Steve Enloe

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[Steve Enloe @SteveEnloe]

@ericdungan @nickcarrscouts That’s a nice pairing. Which was shown first?

[Anna Wong @AnnaEconomist]

Whenever Warsh turns to specifics and get precise, it really stands out (because so much of the rest is fillers). Today he introduces another “Warsh” indicator for watching geopolitics.

The three things he has told us he watches:

1) share of the 199 pce components at >3% inflation at 6 and 12 month annualized

2) the second derivative of ai capex

3) and today, on watching the inflation spillovers from geopolitical – the difference between spot prices for corn, soybeans, wheat and so-called crack spreads. 

Of those 3, the first likely came down in August, the second probably ex post will have proved to have peaked this year.

[Steve Enloe @SteveEnloe]

@andycompton_ Do I need to move to LA to do that?

[Steve Enloe @SteveEnloe]

@chipgaines Tomorrow's got this.

[Steve Enloe @SteveEnloe]

@tonytost Yeah, Forrest enjoyed doing what I took to be a convincing impression of Uncle Ez. The book's brilliant, but rigorous. I think you'd enjoy thumbing through it. I'm really enjoying and appreciating your contributions here and on Substack. Wish you continued success!

[Steve Enloe @SteveEnloe]

Know Forrest Read's '76: One World and the Cantos of Ezra Pound? Hugh Kenner called it "ingenious nonsense." Read was my mentor at UNC. He visited Pound at Rapallo during his silence and laid it out for him over dinner. Pound's reaction? He hissed at him like a cat. @tonytost

[Leah Boustan @leah_boustan]

My kids found this West Point ring in the park in Princeton NJ yesterday. It has Patrick O’Neal USA engraved inside. Top says (class of) 1971. Help us find the owner! 🇺🇸

[Steve Enloe @SteveEnloe]

@markgurman You're not holding it right.

[Steve Enloe @SteveEnloe]

Guy from the first moon landing still gets excited about a change of scenery.

[Dr. Buzz Aldrin @TheRealBuzz]

“I’ve a feeling we’re not in Kansas anymore”! #Arizona #ToTo 🌵

[Steve Enloe @SteveEnloe]

@OldRowKoozie You get a 50% energy boost for 2.5 hours. Sorry.

[Dr. Buzz Aldrin @TheRealBuzz]

#proudtobeanAmerican #freedom #honor #onenation #Apollo11 #July1969 #roadtoApollo50

[Steve Enloe @SteveEnloe]

@TheRealBuzz @FreeWhiteMale @NASA I know. I was watching!

[Steve Enloe @SteveEnloe]

@elonmusk Glad you cleared that up.

[Steve Enloe @SteveEnloe]

@RandyRRQuaid That was a great scene with Brando. He asks you, "What do you think life is like?" and you answer, "It's not like anything I've ever seen before."

[U.S. Military Academy at West Point @WestPoint_USMA]

One of USMA's priorities is to develop leaders of character who are committed to the values of Duty, Honor & Country. Peter Wang's actions on February 14 are an example of those principles & the academy honors his dream of being a West Point cadet with a 2025 letter of acceptance

[Army-Navy Game @ArmyNavyGame]

FINAL: #Army 14, #Navy 13. Moehring's kick went just wide left. The Black Knights win it for the second year in a row. More details coming soon. #ArmyNavy

📷: Danny Wild

[Dr. Buzz Aldrin @TheRealBuzz]

When Neil took this pic of me it was very spontaneous. He said "stop right there" & I turned. You can see the motion of the strap #Apollo11

[Dr. Buzz Aldrin @TheRealBuzz]

"Tranquility Base, the Eagle has landed. That's one small step for man, one giant leap for mankind". - Neil Armstrong #Apollo11

[Dr. Buzz Aldrin @TheRealBuzz]

#TBT Just 3 guys casually hanging out in white socks and jumpsuits outside their spacecraft. #Apollo11