In a world of silhouettes.
In a world of silhouettes. It's always interesting to find yourself in another world, lol. You can test your skills, which are rarely, extremely rarely, used in the ordinary…
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Two Screens
Two Screens Equities & Energy · Monday, 11 May 2026 · No Attribution Screen one: Micron up 124% year-to-date. SK Hynix at a record in Seoul this morning, +5% before lunch. The…
Fallen Angels 26-19 - Delegation and distribution of HP and tokens
Bienvenidos una vez mas a nuestro reporte de intereses generados gracias a las delegaciones de todos vosotros. Recuerda que…
Notes Toward a Theory of Collective Insanity
Notes Toward a Theory of Collective Insanity Semiconductors · Geopolitics · Asset Bubbles · The Week That Broke Consensus Sunday, 10 May 2026 · Issue CCXLVIII · Private…
Incomprehensible abundance.
Incomprehensible abundance. Sometimes people talk about some kind of abundance, but looking around, they see none. Yes, they start listing what they don't have, but what they…
Everyone Is Getting Fired for a Robot That Doesn't Exist Yet
Everyone Is Getting Fired for a Robot That Doesn't Exist Yet Dispatch · Tech · Crypto · Labour Markets — Saturday, 9 May 2026 BTC: ~$80,200 · Gold: $4,730 · COIN: −2.5% on the…
A Note Left on the Chair's Desk
A Note Left on the Chair's Desk The institution that invented forward guidance is about to lose its voice. Here's what the building is thinking. May 8, 2026 · Monetary Policy…
War with the marrowbone.
War with the marrowbone. Winter is a great time to learn something new, since there's no work to do in the garden. And in the spring, there won't be time to pore over new…
Seoul Is Eating Your Lunch
Seoul Is Eating Your Lunch May 7, 2026 The KOSPI just did 75% year-to-date. Sit with that. Not a small-cap biotech. Not a leveraged crypto ETF. The entire South Korean…
A happy life without water.
A happy life without water—it sounds absurd, but in some cases, it is. We see, it is. If you, like me, decide to learn how to raise rabbits at home, you'll likely be advised to…
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