AB
@arthurb01.bsky.social
Still working on it...Investing, markets,economy, guitar, music,kitesurfing
Reposted by AB
Even after Trump is gone, the world will remember that he threatened to forcibly seize the territory of a peaceful democratic ally, and our institutions failed to immediately remove him. That makes US dangerously unreliable, not just one senile gangster.
His not being impeached by the end of the business day as a result of this threat is as much a problem as the threat itself. It’s not just Trump that the world has to worry about, it’s a GOP that supports him and Democrats who suck their thumbs and refuse to even discuss pushing to remove him
January 21, 2026 at 2:46 PM
Even after Trump is gone, the world will remember that he threatened to forcibly seize the territory of a peaceful democratic ally, and our institutions failed to immediately remove him. That makes US dangerously unreliable, not just one senile gangster.
Reposted by AB
This is the most astonishing graph of what the Trump regime has done to US science. They have destroyed the federal science workforce across the board. The negative impacts on Americans will be felt for generations, and the US might never be the same again.
www.nature.com/immersive/d4...
www.nature.com/immersive/d4...
January 20, 2026 at 10:53 PM
This is the most astonishing graph of what the Trump regime has done to US science. They have destroyed the federal science workforce across the board. The negative impacts on Americans will be felt for generations, and the US might never be the same again.
www.nature.com/immersive/d4...
www.nature.com/immersive/d4...
Reposted by AB
Elon Musk is a profoundly dangerous person, and the risks he presents should be taken very seriously... but his power is also derived almost entirely from attention and being treated as a serious person, so it's important not to do that
January 20, 2026 at 6:06 PM
Elon Musk is a profoundly dangerous person, and the risks he presents should be taken very seriously... but his power is also derived almost entirely from attention and being treated as a serious person, so it's important not to do that
Reposted by AB
“.. You asked us to go. We went,” said Company Sgt. Maj. Bager, the Danish soldier who served in Iraq and Afghanistan. You asked us “to send airplanes, we sent airplanes.” Denmark, he said, “never said no.”
@nytimes.com
www.nytimes.com/2026/01/18/w...
@nytimes.com
www.nytimes.com/2026/01/18/w...
January 20, 2026 at 6:54 PM
“.. You asked us to go. We went,” said Company Sgt. Maj. Bager, the Danish soldier who served in Iraq and Afghanistan. You asked us “to send airplanes, we sent airplanes.” Denmark, he said, “never said no.”
@nytimes.com
www.nytimes.com/2026/01/18/w...
@nytimes.com
www.nytimes.com/2026/01/18/w...
Reposted by AB
That is, the US can row back its threats over Greenland etc but by blowing up the fiction of a rules-based order they have created the requirement of a rules-based order. That is harder (if not impossible) to undo.
January 20, 2026 at 4:14 PM
That is, the US can row back its threats over Greenland etc but by blowing up the fiction of a rules-based order they have created the requirement of a rules-based order. That is harder (if not impossible) to undo.
Reposted by AB
“.. The US is experiencing a jobless boom. Growth is strong, but there is a ‘hiring recession’ ..
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
January 9, 2026 at 3:45 PM
“.. The US is experiencing a jobless boom. Growth is strong, but there is a ‘hiring recession’ ..
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
“.. 2025 was the worst year for hiring outside of a recession since 2003. There was almost no hiring since April.”
@byheatherlong.bsky.social
Reposted by AB
Oil companies are gonna be furious about getting strong armed into a terrible risk/reward set up, but they won’t say shit. OTOH they cried public rivers of heavy sour tears when Biden said mean things about their industry, even though their underlying businesses were thriving.
January 9, 2026 at 3:58 PM
Oil companies are gonna be furious about getting strong armed into a terrible risk/reward set up, but they won’t say shit. OTOH they cried public rivers of heavy sour tears when Biden said mean things about their industry, even though their underlying businesses were thriving.
Reposted by AB
personality cult vs whatever the exact opposite of that is.
January 8, 2026 at 3:45 PM
personality cult vs whatever the exact opposite of that is.
Reposted by AB
“when the strong dominate the weak, the weak try to become strong…That can mean global rearmament. That can mean nuclear proliferation. It can also mean that a foolish world once again endures the high cost of forgetting what it’s like when great powers go to war.”
www.nytimes.com/2026/01/05/o...
www.nytimes.com/2026/01/05/o...
Opinion | Trump Is Unleashing Forces Beyond His Control
www.nytimes.com
January 6, 2026 at 2:34 PM
“when the strong dominate the weak, the weak try to become strong…That can mean global rearmament. That can mean nuclear proliferation. It can also mean that a foolish world once again endures the high cost of forgetting what it’s like when great powers go to war.”
www.nytimes.com/2026/01/05/o...
www.nytimes.com/2026/01/05/o...
Reposted by AB
There is a reason the sell side is looking to jam PE into the retail channel. Retail is always the bag holder and buyer of last resort.
www.nytimes.com/2025/12/23/b...
www.nytimes.com/2025/12/23/b...
Once Wall Street’s High Flyer, Private Equity Loses Its Luster
www.nytimes.com
December 24, 2025 at 3:09 PM
There is a reason the sell side is looking to jam PE into the retail channel. Retail is always the bag holder and buyer of last resort.
www.nytimes.com/2025/12/23/b...
www.nytimes.com/2025/12/23/b...
Reposted by AB
Remembering the legendary Art Cashin on this Christmas Eve.
December 24, 2025 at 12:06 PM
Remembering the legendary Art Cashin on this Christmas Eve.
Reposted by AB
“In the morally inverted universe of the plan, there is no distinction between perpetrator and victim, aggressor and defender, militarised dictatorship and democracy.”
www.aei.org/articles/tru...
www.aei.org/articles/tru...
www.aei.org
December 24, 2025 at 2:03 PM
“In the morally inverted universe of the plan, there is no distinction between perpetrator and victim, aggressor and defender, militarised dictatorship and democracy.”
www.aei.org/articles/tru...
www.aei.org/articles/tru...
Reposted by AB
It's also striking to me how often they writers encounter MAGA Christians who are polite to them and think their short encounters are indicative of who those people are. Christian nationalists are often ignorant but rarely stupid.
December 23, 2025 at 2:35 PM
It's also striking to me how often they writers encounter MAGA Christians who are polite to them and think their short encounters are indicative of who those people are. Christian nationalists are often ignorant but rarely stupid.
Reposted by AB
Bob Kagan: "I think we’re at a moment of a real break and a real discontinuity. We sort of take for granted the degree of peace that we’ve enjoyed over the past eight decades...The norm is actually a lot more like what the world looked like before 1945."
youtu.be/VkhhjWAoi60?...
youtu.be/VkhhjWAoi60?...
Bob Kagan on whether we are entering into a new period of history
YouTube video by Conversations with Bill Kristol
youtu.be
December 6, 2025 at 3:09 PM
Bob Kagan: "I think we’re at a moment of a real break and a real discontinuity. We sort of take for granted the degree of peace that we’ve enjoyed over the past eight decades...The norm is actually a lot more like what the world looked like before 1945."
youtu.be/VkhhjWAoi60?...
youtu.be/VkhhjWAoi60?...
Reposted by AB
It’s a joke on many levels. It craps on what has made America special, and at the same time is meaningless and impossible to implement. The is no strategic purpose to the Administration. Trump just does whatever idiotic and corrupt thing crosses his addled mind.
The new National Security Strategy is a propaganda document, designed to be widely read. It is also a performative suicide. Hard to think of another great power ever abdicating its influence so quickly and so publicly. It will be worth following the reactions around the world, not just in Europe.
Trump's national security strategy is out and some of the Europe sections are shocking. "...the growing influence of patriotic European parties indeed
gives cause for great optimism."
www.whitehouse.gov/wp-content/u...
gives cause for great optimism."
www.whitehouse.gov/wp-content/u...
December 6, 2025 at 3:13 PM
It’s a joke on many levels. It craps on what has made America special, and at the same time is meaningless and impossible to implement. The is no strategic purpose to the Administration. Trump just does whatever idiotic and corrupt thing crosses his addled mind.
Reposted by AB
“Ukraine does not need more plans. It needs partners who understand the enemy we are fighting and who understand that real peace comes only when aggression is defeated, not rewarded.”
londonlovesbusiness.com/the-28-point...
londonlovesbusiness.com/the-28-point...
The 28-point 'Peace Plan': A crisis of trust, influence and strategic delusion - London Business News | Londonlovesbusiness.com
Explore the implications of The 28-point 'Peace Plan' and its links to Russian proposals amid a political earthquake.
londonlovesbusiness.com
November 25, 2025 at 3:40 PM
“Ukraine does not need more plans. It needs partners who understand the enemy we are fighting and who understand that real peace comes only when aggression is defeated, not rewarded.”
londonlovesbusiness.com/the-28-point...
londonlovesbusiness.com/the-28-point...
At a conference yesterday, received the "good news, we have found you a new flight." Changed from 11:30am (premium $) flight to 9:15 pm. Fortunately was able to get one of 2 available seats on a flight but had to bail conf, run to the hotel and barely made it to the airport in time. Good times
November 7, 2025 at 4:33 PM
At a conference yesterday, received the "good news, we have found you a new flight." Changed from 11:30am (premium $) flight to 9:15 pm. Fortunately was able to get one of 2 available seats on a flight but had to bail conf, run to the hotel and barely made it to the airport in time. Good times
Reposted by AB
one thing thats kinda crazy to get your head around is not that the musk and thiel masters of the universe are ungrateful for the vast public infrastructure, public funding of research, and robust systems of laws and rules that made their wealth possible. it's that theyre too dumb to understand it
October 23, 2025 at 3:15 PM
one thing thats kinda crazy to get your head around is not that the musk and thiel masters of the universe are ungrateful for the vast public infrastructure, public funding of research, and robust systems of laws and rules that made their wealth possible. it's that theyre too dumb to understand it
Reposted by AB
If you want to know how something changed, you care about the change in that time period, not the level. If you want to know how something is, you measure the level.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
October 20, 2025 at 3:45 PM
If you want to know how something changed, you care about the change in that time period, not the level. If you want to know how something is, you measure the level.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Trying to do both at the same time just eliminates any effort at understanding what's going on. Hence looking at both, indepedently.
Reposted by AB
Big revisions happen at times of transition. We don’t have a data quality problem, we have an economic policy problem right now.
September 9, 2025 at 1:10 AM
Big revisions happen at times of transition. We don’t have a data quality problem, we have an economic policy problem right now.
Reposted by AB
Increasingly convinced the main damage cell phones have done to creativity isn't decreased attention spans or what not but the elimination of productive boredom. Inspiration comes from the mind filling the void inside. Hard to make art when you're constantly silencing the silence with "content."
July 22, 2025 at 12:45 PM
Increasingly convinced the main damage cell phones have done to creativity isn't decreased attention spans or what not but the elimination of productive boredom. Inspiration comes from the mind filling the void inside. Hard to make art when you're constantly silencing the silence with "content."
Happy summer...would be better if the fire just east of us was under control. Hope for the best for those in the path
July 20, 2025 at 2:39 AM
Happy summer...would be better if the fire just east of us was under control. Hope for the best for those in the path
Reposted by AB
Bove reported favorably out of Committee in straight party line vote, 12-10. A new nadir for the R Judiciary Committee and a disgusting result--rewarding someone who jumped to sacrifice the rule of law & violate his oath to serve a tyrant and then lied about it. Wretched, even by current standards.
July 17, 2025 at 4:10 PM
Bove reported favorably out of Committee in straight party line vote, 12-10. A new nadir for the R Judiciary Committee and a disgusting result--rewarding someone who jumped to sacrifice the rule of law & violate his oath to serve a tyrant and then lied about it. Wretched, even by current standards.
Reposted by AB
I have at least one senator w balls
(complimentary)
(complimentary)
Duckworth to Hegseth: "You are blowing through money like my fellow cadets and I did in our first liberty after basic camp. Luckily I didn't end up with a questionable tattoo ... you're just an unqualified yes man who can't tell the president how to keep Americans safe."
June 18, 2025 at 3:59 PM
I have at least one senator w balls
(complimentary)
(complimentary)
Oh why did I sell my TSLA puts this morning 🙁
June 5, 2025 at 9:01 PM
Oh why did I sell my TSLA puts this morning 🙁