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Nofud

@nofud.bsky.social
1.7K followers 2.6K following 975 posts

Lifelong learner and tinkerer. Helping products and teams become awesome.

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Carl Quintanilla @carlquintanilla.bsky.social · 3h
(FT) - A sharp sell-off in US government bonds is starting to reverberate across corporate America, forcing companies to overhaul their borrowing plans and even raising the spectre of defaults among the most lowly rated businesses. @financialtimes.com www.ft.com/content/7c7c...
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Carl Quintanilla @carlquintanilla.bsky.social · 21h
“.. the continuing divergence between corporate profits as a percentage of GDP versus compensation.” - Sarmaya Partners substack.com/@sarmayakar?...
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Jade 🪶 @nerdynurse.bsky.social · 23h

Patriarchy is when "I have a boyfriend" stops a man faster than "No." When an invisible man gets more respect than the woman standing right there.
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Jake Grumbach @jakemgrumbach.bsky.social · 04/10/2026
A goal of this administration being achieved: “American pre-tax corporate earnings have grown by $1.2trn, or 30%. … And yet taxes on corporate profits have collapsed.” www.economist.com/finance-and-... h/t @talsmith.bsky.social
The unplucked goose
US, revenue from corporate-income taxes, $bn
12-month moving total
Actual
CBO
estimates*
550
500
450
400
350
300
T
T
2022
23
24
25
Sources: Congressional Budget Office;
Piper Sandler; US Treasury
THE ECONOMIST
26
27
*Feb 2026
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derek guy @dieworkwear.bsky.social · 05/10/2026
seeing conservative men debate how to dress online is very funny. can't dress up or wear interesting casualwear bc you've made any visible interest in dress to be a sign of homosexuality. but you feel the need to dress better bc you've linked dress to respectability. a prison of your own making.
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Alejandra Caraballo @esqueer.net · 04/10/2026
It's only the first round but I can't believe Brazil did everything right going after Jair Bolsanaro over his attempted coup only to be on the verge of electing his corrupt dipshit son.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 04/10/2026
The "Higher Rates, Higher Rent Doom Loop" is a major trap for the Fed: 1. High rates mean builders build less 2. Fewer homes mean rents go up 3. Higher rents push inflation higher (shelter is ~25% of CPI) 4. Sticky inflation keeps rates high A vicious cycle. 📉🏠 T at Apollo
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L'E.C.H.Φrruptible© φ🔻 @l-echoruptible.bsky.social · 03/10/2026
⚠️La Police Nationale présente en photos de prétendues armes trouvées en possession de lycéens en marge des manifestation ... mais à regarder de plus près quelques chose interroge ... quel genre de cocktail molotov est fabriqué avec des gousses de vanille ⁉️ #8sur20

Police nationale
@PoliceNationale
Voici certains des objets qui ont été saisis par les policiers ce jour en marge des rassemblements lycéens, où s’immiscent des individus violents.bouteille d'un cocktail molotov dans laquelle on voit clairement trois gousses de vanille
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StrictlyChristo 🇺🇦🌻 @strictlychristo.bsky.social · 03/10/2026
Sir Ian McKellen orates 'The Stranger's Case' from 'Sir Thomas More' by Shakespeare about the Evil May Day xenophobic riot of 1517 in London. This passage was written 400 years ago, but times never change. Humanity refuses to change its unwarranted bias against 'others'.
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Racheline Maltese @racheline.bsky.social · 03/10/2026
Your periodic reminder that the decision to pursue a professional ballet career happens at similar or earlier age to most youth gender affirming care and has significantly more lifetime impact on peer socialization, how the body looks and overall health than social transition and puberty blockers.
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Don Moynihan @donmoyn.bsky.social · 02/10/2026
The same guy who has been using government records to launch phony investigations is firing the people who do actual investigations after the investigated him.
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Terrible Swift Sword Enjoyer @hamantaschendog.bsky.social · 02/10/2026
Riots, in FRANCE? Now I’ve heard everything
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Aidan O’Brien @aidanobrien.bsky.social · 02/10/2026
Right? Like these are serious riots, but you do not need to go back 300 years to *the French Revolution* to find examples of longer and more dramatic incidents of civil disorder. May '68, the Yellow Vests, 2005, 2023... It's *France*
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Princess Vimentin PhD | Cancer Biologist @princess-vimentin.bsky.social · 02/10/2026
Infections & cancer are related. Helicobacter pylori (4%) Human papillomavirus, or HPV (4%) Hepatitis B (2%), Epstein-Barr virus (1%) Hepatitis C (<1%). These infections can cause more than 20 types of cancers such as blood, liver & cervical cancers. 🧪 theconversation.com/one-in-eight...
theconversation.com
One in eight cancers are likely caused by an infection worldwide – new study
Four viruses and one bacteria were responsible for 12% of the world’s cancer cases in 2024. Does this mean they’re preventable?
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derek guy @dieworkwear.bsky.social · 02/10/2026
Neiman Marcus closed its downtown Dallas flagship on Wednesday. The store played a notable role in the history of desegregation in Dallas. Previously, Black shoppers across the US could enter department stores, but they weren't allowed to try on clothes without adhering to certain conditions. 🧵
A notice about the Neiman Marcus store opening in downtown Dallas.An old photo of the Dallas flagship.
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Aaron Reichlin-Melnick @reichlinmelnick.bsky.social · 02/10/2026
Technologically very impressive but this stuff scares the crap out of me from a societal perspective. Just the sheer amount of fraud alone that these models will enable is chilling, let alone all the other harms.
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Tobias Harris @tobiasharris.bsky.social · 01/10/2026
My neighbor told me the Middle East keeps eating his carrier groups so I asked how many carrier groups he has he said he just goes to PACOM and gets a new carrier group afterwards so I said it sounds like he's just feeding carrier groups to the Middle East and then Pete Hegseth started crying.
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George Pearkes @peark.es · 02/10/2026
get the Yakety Sax ready *SAUDI ARABIA PLANS OFFENSIVE AGAINST HOUTHIS IN YEMEN: REUTERS
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Gerry Doyle @mgerrydoyle.bsky.social · 02/10/2026
I just think it's amazing for someone to assume they understand a problem better than the thousands of engineers and scientists who have studied it *all over the world* for four-plus decades now
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Scott Horton @robertscotthorton.bsky.social · 02/10/2026
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David Dayen @ddayen.bsky.social · 02/10/2026
Great story by @gillianbrockell.com about progressives on the Chicago city council forcing a private equity firm trying to buy city parking meters to divest from Omni Air International, the charter airline that did ICE’s longest & cruelest flights. The spun-off Omni is now in huge financial trouble.
prospect.org
The City That Brought Down an ICE Airline - The American Prospect
In Chicago, progressive alderpeople held up a city contract until a private equity firm was forced to dispatch Omni Air International, protecting thousands of immigrants from deportation.
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Mick Ryan @warinthefuture.bsky.social · 21/09/2026
“Asking how this war will end, therefore, is unfortunately the wrong question. Even if there is some temporary truce or accommodation with the Houthis or Iran, the better request is: Tell me how this gets worse.” Eliot Cohen at @theatlantic.com www.theatlantic.com/ideas/2026/0...
theatlantic.com
Don’t Ask How This War Ends
It is, unfortunately, the wrong question.
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Aaron Reichlin-Melnick @reichlinmelnick.bsky.social · 02/10/2026
Last year not a single refugee fleeing religious persecution was admitted to the US.
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Carl Quintanilla @carlquintanilla.bsky.social · 01/10/2026
“.. France is now in a debt crisis.” - @robin-j-brooks.bsky.social 🇫🇷
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Nofud @nofud.bsky.social · 01/10/2026
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Carl Quintanilla @carlquintanilla.bsky.social · 01/10/2026
“.. We’ve all hit a wall. We’ve pretty much seen a very large stalling of activity,” she said. @wsj.com $XHB www.wsj.com/personal-fin...
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Carl Quintanilla @carlquintanilla.bsky.social · 01/10/2026
“.. My take .. is not that we are on the eve of disaster but that important countries are losing room for manoeuvre .. As the late economist Herbert Stein famously said, ‘If something cannot go on forever, it will stop.’” @financialtimes.com www.ft.com/content/a120...
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Carl Quintanilla @carlquintanilla.bsky.social · 30/09/2026
YARDENI: “.. labor demand has been firming while labor supply is being constrained by tighter immigration policies and the .. retirement of Baby Boomers .. A sustained pickup in wage growth would add to the list of inflationary pressures that already includes energy, tariffs, and the AI buildout.”
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Carl Quintanilla @carlquintanilla.bsky.social · 30/09/2026
(FT) - Diesel prices will not return to normal for more than a year, according to US oil and gas executives surveyed by the Federal Reserve Bank of Dallas. @financialtimes.com $CRAK www.ft.com/content/0d74...
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Ned Resnikoff @resnikoff.bsky.social · 29/09/2026
I think about this interview with the distinguished philosopher Conan O'Brien a lot. I actually think this is a healthy way to live your life! www.nytimes.com/2019/01/14/a...
Is this how you want to go out, with a show that gets smaller and smaller until it’s gone?

Maybe that’s O.K. I think you have more of a problem with that than I do. [Laughs.] At this point in my career, I could go out with a grand, 21-gun salute, and climb into a rocket and the entire Supreme Court walks out and they jointly press a button, I’m shot up into the air and there’s an explosion and it’s orange and it spells, “Good night and God love.” In this culture? Two years later, it’s going to be, who’s Conan? This is going to sound grim, but eventually, all our graves go unattended.

You’re right, that does sound grim.

Sorry. Calvin Coolidge was a pretty popular president. I’ve been to his grave in Vermont. It has the presidential seal on it. Nobody was there. And by the way, I’m the only late-night host that has been to Calvin Coolidge’s grave. I think that’s what separates me from the other hosts.

I had a great conversation with Albert Brooks once. When I met him for the first time, I was kind of stammering. I said, you make movies, they live on forever. I just do these late-night shows, they get lost, they’re never seen again and who cares? And he looked at me and he said, [Albert Brooks voice] “What are you talking about? None of it matters.” None of it matters? “No, that’s the secret. In 1940, people said Clark Gable is the face of the 20th Century. Who [expletive] thinks about Clark Gable? It doesn’t matter. You’ll be forgotten. I’ll be forgotten. We’ll all be forgotten.” It’s so funny because you’d think that would depress me. I was walking on air after that.
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Patrick Chovanec @prchovanec.bsky.social · 30/09/2026
My greatest frustrating has been with policy wonks who persist in thinking we can just keep doing normal policy analysis ("calling balls and strikes") in this situation. The President of the United States is both lawless and out of his mind. That preempts all normal discussion.
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Carl Quintanilla @carlquintanilla.bsky.social · 30/09/2026
SOC GEN: “.. this is expected to be one of the shallowest Fed tightening cycles in history.”
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Carl Quintanilla @carlquintanilla.bsky.social · 30/09/2026
Mortgage applications fall another 6.0% last week — lowest since April 2025 (via Schwab) $XHB
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Pookleblinky @pookleblinky.bsky.social · 17/03/2026
Trump 1 was the racist reaction to Obama, Trump 2 is the rapist and pedophile reaction to MeToo. Weird that those venn diagrams overlap so much, eh
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Josh Marshall @joshtpm.bsky.social · 29/09/2026
these look more and more like late Brezhnev, late Chernenko photos
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Sherrod Brown @sherrodbrownoh.bsky.social · 29/09/2026
NEW AD: Listen to this sh*t.
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emptywheel @emptywheel.bsky.social · 29/09/2026
The Biggest Economic Bet in U.S. History from @adamtooze.bsky.social adamtooze.substack.com/p/the-bigges...
A table titled, Average annual infrastructure spending as percentage of GDP.

It has six circles showing percentage of GDP spent on each tech: 
Canals .66%
Railroads 2.24%
Electrification .5%
Highways 1.13%
Telecom and fiber 1.1%
AI 3.63%
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Phillips OBrien @phillipspobrien.bsky.social · 29/09/2026
Russia has one enormous strategic advantage of which it is taking advantage. It can daily attack civilian targets--hospitals, universities, markets--knowing that while Ukraine can do the same, the Ukrainians are too humane to do so.
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Patrick Chovanec @prchovanec.bsky.social · 29/09/2026
A pope from Chicago is the real Blues Brothers sequel.
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Kevin M. Kruse @kevinmkruse.bsky.social · 29/09/2026
When I was at UNC, they joked that the average Geography major made high six figures thanks to one former student named Michael Jordan.
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Carl Quintanilla @carlquintanilla.bsky.social · 29/09/2026
Depeche Mode’s “Music for the Masses” turns 39 today. Of the single “Strangelove”, Alan Wilder said: “I can't even say how many times we had to redo it. We had to change the bass line at least 100 times .. We wanted to do it well — and all that for a result which, in my opinion, is not excellent.”
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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
Mortgage rates print 7.50% @cnbc.com
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Carl Quintanilla @carlquintanilla.bsky.social · 28/09/2026
WOLFE: “.. the potential for a vicious cycle between deficits and yields is getting increasingly concerning. .. rising yields create a quite imminent risk of negative feedback loops with the deficit, because the risks on interest expense are skewed sharply to the upside ..”
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News Eye @newseye.bsky.social · 27/09/2026
Google has started updating satellite images of Gaza. Holocaust. (📸 Barry Andrews MEP, European Parliament)
A single building is left standing amidst utter carnage. Every single building has been levelled across a few square miles pictures. Google maps identified one pile of rubble as a school.
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ᜱЄ®ᙏ𝐼Ṇ @blucowdawg.bsky.social · 27/09/2026
Glut of diesel in China because of EV substitution in heavy truck fleet. substack.com/@theatlantic...
substack.com
Electric Lorry Land | Part 1 Motor Mathematics
The first of a five-part series on China’s heavy-truck revolution, the global diesel market, and the infrastructure problem now approaching North America.
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Nofud @nofud.bsky.social · 27/09/2026
Life goals…
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Maciek Hamela @maciekhamela.bsky.social · 26/09/2026
With the Strait of Hormuz closed, Iraq has resorted to moving its oil across the desert to Syria in hundreds of tanker trucks, in true Mad Max style. From there, it will be shipped to worldwide markets.
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Sorry not sorry @thinshadeez.bsky.social · 27/09/2026
You can own the libs or you can own your farm. Make a choice.
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Carl Quintanilla @carlquintanilla.bsky.social · 25/09/2026
“.. Obviously, this will require hard choices about where and how we deploy our resources and investments, including our staffing investments and how we work will look different in the months and years ahead,” Gutierrez writes in the memo @deadline.com $DIS deadline.com/2026/09/disn...
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Oliver Morton, Eater of Sun @eaterofsun.bsky.social · 25/09/2026
Really helpful climate graphic—can't remember seeing a plot quite like this before. www.theclimatebrink.com/p/my-new-nyt...
Chart showing cumulative probabilities of passing various levels of warming (y axis) over time (x axis) on the basis of current policies. The curve for 2 degrees is sigmoid, reaching 50% at 2050 and saturating at 100% by 2100. The curve for 3 degrees lifts off zero just before 2050 and reaches 50% in 2107. By 2150 (end of the chart) it has reached 77%. 4C gets started around 2075, is <5% at 2100 and has reached 28% by 2150
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