Good lord

*CATL UNVEILS BATTERIES CHARGED UP TO 98% IN SIX MINS

* IRANIAN DELEGATION PLANS TO TRAVEL TO ISLAMABAD TUESDAY: NYT

@bloomberg.com

really does feel like we have a bunch of commentators who would like to just say “the bell curve was right”

“.. It’s completely shocking,” said Josh Brown. “Companies have become really, really good at managing risk. They are practically ninjas at this point.”

@nytimes.com @talsmith.bsky.social
www.nytimes.com/2026/04/15/b...

Tariffs? Inflation? War? For all the turmoil in recent years, nothing has stopped U.S. corporations from earning record profits. There's little reason to think the latest energy shock will be any different.
Smart story from @talsmith.bsky.social:
www.nytimes.com/2026/04/15/b...

Crazy chart. Almost as if they wanted to keep inflation from getting too LOW.

@semafor.com

Some professional news… Have finally obtained the Grand Slam of modern jourbalism — a blog, a newsletter and now a podcast. 🥳https://aboutus.ft.com/press_release/the-story-of-money

“.. some officials are referring to as “European NATO” ..

@wsj.com
www.wsj.com/world/europe...

S&P 500 total returns from:

Liberation Day bottom +41%

Inflation bottom +104%

Covid bottom +238%

Euro crisis bottom +715%

GFC bottom +1292%

awealthofcommonsense.com/2026/04/tops...

i wrote a followup story to the original below. the battle continues to heat up:
www.nytimes.com/2026/04/09/b...

For all the talk about the rising gig economy it’s crazy how much self employment has plummeted!

$2 million per ship — to cross a Strait that was free six weeks ago.

@nytimes.com
www.nytimes.com/2026/04/06/w...

This is my favorite climate change chart. Japanese monks, aristocrats, and emperors kept meticulous records of cherry blossom festivals for 1,200 years and accidentally built the world's longest climate dataset.

That’s one hell of a cover…..

(Reuters) -- Italy has denied permission for U.S. military aircraft to land at the Sigonella ​air base in Sicily before flying to ‌the Middle East, a source close to the matter said

@reuters.com

Is Another ‘Great Recession’ on the Horizon? | KQED We talk about the possibility of an recession in 2026.

🎙️ON AIR:

Some economists are forecasting that a recession could arrive this year. We're talking to @nytimes.com's @talsmith.bsky.social and economist @claudia-sahm.bsky.social about how bad the downturn may be in 2026.

❓What are your Qs about the state of the economy?

📻 Listen:

You could say that Rock n Roll was born 111 years ago today in Arkansas, but probably not where you'd think. Before there was a Chuck Berry or Little Richard, there was those who wanted to be like her.

Rosetta Nubin better known as Sister Rosetta Tharpe, the godmother of Rock was born on this day

Oh my God. What an absolute fiasco

This is a good lesson for journalists: Use plain language to state true things clearly.

if you enjoy worrying about this sort of thing, then boy do i have the podcast for you: www.ft.com/content/f9c8...

> @talsmith.bsky.social

As a result, stablecoins have grown to $300 billion in market value from roughly $20 billion in 2020. The Federal Reserve estimates they could be worth $3 trillion in five years. Because stablecoins use Treasuries as the primary collateral to create this cashlike safety, cryptocurrencies have effectively flooded into the Treasury market, the central artery of the U.S.-led global financial network. Stablecoin-issuing companies, like Circle and Tether, now hold more Treasury debt than major U.S. government creditors like Saudi Arabia and South Korea. Some experts fear that the next crypto crash could cascade into major losses for the highly sensitive short-term U.S. debt markets in which Treasuries predominate. The open question for regulators, bankers and the Trump administration is whether the growing centrality of the coins carries more upside or downside risks.

What could possibly go wrong?

NYT: A Crypto Coin Is Gobbling Up U.S. Treasuries

www.nytimes.com/2026/03/08/b...

kill the imposter syndrome in you head because not only is there someone out there doing it worse than you, they're also using chat gpt to do it

Anyways.

They just keep doing it to 'em

*COSTCO 2Q TOTAL CO. COMP SALES INCL GAS, FX +7.4%, EST. +6.72%
*COSTCO 2Q TOTAL CO. COMP SALES EX-GAS, FX +6.7%, EST. +5.9%

a man in a suit and tie is talking to another man in an elevator and says `` not great , bob '' . ALT: a man in a suit and tie is talking to another man in an elevator and says `` not great , bob '' .

AI credit risk is back on the menu

sherwood.news/markets/the-...

Also, at the top of the episode, a little big idea from me: eliminate all federal income tax deductions but the standard deduction, and then quadruple it to $65k/individual, $130k/household.

“.. If Trump had any sense he would be ostentatiously pushing [refunds] through quickly, perhaps even labelling them a tariff dividend and hoping no one notices ..” but he “cannot grasp quite how unpopular they have become.”

@alanbeattie.bsky.social
www.ft.com/content/57d9...

Jensen keeps saying compute = revenues but what investors would really like is to know that compute = free cash flow growth at some not-too-distant point in the future. $NVDA