The New World is about to boomerang right back to Europe via Spain, especially as Trump effectively shuts the US border. Spain offers residency in two years and then you can migrate anywhere in the EU. Cheap housing, great weather, and lax enforcement will encourage human migration…. It’s just ramping up

Latin America is the new growth of Europe Monroe was a fool. Puerto Rico still belongs to Spain in spirit.