Sunil Sharma

What a finish - Golden Tempo wins the Kentucky Derby

RENMAC: “.. There's been some enthusiasm for factory employment of late; however, the .. ISM employment index slid to 46.4, the lowest since December, consistent with a modest drop in factory payrolls in April.”

Happy Birthday to the great Glenn Ford, born Gwyllyn Samuel Newton Ford 110 years ago today

John Lewis had John Roberts' number from the jump: takebackthecourt.substack.com/p/john-lewis...

“[about] 379,000 people who got off the boat from Africa in Barbados … another 78,000 people who got on the boats but didn’t get off, who died during the middle passage. And then we estimate another 335,000 people who were born into slavery in Barbados.” www.theguardian.com/world/2026/a...

Fun fact: healthcare and financial services accounted for 71% of the growth in consumption in the first quarter

Consumer spending is keeping up with inflation -- real spending rose in March. But families' *incomes* are not. Inflation-adjusted income, excluding transfer payments, fell in march for the second month in a row. And the saving rate fell to its lowest level since 2022.

UK stole 25 million years of life and labour through slavery in Barbados, research finds

Yesterday's VIX put/call ratio: .18 Lotta folks betting on a higher VIX Yesterday's ETF put/call ratio: 1.87 Which ETFs are they betting against? Might be the RUT.

POWELL: "After my term as chair ends on May 15, I will continue to serve as a governor for a period of time to be determined. I plan to keep a low profile as a governor..."

> @javierblas.bsky.social

Teddy Roosevelt got shot in the chest and finished a 90-minute speech. Reagan got shot and joked, "Honey, I forgot to duck." Truman survived an attack and kept his Arlington schedule. None of them blamed their critics. None of them built a ballroom. open.substack.com/pub/adamkinz...

Colbert speaks the truth. News people are jealous. They could do it themselves, you know? Gift link: www.nytimes.com/2026/04/28/b...

From @theathletic.com: Sabastian Sawe of Kenya ran the London Marathon in under two hours, breaking the men’s marathon world record.

Could Nvidia double from here? If so, the software story may be as important as the GPU. On Friday, the stock took a swing at its old highs from July 2025 - is this the breakout? www.downtownjoshbrown.com/p/can-nvidia...

Good Saturday Morning Chart Fans! Here is the link to Saturday Chart Fest. open.substack.com/pub/heleneme...

‘The Rockford Files’ remains one of television's greatest hangs: defector.com/the-rockford...

Most people care about farm animals — our food system doesn't reflect that. ourworldindata.org/most-people-...

Intel shares +27% premarket to $84.76 per share. IF these levels hold...it will officially set a new RECORD HIGH going back to dot com era. Previous record intraday was $75.83 from 8/24/2000. Now Cisco & Intel...both out of internet bubble burst shadow. www.cnbc.com/quotes/INTC?... @cnbc.com

That time of year again.

Former Boston Fed President Eric Rosengren on the Warsh confirmation hearing.

Plus, CATL’s sodium ion batteries will be rolling out on roads across China later this year.

The DOJ not only indicted the group @splcenter.org that infiltrated the KKK, they indicted them because they infiltrated the KKK. I’m donating today to the Southern Poverty Law Center, of which I want half to go to help fighting racists and half to fight the KKK’s legal dept, aka the DOJ and FBI.

And yet Americans elected them to do exactly what they're doing.

GM could release an electric version of this car tomorrow and people would lose their damn minds

The Columbine massacre was on this date in 1999. Instead of energizing our country to get gun violence under control, it kicked off a new normal. One of the best explanations ever of journalism's destructive impact on mass shootings came from Roger Ebert in his review of Gus Van Sant’s “Elephant.”

I remember on Twitter, @exum.bsky.social had a flowchart for men wearing shorts, where the only acceptable use cases being if you could answer yes to one of the following questions: Are you working out? Are you on a beach? Are you under Montgomery's command fighting Rommel in North Africa?

Lovely footage of the first bear born in Aragon in more than 50 years, shortly after emerging from hibernation. Part of the slow recovery of brown bears in the Pyrenees. Via Aragón TV.

When the expanded CTC expired in 2022, each $1,000 in lost benefits reduced consumer sentiment by 1.7 points—with effects lasting nearly two years—long after the checks stopped, from @jacobbastian.bsky.social and Melody Harvey www.nber.org/papers/w35059

Whenever we hear about Spirit troubles, corporate shills say it's Lina Khan's fault for blocking the JetBlue merger. But: 1-DOJ Antitrust challenged that merger, not Lina 2-Spirit could've said at trial they'd fail w/o a merger & they didn't 3-The problems are due to high jet fuel, aka Trump's war

Do you know how many civilian cars the U.S. produced between Feb 1942 and August 1945? 139. Not 139 thousand. 139.

Sad news - Mark Mobius was the public face of a wave of investing in emerging markets that helped transform many economies. A tireless champion of EM. www.bloomberg.com/news/article...

PUB. DAY! Fear of the False: Forensic Science and the Law of Crime in Colonial South Asia is officially out today. Available Open Access: www.cornellpress.cornell.edu/book/9781501... #legalhistory Outfit: red for bloodstain testing+flowered shirt for botanical poisons+poisoner's ring (for show only)

Terrific note via the @WSJ on the sustained disconnect between the spot price for delivery and paper price of Brent crude. As that last barrel shipped on Feb 28 arrives we will find out What Is the Real Price for a Barrel of Oil? $133 or $99. #Econ #EconSky www.wsj.com/finance/comm...

Conflict in the Middle East has put one-third of seaborne fertiliser supplies at risk • India, Brazil, China, Morocco, Indonesia are particularly reliant on Gulf-made fertilisers • UN reckons 45m more people in poorer countries could face acute food insecurity by June www.ft.com/content/27e0...

New @nberpubs: "A Tale of Two Countries – The Real Estate Crises in 1990s Japan and Contemporary China" www.nber.org/papers/w35054 "striking parallels in investment dynamics and consumption responses despite profound institutional differences."

Last week’s economic data show just how fragile the economy is, even before the fallout from the Iran war hits with full force. Critical to whether the economy can avoid a recession is whether the consumer holds tough, and that looks increasingly iffy.

Just gonna leave this here. open.substack.com/pub/danieldr...

Richard Schiff: ‘If Jesus was alive today he’d point to Martin Sheen and say, “That’s what I was talking about”’

dog is bearish < 137.61 and looking for 106.34 to complete the current pattern

UMich all-time low

I'm deep down the rabbit hole on FROGFISH, 60 species of anglerfish in family Antennariidae. They are deeply, utterly WEIRD & MARVELOUS. Most walk on modified fins. Others use jet propulsion. Some are capable of air-breathing. Some are "hairy", others blend perfectly in sargassum.

4/9/1939: Contralto Marian Anderson performed at Lincoln Memorial. Daughters of the American Revolution barred her from performing at Washington DC’s Constitution Hall because Anderson was Black; First Lady Eleanor Roosevelt invited her to sing at the Lincoln Memorial. Image: Hilton Archive/Getty.

Michael J. Bustamante on the four books and two newsletters that will advance any novice’s understanding of the island’s history—and where its future may lie