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That pretty much sums it up.

FEDWATCH: “.. There is a good chance the BOJ and Treasury will be back in the market if the Yen drifts weaker .. But the second time the BOJ/Treasury comes around, the surprise element is far less, and FX markets could easily trade through the level of intervention ..” $JPY

“.. President Washington, Thomas Jefferson, Alexander Hamilton could not have imagined the economy that we would have created. It is the envy of the world." - Bessent, 7/31/26

“.. By suing the board of $INTC and the US government, shareholders .. are doing what Congress seems unable to do: push back on the administration’s opportunistic, not very transparent and elastic interpretation of federal law to justify grabbing ownership in companies.” www.ft.com/content/fff1...

GOLDMAN DESK: “.. this simply plots expectations for S&P forward EPS. you tend to see this rate of acceleration coming out of big holes (e.g. $LEH or COVID). I’m not saying this boom is lost on the market, but it continues to strike me as something that you shouldn’t pick a serious fight with ..”

Carroll O’Connor, born today in 1924. Archie, he once said, is “basically a pretty unhappy guy. .. You people may laugh at him and enjoy him, but he’s not really making it in the modern world at all. .. His racism and his bigotry .. are basically poisoning his life.” “Sammy’s Visit” [1972] #RIP

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FEDWATCH: “.. If yields break above 5%, interest costs of debt would surge toward $1.7 trillion, double the defense spending budget ($857 billion) ..”

“.. In autonomous trailer loading, it reasons across three spatial dimensions and time to optimize how packages are placed for space, stability, and speed ..” @scottlincicome.bsky.social $FDX www.freightwaves.com/news/fedex-m...

Carlin lives. 🔥

The Eagles are #1 today in 1975 with “One of These Nights”. “.. It's like, putting things off,” said Frey. “Everybody I'm sure has said, 'One of these nights I'm gonna .. whatever, get that girl, make that money, buy that house. .. Everyone's saving it for 'someday.' And 'someday' is up to you."

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Brace for some weak seasonality, says BTIG. “.. August is the worst-performing month of the year for $SPW since 2010 (-0.95%) and September is the second worst (-0.84%).” 😞

Page One in Boston: @bostonglobe.com

The plot thickens. @axios.com www.axios.com/2026/08/01/s...

“.. the audience for pro-Trump content has fallen from its heights and, for some creators, has reached new lows. .. The shifts threaten to complicate messaging this year for Republican candidates ..” @nytimes.com www.nytimes.com/2026/07/31/u...

Same day. $DJT

“.. The disclosure marks the first time a bank has formally tied money laundering concerns to U.S. President Donald Trump's family business.” @reuters.com $COF www.reuters.com/legal/govern...

$DJT

“.. many of us are blind to how many people have been left far behind. So far behind that they scarcely inhabit the same country as the rest of us. And this pain across America is now magnified by President Trump’s cuts in food stamps ..” @nytimes.com www.nytimes.com/2026/08/01/o...

OMG “.. The disagreement between Burgum and Pirro, two longtime loyalists of the president, marked an unusual example of the administration feuding publicly with itself.” @wsj.com www.wsj.com/us-news/trum...

Leopold Aschenbrenner, on his experience at FTX Future Fund — and working with Sam Bankman-Fried.

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