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<rss version="2.0"><channel><description>📈📉 US markets/macro/Fed/housing (all opinions here = own). 🗣️ Learning French with very modest success (Intermediate/B1). 📍Chicago, but always very Californian.</description><link>https://bsky.app/profile/yontodd.bsky.social</link><title>@yontodd.bsky.social - Jonathan Todd</title><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mrfpi7vmea2r</link><description>Me and LeBron, both born in 1984.&#xA;&#xA;He signs a 2Y contract, therefore out of personal pride, that means I need to ensure I can still dunk into my age 44 year.</description><pubDate>24 Jul 2026 15:52 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mrfpi7vmea2r</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqui7vmu5b2j</link><description>Rotten Tomatoes (29%) says it grossed $7.3M, so I&#39;m like 1 of 39 people who can make this claim &#xA;www.rottentomatoes.com/m/bones&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>17 Jul 2026 19:27 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqui7vmu5b2j</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqudfoswyc23</link><description>$DJT up ~10% from its low on, uh, renewed revenue optimism&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>17 Jul 2026 18:01 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqudfoswyc23</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqttpnkyjs2j</link><description>Retiring my Duolingo streak learning French at 1,622 (started 6-Feb-22).&#xA;&#xA;Probably should have done this 2+ years ago, as there are significantly better/more efficient ways to learn. A good way to start and make sure you&#39;re committed to learning, but not as helpful beyond that...</description><pubDate>17 Jul 2026 13:20 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqttpnkyjs2j</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqr7qr77gs2d</link><description>&#34;Kalshi says it won’t offer contracts tied to pediatric studies or trials that are still recruiting participants.&#34;&#xA;&#xA;Nice they admit there are a million potential landmines with this, they&#39;re just selectively choosing which to ignore&#xA;&#xA;https://www.bloomberg.com/news/articles/2026-07-16/kalshi-launches-platform-for-bets-on-biotech-trials-drug-approvals</description><pubDate>16 Jul 2026 12:17 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqr7qr77gs2d</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqowwex4qk2s</link><description>The Information reports Apple ($AAPL) is seeking to acquire an AI chip maker.&#xA;&#xA;The Information reports Apple found its in-house M2 Ultra insufficient for advanced AI workloads, forcing the company to rely on NVIDIA.</description><pubDate>15 Jul 2026 14:34 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqowwex4qk2s</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqmtxqqwek2j</link><description>$C Jane Frasier told an analyst on no ROTCE raise, &#34;Mike, I can&#39;t tell you that it&#39;s impossible that we will exceed the 11%. We&#39;re just not going to box ourselves into that&#34;&#xA;&#xA;And I realized I&#39;m shocked my kids haven&#39;t hit me with that exact framework</description><pubDate>14 Jul 2026 18:36 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqmtxqqwek2j</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqmaavg63l2x</link><description>Computer software and accessories +2.3% m/m and 17.4% y/y&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>14 Jul 2026 12:43 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqmaavg63l2x</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqjzruvuz22c</link><description>Mute all</description><pubDate>13 Jul 2026 15:42 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqjzruvuz22c</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqcn5zogui2d</link><description>woof &#xA;https://www.ft.com/content/28380abc-72f9-4287-8d36-2823c73358ce?syn-25a6b1a6=1</description><pubDate>10 Jul 2026 17:07 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqcn5zogui2d</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqa3vdfuz32l</link><description>T.R.O.Y. (Tacky Reconnaissance Over You)&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>09 Jul 2026 16:53 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqa3vdfuz32l</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mqa2txg5q72h</link><description>I&#39;m not sure what this means but ok&#xA;&#xA;Market sources: ANTHROPIC has hired former Federal Reserve Chair Ben Bernanke to oversee trust institutions.</description><pubDate>09 Jul 2026 16:34 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mqa2txg5q72h</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq7tlx4crc2r</link><description>Succession: Chicago&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>09 Jul 2026 14:25 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq7tlx4crc2r</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq5t5nto2p2f</link><description>If only there were a Kalshi/Polymarket contract to bet against this...</description><pubDate>08 Jul 2026 19:11 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq5t5nto2p2f</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq5mkvaag52g</link><description>&#34;The 51-year-old real estate investor and developer also added an unusual clause: He would accept shares of OpenAI or Anthropic as payment for the home.&#34;&#xA;https://www.nytimes.com/2026/07/08/technology/san-francisco-home-sales-openai-anthropic-ipo.html</description><pubDate>08 Jul 2026 17:13 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq5mkvaag52g</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq5l7ex57e26</link><description>Rogoff: &#34;If AI lives up to its promise and ushers in an age of material abundance, Europe may discover that its greatest comparative advantage lies not in building the most advanced systems, but in demonstrating how to live well in the world they create.&#34;&#xA;https://www.project-syndicate.org/commentary/ai-could-give-europe-unexpected-competitive-edge-by-kenneth-rogoff-2026-07</description><pubDate>08 Jul 2026 16:49 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq5l7ex57e26</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq35pcnltc23</link><description>$SPCX bonds a source of funds for the new $AMZN issuance&#xA;&#xA;https://www.bloomberg.com/news/articles/2026-07-07/traders-are-dumping-tech-bonds-to-make-room-for-amazon-debt-deal</description><pubDate>07 Jul 2026 17:42 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq35pcnltc23</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq354fjrci2c</link><description>Can&#39;t call that one back&#xA;&#xA;[contains quote post or other embedded content]</description><pubDate>07 Jul 2026 17:32 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq354fjrci2c</guid></item><item><link>https://bsky.app/profile/yontodd.bsky.social/post/3mq34v6d2in2t</link><description>&#34;Gianni? It&#39;s Javi... So that turnover 4 seconds ago...&#34;</description><pubDate>07 Jul 2026 17:27 +0000</pubDate><guid isPermaLink="false">at://did:plc:d3npvqzrc7wxt37t4o7ryt76/app.bsky.feed.post/3mq34v6d2in2t</guid></item></channel></rss>