Профиль

First thought: OK, now that the Treasury is confirmed hitting bids: this really is Plaza Accord Mark II, don't be short yen Second thought: you do in fact Gotta Hand It To Scott Bessent, this is a *very* funny way to float the biggest change in FX policy in decades

time to update the Wikipedia page! en.wikipedia.org/wiki/List_of...

ohhh it's Cisco with a C not Sysco with an S 'cause Sysco with an S goes "sysc" not "cisc" it's C instead of S; "co" instead of… uh, "co" it's simple as can be, see… …goddammit never mind www.bloomberg.com/news/article...

Cisco or Sysco? Mistaken Corporate Identity Turns Into an OpportunityTheir nearly identical-sounding names are a coincidence, but have fueled one of corporate America's longest-running mix-ups.www.bloomberg.com

Assorted Jellybeans: unnecessarily artsy photos from a trip to the Jelly Belly factory up in Fairfield.

TIL KRX tick sizes are frickin enormous, it's mind-melting watching $000660.KR ping-ponging back and forth across a 7bp-wide spread

presenting my latest work of art in the medium of Pointed scores: I call this one "SK Hynix"

structured-note sales teams everywhere breathing an enormous sigh of relief

Distressing news from the $HAS Q2 earnings call for anyone hoping for Universes Beyond: Sex and the City

for those of you mourning the loss of The Nation's Smallest Bank: there are still two Actual Banks out there with less than $10m in assets! * Equitable S&L (Cadiz, OH) is the new Smallest Bank in America, $8.7m of assets * State Bank of Burrton (KS) is the second-smallest ($9.4m)

on second thought, I like this one better www.bloomberg.com/news/article...

www.bloomberg.com/news/article...

I am going to make a novelty account that just posts Toto Wolff reacting to things

Finished @bhgreeley.bsky.social’s The Almighty Dollar. Highly recommend: he’s got a knack for humanizing economic history by finding interesting characters (Andrew Brimmer, Fed governor & economist who grew up as a sharecropper, deserves his own biography)

who decided to call it the Canada Water Agency and not Eaux Canada anyway happy Canada day everyone

Fun fact: gold-miners are structurally terrible gold traders. They get long (removing hedges) at the highs bcse that's when shareholders want gold price exposure, & sell (hedge) at the lows bcse shareholders punish them for not being conservative Anyway, here's Strategy www.wsj.com/finance/curr...

Strategy Abandons ‘Never Sell Bitcoin’ Mantra in Bid to Outlast Crypto WinterLeft with few good options, Michael Saylor’s company “kicked the can down the road” with plans for stock buybacks and bitcoin sales.www.wsj.com

Ever wondered what happens when there's a forced seller in unlisted stock? Spoiler: it ain't pretty josh.sg/2026/06/linq...

equity financing is trading like they just announced buying stocks on swap cures cancer I'm offering 9mth USD at T+40 and borrowers are falling over themselves to take 'em calm down y'all

pew pew

Went for a sunset walk in Redwood Shores (with the new R5 Mark II)

if only the Pointed gave out slabs of beer for first place like the Reuters Friday quiz used to