This blog was not impacted by the CrowdStrike outage, at least I don't think so. It would probably take people actually reading it to know for sure.
On Sunday Biden was unburdened by what has been and decided to drop out of the 2024 race and for now Kamala is the heir apparent. Alternatively the headline could have been Biden Crowdstriked Out by Dems....or something like that. Nonetheless we now know that rather than giving a speech in the Oval Office, it's X that is the world's most important medium.
With no real data today, I'm just going to refocus on the important topic of debate around climate change which is clearly, if you're on an electric boat and it's sinking and there is a shark 10 yards away do you stay on the boat and get electrocuted or test the shark?
Over in Asia, the PBOC cut their prime rates for 1y and 5y loans by 10bps. In the Middle East things seem messy, remember the Red Sea?
On the week ahead:
Monday - listen to people speculate about politics
Tuesday - Home sales and PMI's
Wednesday - New home sales
Thursday - GDP 2Q, jobless claims
Friday - PCE.
XTOD: Conheads rejoice. It’s his time.
XTOD: This show. It’s always this show. https://x.com/i/status/1815093641133830514
XTOD: Aaron Sorkin says the Democrats should choose Mitt Romney as their Biden replacement: https://pbs.twimg.com/media/GTAthbwXYAAYCXa?format=jpg&name=900x900
XTOD: Billy Beane: I’m just saying you can't start Biden at President.
Art Howe: Well, I am starting him at President.
Billy Beane: I don't think so. He plays for Delaware now.
XTOD: People are acting like it’s a done deal that Kamala Harris will be the candidate, but that question seems pretty far from decided.
XTOD: The world is a large theater with a small exit door. The definition of the sucker is someone who focuses on the size of the theater, not the size of the door.
https://x.com/tylrparkr/status/1815091644301234641
https://x.com/i/status/1815093641133830514
https://x.com/sfmcguire79/status/1815000705909805313
https://x.com/MoneyballMemes/status/1815095760675086797
https://x.com/mtaibbi/status/1815160838090854796
https://x.com/nntaleb/status/1814283055718175004
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