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China; Treasuries; austerity; moms; Tom Wolfe; permabears; crypto; and EY
Cargill; woke; empty homes; Barbie; dolphins; Cuba; Revolut; Liz Truss; and maps
News he can use
Security; Covid; Woolf; palm oil; Apple; clocks; rugby; football; and interior design
Gotta catch ’em all (revenue streams, that is)
Russell Brand; Trafigura; a fireball; Vivek Ramaswamy; Martin Peretz; fentanyl; stats; history; and Mitt Romney’s ketchup salmon
How do you kill that which has no life?
Awoouu (wolf howl)
Threadneedle Street’s balance-sheet squeeze may be on borrowed time
Squeaky bum time redux
A little bit of culture wars content, as a treat
Another run on the national statistics rollercoaster
There they are, all standing in a row
Anti-ESG, anti-anti-ESG
“How much could a U-Haul van cost? $1.5mn?”
Junk; code; Chamath; distraction; moon juice; skin; and chairs
Turnaround, bright IPOs
While there are reasons why London is underpriced by world standards, some good opportunities stand out, says FT Alphaville
Coincidence? I think NOT
VinFast VinFurious
Doxxing; aircraft; emoji; Python; Russia; Lehman moments; sports trading cards; St Paul’s Gyratory; and baklava
Entrepreneurs; AI; polycrisis revisited; meditation; Wirecutter; East Germany; the internet; and Mexico
Pound out of ground
Elon Musk; valuations; Carl Icahn; cows; QQQ; war debt; Soltek; and Mario
Jesus; debt interest; the botttttoommmm of the oooooocceeaaannn; girl dinner; John Warnock; the City; Argentina; ‘–ification’, India; and LTCM
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