Five Minute Macro
@fiveminutemacro.bsky.social
Macro trader. I used to be disgusted, now I try to be amused.
Imagine slapping an 800 P/E on Palantir, and it's just this guy babbling nonsense.
December 4, 2025 at 2:02 PM
Imagine slapping an 800 P/E on Palantir, and it's just this guy babbling nonsense.
Since we're doing this again:
December 4, 2025 at 9:34 AM
Since we're doing this again:
Truly unknowable, really; guess we'll all just have to wait and find out 🙄
December 3, 2025 at 7:48 PM
Truly unknowable, really; guess we'll all just have to wait and find out 🙄
Apart from being disturbingly weird, talk about perverse management incentives!
December 1, 2025 at 8:15 AM
Apart from being disturbingly weird, talk about perverse management incentives!
Good plan; wouldn't want to make it too easy for immigrants to blend in with the locals.
*RUBIO SUGGESTS OBESITY AS REASON TO DENY VISAS: POLITICO
November 13, 2025 at 7:52 PM
Good plan; wouldn't want to make it too easy for immigrants to blend in with the locals.
Incredible things happening on the everything platform.
November 11, 2025 at 8:46 AM
Incredible things happening on the everything platform.
Apart from boIstering the 'everybody is twelve' theory of politics, I promise you this piece will make your day better.
ig.ft.com/saudi-neom-l...
ig.ft.com/saudi-neom-l...
End of The Line: how Saudi Arabia’s Neom dream unravelled
Mohammed bin Salman’s utopian city was undone by the laws of physics and finance
ig.ft.com
November 10, 2025 at 11:25 AM
Apart from boIstering the 'everybody is twelve' theory of politics, I promise you this piece will make your day better.
ig.ft.com/saudi-neom-l...
ig.ft.com/saudi-neom-l...
If you think x job is going to disappear because of AI, ask yourself first why job x hasn't already been outsourced to IDK, Bangladesh.
November 10, 2025 at 9:29 AM
If you think x job is going to disappear because of AI, ask yourself first why job x hasn't already been outsourced to IDK, Bangladesh.
Democrat comms / Graham Platner
October 22, 2025 at 7:17 PM
Democrat comms / Graham Platner
Willing to bet that Tether et al make 'technical errors' every single day.
October 17, 2025 at 9:34 AM
Willing to bet that Tether et al make 'technical errors' every single day.
It's Economics Nobel Prize Day, and hence your annual reminder not to be That Guy.
October 13, 2025 at 9:43 AM
It's Economics Nobel Prize Day, and hence your annual reminder not to be That Guy.
Incredible work by the Dallas Fed.
October 11, 2025 at 5:36 PM
Incredible work by the Dallas Fed.
So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.
October 10, 2025 at 8:57 AM
So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.
Se vis pacem, para bellum
October 9, 2025 at 3:49 PM
Se vis pacem, para bellum
Gritcoin having its moment.
October 8, 2025 at 11:50 AM
Gritcoin having its moment.
Wild story. Imagine layering on swathes of expensive risk management over the last few decades, and then...this.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
Ferrari-Loving Trader Burned Wall Street With Bond Bet Leveraged 11,000-to-1
Citigroup and MUFG were among the firms stung by $2.6 billion trade that’s now at the heart of a London lawsuit, raising questions about client checks
www.bloomberg.com
October 6, 2025 at 5:14 PM
Wild story. Imagine layering on swathes of expensive risk management over the last few decades, and then...this.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
What people sound like to me when they tweet about how that latest thing Trump is doing is illegal.
October 5, 2025 at 8:52 PM
What people sound like to me when they tweet about how that latest thing Trump is doing is illegal.
"a company for carrying out an undertaking of great advantage, but nobody to know what it is"
October 3, 2025 at 5:03 PM
"a company for carrying out an undertaking of great advantage, but nobody to know what it is"
Hs everybody gone completely insane?!
October 3, 2025 at 12:17 PM
Hs everybody gone completely insane?!
The economics of TSLA stock are such that Elon could buy 50,000 Teslas at full price, bury them in the desert and profit 10 times over from the stock bump from the delivery beat.
Apart from the stock he's probably buying to juice the stock, another circular glitch.
Truly through the looking glass.
Apart from the stock he's probably buying to juice the stock, another circular glitch.
Truly through the looking glass.
October 3, 2025 at 10:13 AM
The economics of TSLA stock are such that Elon could buy 50,000 Teslas at full price, bury them in the desert and profit 10 times over from the stock bump from the delivery beat.
Apart from the stock he's probably buying to juice the stock, another circular glitch.
Truly through the looking glass.
Apart from the stock he's probably buying to juice the stock, another circular glitch.
Truly through the looking glass.
'No Way To Prevent This', Says Only Nation Where This Never Happens.
news.sky.com/story/former...
news.sky.com/story/former...
Former French president Nicolas Sarkozy sentenced to five years in prison
Sarkozy, who was French president between 2007 and 2012, was found guilty of criminal conspiracy - but not guilty of receiving illegal campaign financing from the late Libyan dictator Muammar Gaddafi.
news.sky.com
October 1, 2025 at 9:44 AM
'No Way To Prevent This', Says Only Nation Where This Never Happens.
news.sky.com/story/former...
news.sky.com/story/former...
1999: I remember thinking: it's a privilege to live through this Internet bubble - you'd expect to read about this in history books but never experience it from the inside.
2025: 'not as extreme as the Internet bubble' is a standard bullish metric.
NGL never expected it to become aspirational.
2025: 'not as extreme as the Internet bubble' is a standard bullish metric.
NGL never expected it to become aspirational.
September 30, 2025 at 8:24 AM
1999: I remember thinking: it's a privilege to live through this Internet bubble - you'd expect to read about this in history books but never experience it from the inside.
2025: 'not as extreme as the Internet bubble' is a standard bullish metric.
NGL never expected it to become aspirational.
2025: 'not as extreme as the Internet bubble' is a standard bullish metric.
NGL never expected it to become aspirational.
Started / going
September 22, 2025 at 4:17 PM
Started / going