TRUMP: WILL REMEMBER COMPANIES THAT DON'T SEEK TARIFF REFUNDS
TRUMP: BRILLIANT IF AMAZON, APPLE DON'T SEEK TARIFF REFUNDS
Glad we can all just openly admit its pay-for-play, good to have that cleared up
Nasdaq Composite RSI is bananas
Okay CTA. This is a good sign.
saddened to note that my inbox does not contain *any* sell-side notes modelling the economic impact of a nuclear strike on London.
pull yer socks up, lads
DOGE turbocharged the deficit, achieving no savings. The IRS reductions from funding and layoffs have likely resulted in about $861 bn in decreased revenue. The layoffs from actions like DOGE alone have likely resulted in $597.8 bn in decreased revenue over the 2026-2035.
TFW you think you’re in on the con but it turns out you’re actually the bag holder.
It was normal in the 19th century for bank presidents to sign their own dollar notes. Also it's weird anyway that *anyone* in the Treasury signs the notes, which sit on the balance sheet of the Federal Reserve. But also let us consider that jfc I just can't anymore home.treasury.gov/news/press-r...
You need best player in your sport on a team that contends.
Ohtani might be Brady on the Patriots. I don’t know!
But I’ll buy that the sport is hurting when ratings and attendance start tanking. Both are up.
We’ve endured “here’s why baseball is about to die” stories every spring for 100 years.
Incredible scene: Travelers wait on hours-long security line at George Bush International Airport in Houston while Lee Greenwood’s “God Bless the USA” blasts through the speakers.
(video shared directly with me)
Given the type of poster in the comments section of Polymarket bets, I will be happy to avoid ever going here
Feb Core PPI 3m annualized pace (~7.8%) highest since May-22
A first-time candidate who came onto the scene as a young TikTok’er getting over 25% in a crowded primary against other elected officials seems like an objectively strong electoral performance, whatever your thoughts on the candidate might be. She did something right with voters:
January Core PCE annualized paces... Fresh out the frying pan into the fire
The 8-Mar timestamp is helpful for assessing his "short-term thinking and predicting"
Apparently commodity traders are "imbeciles" because they were worried about what's actually now happening in the Strait of Hormuz
Good morning to all my F1 heads
*CHINA'S BYD EXPLORES ENTRY INTO F1, OTHER AUTO RACING SERIES
Used to see JN walking around Lincoln Park wearing a weight vest and holding dumbbells for his morning exercise.
That's it, that's all I got.
Spain has been terrible.
Also, so many Americans are moving to Madrid that a local park has been dubbed Plaza USA
www.wsj.com/us-news/amer...
A GIDP machine?
“.. This is simply attempted corporate murder,” Ball wrote. “I could not possibly recommend investing in American AI to any investor; I could not possibly recommend starting an AI company in the United States.”
@politico.com #Anthropic
www.politico.com/news/2026/02...
Reed and Ted just crippled a competitor and will be able to buy some assets cheap later on, $NFLX
Interesting... my working assumption was things were better after the 2023 strike but maybe not?
fwiw... February saw:
- Fourth-straight month of value outperformance to growth
- Third-straight month of global outperformance to US (and accelerating)
Please, please note: I'm not an equity analyst.
This opens up a pretty clear lane in the $NFLX investment thesis - viewers and writing/production talent leave HBO for Netflix
$PSKY may have won the battle, but far from clear that means they'll be the longer-term winner...
It’s heartening to see a company demonstrate principles — and stick by them in the face of threats.
www.anthropic.com/news/stateme...
Also the non-zero chance that Kalshi renegs on the bet over some contract technicalities
Love this
He’s essentially suggesting the Fed self-censor its research to avoid topics the White House considers politically sensitive. Does that preserve the independence or undermine it? The White House hasn’t had a problem touting tariff research from other Fed economists when it approves of the findings.
The political effects of X's feed algorithm https://doi.org/10.1038/s41586-026-10098-2 Received: 16 December 2024 Accepted: 4 January 2026 Published online: 18 February 2026 Open access • Check for updates Germain Gauthier,5, Roland Hodler?5, Philine Widmer35 & Ekaterina Zhuravskaya3,4,5 m Feed algorithms are widely suspected to influence political attitudes. However, previous evidence from switching off the algorithm on Meta platforms found no political effects'. Here we present results from a 2023 field experiment on Elon Musk's platform X shedding light on this puzzle. We assigned active US-based users randomly to either an algorithmic or a chronological feed for 7 weeks, measuring political attitudes and online behaviour. Switching from a chronological to an algorithmic feed increased engagement and shifted political opinion towards more conservative positions, particularly regarding policy priorities, perceptions of criminal investigations into Donald Trump and views on the war in Ukraine. In contrast, switching from the algorithmic to the chronological feed had no comparable effects. Neither switching the algorithm on nor switching it off significantly affected affective polarization or self-reported partisanship. To investigate the mechanism, we analysed users' feed content and behaviour. We found that the algorithm promotes conservative content and demotes posts by traditional media. Exposure to algorithmic content leads users to follow conservative political activist accounts, which they continue to follow even after switching off the algorithm, helping explain the asymmetry in effects. These results suggest that initial exposure to X's algorithm has persistent effects on users' current political attitudes and account-following behaviour, even in the absence of a detectable effect on partisanship.
A new paper shows that less than 2 months of exposure to Twitter’s algorithmic feed significantly shifts people’s political views to the right.
Moving from chronological feed to the algorithmic feed also increases engagement.
This is one of the most concerning papers I’ve read in awhile.
