I’m tired of hearing that a high energy price is a bigger deal for the rest of the world than the US.
Maybe, but also speaks of complacency
06.03.2026 13:36
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I’m tired of hearing that a high energy price is a bigger deal for the rest of the world than the US.
Maybe, but also speaks of complacency
I'd somehow missed that Keir Starmer had uploaded a Trump-style war bravado Tiktok about the UK's response to Iran - soundtracked to "Money for nothing" by Dire Straits.
What the actual hell?
www.tiktok.com/@keirstarmer...
the view from the Goldman analysts quoted by BBG is « concentrated pockets of risk » as opposed to imminent systemic risk 🤷🏻♀️
meanwhile in private credit…
hope everyone does their duty and starts posting about the price of eggs again
Market selloffs are inherently scary, and a 2022-style supply-driven inflation spike was always s credible scenario. But one mitigating factor this time round- trump is likely toast in the midterms
Mental model of a Dubai resident.
It’s like Dunkirk but they’re all wankers www.theguardian.com/world/2026/m...
Rapture short squeeze is on. What a time to be alive.
Absolutely this. My brother is a surgeon; he's used Claude to write an app for his patients. It's not a masterpiece and it won't change the economy, but it is easier for them than trying to fill in timesheets of how much exercise they are able to take. Sensible scepticism has to recognise reality.
what kind of odds are prediction markets quoting on trump uttering the fateful words « Mission accomplished » without a shred of irony?
meanwhile American guy overheard calling Iran EYE-ran.
lessons were not learned, etc
It's pretty plausible as a scenario that after having inflicted chaos the Trump administration seizes the first opportunity to declare victory and walk, leaving EU/UK, Turkey and Gulf states holding the bag
The dubai expat very vocal about the shittiness of the metropole* really is one hell of a textbook example of "I DIDN'T REALISE I WAS SELLING A PUT!", maybe the cleanest one in recent memory.
It has been a bleak year, but there is joy to be found in the world -- for example, the whole internet has come together in delirious schadenfreude at the fate of Dubai
the omission of GenX is kind of their thing
I don’t make the rules 🤷🏻♀️
even $WDAY, previously down at the open after poor earnings guidance, now up 2.5%
would be very funny if Citrini’s AI doom fanfic marked the software bottom
Just realised I linked the substack yesterday but not @ghose.bsky.social
Sorry Rupak
The U.S. administration did not send a single representative to the official commemoration events marking the anniversary of Russia’s full-scale invasion of Ukraine, nor did it issue a single word through its embassy in Kyiv -- not even a standard diplomatic boilerplate.
Anthropic, and its dastardly Claude chatbot, are at it again. No sector, including investment banks, get spared
The meme stock phenomenon that started in 2021 with GameStop has now gone mainstream
One of the more interesting aspects of the Citrini piece on AI and disruption to white collar jobs was the market reaction itself. Price action is now firmly driven by narrative. Not fundamentals or valuation, upgrades/downgrades. open.substack.com/pub/rupakgho...
grudgingly admit he might be good
omg this is the most incredible episode about a 19th c franco-italian aristocrat with a cowboy LARP fetish, and you should definitely listen to this
