one of the interesting parts of this is that the reason brent doesnt explode post ukraine is that everyone is shuffling the barrels around. But in this scenario there is no barrels to move around
Prediction Markets like Kalshi and Polymarket are now worth more than $100 billion. They can be great for the little guy and even better for the inside trader. And everyone from sports leagues to the stock markets are on the take. Latest issue of Businessweek @bloomberg.com #polymarket #economy
HUGE payrolls miss, wow
Feb Payrolls -92k vs +55k est/+130k prev
2m net revision -69k
Unemplomyent 4.4% vs 4.3% est/4.3% prev
Avg hourly earn YoY +3.8% vs +3.7% est+/3.7% prev
Jan Retail sales MoM -0.2% vs -0.3% est/0.0% prev
Control group est MoM +0.3% vs+0.3% est/-0.1% prev
About that ugly jobs report ๐ www.tker.co/p/negative-j...
Happy 100th Birthday to Alan Greenspan!
Soylent surely
Secret?
๐๐
Thank you @econreporter.bsky.social for flagging
A warm welcome to Bluesky! ๐ Essential reading for everybody keeping up with EU economic news and policy
What happens to stocks after an oil price spike? Is it time to buy the private credit and private equity names? Has Nvidia gotten too large for the stock to go up?
We jump on these questions and more. All new!
www.youtube.com/live/I601uZx...
Thoughts on the #AI revolution and #Nvidia.
www.cnn.com/2026/02/25/b...
The world's largest publicly traded employers across North America, Asia, and Europe.
I took a break from the internet once. Pretty boring ten minutes
DAS Trader API Services (You visit often)
Guess who's going algorithmic? This will just be for a couple news strategies to get me in quicker and I will manage myself. Let's see how much fun I can have by vibe coding an algo!
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil ๐
-Gas ๐
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? ๐ข
-markets ๐คฎ
-sausage rolls ๐ฅง
-2026 is going *just great* ๐๐ป
open.spotify.com/episode/3h5w...
My preview of the February jobs report.
Unfortunately for "Team Reacceleration", the US policy uncertainty machine isn't done with the labor market yet.
macromostly.substack.com/p/bls-jobs-r...
Markets didnโt like todayโs headline risk. ๐๐
What happened
* Stocks sold off as the U.S.โIran conflict escalated and traders priced in higher uncertainty.
* The big fear: energy supply disruption (especially anything involving the Strait of Hormuz, where ~20% of global oil
Love this FT graphic on Strait of Hormuz flow.
(Note: likely understates flow because this will not capture tankers who are making the run with their transponders turned offโand, tbh, if I was making the run I wouldn't want my transponder on)
Would absolutely love to do that and to meet you in person Michelle!
Woo hoo!
Iโll be there!
Definitely! Love your city!
I'd definitely love to visit at some point!
BLUESKY FINANCE EVENT: I'm putting together an IRL get-together for the Bluesky Finance community in New York City this May. (Future cities to come, if it's a success.) Would love to meet as many of y'all as possible.
Interested in attending? Please fill out this form: forms.gle/YmBubNGg8Nce...
we hired the mayor
welcome @joshuajfriedman.com!
What a growth curve! Mike's an A+ follow if you love a good chart, and who reading this doesn't?!
Kneel in front of your market guru, you mortal bagholders!
Mega-excited to welcome one of my favorite financial content creators to Bluesky. Eric brings data and actual industry experience to his takes on markets, and has a talent for making complex concepts simple. Think y'all will enjoy following โฌ๏ธโฌ๏ธโฌ๏ธ
๐จ NEW POST ๐จ
๐ฆ๐๐ฟ๐ฎ๐ถ๐ ๐๐ผ ๐๐ต๐ฒ ๐ฃ๐ผ๐ถ๐ป๐ ๐ผ๐ป ๐๐ฟ๐ฎ๐ป
Quick thoughts on what I'm watching, what people are saying, and how to think about the different challenges the oil market is facing as it stares down the mother of all tail risks.
www.commoditycontext.com/p/strait-to-...
