Bond sale linked to Rolling Stone publisher's Manhattan HQ hits pause briefs.co/news/bond-sale-lin… Higher Treasury yields are packing some punch. Ready for GDP growth to slow?

Broadcom and other companies have objected to tokenizing their shares under a new regulatory framework wsj.com/finance/stocks/from-… Tokenization should be illegal.

Startups are extracting more copper using microbes miningweekly.com/article/sta… Pretty amazing. Way to go.

The Biggest Source of Inequality That No One Mentions theatlantic.com/economy/2026… I have said before, tax all income equally. Eliminate deferral of income, and allow unrealized capital gains to be taxed specially through payment in kind (send shares not dollars). Drop the estate tax

Electricity Bills Are Rising Faster at Investor-Owned Utilities Than Public Ones bloomberg.com/graphics/2026-… Support your local electric utilities rather than the publicly traded ones.

The West May Have Forgotten Arnold Toynbee, But China Hasn’t bloomberg.com/opinion/articl… And now that China has exaggerated its success, should we now believe it? It is a third-world nation. Its growth statistics are not true. Balderdash.

Wise to pay customers’ tax bills after errors ft.com/content/681bea76-370b… Honorable. What a great company.

How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields ft.com/content/a04ef3b4-2fcf… WHO DOESN'T KNOW THIS?!! THIS IS WHAT BURNED US IN 1994. I MADE MONEY OFF IT THEN AND IN 2022. THIS IS BURNED OUT NOW. ALL REFINANCING NOW IS A MISTAKE.

Why people don’t want to have children any more ft.com/content/160f902e-60ed… Evil people hate children. Good people hate feminism. Tough to say this, but some woman had to bear you, so I tell you love her.

Nvidia in talks to acquire US ‘open’ model start-up Reflection AI ft.com/content/052610c5-22b4… They just want to sell more GPUs. $NVDA

How KFC Turned Egg Tarts Into a Fast-Food Hit in China bloomberg.com/news/features/… Amazing. Where is there a knockoff recipe?

CoreWeave targets ‘unlimited’ insurance money to fund AI build-out ft.com/content/4ffa1853-0e2c… The canary in the coal mine $CRWV

Anthropic offers Blackstone double-digit yield in latest chip financing ft.com/content/cb4034e1-475f… That seems to be uneconomic, KBRA gave them a high unsecured junk raitng.

Pick a stock, just not any stock ft.com/content/193a14eb-5650… Perhaps we should mention that alphas, betas, and asset correlations are typically not stable. You can't rely on this.

Kremlin-backed forgery scheme moved $6.9bn through global banks ft.com/content/3848a4ad-1426… Not easy, but doable. Many western banks should have caught this.

Nvidia turns to insurers to spread the risk of AI build-out ft.com/content/d6a9f5df-08d0… If AI really makes lots of money, why do you need outside capital & insurance guarantees?

US Budget Deficit Widens to $1.99 Trillion for 2026 as Spending Rises bloomberg.com/news/articles/… Sic transit gloria.

China Moves to Prop Up Stocks With Selling Curbs, Buybacks bloomberg.com/news/articles/… I don't get it. Why do the Communists care about the profit share of the economy? Governments are typically not good investors in markets.

Banks are pulling back as AI's massive debt pile disconnects from economic reality axios.com/2026/10/16/wall-st… There are many cross currents here. This is tough to opine on.

Following its acquisition of Anywhere Real Estate, mega-brokerage Compass is expanding “private exclusives”—keeping listings off public portals and local MLSes. Its rivals are fighting back. wsj.com/real-estate/luxury-h… Sellers should get the biggest possible audience.