Great hanging with the inimitable @torybruno this morning @boomsupersonic. Tory is a true mensch and has deep longstanding insights about how aerospace went so badly wrong with outsourcing—and what it takes to fix it.

.@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: Watch:

We are delighted to welcome @InMobi as a Diamond Sponsor of #CODS2026#! Thank you for supporting a vibrant forum connecting researchers, practitioners and students across data science, ML and AI. 13–16 Dec 2026 | @dauofficial_ #ACMIKDD#

$BTC and $ETH were not in triangles which would've been the most fun but pretty rare.. so ill put my hand up on that. They are however both still in completely normal retracement zones for their respecitive wave 4s pullbacks. Clarity Act was a dud as usual. Rate hikes are pretty much priced in imo. So maybe another 24 hours of unwarranted fear? Then it'll be time to head up imo.