Interesting TACs of the Week (August 10 – August 16, 2026)
  Summary – A top-down review of interesting calls and comments made last week in Treasuries, monetary policy, economics, stocks, bonds & commodities. TAC is our acronym for Tweets,…
When the Shortage is the Strategy
Companies discovered during the pandemic that they could raise prices far beyond costs and never lower them. Now the formula is being applied deliberately.
The end of capitalism
In yesterday’s post – On global warming and AI for profit – I cited a meme often attributed to Slavoj Žižek; viz, that it’s easier for us to imagine the end of the world than that…
Why Modern Realty Failed
With 3 million realtors in the USA, the IRL element of the CAC was insurmountable.
Nobody Was Convicted. The Licences Stayed Cancelled.
The 2G scam, read from the actual documents: what the auditor estimated, what two courts decided, what a tribunal in The Hague added in 2025, and exactly what is still pending as of August 2026.
Ergodicity economics
Figure 1 An optionality-flavoured variant of economic decision theory (Peters 2019). A system is ergodic if averaging an observable across many parallel trajectories at a single moment gives the…
Data Centers – analysis by Mark J. Welch (Aug 2026)
Enron. That’s the most important keyword when evaluating AI data centers. https://en.wikipedia.org/wiki/Enron_scandal How many of the mega-datacenters are owned, operated, controlled and contracted…
Forgive Me Father, For I Have Slopped
So. AI Slop. Fun topic, isn’t it? Anyone you talk to seems to either discuss it as the second coming or the antichrist. It’s rare you come into contact with someone who treats it like what it is -…
Donut Economics
This model proposes a Goldilock-zone for the world economy to be at. Too much, and we hit the ecological ceiling, damaging the planet. Too little, and we undershoot the necessary things needed for…
What Full Time Trading Robs You Of
being a full time trader comes with a lot of drawbacks, such as your sleep being absolutely crushed.
Plain Text Accounting is Pretty Cool
I like to keep track of my finances pretty religiously. I don’t really budget, I am just very obsessive about tracking every expense, and ensuring that my overall savings rate is high1. I…
Invention's Other Half, Part 3: The Share That Can't Move
Two essays argued there's a tradeoff GDP can't see: a society's power to take up the new against the debt that freezes it. I measured debt as the amount owed; it pointed the wrong way. The tax isn't…
How We Cut Our Prometheus / VictoriaMetrics Storage Bill by 60% (Cardinality Audit Walkthrough)
The bill that made me open a support ticket with myself Last October our VictoriaMetrics cluster crossed 340 million active time series and our monthly infra cost for the storage tier hit $4,900.…
‘Zero-Shot Probabilistic Stock Returns Forecasting with Pretrained RVFL Networks’ accepted at COPA 2026 (and to appear in the Proceedings of Machine Learning Research)
Link to the paper and the code repository.
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