@matthewsphillips.bsky.social
Reposted
New: meet ELITE, the Palantir app ICE is using to find neighborhoods to raid. Map interface; officers search for immigrants; click person to bring up individual dossier. This is clearest link between what Palantir is building and ICE's activities on the ground yet www.404media.co/elite-the-pa...
‘ELITE’: The Palantir App ICE Uses to Find Neighborhoods to Raid
Internal ICE material and testimony from an official obtained by 404 Media provides the clearest link yet between the technological infrastructure Palantir is building for ICE and the agency’s activit...
www.404media.co
January 15, 2026 at 2:06 PM
New: meet ELITE, the Palantir app ICE is using to find neighborhoods to raid. Map interface; officers search for immigrants; click person to bring up individual dossier. This is clearest link between what Palantir is building and ICE's activities on the ground yet www.404media.co/elite-the-pa...
Do people check and/or respond to work email any more? If you don’t have a cell number to text, how do you reach out to speak to somebody new? Would love to hear reporter suggestions and or tips.
January 14, 2026 at 3:53 PM
Do people check and/or respond to work email any more? If you don’t have a cell number to text, how do you reach out to speak to somebody new? Would love to hear reporter suggestions and or tips.
Great Ben Snider chart from Goldman equity note this week.
Stocks are already hitting more extreme levels on concentration, valuation and rally magnitude than during 1929.
Is ‘26 to be a blow-off top year?
Stocks are already hitting more extreme levels on concentration, valuation and rally magnitude than during 1929.
Is ‘26 to be a blow-off top year?
January 7, 2026 at 4:26 PM
Great Ben Snider chart from Goldman equity note this week.
Stocks are already hitting more extreme levels on concentration, valuation and rally magnitude than during 1929.
Is ‘26 to be a blow-off top year?
Stocks are already hitting more extreme levels on concentration, valuation and rally magnitude than during 1929.
Is ‘26 to be a blow-off top year?
Money sometimes sleeps:
www.nber.org/papers/w34267
www.nber.org/papers/w34267
Dynamic Competition for Sleepy Deposits
Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, an...
www.nber.org
January 5, 2026 at 8:11 PM
Money sometimes sleeps:
www.nber.org/papers/w34267
www.nber.org/papers/w34267
So sad. Loved this guy’s work. Sheeeee-it.
Isiah Whitlock Jr., an actor who made memorable appearances on the HBO series “The Wire” and “Veep” and in five films with Spike Lee, died Tuesday.
Isiah Whitlock Jr., Indiana native and actor from ‘The Wire’ and Spike Lee films, dies at 71
Isiah Whitlock Jr., an actor who made memorable appearances on the HBO series “The Wire” and “Veep” and in five films with Spike Lee, died Tuesday.
trib.al
December 31, 2025 at 7:36 PM
So sad. Loved this guy’s work. Sheeeee-it.
Reposted
Read @jonkeegan.com on Hyperion:
Tax “breaks afforded to Meta on just the sales tax of GPUs would come out to more than $3.3B”
Equal to:
-33 new high schools
-public teacher salaries for > 1Y
-more than 7 years of the Louisiana State Police budget
sherwood.news/tech/hyperion/
Tax “breaks afforded to Meta on just the sales tax of GPUs would come out to more than $3.3B”
Equal to:
-33 new high schools
-public teacher salaries for > 1Y
-more than 7 years of the Louisiana State Police budget
sherwood.news/tech/hyperion/
December 15, 2025 at 2:21 PM
Read @jonkeegan.com on Hyperion:
Tax “breaks afforded to Meta on just the sales tax of GPUs would come out to more than $3.3B”
Equal to:
-33 new high schools
-public teacher salaries for > 1Y
-more than 7 years of the Louisiana State Police budget
sherwood.news/tech/hyperion/
Tax “breaks afforded to Meta on just the sales tax of GPUs would come out to more than $3.3B”
Equal to:
-33 new high schools
-public teacher salaries for > 1Y
-more than 7 years of the Louisiana State Police budget
sherwood.news/tech/hyperion/
Just wondering if there’s ever been a software analyst on Wall Street that used “Saasquatch” as a titular pun on a note.
December 15, 2025 at 4:17 PM
Just wondering if there’s ever been a software analyst on Wall Street that used “Saasquatch” as a titular pun on a note.
Reposted
December 11, 2025 at 11:18 PM
Reposted
Cisco (CSCO) hit a new closing high on Wednesday, and in doing so finally surpassed the dot-com era peak that briefly made the tech hardware company the world’s most valuable corporation a quarter cen
https://sherwood.news/markets/after-a-quarter-century-cisco-surpasses-dot-com-bubble-closing-high/
https://sherwood.news/markets/after-a-quarter-century-cisco-surpasses-dot-com-bubble-closing-high/
After a quarter century, Cisco surpasses dot-com bubble closing high
Cisco (CSCO) hit a new closing high on Wednesday, and in doing so finally surpassed the dot-com era peak that briefly made the tech hardware...
sherwood.news
December 11, 2025 at 5:10 PM
Cisco (CSCO) hit a new closing high on Wednesday, and in doing so finally surpassed the dot-com era peak that briefly made the tech hardware company the world’s most valuable corporation a quarter cen
https://sherwood.news/markets/after-a-quarter-century-cisco-surpasses-dot-com-bubble-closing-high/
https://sherwood.news/markets/after-a-quarter-century-cisco-surpasses-dot-com-bubble-closing-high/
Interesting market price I’ve been watching lately, from Morgan Stanley’s big note on tech hardware, which clobbered Dell shares today ...
November 17, 2025 at 8:45 PM
Interesting market price I’ve been watching lately, from Morgan Stanley’s big note on tech hardware, which clobbered Dell shares today ...
Can’t stand this, “People on the right shouldn’t support the Trump administration’s effort to suppress free speech because eventually it’ll be used by leftists against them!”
What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.
What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.
Joe Rogan on Jimmy Kimmel's suspension: “I definitely don't think that the government should be involved, ever, in dictating what a comedian can or cannot say ... That's fucking crazy.”
www.mediamatters.org/joe-rogan-ex...
www.mediamatters.org/joe-rogan-ex...
September 23, 2025 at 7:21 PM
Can’t stand this, “People on the right shouldn’t support the Trump administration’s effort to suppress free speech because eventually it’ll be used by leftists against them!”
What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.
What about: It’s wrong. This is a free country. Americans have a right to criticize the government and the president.
Buried two scrolls down on the Journal’s website:
Seems like it would warrant a bit more attention. But what do I know.
Seems like it would warrant a bit more attention. But what do I know.
September 22, 2025 at 2:33 PM
Buried two scrolls down on the Journal’s website:
Seems like it would warrant a bit more attention. But what do I know.
Seems like it would warrant a bit more attention. But what do I know.
Are with in the midst of an asset bubble?
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
September 19, 2025 at 7:51 PM
Are with in the midst of an asset bubble?
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Here’s one piece of evidence brought to my attention in a recent chat with David Kelly, chief global strategist for JPMorgan Asset Management.
Reposted
We’re peacefully protesting for our neighbors. What does ICE do?
Pick us up and throw us on the ground. No arrest, no identification, no process.
Pick us up and throw us on the ground. No arrest, no identification, no process.
September 12, 2025 at 11:25 AM
We’re peacefully protesting for our neighbors. What does ICE do?
Pick us up and throw us on the ground. No arrest, no identification, no process.
Pick us up and throw us on the ground. No arrest, no identification, no process.
Reposted
Israel is committing genocide against Palestinians in Gaza, a legal analysis commissioned by the UN's Human Rights Council says. According to a team of independent experts, four of five legal markers defining genocide have been met.
Israel slammed the report, calling it “distorted and false.”
Israel slammed the report, calling it “distorted and false.”
Israel Committing Genocide in Gaza, UN-Commissioned Report Says
A United Nations-commissioned report concluded Israel is committing genocide against Palestinians in Gaza, and called for the international community to fulfill its legal obligations to end it and “pu...
www.bloomberg.com
September 16, 2025 at 1:44 PM
Israel is committing genocide against Palestinians in Gaza, a legal analysis commissioned by the UN's Human Rights Council says. According to a team of independent experts, four of five legal markers defining genocide have been met.
Israel slammed the report, calling it “distorted and false.”
Israel slammed the report, calling it “distorted and false.”
The Palestinian freelance AP photographer who took these pictures, died in the Israeli airstrike on Nasser Hospital on Monday, the AP said: apnews.com/article/mide...
These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...
These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...
Photos by journalist Mariam Dagga
Mariam Dagga, a visual freelance journalist for The Associated Press, chronicled the stream of wounded and dead that every day flowed into southern Gaza’s main hospital, where she was often based.
apnews.com
August 25, 2025 at 3:47 PM
The Palestinian freelance AP photographer who took these pictures, died in the Israeli airstrike on Nasser Hospital on Monday, the AP said: apnews.com/article/mide...
These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...
These images, many of starving, dying or dead children, are incredibly difficult to look at: apnews.com/photo-galler...
Corporate America plans to raise prices.
(Chart, Morgan Stanley)
(Chart, Morgan Stanley)
August 25, 2025 at 2:54 PM
Corporate America plans to raise prices.
(Chart, Morgan Stanley)
(Chart, Morgan Stanley)
Did you guys feel another tremor?
August 5, 2025 at 4:13 PM
Did you guys feel another tremor?
Not trying to troll the Blue Sky faithful ... but Trump was kind of right.
sherwood.news/markets/japa...
sherwood.news/markets/japa...
Japanese carmakers are indeed eating the bulk of Trump's tariffs — at least for now
Japanese carmakers are eating the bulk of the 25% tariffs the administration slapped on its exports to the US, in a remarkably Trumpian violation...
sherwood.news
July 17, 2025 at 5:54 PM
Not trying to troll the Blue Sky faithful ... but Trump was kind of right.
sherwood.news/markets/japa...
sherwood.news/markets/japa...
Reposted
@matthewsphillips.bsky.social makes the (convincing) case that Palantir’s valuation is INSANE sherwood.news/markets/pala...
July 17, 2025 at 5:42 PM
@matthewsphillips.bsky.social makes the (convincing) case that Palantir’s valuation is INSANE sherwood.news/markets/pala...
It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.
www.nytimes.com/2025/07/16/m...
www.nytimes.com/2025/07/16/m...
July 17, 2025 at 1:55 PM
It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.
www.nytimes.com/2025/07/16/m...
www.nytimes.com/2025/07/16/m...
July 11, 2025 at 2:19 PM
June 27, 2025 at 1:46 PM