Volatility Grimace

Looking at quantitative finance, mathematical logic, and Jewish modernity through a critical theory lens

[Headquarters @HQNewsNow]

Rep. @AOC: Ask Peter Thiel, ask Elon Musk, ask Mark Zuckerberg, if they want one of these data centers in their own backyard. I was just in Memphis. All within one block, an xAI greywater treatment plant, methane turbines, coal ash, wastewater facilities. Everyone in that area is getting poisoned. This conversation is not just about technology, it's about people's ability to live without getting cancer.

[John Hudson @John_Hudson]

Scoop: The Trump administration is considering military options in Mali against Islamist militants at the urging of Sebastian Gorka, per officials. If approved, it would add an 8th nation to the list of countries Trump has bombed in his second term

[Lisa Abramowicz @lisaabramowicz1]

“NYSE margin debt is reaching historic levels:” Deutsche Bank analysts. This is partly due to a “surprise dovish Fed pivot in Dec’23…Since Oct’23, NYSE margin debt has increased 136%, which is the fastest rate of margin debt expansion on record” except for February & March 2000

[Mayor Zohran Kwame Mamdani @NYCMayor]

Benjamin Netanyahu is a war criminal.

[Travis Kling @Travis_Kling]

“Past a certain age, seeing Naval as someone worth listening to can be a bad thing”

[James Jackson @derJamesJackson]

“Germany is doing the Viktor Orban” in Brussels by blocking sanctions on Israeli ministers says expert Daniel Gerlach, citing someone on the ground

[Amit Segal @AmitSegal]

Finance Minister Smotrich after the lengthy security discussion last night: “The State of Israel has no interest in joining the contained confrontation between Iran and the United States — the current situation is the best one for us.”

[Eric Wallerstein @ericwallerstein]

Gilt yields spike —> new PM comes in —> Gilt yields spike —> new PM co…

[Javier Blas @JavierBlas]

CHART OF THE DAY: Morgan Stanley reckons that more than half of Russian oil refinery capacity is down due to Ukrainian attacks.

Typically, Russia is the world's second-largest diesel exporter - normally around 11% of global seaborne trade.

[Aaron Blake @AaronBlake]

Iran injured dozens of US soldiers in military strikes last week, before two were killed.

"But the Pentagon did not disclose the earlier strikes, nor the casualties and damage they inflicted."

https://t.co/xviixIfJ4H

[Kevin Gordon @KevRGordon]

Number of ships crossing Strait of Hormuz back to levels consistent with pre-MOU average

[Will 🦥 Menaker @willmenaker]

L O L

[Josh Dawsey @jdawsey1]

DOJ is pulling back on prosecuting corporate crime. https://t.co/nD1jDaaido

[Josh Dawsey @jdawsey1]

Israel’s $50 Million Experiment to Change U.S. Public Opinion. Our latest with a free link: https://t.co/DlxOfbrGsV

[BuccoCapital Bloke @buccocapital]

Chinese companies distilling models from the frontier labs who trained them by stealing IP from literally everyone

[James Chanos @RealJimChanos]

Who wants to tell him that most of the current short position in $SPCX shares is derived from insiders/early shareholders trying to front-run their lockups?

[Rick DeVos @RickDeVos]

Next level dystopian aesthetics unlocked

[Brad Lander @bradlander]

In a less deranged version of our country, skies full of smoke would inspire us to bold climate action. There’s an American majority that loves blue skies & air we can breathe more than fossil fuel profits.

[MacroEdge @MacroEdgeRes]

Chinese oil imports are rebounding sharply

#MacroEdge

[unusual_whales @unusual_whales]

1.2 million Korean investors have been hit with margin calls this last week, reportedly 1 in every 30 working-age adults, per CT