Yeah, feels like we're now in the overshoot phase.

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Buy bonds and wait.

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Finished a project today: a regularly-updated G10 macro monitor covering central banks across the US, Eurozone, Switzerland, Norway, Sweden, UK, Japan, Canada, Australia, and New Zealand. One-shot update with Python, which delights me. media.bespokepremium.com/uploads/2026...

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I originally had a meaner post. but like there's this idea out in geo-econ land that if Canada seriously wants sovereignty we would be spending 5-6% on defence right now and become a bunker state. And like 1) thats not how anything has worked 2) falling behind in growth is the same as losing

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My future wife and I were in fact the canonical Sad Michigan Fans crowd shot at the end of that Gary (super)Nova Rutgers game

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