No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | #ForTheCrown, #COYG | 🇺🇸 via 🇨🇦. Not 🏴󠁧󠁢󠁳󠁣󠁴󠁿. | Normal man, one of the Normal Men *ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG 📍 CLThttps://bsky.app/profile/peark.eshttps://bsky.app/profile/peark.es/post/3mlzc347odk2r [contains quote post or other embedded content]17 May 2026 02:14 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlzc347odk2rhttps://bsky.app/profile/peark.es/post/3mlxz2yaay22lIt’s worthwhile to conduct extreme thought experiments. Like, yes, the math here is correct and it’s worth considering those implications. But then you absolutely must caveat, because assuming a constant variable for two centuries is *extremely* crude. So your conclusions need to be limited! [contains quote post or other embedded content]16 May 2026 14:00 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlxz2yaay22lhttps://bsky.app/profile/peark.es/post/3mlxxu45rgk2lThe Honor Harrington series. http://www.rogermwilcox.com/stories/weber_pizza.html [contains quote post or other embedded content]16 May 2026 13:39 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlxxu45rgk2lhttps://bsky.app/profile/peark.es/post/3mlxvz7f5jk2lReally hoping Hearts hold on, what a great story.16 May 2026 13:06 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlxvz7f5jk2lhttps://bsky.app/profile/peark.es/post/3mlwmjh4jak2rHuge story https://www.ft.com/content/37ba1609-ffa7-42ae-b63c-b2c628c584e1?syn-25a6b1a6=116 May 2026 00:43 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlwmjh4jak2rhttps://bsky.app/profile/peark.es/post/3mlvrohdnts2jThis episode was the essence of the podcast in an almost perfect way. An absolute joy to hang out with @patrickwyman.bsky.social and it was over too soon. But his book! https://bookshop.org/p/books/lost-worlds-how-humans-tried-failed-succeeded-and-built-our-world-patrick-wyman/d35a39f742ad1625 And check out Past Lives! https://patreon.com/PastLivesMedia?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_fan&utm_content=copyLink [contains quote post or other embedded content]15 May 2026 16:43 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvrohdnts2jhttps://bsky.app/profile/peark.es/post/3mlvnzqkxls2o10y yield now 10 bps higher on the day. IMO the global rates market is giving a clear signal that the AI boom is driving up demand for capital to a degree we haven't seen in a long time.15 May 2026 15:37 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvnzqkxls2ohttps://bsky.app/profile/peark.es/post/3mlvit3vhds2oStarting a support group for dads who are a bit sick this week and have gotten badly addicted to Cities Skylines 2 Let's Plays.15 May 2026 14:04 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvit3vhds2ohttps://bsky.app/profile/peark.es/post/3mlvi4mcjzc2o30y Gilt yields +20 bps, highest since 1998 and above 5.85%. Global bonds getting absolutely rekt today.15 May 2026 13:52 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvi4mcjzc2ohttps://bsky.app/profile/peark.es/post/3mlvgk774q22oBattery production up another 0.3% MoM in April.15 May 2026 13:24 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvgk774q22ohttps://bsky.app/profile/peark.es/post/3mlvgac6evc2oIndictments for anyone involved (line agents on up) should be a Day 1 priority in 2029. [contains quote post or other embedded content]15 May 2026 13:18 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlvgac6evc2ohttps://bsky.app/profile/peark.es/post/3mlv735ldqk2oLeaning in to demographic collapse is certainly one approach. Chin's population has fallen for four straight years, and declines are accelerating. The birth rate has basically halved since 2019, death rate at record highs. *CHINA SEEKS MODERATE SIZE OF POPULATION: CCTV15 May 2026 11:10 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlv735ldqk2ohttps://bsky.app/profile/peark.es/post/3mlv57co2p22oLotta crazy charts floating around, this might be the craziest.15 May 2026 10:36 +0000at://did:plc:pnx2fjuannbdpy3337ggthpp/app.bsky.feed.post/3mlv57co2p22o