iiinova — where your digital self keeps evolving

Jamie Lee Kurtosis @josh.sg · 28/09/2026

today in Stories That Got Away I visited the Burj in Dec '25; in the lift down from the observation deck, the doors opened on the 144th floor and it was AIX all I could think was "how on earth can a rando WM afford three floors up top of the Burj?" WELL! giftarticle.ft.com/giftarticle/...

ft.com

Investors pursue Dubai investment group over missing payments

AIX accused of having skipped or delayed payouts on bond-like products offering double-digit annual returns

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Jamie Lee Kurtosis @josh.sg · 27/09/2026

🎵 she’s eating paper, I can tell by the crunching coming from the other room 🎶 🎶 and even though I plead with her to stop, there’s nothing I can do 🎵

Chanel, a small tuxedo cat, is sitting in a Costco cardboard box, staring at the camera with a “who, me?” expression on her face

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Jamie Lee Kurtosis @josh.sg · 26/09/2026

I am LEVITATING, who’s going to be the first to try this

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Jamie Lee Kurtosis @josh.sg · 20/09/2026

I have a new favorite novelty account.

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Jamie Lee Kurtosis @josh.sg · 20/09/2026

posting to share in a DM, please disregard

A screenshot of Claude telling me which grape varietals rhyme with “beer” or “near”. The only one it knows is “emir”

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Jamie Lee Kurtosis @josh.sg · 18/09/2026

AP Style sez "Treasurys" for USTs. This is, clearly, completely deranged. @apstylebook.com, who do we have to talk to about this

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Jamie Lee Kurtosis @josh.sg · 17/09/2026

me when anyone asks me why I’m pitching a 2000-word feature on muni-bond ballot measures to the student newspaper

A two-panel of Björk. In panel one, she says “the minute I need to start pleasing five people, I won’t please anyone.” In the second panel: “but if I only please myself, I might please ten people, you see”

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Jamie Lee Kurtosis @josh.sg · 16/09/2026

Your humble correspondent makes an appearance, front-page, above the fold

A copy of The Skyline View, with a huge headline "District Gift Card Cuts", with the article written by me

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Jamie Lee Kurtosis @josh.sg · 16/09/2026

sticking a flag in the ground: we're gonna go 25 this afternoon, Warsh won't be able to muster consensus for a hold; and the long end is gonna rally

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Jamie Lee Kurtosis @josh.sg · 16/09/2026

absolutely love it when the FT throws some shade www.ft.com/content/fab7...

A screenshot of an FT article on the salmon-pink background. The highlighted text says "This is decidedly not a piece of wanton quick-fix gimmickry cobbled together to shift a few hundred watches in a difficult market."

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Jamie Lee Kurtosis @josh.sg · 15/09/2026

Current niche annoyance: Cloudwatch dashboards are comically bad on mobile. It's not even the widget reflowing; Cloudwatch's own controls don't render properly either! God forbid I want to look at some metrics on my phone instead of having to pull out my laptop

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Jamie Lee Kurtosis @josh.sg · 13/09/2026

*extremely darts-commentator voice* one hundred and NINETY!

A screenshot of a Pointed scoreboard, showing a perfect 190

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Jamie Lee Kurtosis @josh.sg · 10/09/2026

Folks absolutely loved buying 10s on a 5 handle last time we were up here in Oct ‘23, IIRC it printed >5 once intraday and then bounced like a superball let’s see if the buyers come out of the woodwork again

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Jamie Lee Kurtosis @josh.sg · 10/09/2026

Thursday palate cleanser: meet some residents of the Wildlife Images Rehabilitation Center in Grants Pass. The Center takes in animals that can't be released into the wild, and runs an animal hospital and wildlife education programs as well.

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Jamie Lee Kurtosis @josh.sg · 08/09/2026

Is Safran still printing TARFs in enough size that they're moving the EUR vol market? Haven't heard much about them lately.

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Jamie Lee Kurtosis @josh.sg · 08/09/2026

posting to share in a DM, please disregard

A graph of retail gasoline prices in California, Oklahoma, and Ohio over the last eighteen months. Oklahoma and Ohio prices are very close to where California prices were as recently as January.

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Jamie Lee Kurtosis @josh.sg · 05/09/2026

please meet Chanel, who is about to celebrate one whole month since I adopted her from the lovely folks at Peninsula Humane Society her favorite food is my house plants; her favorite hobby is doing crimes; and despite all that she is a Very Good Cat

A tuxedo cat, black except for white on her nose and paws, sits on a wooden floor and looks contemplative. Her eyes are a quite distinctive amber.

The same cat, photographed at a chaotic angle, is going absolutely HAM on a Churu. Her eyes are narrow and lowered, like she will cut you if you get in the way of her churu.

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Jamie Lee Kurtosis @josh.sg · 05/09/2026

everyone else is doing it so I figured I would too

A screenshot of a Claude Chat screen. In the chatbox is written "Prove the Goldbach Conjecture. Make no mistakes."

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Jamie Lee Kurtosis @josh.sg · 04/09/2026

the Guggenheim 2031 term loan is about to get kicked in the shins for the second time in two weeks

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Jamie Lee Kurtosis @josh.sg · 02/09/2026

SOME PERSONAL NEWS baby's first photo byline, my parents will be so proud read the whole thing here: www.theskylineview.com/flipbook/fal...

A screenshot of a news article—Skyline Men's Soccer Defeats Napa Valley—with two superb action shots credited to yours truly

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Jamie Lee Kurtosis @josh.sg · 02/09/2026

In case you find yourself wondering how mass media got to be the way it is, my journalism textbook for this semester appears to be recommending that I hunt for stories on **4chan**

A photograph of a textbook page, in the “digital and mobile story mining” chapter, prominently noting 4chan as a “similar site”

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Jamie Lee Kurtosis @josh.sg · 31/08/2026

today from the "everything is supply chains" department: Wizards announces that supply of the next MtG set will be delayed due to a drought in Panama causing traffic jams at the Canal magic.wizards.com/en/news/anno...

magic.wizards.com

Reality Fracture Play Booster Supply May Be Tight at Release

An update regarding Reality Fracture Play Booster delays in North America.

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Jamie Lee Kurtosis @josh.sg · 30/08/2026

Jolène, Jolène, Jolène, Jolène je demande "ne pas prendre" en français Jolène, Jolène, Jolène, Jolène tu le prends parce que mon français mauvais

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Jamie Lee Kurtosis @josh.sg · 28/08/2026

Friday palate cleanser: selected pics from a recent blat up to Crater Lake National Park.

A wide-angle view of Crater Lake, an enormous lake in the caldera of an extinct volcano. There is snow in the near foreground; the lake itself is an implausibly deep sapphire color.

A dimly lit view of Crater Lake in the very early morning, pre-sunrise. The sky is a gradient from deep blue on the left to a faint orange streak on the right; thin, misty clouds streak across the lake. Pine trees are silhouetted in the foreground.

A female deer looks inquisitively at the camera from behind a tree. Her ears are implausibly large, the size of her head, and angled directly toward the viewer.

A tiny chipmunk sits on a rock, high on a cliff, with miles of pine forests stretching off into the distance.

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Jamie Lee Kurtosis @josh.sg · 28/08/2026

"where does the secondary market for chips trade, contingent on one of the frontier labs going bust" feels like a question with a very unappealing answer feels like AVGO's sold some very funky low-delta wings here

A cropped screenshot of a diagram of the cashflows in an AI structured product. The key paragraph: "on Anthropic default, Broadcom covers the senior shortfall after reselling the chips". The color scheme is Financial Times salmon.

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Jamie Lee Kurtosis @josh.sg · 24/08/2026

I'm sorry, WHAT www.reuters.com/world/middle...

The idea [to build a six billion dollar Dragonball Z theme park just outside Paris] was born after French President Emmanuel Macron and the Saudi crown prince discovered a shared enthusiasm for Dragon Ball Z during Macron’s visit to Saudi Arabia in 2025, Macron advisers said.

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Jamie Lee Kurtosis @josh.sg · 21/08/2026

Spreadsheet people Livin’ just to =FIND(“emotion”, “hiding somewhere in the night”)

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Jamie Lee Kurtosis @josh.sg · 18/08/2026

jeez Tesla gets a lot of mindshare for a stock that's done absolutely zero total return in five years

A five-year stock price chart of Tesla, currently trading at $336, showing that in late October 2021 it was trading at $371. The stock has paid no dividends since then.

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Jamie Lee Kurtosis @josh.sg · 16/08/2026

"…I'm sorry, you're going WHERE for the eclipse?"

A Google Maps screenshot of the path of the 2028 total solar eclipse, clearly showing, within the path of the eclipse, a village named "Eromanga". There is also an "Eromanga Showgrounds" and an "Eromanga Natural History Museum".

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Jamie Lee Kurtosis @josh.sg · 16/08/2026

dropping alpha on main: if you’re planning a trip to Australia for the 2028 eclipse, skip Sydney and drive to the Central West: less cloudy, less crowded And there are motels in Dubbo that already have online booking switched on for July 2028, but haven’t marked up eclipse weekend (yet)

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Jamie Lee Kurtosis @josh.sg · 11/08/2026

EXTREMELY niche question, for my own curiosity: does anyone have a feel for whether higher STIR vol since 2022 (and again post-Warsh) is making a noticeable difference to CME FX option pricing vs OTC?

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Jamie Lee Kurtosis @josh.sg · 08/08/2026

“Deutsche’s former head of global FX writes about FX electronification from 1990-2015” is content that is absolutely laser-targeted at me specifically, how have I gone such a long time without reading Why Aren’t They Shouting

The cover page of Why Aren’t They Shouting, by Kevin Rodgers

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Jamie Lee Kurtosis @josh.sg · 06/08/2026

Bougainville Copper might be the apotheosis of janky ASX junior mining stocks. Hasn't produced anything since 1989, the mine was the nexus of a ten-year civil war in the 90s, the government owns 72% of the stock, and their mining license has just been revoked… but the market cap's still $80mm!

A "notice to the ASX" from the board of Bougainville Copper, dated 3 August 2026, conforming that "there has been no production since 15 May 1989".

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Jamie Lee Kurtosis @josh.sg · 06/08/2026

I love, love, LOVE that Bloomberg had to include an explanatory Wikipedia link when they used the term “S-tier” in a Markets Live column today

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Jamie Lee Kurtosis @josh.sg · 05/08/2026

with hindsight, I wonder how much of this was Situational hoovering up all the balance-sheet capacity in the known universe

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Jamie Lee Kurtosis @josh.sg · 05/08/2026

Cropping the original so as not to continue the pileon on OP, but… non-alcoholic drink options have exploded in the last couple years; HIV was a death sentence, now it's ~100% preventable with a twice-yearly injection; & sunscreens in the '80s maxed out at SPF 15. Yes! Some stuff is *much* better!

A screenshot of a post: "air travel is one of those experiences that has gotten monotonically worse over my entire lifetime. question though: has anything in the last 40+ years genuinely gotten better? like, there's more stuff, sure, but is any of it better?"

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Jamie Lee Kurtosis @josh.sg · 01/08/2026

First thought: OK, now that the Treasury is confirmed hitting bids: this really is Plaza Accord Mark II, don't be short yen Second thought: you do in fact Gotta Hand It To Scott Bessent, this is a *very* funny way to float the biggest change in FX policy in decades

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Jamie Lee Kurtosis @josh.sg · 30/07/2026

time to update the Wikipedia page! en.wikipedia.org/wiki/List_of...

en.wikipedia.org

List of trading losses - Wikipedia

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Jamie Lee Kurtosis @josh.sg · 28/07/2026

ohhh it's Cisco with a C not Sysco with an S 'cause Sysco with an S goes "sysc" not "cisc" it's C instead of S; "co" instead of… uh, "co" it's simple as can be, see… …goddammit never mind www.bloomberg.com/news/article...

bloomberg.com

Cisco or Sysco? Mistaken Corporate Identity Turns Into an Opportunity

Their nearly identical-sounding names are a coincidence, but have fueled one of corporate America's longest-running mix-ups.

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Jamie Lee Kurtosis @josh.sg · 28/07/2026

Assorted Jellybeans: unnecessarily artsy photos from a trip to the Jelly Belly factory up in Fairfield.

A multicolored river of mixed jellybeans, polished to a high sheen, shot in shallow depth-of-field, flows from right to left into a hopper.

Looking down at the Jelly Belly factory floor from a high angle. Hundreds of crates of jellybeans—in rich blue, red, yellow, green, and cyan—are stacked high as far as the eye can see. A worker, clad in white, pushes a dolly laden with red jellybeans away from the camera.

A conveyor belt laden with jellybeans ready to be mixed into a flavor assortment. The bean colors blend from pink at the top, to yellow and purple at the bottom, with green scattered throughout.

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Jamie Lee Kurtosis @josh.sg · 28/07/2026

TIL KRX tick sizes are frickin enormous, it's mind-melting watching $000660.KR ping-ponging back and forth across a 7bp-wide spread

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Jamie Lee Kurtosis @josh.sg · 24/07/2026

presenting my latest work of art in the medium of Pointed scores: I call this one "SK Hynix"

A chart of my scores in this week's Pointed quiz, showing a perfect 190 anchored by 60 points on the second-last question and 90 points on the last question. The chart resembles an exponential curve

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Jamie Lee Kurtosis @josh.sg · 23/07/2026

structured-note sales teams everywhere breathing an enormous sigh of relief

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Jamie Lee Kurtosis @josh.sg · 21/07/2026

Distressing news from the $HAS Q2 earnings call for anyone hoping for Universes Beyond: Sex and the City

Chris Cocks — Chief Executive Officer

Well, certainly Kamigawa is a sequel to when the last Kamigawa came out. It became the best-selling first-party set of all time. But then basically every other first-party set that came out after that kind of took the crown. I would anticipate that the new Kamigawa do likewise. It should be pretty fun. The other two sets are more original settings for us. And then in terms of the Universes Beyond that we'll have next year, I don't want to give away too much on those.

Each of them I think will be pretty cool. I think we have a different kind of announce strategy which is more IP-specific around some significant dates and significant events associated with those. I think the one thing I'll say on the Universes Beyond partners that we have next year is they'll probably be a bit more fantasy-adjacent. And I don't think any of them will take place in New York City because we definitely have gotten that feedback from some fans.

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Jamie Lee Kurtosis @josh.sg · 12/07/2026

for those of you mourning the loss of The Nation's Smallest Bank: there are still two Actual Banks out there with less than $10m in assets! * Equitable S&L (Cadiz, OH) is the new Smallest Bank in America, $8.7m of assets * State Bank of Burrton (KS) is the second-smallest ($9.4m)

A list of the seven smallest banks in America by assets. Four are subsidiaries of larger organizations; one (Kentland) collapsed into receivership on Friday; and two are still extant.

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