Technology Editor at JOC.com, part of @spglobal. Logistics, tech, trade, hoops, futbol, cricket, politics. Stir furiously. (opinions expressed are mine)

Joined July 2012
4,896 Photos and videos
Pinned Tweet
As usual, quite clear who is *very* high on their own supply.
12
7,164
I hope you all understand that the goofball posts about how amazed Europeans are with the bounty of America is just a different version of the same "people in California and NY lose their minds when they find out what they could have in Texas and Tennessee" posts.
75
I swear this site pushes me in so many ways but all the WC comments might finally be the last straw.
79
What I personally really need in this moment is VCs explaining the World Cup to me.
2
96
Let us all have the confidence of the world’s foremost deployers of other people’s capital.
62
Something to think about as we digest history’s first trillionaire: the entire US trucking industry is estimated to be around $1 trillion.
1
1
86
Maybe the fabulously wealthy people who want us to root for them would get more people to root for them if they weren't so insufferable all the time?
1
1
68
Eric Johnson retweeted
FIFA's president can invent a farcical peace prize to flatter the ego of the president of the United States and spend months pandering to his political project, but Haiti's national team can't acknowledge their national struggle for independence because it's too "political"
🚨 BREAKING! 🤯 The Haiti National Team will have to change its uniform for the World Cup. 🇭🇹 FIFA has asked Saeta, the company responsible for the uniform's design, to alter it due to potential political messages. 👕 Haiti's jersey features a design of the Battle of Vertières from 1803. This battle was considered decisive for the country's independence following the conflict with France. ⚔️ ℹ️ @geglobo
83
7,676
32,371
867,754
Of course
"For the past year, FIFA has leased an office on the 17th floor of New York’s Trump Tower that has sat all but empty. The rent goes to President Trump’s family business, but soccer officials say the space sits largely idle." nytimes.com/2026/06/09/world…
279
Eric Johnson retweeted
If you want to buy a doll made in China at an affordable price, your local toy shop must lobby the federal gov't for permission to buy the doll without a Trump tax. Then, the federal gov't will hold you as an economic hostage until the Rust Belt stops losing jobs to the South.
Replying to @scottlincicome
Guys, there are so many chapters. I forgot about the dolls. Fourth revision: 1) The Canadian Fentanyl Menace 2) The China Tariff Is WHAT NOW? 3) ChatGPT Versus The Penguins 4) Tim Gives Donald a Golden Statue (and Gets a Big Carveout) 5) Liberation Wednesday & TACO Tuesday 6) 90 Deals In 90 Days 7) The CIT Backs the Little Guy 8) Why Tariff Banana? 9) And YOU Get a Tariff Letter! 10) The "Affordability" Panic 11) A Very Merry Two-Doll Christmas 12) The SCOTUS Scramble 13) So I Guess We're Invading Greenland 14) Hassett Shoots the Messenger 15) F You, Pay Me
1
2
11
9,600
Birds of a feather…😐 Great reporting here.
NEW: Earlier this year, an obscure startup in Texas announced that it had received at least $100 mil from one of the richest men in Asia. We dug into the backstory. We discovered a saga involving Donald Trump Jr., Russian oil, and an Indian billionaire family’s private zoo.
282
Not to pile on, but you do have to admire the beauty of FIFA and the current administration working in cahoots to make a tournament everyone desperately wants to enjoy as miserable and disagreeable as possible.
1
2
100
These guys are so desperately trying to show how us how cool they are.
140
Eric Johnson retweeted
The sordid spectacle of Elon and the global venture capital mafia trying to drop their SpaceX bags on retail idiots and index fund investors at a preposterous valuation is one of the most disgusting things I have ever seen in financial markets.
Here's my assessment of what's going on inside Goldman and Morgan Stanley right about now around the $SPCX IPO. 1) The math isn't mathing for institutional investors to participate at $135/sh in the size they need them to. Research is being heavily pressured by banking to get more aggressive on their estimates/teach-in materials to try to make valuation make sense. It's not working. The biggest brass across the firms are now getting involved - Jamie Dimon & David Solomon are taking meetings - it's all hands on deck. 2) Accordingly, the bookrunners are increasing the % of the deal allocated to retail to 30%. Remember, it's the banks buying the shares from the company and if their largest institutional relationships aren't biting in the size they need them to - they have to find demand somewhere else they're going to be on the hook for the delta between $135/sh and wherever the stock trades multiplied by the number of shares left in inventory. Find the demand - whoever and whatever it takes. 3) Banks are also pressuring the index providers to create forced buying as well across a ton of indices and their associated products. This has worked in some places and hasn't in others (credit to S&P for their backbone here). This will create a large amount of demand but I don't know the math here relative to the float coming public - if anyone has seen smart math here please share. All and all, this is going to be a fascinating IPO to watch but I have next to zero interest in participating - I suspect I'm in the majority here.
5
11
67
10,977
Alex, I’ll take “things I have no desire to watch” for $800.
MAFIA EP 001
196
Eric Johnson retweeted
every last entity on Wall Street has contorted itself like a yogic deity to do whatever Musk wants for this SpaceX IPO and retail investors have had zero say in the matter
Fidelity has announced that it is making the SpaceX IPO available to any customer with a retail brokerage account with $2,000 or more in the account (down from up to $500k before). "SpaceX has decided to reserve a much higher percentage of the offering (up to 30%), which means there should be more shares available to retail clients, which is why we have decided to reduce IPO eligibility for this offering."
16
83
765
61,140
Everything is fine
Fidelity has announced that it is making the SpaceX IPO available to any customer with a retail brokerage account with $2,000 or more in the account (down from up to $500k before). "SpaceX has decided to reserve a much higher percentage of the offering (up to 30%), which means there should be more shares available to retail clients, which is why we have decided to reduce IPO eligibility for this offering."
158
Perfect. No notes.
NEWS: Thrilled to announce I’ve joined @Kalshi. After serving @POTUS in the @WhiteHouse, I’m proud to be joining a company building something uniquely American: a federally regulated prediction market that is innovating right here in the United States. Kalshi gives ordinary people a way to cut through the noise and fake news — and get rewarded for being right. Excited to help tell that story 🚀
1
129
Eric Johnson retweeted
"Trade lawyers have expressed concerns for months that the Trump administration’s plan for refunds would place too much of the burden on importers to act, and that many small businesses wouldn’t have the financial resources or expertise to file claims in the new portal or to sue in court" bloomberg.com/news/articles/…
1
6
28
14,756
If your investigation finds everybody is virtually as guilty as everyone else, then it wasn't really an investigation, but rather a pretense.
48
Eric Johnson retweeted
"Late Kakistocracy" is that phase of democratic decline where the regime starts running out of ppl who will work for it, and so the folks who aren't qualified for their current positions are promoted to even larger positions for which they are even more unqualified
110
1,399
4,411
145,369