JP

a man with a mustache says no soup for you in a restaurant kitchen ALT: a man with a mustache says no soup for you in a restaurant kitchen

It’s Not Just Soup — It’s Social Development

We’ve seen this before in Operation Garden Plot and Rex 84 — contingency frameworks for domestic unrest.
Infrastructure plus broad emergency authority isn’t new.
The guardrails, if any, are what matter.
That should concern both sides.

No idea, but Dep Thompson would be a great name for a punk rocker.

This Week’s Distraction Trifecta
1. Board of Peace
2. War with Iran
3. A “liquidity mismatch event” in private credit

Translation:
The theater.
The war.
And the exit that works — until it doesn’t.

a man with his eyes closed and his mouth open ALT: a man with his eyes closed and his mouth open

It's the chip.

Tower Hill: Carpenters Wanted

Is this a “canary-in-the-coalmine” moment, similar to August 2007?
This will be on the mind of some investors and policymakers as they assess the news that, quoting the FT,the “private credit group Blue Owl will permanently restrict investors from withdrawing their cash from its inaugural private...

Like I know my own toes.

Allegations in Epstein files may amount to 'crimes against humanity,' UN experts say Millions of files related to the late sex offender Jeffrey Epstein suggest the existence of a "global criminal enterprise" that carried out acts meeting the legal threshold of crimes against humanity,...

www.reuters.com/world/allega...

So Groot. I feel… Groot.

So this is recursive ennui.

We are Groot.

Foreclosures are a reset that lets new owners buy at lower prices.

Fantasy Island?

Never underestimate the market value of moral theater.

Undisciplined and Unpunished: The Self-Taught as Institutional Failure
Friday 4:30 PM — Open Bar. Surveillance Suspended.

If I say it’s safe to ski this precipice, Doctor, it’s safe to ski this precipice.

i do systems support (use my income as a philanthropist to fund institutional continuity)

Cambridge, MA and the London DTP 🤞 — inertia preserved.

For all its glitches, the timeline persists. Inertia is a hell of a feature.

Lmao 🤭😅🤣

😂😂😂😂😂😂

Wow!

a large american flag is flying in the wind against a blue sky ALT: a large american flag is flying in the wind against a blue sky

Tragedy at noon.
Fundraising by two.
Incentives by design.

YouTube video by JT Michaelson Bee Gees Stayin Alive (Extended Remaster)

Nothing says romance like a diagnostic hum…
youtu.be/YxvBPH4sArQ?...

🙄

The Weekly Look at the Global Economy and Markets The Context Last week’s market price action defied the traditional playbook. Normally, a "double beat" of robust employment and cooling inflation provides a "Goldilocks" tailwind for equities.

Good morning.

Please find below the links to the weekly look at the global economy and markets.

www.linkedin.com/pulse/weekly...

open.substack.com/pub/mohamede...

#economy #markets

Satisfying on the way down.
Problematic on the way up.

It feels like the real question underneath this is whether moral standards are symmetrical. Is that a major fault line in American politics?