Andy @awmark.bsky.social · 08/10/2026One of the great lessons of the last ten years is that you can just say shit and people will credulously believe you 110
Andy @awmark.bsky.social · 07/10/2026We’re getting to the point where non-believers may need to consider that Catholicism is the one true faith 010
Andy @awmark.bsky.social · 06/10/2026Lovely producer and what I think is going to be a great vintage but we have strayed so far from God if village-level Vosne clears at $350/bottle 120
Andy @awmark.bsky.social · 29/09/2026City of Chicago is in peak form today. Weather is flawless, Bears won, Cubs and Sox in the playoffs today. Autumn closin’ in. 2164
Andy @awmark.bsky.social · 29/09/2026Bloomberg in solidarity with the W-2 wage earner subscribers 030
Andy @awmark.bsky.social · 15/09/2026W-2 earners are all working class regardless of the number in Box 1 150
Andy @awmark.bsky.social · 15/09/2026crazy that this Vegas strip mall spot serves the best food in town 050
Andy @awmark.bsky.social · 24/08/2026I don’t know the particulars of this deal but 600bps nominal spread is actually decent vs. 460bps STW for single-B loans 010
Andy @awmark.bsky.social · 23/08/2026some of the columnists seem willing to meet their commenters over lunch for a price 1100
Andy @awmark.bsky.social · 23/08/2026The grass is freshly cut and the sun’s out. Happy Sunday, you guys 020
Andy @awmark.bsky.social · 11/08/2026Absolutely roasting my youngest brother for the line he tied vs. the family standard 130
Andy @awmark.bsky.social · 06/08/2026Think this should be a really positive thing for VA healthcare outcomes 020
Andy @awmark.bsky.social · 01/08/2026Enjoyed this last night with friends while the rain held off. Enjoy the weekend, you guys 010
Andy @awmark.bsky.social · 24/07/2026Very interesting to see a great articulation of the real systemic risk of private credit (and ratings arbitrage by insurers). State insurance regulators are woefully behind the curve here imo, but they’re so fragmented that it almost doesn’t matter. Not a resilient system imo 230
Andy @awmark.bsky.social · 18/07/2026summer Fridays are for mowing the lawn with a crisp bottle of champagne 110
Andy @awmark.bsky.social · 17/07/2026Guy is so washed his speech couldn’t even claim the first slot on TOP <GO> 110
Andy @awmark.bsky.social · 08/07/2026First lightning bugs of the season here by the lake. Fresh cut grass. Crisp glass of white burg (not pictured) 030
Andy @awmark.bsky.social · 28/06/2026Jumbo lump crab cakes, sweet corn red pepper succotash with hollandaise and 9-year old Vouvray from ungrafted (pre-phylloxera) vines. Grab a plate! 020
Andy @awmark.bsky.social · 27/06/2026Happy Saturday, you guys. Finally made it to the Saturday tasting at my local wine shop after youth sports season and summer vacay 000
Andy @awmark.bsky.social · 26/06/2026I think there are going to be high net worth private bank platforms in Asia that are going to get black-balled by US asset managers after this redemption cycle passes. The revenue duration from those clients is just not worth the headache 030
