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Freelance web developer and instructor. Author of the Dive Into Docker course; writes tutorials on Docker, deployment and development environments at nickjanetakis.com.

• New repodocker-oidc-example — An end to end example showing how to set up a Docker OIDC connection and integrate it with GitHub Actions.

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Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.

• x.comLong-term Treasuries now have a negative total return going back to the start of 2015 It's more than a lost decade for long bonds (and even worse after inflation)

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• Blog5% Bond Yields

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Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.

• Animal Spirits: How to Talk To Your Clients About Ray Dalio

  On today's show we discuss AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fund managers, why bonds offer a good dea…

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Co-founder of WordPress and founder of Automattic; blogs at ma.tt.

• OmFest: A Celebration of Curiosity, Connection, and the Future

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Economist; former chief economist of the International Monetary Fund.

• Let me stay away from personal remarks. As you kindly invited me to do so, I am happy to continue our exchange. Let me start by reproducing and then commenting on three remarks you make in your two recent tweets. “I know full well what justified the use of OATi in 1998, namely a lower interest rate since the investor takes on less risk. Except that today, with the international context and climate disruption making prices more volatile, the cost of these indexed bonds is rising.” My humble view: More volatile inflation makes inflation protected bonds more, not less attractive. “As such, I sta…
  Quoting@ericcoquerelPas de souci pour échanger des arguments avec vous @ojblanchard1 mais un tout petit peu moins de condescendance dans l’échange ne serait pas de trop 🔽. Le résultat des politiques économiques que vous avez soutenues depuis des années devrait, je pense, vous amener à un peu plus d’humilité. Je sais…

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Economist; former chief economist of the International Monetary Fund.

• i was going to write something, but Quentin beat me to it... Let me put it another way, so that Chairman Coquerel @ericcoquerel understands and corrects his statement. When a state issues nominal bonds (bonds that pay in euros), the real value of interest payments varies with inflation, creating risk for investors. So they require a higher interest rate to compensate for the risk. In issuing inflation protected bonds, the state eliminates the risk and thus is able to get a lower rate. This decreases the burden of the debt. This is good. Always happy to help the Chair of the Finance Committee…
  Quoting@QuentinVandewe2Est-ce que LFI organise un concours Lépine pour la théorie du complot la plus idiote sur la dette ? Après la Banque de France qui revendrait la dette en secret, Mélenchon découvre que l'État « vient de proposer de nouveau des titres indexés sur le capital et des intérêts compensant l'inflation ». U…

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Organizational psychologist and professor at the Wharton School. Author of Give and Take, Originals, Think Again and Hidden Potential, host of the Re:Thinking podcast, and writer of the GRANTED newsletter.

• Listening carefully doesn't just avoid misunderstandings. It also bolsters bonds during arguments. 5 studies: Even if people don’t find common ground, when they feel heard, they leave feeling more connected, capable, and optimistic. Agreement is not a prerequisite for respect.

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Economist; former chief economist of the International Monetary Fund.

• Good question, even if framed too aggressively. But the answer is no. During QE, given the zero lower bound that prevented further decreases in policy rates, the ECB bought long maturity national bonds, including those of France, so as to decrease long-term interest rates and help countries, including France. Now, as we are away from the lower bound, there are few reasons to keep as many of them. As these are sold (or not rolled over at maturity) through QT, this indeed likely increases long rates a bit and makes it harder for France to adjust. If selling these bonds turns out to be strongly…
  Quoting@RobianoAntoineLe raisonnement paraît juste mais - L'annulation de la dette détenue retirerait à la BCE l'une de ces nombreuses sources de pouvoir exorbitant, celui de revendre des titres de dette publique d'un Etat pour contraindre politiquement ce dernier ?

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Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.

• I know everyone hates bonds right now b/c inflation, govt debt, etc But if you own a bond index fund that tracks the Agg you're getting 5.2% avg yield to maturity right now Investors would have killed for yields this high at any point in the past 15 years or so

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Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.

• This happens as long-term rates rise relative to short-term rates. Though they try to hold short rates down, long rates are climbing, a trend we are already seeing. We are also seeing a weakening dollar and movements in gold. As rates rise, it starts to affect the stock market. With bonds dropping and stocks rising, the prospective returns of stocks are now low compared to bonds, translating into broader stock market pressure. This classic dynamic creates a stagflationary environment that the Federal Reserve struggles to manage. With current stagflation, the Fed wrestles with whether to tight…

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Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.

• Real current drawdowns in fixed income: TIP 19% T-bills 20% AGG 25% LQD 27% IEF 32% TLT 55% Zeros 😱😱 If you respond yEs BUT i iNveSt in InIDVIDual BonDs so I don't have this problem you're going to get blocked. via

  totalrealreturns.com

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• .@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken: “If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.” “This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.” Listen: https://t.co/mfnaUo1DNT Watch:

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Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.

• Bessent and the Bonds

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Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.

• Cat bonds overview... via @MorningstarInc

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Statistician at Columbia; writes Statistical Modeling, Causal Inference, and Social Science, and wrote Bayesian Data Analysis.

• Living on the Edge: Aggressive mediocrity at the summit of America’s intellectual culture

  So much good stuff here at the Edge Foundation and Jeffrey Epstein webpage: – The connection to Ted talks. I had no idea! But it fits. Money and bullshit go together like liver and onions. – “Bill Gates and his

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Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.

• Animal Spirits: Everywhere Millionaires The bull market in wealth The next financial crisis A buying opportunity in bonds? AI is crowding out bonds & construction spending The American Dream is still alive Is college still worth the cost?

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Clinical psychologist, EMDR consultant and yoga teacher in Boulder, Colorado. Author of The Complex PTSD Workbook and EMDR Therapy and Somatic Psychology; writes on trauma, attachment and the nervous system.

• Looking for a shorter practice? I've got you. Watch it now or save it for later, and get ready for connection, a soft landing, and gentle grounding. https://t.co/Nb8HTTHLmh #VagusNerveYoga #TraumaInformedPractice

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General partner at Andreessen Horowitz and author of The Cold Start Problem. Previously led rider growth teams at Uber; has blogged on growth, network effects and marketplaces since 2007.

• you want to spend zero time on the left. This is where AI wins - automating drudgery/workflows/costs we want to spend our time on the right. More of it is about connection/entertainment/humanity - less verifiable, more novelty-seeking

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Economist; former chief economist of the International Monetary Fund.

• It is indeed nitpicking, and the effect is a net decrease in demand, and a decrease in reserves. But, yes, I should have been more precise. The ECB indeed not selling, it is letting bonds mature and not buying new ones: this leads to a steady decline in ECB bond holdings and in reserves by the ECB. It intends to do so so long as banks do not come back to hold more reserves. The plan is that, when banks come back, this will determine the amount and the size of the balance sheet. Bottom line. The ECB is doing this for reasons which have nothing to do with fiscal policy. And this has nothing to…
  Quoting@itsthemchasers@kebabroyal_ @ojblanchard1 But sales would increase the float in times of higher issuance. His statement is simply wrong.

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• Separate and interesting discussion. True, the ECB (BDF) is slowly reducing its holdings of sovereign bonds, including French bonds (this is called QT, quantitative tightening). By selling those bonds, it decreases their price (not very much, but a bit) and thus increases the interest rate paid by the governments of the euro zone. This indeed makes things a bit harder for the government, who now pay more on their debt. Is the ECB doing this to spite governments, or to induce them to adjust? Emphatically not. It is doing this because it wants to reduce reserves (which is what happens when it s…
  Quoting@StefPalomba@ojblanchard1 1/ la BdF fait partie de l’Etat donc 2/ l’histoire ne tient pas sauf à imaginer que Pierre soit le gouv, 3/ si Paul, dont ce n’est pas le rôle, veut contrer la politique de Pierre, il remet les titres sur le marché, le taux d’intérêt grimpe, 4/ congeler a donc du sens pour Pierre

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Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.

• Top Links 1217 Russian gold through Hong Kong. The birth of repo out of the spirit of the Liberty Bonds. Anger in politics & the failed metrication of the USA.

  Great links, images, and reading from Chartbook Newsletter by Adam Tooze

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Economist; writes In My Tribe, and wrote The Three Languages of Politics.

• Economics Links, 9/3/2026

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Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.

• When Do We Become the Person We Ought to Be?

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Organizational psychologist and professor at the Wharton School. Author of Give and Take, Originals, Think Again and Hidden Potential, host of the Re:Thinking podcast, and writer of the GRANTED newsletter.

• The 12 New Books to Spice Up Your Fall

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Developer, author and YouTuber covering Raspberry Pi, homelab hardware and Ansible automation. Author of Ansible for DevOps.

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Family therapist and founder of Relational Life Therapy. Author of I Don't Want to Talk About It, How Can I Get Through to You? and Us; argues that Western individualism is what makes couples' work hard.

• Feeling Lonely in a Relationship? Why It Happens and How to Reconnect

  You can share a home, a bed, a family, and a whole life with someone and still feel terribly alone. Terry Real on why connection goes quiet, the five types of intimacy, and ten steps back toward each other.

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Organizational psychologist and professor at the Wharton School. Author of Give and Take, Originals, Think Again and Hidden Potential, host of the Re:Thinking podcast, and writer of the GRANTED newsletter.

• It’s better to attribute success to grit than natural talent. 5 studies: Highlighting how accomplishments depend on hard work—not just innate ability—builds confidence and boosts performance. A key to motivation is recognizing the connection between effort and excellence.

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Security researcher; built Report URI and Security Headers, and writes about web security in practice.

• Connection Allowlist: a network firewall, built into the browser

  Connection Allowlist is a new browser security mechanism that lets a document declare, up front, the exact set of destinations it's permitted to open network connections to. Anything not on the list is blocked by the br…

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Organizational psychologist and professor at the Wharton School. Author of Give and Take, Originals, Think Again and Hidden Potential, host of the Re:Thinking podcast, and writer of the GRANTED newsletter.

• Buying a fancy car is not a sign of a midlife crisis. It’s a mark of relationship insecurity. 6 studies: When men and women have attachment anxiety, they seek status symbols to compensate and stand out among their peers. Belonging and connection are antidotes to materialism.

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Marriage and family therapist working from attachment theory and emotionally focused therapy. Author of Secure Love and the person behind The Secure Relationship.

• Confused About Your Attachment Style? Keep the 4 C’s in Mind

  When you stop looking at attachment as a label and start looking at it through context, connection, comfort, and conflict, things usually get much clearer.

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Social scientist at King's College London; writes The Great Gender Divergence on why societies differ in how they treat women.

• How does Female Emancipation affect GDP?

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Software engineer in Chicago; writes the cassidoo.co blog and a weekly developer newsletter.

• elgato-lights-connection — Control your Elgato Key Lights on Windows

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Writer on learning and skill acquisition; author of Ultralearning and Get Better at Anything, known for the MIT Challenge and the Year Without English.

• New Article: Book Recommendation: Beyond Belief https://t.co/HtkubsVkVu How much do beliefs actually influence our performance? Beyond Belief explores this question from a scientific perspective. I explain why I found the book interesting and worth recommending.

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Australian moral philosopher, Professor of Bioethics emeritus at Princeton University; author of Animal Liberation, Practical Ethics and The Life You Can Save.

• New Podcast Release: Jennifer Wallace

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Writer and illustrator, author of Am I There Yet? and Out of the Blue; writes the newsletter Out of the Blue on grief, joy and everyday attention.

• Relax and Write in Brooklyn

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Co-founder of Panic, the Portland software company behind Transmit, Coda, Nova and the Playdate handheld console.

• Something has changed recently in Safari (I have 18.6) where instead of asking you to confirm you want to connect insecurely to an HTTP server, it seems to try to automatically upgrade the connection to HTTPS and fail outright with an "unable to establish secure connection" without recourse if it can't. How.. do you get around this to connect to something like a local HTTP server with no cert/https?

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Cyborg anthropologist and UX designer; author of Calm Technology and co-founder of the geolocation startup Geoloqi.

• 77% of educators report kids have trouble using scissors! This article explores how physical craft is on the decline in schools, many of whom give Chromebooks to elementary students.

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Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.

• The Rise of Bitcoin Stocks and Bonds

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Co-founder of Ximian and Xamarin; CEO of GitHub from 2018 to 2021; now an independent investor and funder of open technical projects, including the Vesuvius Challenge to read the Herculaneum Papyri.

• Anyone have a mexico government connection? A project I’m supporting to LIDAR the jungle there just got rejected by some bureaucrat. Please DM if you can help. Thanks!

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Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.

• BloombergNEF: Generative AI – The Power and the Glory

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Research scientist at Anthropic; co-creator of the Variational Autoencoder and, with Jimmy Ba, of the Adam optimizer, two of the most widely used tools in deep learning.

• Great blogpost by Ruiqi (and other GDM ex-colleagues), clearly explaining the the connection between flow matching and diffusion models. Super happy they took the time to explain this topic, there's confusion on this topic, I think many will find this quite valuable!
  Quoting@RuiqiGaoA common question nowadays: Which is better, diffusion or flow matching? 🤔 Our answer: They’re two sides of the same coin. We wrote a blog post to show how diffusion models and Gaussian flow matching are equivalent. That’s great: It means you can use them interchangeably.

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