Latest posts
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30-year Treasury yield tops 5.31%, the highest in 19 years
Treasury yields were higher as traders awaited the latest FOMC minutes due later this week.
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Negative. Yay!

Well, that was no fun… I have been testing negative since the weekend; maybe it’s the availability heuristic talking, but I have been hearing about (many? some?) other people catching it. (See this overview of the surge) The fog is annoying as is the FOMO for several events I had to miss. The one……
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Trump won’t extend Iran ceasefire, threatens to ‘bomb’ Oman if it ‘gets in the way’
Shipping traffic in the Strait of Hormuz sank to a new low as a ceasefire between the U.S. and Iran is set to expire on Monday with no deal in sight.
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Saylor says share buyback isn’t priority as Strategy builds $4.8 billion cash reserve
Strategy is prioritizing STRC, cash reserves, and its credit business over stock buybacks, Executive Chairman Michael Saylor said Monday.
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Monday assorted links
1. Where do the great American comedians hail from? 2. General thoughts on biosafety. 3. “Violet Hensley Dies at 109; Ozarks Fiddler Made Opry Debut at 99” (NYT). She also handcrafted 73 fiddles, appeared on The Beverly Hillbillies, and considered bluegrass too modern for her. She had nine children as well. 4. Which campaiging politicians…
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Exclusive: Nik Storonsky’s VC firm closes $500m for second fund
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Gravis Robotics hits $1bn valuation with $200m investment from SoftBank
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What should I ask Roman Mars?
Yes I will be doing a Conversation with him. Most of all he is obsessed with design, here is Wikipedia: Roman Mars is an American radio producer. He is the host and producer of 99% Invisible, a KALW radio show and podcast, and a founder of the podcast collective Radiotopia, which he describes as efforts “to broaden the radio landscape [and] make…
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Nutanix: Bookings Strong, Growth Slowing – Hold Into Q4 (Rating Downgrade)