johan palmberg

Guitarist, baker, quant - sort of. good skier, decent tennis player, shit golfer and spurs fan 😳

[c.d. singh @chandradeepsin1]

@unusual_whales The hardest group stage is now Airport Security. 💀

[johan palmberg @palmberg_johan]

@BMacRunning @PeterBerezinBCA Principal component that shizzle

[johan palmberg @palmberg_johan]

@darioperkins Spare a thought. I’ll be at a Spurs relegation wake

[johan palmberg @palmberg_johan]

@darioperkins I dont think so. It’s just hoping for a lesser clown to emerge from somewhere

[Jeremy Corbyn @jeremycorbyn]

Palantir has been granted “unlimited access” to NHS patient data.

This is the same company that is involved in mass surveillance and genocide.

We did not consent to this. Get Palantir out of our NHS, now.

[Rebecca Tan @rebtanhs]

Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer — It was worse than I anticipated.

Farmers are leaving huge tracts of land barren bc they can’t afford to plant.

[johan palmberg @palmberg_johan]

@GestaltU The usual trap so many of these studies falls into is gold for 45 of the 95 years was nominally fixed- barring the 1934 revaluation to $35. The 1% real return label is misrepresentative.

[Katherine Argent @effthealgorithm]

Search is full of ads and wrong answers. Every other email is an ad. Prime Video charges you and shows ads. Paramount? Ads. Peacock? YouTube? Hulu? Ads followed by more ads. Netflix full of ads. Meta and X, every other thing is an ad. Pinterest is nothing but ads. AI is in everything. AI finishes sentences incorrectly and won’t stop. AI reads your email and search history to target you with more ads. Every time you open an app or visit a site there’s an update making it worse. In a hurry? First, click here to agree to terms you don’t have time to read and must accept. You need an account to do that. Change your temporary password. Enter your 2FA code. Check your email and enter that code. Now use a passkey. Your password is too simple to remember. Change it. No, not like that. Now log on. Enter your 2FA code. Check your email for a code… Welcome back! We’ve updated our terms of service and privacy policy (you have none). Subscribe to the site. Subscribe to Netflix. Subscribe to toilet paper. Subscribe to these groceries. Pay a membership fee for the right to subscribe then tip your driver who delivers the subscriptions your membership lets you subscribe to. Time to work? We’ve got to update your laptop and will slow down everything you do until you agree to update. But first, click here to agree. Update installed — your laptop’s broken now. It doesn’t matter, since your boss just replaced you with AI. Go to your phone to complain on social media. Wait, your phone needs an update so we can add more AI. Click here. Oh sorry, your phone can’t handle this update. Now it’s useless. Go get the newest phone. Here’s a text from a friend, an email, a voice mail they left three days ago but you didn’t see until now because of sync problems with the cloud. It’s their GoFundMe. Their MLM. Their Patreon. Never mind, you didn’t respond to their text within 9 minutes and now you’re no longer friends. They blocked you. Make new friends. Download this app to find people in your area. In your neighborhood. On your street. Two doors down from you. Do you know this person yet, we think you’d get along. You need an account to use this app. That username is taken. Enter a password. Not that one, you used it on another site. You need to be connected to WiFi to download the app. Allow the app to connect to other devices on your network. Allow the app to access your contacts, know your precise location, store your credit card details. Oops, sorry, we got hacked now all that info is available on the web. There’s a class action suit. You can join. It’ll take a decade to get your $3.73 share of the ten billion settlement. We’ll send it via PayPal or deposit it to your bank, just tell us those details. Oh no, another hack. That info is circulating now, too. Here’s a spam call, a spam email, a spam text. Why are you angry? Why are you talking about getting rid of your phone? Why don’t you like AI, it lets us make all of this easier? Do you know how ridiculous that sounds? This is progress. You’ll be left behind. Do you want to be left behind? Do you???

[Brad Setser @Brad_Setser]

The UAE's request for a swap line -- presumably after a big fall in the central bank's $285b in reserves in March/ early April -- confirms that the GCC countries are now a net drain on offshore dollar liquidity.

The Saudis also will need to borrow dollars to get through

1/

[The New York Times @nytimes]

From @TheAthleticFC: New Jersey Transit confirmed on Friday that World Cup match goers will be charged $150 for a return rail trip from New York's Penn Station to MetLife Stadium in New Jersey this summer. Tickets are ordinarily priced at $12.90. https://t.co/QMm8dMaaw7

[Very Brexit Problems @VeryBrexitProbs]

New Hungarian Prime Minister Peter Magyar finally appeared as a guest on state television M1 for the first time ever. Here’s what he told the journalist.

“We will suspend this channel's news service. This isn't about me; I'm not seeking revenge. Our people deserve journalism that reflects the truth.”

“We will nationalize the assets given to businesspeople and foundations during the Orbán era.”

“The Mathias Corvinus Collegium Foundation, close to Orbán, was transferred 10% of MOL (oil company) and Gedeon Richter (pharmaceutical company) for free. We will take back these shares.”

“After 16 years of the Orbán era, 400,000 Hungarian children in this country are living in deep poverty.”

“President Sulyok is no longer the president of this country in my eyes or in the eyes of the people.”

(In response to the host asking about his meeting with Zelensky as a counterpoint) “I get your joke, and I even like it. But your references no longer carry any meaning.”

“According to you, Germany has collapsed, there's no internet there, people aren't even having sex. The Hungarian people were laughing at you.”

“It was said on this channel that even my young children won't talk to me, when in fact my children live with me.”

(When the host interrupted him) “No host in this studio ever dared to interrupt Hungary's most corrupt and most lying prime minister.”

(When asked about the legal basis for closing the news service) “For someone on this channel to accuse me of breaking the law looks like a thief accusing the police.”

[Michael Linder @michaellinder]

@VeryBrexitProbs https://t.co/05pHYKvfuQ

[johan palmberg @palmberg_johan]

@NinaDSchick Read: we now need to train on private data because we’ve run out of public data and our partners (subjects) require massive security guarantees?

[johan palmberg @palmberg_johan]

@nixsa84 Not sure that’s right Nicky. Gold is a fiat hedge among others, not a dollar hedge. I buy the monetization in the near term because why not. But long term, gold looks even more attractive. Maybe it’s not a case of how much gold a cb wants to hold, but how many dollars

[Peter Stefanovic @PeterStefanovi2]

BREAKING: “It is increasingly clear that as the world continues down this volatile path our long term national interest requires closer partnership with our allies in Europe and with the European Union.. Brexit did deep damage to our economy”
Prime minister Keir Starmer 👏

[Lydia DePillis @lydiadepillis]

Hell of a graphic from Morgan Stanley

[johan palmberg @palmberg_johan]

@abcampbell Ive been on Bloomberg for 25 years. I’m an AI user but also a skeptic. Yet I think Bloomberg’s moat is not as wide as you do. Chat is replicable so is non exchange data. Exchange data can get bid for. Consensus estimates can be scraped. It’s too lucrative a target at current cost

[*Walter Bloomberg @DeItaone]

PUTIN SIGNS ORDER LIMITING GOLD BULLION EXPORTS

[Edward Luce @EdwardGLuce]

Strange situation where we await a statement from Iran to check whether there's any truth to what US president is saying.

[johan palmberg @palmberg_johan]

@qcapital2020 Maybe get off twitter