The Stunt Engine | Precision beats effort
Stunting is a tool to manipulate protections and erase the offensive line's climb to your linebackers.
Link below.
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Was doing a daycare run but a whole bunch of data half an hour ago. Toplines: core PCE accelerates to 3.1% YoY, fastest since 2023 but in-line with estimates. Jan income weaker than est, Jan spending stronger than est, savings rate ticks up to 4.5%.
GPD revised sharply lower...more tk on that.
B of A: “.. oil peaked Jul 3rd 2008, same day as ECB hiked 25bps .. one of great policy mistakes of all time
“.. 74 days later Lehman bust, GFC in full effect as credit trumped oil ..
“.. Wall St ominously trading ’07-‘08 analog.” [Hartnett] 👀
“.. A wave of layoffs across U.S. supply chains — from EV battery plants and auto parts factories to warehouses and rail terminals — has affected nearly 4,000 workers in recent weeks ..”
@scottlincicome.bsky.social
www.freightwaves.com/news/supply-...
“.. My working assumption is that the oil market will add $3 to $6 a barrel to the headline price for every day — every single day — that the war continues ..
“.. the White House doesn’t have more meaningful tools ..”
@javierblas.bsky.social
www.bloomberg.com/opinion/arti...
B of A: “.. big banks = glue between Wall St & Main St and can’t buy cyclicals when banks breaking down ..”
$BKX $XLF
Weakest GDP since Q1 2025
Hottest annual core PCE inflation since March 2025
Top of the FT homepage:
@financialtimes.com
www.ft.com
“When I want to throw up my hands and say, “We’re screwed,” I hope I can remember who actually benefits from my apathy and despair — and what is at stake if we give up fighting.”
The "Late Show" host mocked the president and his administration for a key failure.
BREAKING
CENTCOM says it has confirmed that four of the six crew members aboard a U.S. refueling aircraft that went down in Iraq are dead.
This brings the total number of U.S. service members killed to 11.
Rescue efforts are continuing.
CENTCOM says crash was not due to friendly or hostile fire.
Silicon Valley wants you to be grateful for the bubble.
I wrote about the industry’s view that AI is a “good” bubble.
www.theatlantic.com/technology/2...
LATEST | An American KC-135 refueling tanker taking part in the U.S. operation against Iran crashed in western Iraq and rescue efforts were underway.
U.S. Central Command said the crash was not due to hostile fire or friendly fire and described the plane as "a loss."
NEW: CENTCOM says a U.S. KC-135 refueling aircraft was lost over western Iraq during operations, while a second aircraft involved in the incident landed safely.
Any word on that KC-135 that went down over Iraq? The crew?
When you need to get more than cracked
HISTORY FOR SGA!
Shai Gilgeous-Alexander breaks Wilt Chamberlain's record for most consecutive 20+ point games in NBA history, a feat Wilt held for 63 years.
Corgi behind a window making an illusion of blocks like pixelation
When your corgi is buffering
The moment SGA broke Wilt Chamberlain's record 🙌
(via: NBA)
10-point Los Angeles lead GONE
CENTCOM: “.. One of the aircraft went down in western Iraq ..
www.centcom.mil/MEDIA/PRESS-...
Graphic showing Kyler has been slightly above average the last two years, whereas Minnesota's QBs were awful
Had this made for NFL Live yesterday. Whatever you think of Kyler...pretty clear upgrade for Minnesota.
(WSJ) - The private-credit engine that powered massive growth on Wall Street is sputtering ..
@wsj.com $OWL $KKR $ARES $APO
www.wsj.com/finance/inve...
UBS: “.. today’s moves suggest credit markets may be approaching a non‑linear inflection point.
“.. we take profits on trades vulnerable to prolonged conflict, add downside hedges to position for spread decompression, and adjust our private credit hedge to a net‑short financials stance ..”
“.. There’s no point in deceiving ourselves: Trump now sounds little different than Vladimir Putin in how he justifies the conflict—and in how much power he has claimed for himself to dictate America’s participation in it.”
@sbg1.bsky.social
www.newyorker.com/news/letter-...
“.. Trump’s preference of leaning on a tight circle of close advisers in his national security decision making had the effect of sidelining interagency debate over the potential economic fallout if Iran were to respond to US-Israeli strikes by closing the strait.”
www.cnn.com/2026/03/12/p...
First look at ‘Family Guy’ spin-off series ‘Stewie.’
Zara Larsson denies rumors she was considered to replace Camila Cabello in Fifth Harmony in new interview with Tomás Mier:
“No, I don’t do groups. I’m a big fan of girl groups…I just don’t, personally. If I was, I would be front [and] center.“
