Samizdata: Thoughts about vaccine mandate protests
First a quick note to apologise for lack of content the last couple of days. I’ve been struck by a bad case of sinusitis (but not the dreaded C disease). I’ve not really been following the news too closely the last 24 hours as a result, but I did want to share a few observations […]
Stuff I read so you don’t have to
(I think I will be adding occassional commentary notes to this aggregation. Also, just to clarify, the idea behind the title is that it’s a daily list of references that are informing my thinking on any given day. Just sharing the rough work. But I agree with feedback that the title is confusing, so I’m […]
Solar storm hits 49 of Musk’s Starlink satellites
A few days ago, I was speaking to someone with links to Washington, who noted that if and when tensions between the West and Russia/China really escalate, the first proper flash point could be in space and not on the ground. They then went on to speculate that any fallout from something like an electromagnetic […]
Stuff I read so you don’t have to
I’m going to aim to publish this aggregation post relatively regularly, probably in the mornings from now on. For now I’m just getting into the flow so the timing of the post might be a little haphazard. Finance and markets: The Bitfinex hack launderers have an interesting side hustle. Meeting of the BoE’s CBDC technology […]
Why Rogan is the media’s “inverted yield curve”
The TLDR: Rogan’s mass appeal — much larger than that of the legacy media — feels like a market breakdown. It simply shouldn’t be happening. It’s the inverted yield curve of the media industry. Or the snubbing of structured data in favour of the unstructured sort. Neither should make sense, so when they manifest it […]
Stuff I read so you don’t have to
This will eventually become a regular aggregation post. But for now it wll be a little sporadic. In any case here’s the stuff that has recently caught my eye. Finance and markets: Does the Fed have an insider trading problem? *That* Steve Hanke study that showed lockdowns weren’t worth it. Rumble offers Joe Rogan $100m […]
Pancake swaps
Yes really. In the brave bold world of crypto, pancake swaps are now a thing. A close collaborator drew my attention to them having recently worked on an associated project. I still don’t really understand them. They’re part of the Defi phenomenon, which I’ve tried to ignore as much as possible because the whole thing […]
WW3 Watch: Actual Skynet edition
TLDR; I just discovered Skynet is actually a thing. But it turns out it’s been a thing since 1969. Those who have subscribed to my newsletter will know I have an inkling about a major new blind spot developing in markets. It’s one I do hope I’m wrong about though. I’m going to loosely refer […]
WW3 Watch: Bloomberg misfires edition
Major scenes at Bloomberg overnight after someone accidentally published a headline saying Russia had invaded Ukraine. When it had not. The New York Post cites a spokesman from Bloomberg saying the headline was removed and that the news group is now investigating the cause. But the internet says the headline hung about on the home […]
A Diocletian blind spot in the world of central banking? Surely not!
Simply incredible stuff from the BoE’s Andrew Bailey yesterday (a.k.a Thursday). Is it really truly conceivable that Bailey hasn’t come across how and why Diocletian’s maximum price edict failed? He has got a history degree from Queen’s College, Cambridge, after all? Yet here’s his stance on how best to moderate UK inflation. From, the Telegraph: […]