George Pearkes
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peark.es
George Pearkes
@peark.es
52K followers 880 following 77K posts
No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto, For The Crown. | 🇺🇸 via 🇨🇦. Not 🏴󠁧󠁢󠁳󠁣󠁴󠁿. | Normal man, one of the Normal Men

*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG

📍 CLT
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Reposted by George Pearkes
malaclypse.bsky.social
The lesson the whole world is drawing is "if you are fighting the US military, never surrender, because it is a fight to the death."

That's a very very bad message we just sent.
December 5, 2025 at 1:20 AM
peark.es
I thought the Reverend was being a bit hyperbolic until I read the latest reporting.
theophite.bsky.social rev. howard arson @theophite.bsky.social · 5h
upon conviction, bradley needs to hang from the neck until dead
December 5, 2025 at 1:17 AM
peark.es
Excellent thread.
tznkai.bsky.social K. Chen @tznkai.bsky.social · 8h
If your wage leads to a "tight" budget that still allows you to live in a "well-off Boston suburb" it is not poverty.
tomlevenson.bsky.social Boston Tom Levenson @tomlevenson.bsky.social · 8h
1/ I may write something about this, but I've noticed some folks, notably Noah Smith, but others as well, deriding the $140,000=poverty in today's US guy.

So I thought I'd work out what a family of 4 budget would look like in my well-off Boston suburb (Brookline).

TL:DR--pretty damn tight...
December 5, 2025 at 1:14 AM
Reposted by George Pearkes
sharonk.bsky.social
the gilt market
thewanderingjew.bsky.social Buttadeus @thewanderingjew.bsky.social · 9h
who tried to silence her?
December 4, 2025 at 10:14 PM
Reposted by George Pearkes
mikeblack114.bsky.social
Yale continuing to not beat the allegations
ericrasmusen.bsky.social Professor Eric Rasmusen (Indiana) @ericrasmusen.bsky.social · 9h
If the US Coast Guard stops a ship in international waters and seizes their cocaine, is that a war crime? The ship has not done anything illegal. Should we prosecute the Coast Guard Captain for piracy?
December 4, 2025 at 9:53 PM
Reposted by George Pearkes
michaelsantoli.bsky.social
A bank, to the extent SOFI is a bank, should probably grab the opportunity to sell equity at 4x book value when it is presented.
December 4, 2025 at 9:31 PM
peark.es
This is amazing, Meta poached Apple's user interface team lead Alan Dye and Apple has now poached Meta's Chief Legal Officer. Zuck is betting on designers, Tim on lawyers.

*APPLE: NEWSTEAD TO JOIN APPLE AS SVP
*APPLE: JENNIFER NEWSTEAD WILL BECOME GENERAL COUNSEL IN MARCH
December 4, 2025 at 9:34 PM
Reposted by George Pearkes
vegavandal.bsky.social
This whole thing reads as cope for not being tall, handsome, funny, athletic, empathetic and also a top decile US equity investor. Can’t imagine what that’s like.
December 4, 2025 at 9:20 PM
peark.es
This is interesting, they don't need the $ from a PnL perspective, growing over 30% YoY too. Can't fault management for ringing the register though.

*SOFI TECHNOLOGIES TO OFFER $1.5B OF SHARES
December 4, 2025 at 9:20 PM
peark.es
This is so funny, as someone who was a finance bro in NYC on the apps at one point. Levels of skill issue I cannot even begin to describe from ole boy at the hedge fund.
tranoflamancha.bsky.social tran of la mancha @tranoflamancha.bsky.social · 1d
"Men need to spend money to get laid!"

Meanwhile, just the other day...
A screenshot of a tweet by Rohit Mittal @rohitdotmittal that reads "Friend in NYC who works at a hedge fund was venting about his dating life. He came from nothing, worked his ass off through school, landed a job most people would kill for. makes great money. stable. Ambitious. Has his life together. And he’s struggling on the dating apps. The average profile he sees is optimized for a completely different value system. He showed me that the most common requirements were: No Trumpers. Free Palestine. Make the world a better place (or something similar). And the average girl is woke, working in marketing or social media or a social worker type job. Nothing about building a life. Nothing about stability or ambition or partnership. Just political credentials and virtue signaling. My friend’s not even political. He just worked hard and made something of himself. But in NYC dating, that’s almost a liability now. According to him, 'Finance Bro' is almost a slur. Making money is something you apologize for. But women are also willing to throw away all principles if the guy is hot and they really want him. Seems like women who value stability, who want to build a family, who respect hard work, they’re either not on the apps or they’ve moved to cities where that’s still considered attractive."
December 4, 2025 at 9:15 PM
peark.es
Specialty retail been on an absolute tear this season.
(Bloomberg) -- Ulta Beauty boosted its earnings per share guidance for the full year; the guidance beat the average analyst estimate. 2026 YEAR FORECAST Sees EPS $25.20 to $25.50, saw $23.85 to $24.30, estimate $24.57 (Bloomberg Consensus) Sees net sales $12.3 billion, saw $12.0 billion to $12.1 billion, estimate $12.07 billion Sees comparable sales +4.4% to +4.7%, saw +2.5% to +3.5%, estimate +3.72% Sees net new stores +62.6, saw about +63, estimate +62.6 Sees operating margin 12.3% to 12.4%, saw 11.9% to 12%, estimate 12.1% Still sees capital expenditure $425 million to $500 million, estimate $441 million THIRD QUARTER RESULTS EPS $5.14 vs. $5.14 y/y, estimate $4.61 Net sales $2.86 billion, +13% y/y, estimate $2.71 billion Comparable sales +6.3% vs. +0.6% y/y, estimate +3.41% Gross margin 40.4% vs. 39.7% y/y, estimate 39.2% Merchandise inventories $2.74 billion, +16% y/y, estimate $2.48 billion SG&A expense $840.9 million, +23% y/y, estimate $781.9 million Operating margin 10.8% vs. 12.6% y/y, estimate 10.1% Total location count 1,500, +1.8% q/q, estimate 1,495 Net new stores +28, +7.7% y/y, estimate +21.13 COMMENTARY AND CONTEXT Increases Fiscal 2025 Guidance "Our third quarter results exceeded our expectations, reflecting the steady progress and momentum our team is building as we execute our Ulta Beauty Unleashed Strategy."
December 4, 2025 at 9:13 PM
peark.es
*RUSSELL 2000 INDEX CLOSES AT RECORD HIGH AFTER GAINING 0.8%
December 4, 2025 at 9:09 PM
Reposted by George Pearkes
usapolling.bsky.social
Among Republicans - " The Holocaust of Jews and Nazi Germany was greatly exaggerated or did not happen as historians describe"

Disagree: 56%
Agree: 37%

Manhattan Institute / Oct 26, 2025
December 4, 2025 at 7:47 PM
Reposted by George Pearkes
lizzieohreally.bsky.social
Cobra chicken www.expressnews.com/news/article...
Geese chase down 72-year-old Texas woman, put her in hospital, family says
She suffered several pelvis fractures and internal bleeding as a result of the attack, her family told WFAA-TV.
www.expressnews.com
December 4, 2025 at 8:10 PM
Reposted by George Pearkes
michaelsderby.bsky.social
Curvature Securities maps out what kind of money market rates drive firms to tap Fed liquidity via the Standing Repo Facility.
srf usage
December 4, 2025 at 8:04 PM
peark.es
k now do their GAAP losses
jacobbogage.bsky.social Jacob Bogage @jacobbogage.bsky.social · 18h
🚨SCOOP: Amazon is preparing to sever ties with USPS and expand its shipping network as a true coast-to-coast rival.

It could cost USPS more than *$6 billion* a year in lost revenue, and lead Amazon to dominate yet another facet of the economy.

USPS posted a *$9 billion* loss in 2025.
Amazon explores cutting ties with USPS, building its own delivery network
Amazon looks into expanding its nationwide delivery network and giving up its longstanding partnership with the U.S. Postal Service.
www.washingtonpost.com
December 4, 2025 at 8:02 PM
peark.es
I do tend to discount this exercise given the sheer weirdness of the current party support distribution but this is still an absolutely brutal indictment of Starmer and his government.
leftiestats.bsky.social Stats for Lefties 🍉🏳️‍⚧️ @leftiestats.bsky.social · 15h
📊 Seat estimate | Labour wipeout

➡️ REF: 360 (+355)
🟢 GRN: 79 (+75)
🟠 LD: 72 (-)
🔵 CON: 48 (-73)
🟡 SNP: 45 (+36)
🟢 PLAID: 7 (+3)
🔴 LAB: 4 (-407)

Based on @findoutnowUK poll, 3 Dec (+/- vs GE24)
December 4, 2025 at 6:25 PM
peark.es
The thing about truth is that it’s immutable. Trying to dissolve it is like trying to drain the ocean. Sure you can nibble around the edges but eventually some combination of politics (best case), economics (bad case), or physics (worst case) returns everyone to reality.
slothropsmap.bsky.social Nick (derogatory) ✨ @slothropsmap.bsky.social · 12h
This is maybe the one area of my life where I am a genuine pessimist. I think the dissolution of truth is inevitable in a world where almost all information flows through the internet, but even so I am dismayed that conservatives are right now trying like hell to own and hasten that process.
December 4, 2025 at 6:18 PM
Reposted by George Pearkes
resnikoff.bsky.social
A lot of suicide attempts, especially among young people, are impulsive, which means that throwing up even temporary obstacles can save lives. It's not true that everyone who gets advice on how to kill themselves from an LLM would have figured it out anyway. These tools are causing avoidable deaths.
anamariecox.bsky.social Ana Marie Cox @anamariecox.bsky.social · 14h
I am a suicide attempt survivor so I’m kind of selfishly interested in prevention and, again, while it may difficult to completely prevent IDEATION, what ChatGPT does (despite guardrails!) is *cheerlead and facilitate* completion. You can come back from ideation but not a chat-optimized completion.
anamariecox.bsky.social Ana Marie Cox @anamariecox.bsky.social · 14h
This is not true. This is argument that pro-gun people use to discount red flag and waiting period laws. Ease of access and lethality (let alone cheerful instruction in the best method!) is the #1 predictor of attempts leading actual completion. The more barriers, the more people live.
December 4, 2025 at 5:03 PM
peark.es
Thats right.
sickoscommittee.org Sickos Committee @sickoscommittee.org · 13h
Oh wait!! Duke had a Punter and Kicker both with one rush for 26 yards. I think I deleted it cause I thought it was a duplicate line.
SCORES K. Reynoldson P T. Pelino PK NEWS STANDINGS 1 1 26 26 STATS 26.0 26.0 ROSTER 26 26
December 4, 2025 at 5:10 PM
Reposted by George Pearkes
ratelimitexceeder.bsky.social
December 4, 2025 at 4:54 PM
Reposted by George Pearkes
jamellebouie.net
this is extraordinary. too many people in my profession have circled the wagons around someone who lacks the moral sense of a child
thebulwark.com The Bulwark @thebulwark.com · 2d
@timmiller.bsky.social: "He's being nominated to HHS Secretary…You had information that you could have shared…and you didn't share anything about him. Why? Did you still love him?"

Olivia Nuzzi: "I don't know how to responsibly handle this on camera." lnk.thebulwark.com/4ozkaz8?utm_...
December 4, 2025 at 3:37 PM
peark.es
Our monthly survey of consumers suggests that the narrative of middle and higher income consumers trading down for value is total nonsense. If anything, the opposite has taken place in recent years.
December 4, 2025 at 4:46 PM
Reposted by George Pearkes
johnspacemuller.com
Just give Doyle and Wiebe a small budget and complete editorial freedom to make 10 hours of stuff worth watching on Apple TV every week, it would transform MLS overnight
December 4, 2025 at 3:42 PM
Reposted by George Pearkes
jc-econ.bsky.social
Last call for our Shadow Survey! We close it up tonight. Provide your views & you will get a complete set of results to ponder ahead of the FOMC meeting tomorrow. Looking at
@peark.es @conorsen.bsky.social @skandaamarnath.bsky.social @claudia-sahm.bsky.social...

survey.alchemer.com/s3/8483999/M...
December 4, 2025 at 3:55 PM