Thanks to the 15,000 lovely happy people in the Zurich Arena last night. One of my favourite gigs in one of my favourite cities ❤️ #Mortality

Who wants to buy a crypto basis-trade backed synthetic stablecoin? Ethena goes

Crypto has gone mad for perps.

I thought it was the other way around?
on.ft.com/44vU9tD

On February 1st, 2025, Twitter user Hardpass4 tweets: I'm willing to pay more for quality products if they are made in America, by Americans, who are paid a decent income. The tweet includes Norman Rockwell's "Freedom of Speech" painting, which shows a man bravely standing up to say something.

On May 1st, 2025, Twitter user Hardpass4 tweets: Mechanix is having a 25% off sale with $3 shipping. This is about as much as I'm willing to pay for gloves at this point. The image shows Mexchanix's website, which features $18 to $29 gloves being offered at 25% off.

A photo of Mechanix gloves still in their packaging.

Four images showing the back of Mechanix gloves's packaging. The packaging says the gloves are made in Vietnam, China, Cambodia, and the Philippines.

Of course, this will have less of an impact on consumers who are willing to pay more for US-made goods

Now do climate change

There is no way India would have struck Pakistan if Trump were presi-

Her internal monologue: “I thought other people should lose their jobs, but now that it’s me, I feel betrayed”

Just your regular Handmaid’s Tale ref

30 minutes to go before Michael Saylor recommends selling the remaining kidney to buy BTC dip …

Thought the kid after spilling the milk

So the Mexico-US-Canada World Cup is going to be interesting, huh

This is horseshit cause even my 2yo knows that you just need to buy a little $TRUMP to get your automatic out-of-jail card
That’s how corrupt institutions work

The NYT reports that due to pressure from the Trump administration, the Mexican drug cartels haven't felt this much stress in years, with leaders going into hiding and shutting down fentanyl labs.

www.nytimes.com/2025/03/02/w...

I once said on an episode of the pod that Sacks and Calacanis think of themselves as the victors of Thunderdome.

(The kind that cry for bailouts on social media)

A hooker in Florida buys many houses
-> UK productivity is destroyed
Chaos theory

“Intel”

This is a favorite of mine from George Orwell. Applies to politics, investing trends and nearly anything else you’re struggling with. Deep breath.

Tag someone who needs to read it.

It will likely help to bring the price of eggs down

"You wouldn't let us be racist monopolists so we're overthrowing the country."

Model Portfolio Enhancements Update - Here at The Italian Leather Sofa I run a Model Portfolio, an empirical summary of all the concepts around asset allocation and diversification discussed on the blog. It is a short, and hopefully under...

If you are interested in running a (overly)complicated portfolio, this is for you

theitalianleathersofa.com/model-portfo...

If I was a country that sees the US as an enemy, I would just wait until they have removed everyone who believes in vaccines from the crucial positions and then do the funniest thing

Backlash by Susan Faludi

Been devouring this the last few weeks and I cannot believe how essential it feels for understanding our current moment

susanfaludi.com/backlash-cha...

The Best Strategies for FX Hedging - simple dynamic rules to decide whether to hedge or not to hedge

I wrote (again) about FX Hedging

theitalianleathersofa.com/the-best-str...

Skiing in the US costs like a kidney per day AND there are crazy Qs
1 point for Europe

Even when it happens on a Friday, a Monday is still a Monday

Why Canada should join the EU Europe needs space and resources, Canada needs people. Let’s deal

My first Charlemagne of 2025: Why Canada should join the EU.

It has space and resources, Europe has people. Let's deal.

(OK fine maybe we should just work towards a closer relationship of like-minded countries, especially in the age of Trump.)
www.economist.com/europe/2025/...

Dice che faranno pure gli scam coi pandori