🎙️ I was thrilled to rejoin @weisenthal.bsky.social & @tracyalloway.bsky.social on the Odd Lots podcast to discuss the historic and ongoing disruption of traffic through the Strait of Hormuz, through which ~20% of the world's oil flows
This is it. This is the big one
open.spotify.com/episode/2rl8...
I think this is about the temperature but honestly it works for decades as well
We’ll soon be measuring the Pentagon by the number of countries it’s NOT striking.
@lbc.co.uk
www.lbc.co.uk/article/us-m...
DUBAI, United Arab Emirates (AP) - US military says Kuwait 'mistakenly shot down' 3 American F-15E Strike Eagles aircraft during combat.
@apnews.com
👇👇
Got to root for Anthropic to hold the line here
www.bloomberg.com/news/article...
BREAKING: The Supreme Court struck down Trump’s sweeping tariffs — a major repudiation of a core piece of the president's economic program.
The 6-3 decision was a rare instance of the court reining in Trump’s expansive use of executive power.
Caught a family of turkeys outside. Pretty fun to watch
LOL it would be WILD if Bondi called the top. 🤡
@barrons.com
www.barrons.com/articles/dow...
Core CPI: choose you own adventure
It's rising in the last three months, but the "January effect" is much lower this year so the YoY is much lower from base effect
Homan in Minnesota: "I have proposed, and President Trump has concurred, that this surge operation conclude. A significant drawdown has already been underway this week and will continue."
That’s, like, almost all of it. 😔
@financialtimes.com
www.ft.com/content/c4f8...
Greg Brown, Cake founding guitarist who wrote breakout hit 'The Distance,' dead at 56
I wrote this song on Saturday, recorded it yesterday and released it to you today in response to the state terror being visited on the city of Minneapolis. It’s dedicated to the people of Minneapolis, our innocent immigrant neighbors and in memory of Alex Pretti and Renee Good.
Stay free
"Some of these nations have been hit with the highest US tariffs, but that hasn’t stopped a surge in confidence that they can grow their profits"
@johnauthers.bsky.social
Energy Holding up very well today, after $XLE with nice breakout of 3 year consolidation
Earnings expectations are rising for both small-cap and large-cap stocks. Torsten at Apollo
Let’s Go Birds!!!! 🦅 🦅
Epstein
Venezuela
Greenland
Department of War
Gaza
ICE
Renee Good
[$]TRUMP
The East Wing
Gulf of America
January 6
E. Jean Carroll
34 convictions
Alien Enemies Act
Stephen Miller
US-Iran War
DOGE
The Trump Shutdown
Noem
Hegseth
+ 100s more
When does everyone decide it is enough
Just finishing the day skiing at Stubai Glacier, Austria. Beautiful place
Kuhtai yesterday was a fantastic first ski day in Austria.
On our way to Innsbruck. new book for the trip.
All kidding aside, this is a very troubling post that should feature prominently in the Senate confirmation hearings. Reminder if the Senate doesn’t confirm anyone, Powell stays as Fed Chair.
Line chart showing GDPNow estimate at 3.0%.
On December 23, the GDPNow model nowcast of real #GDP growth in Q4 2025 is 3.0%: atlfed.org/45ivrNl.
Download our EconomyNow app or go to our website for the latest GDPNow nowcast: atlfed.org/44I2BG3.
December books - 2 down, and Death in the Jungle to go.
The trend does not appear to be your friend sherwood.news/markets/us-u...
The anti-Semitic mass shooting in Australia will cause a national conversation and policy change. We know this because the 1996 Port Arthur massacre led to significant restrictions on guns.
The shooting at Brown will do nothing. We know this because it occurred on the anniversary of Sandy Hook.
yep a deal has been made
*MIRAN:AS WE MAKE PROGRESS, LESS URGENT TO MOVE QUICKLY ON RATES
