
To err is humanoid
Also: Harvard, hedge funds, Northampton Town, orbital data centres, big chickens, and wild swimming
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Also: Harvard, hedge funds, Northampton Town, orbital data centres, big chickens, and wild swimming

Also: container ships, money market funds, First Brands, optimism, art and oil refining

Also: AI hyperscalers, auditors, Jane Street, Anthropic, SpaceX, Situational Awareness, and out-of-office messages

Also: beer, Big Macs, truckers, crypto, lightbulbs, LinkedIn, and dogs on surfboards

Also: rent controls, gold hoarding, junk bonds, memory chips, baseball debt, enriched uranium, dead bacteria, and an ETF spaghetti cannon

Also: accosting an pop-economist, benchmarking private investments, gambling at Wetherspoons, and burying the dead

Also: parenting by spreadsheet, history by restaurant menus, coding by vibes, and the golden age of music piracy

Plus: Alphaville's own analyst note on SpaceX, the end of reading, forecasting recessions, bubble earnings

Also: Maslow, Medallia, contango, quants, Ozempic, mozzarella sticks, and picky bits

Also: Chinese robots, delivered groceries, salt batteries, dart-throwing monkeys, Mongolian football, and the end of humanity

Also: Lloyd's of London, Palantir, Ultimate Fighting Championship, Kevin Warsh, and Conan the Barbarian

Also: Libor redux, Russian banknotes, coppernose stablecoins, quantitative Aristotle, orbital antiperspirant, space strawberries, and selling out