I built an Equity ETF Report. Squashing a few bugs and doing data verification. I doubled the amount of ETFs tracking on Friday, which will be captured on Monday's run. claude.ai/artifact/MAB...

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john hoffman, MN state senator who survived an assassination attempt by vance boelter, who killed mark and melissa hortman, is here supporting omar fateh. he said fateh was his first visitor when he was in hospital. gave him a note saying “we’ll get that fucker” that is still on his fridge

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For everyone’s edification: Dan Benton’s rules for technology investing, from during the tech bubble.

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So much of Fintwit was such a joke about that whole situation. “So you expect rates to be lower in the future…and you want the Treasury to term out its debt now…right…” I would say that we should expect more from Bessent, but well, we all saw his returns. The guy lagged the Global Macro universe!

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You may not like it but this is what peak performance against Mariano Rivera looks like

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