Irish Times not in my good books atm but two articles below really summarize my own opinions on the budget and what was lacking from general media discourse this week
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There’s a good chance Ireland will come to regret this boomtime period as a missed opportunity
irishtimes.com/business/econ…
David McWilliams: We have just seen a perfect example of Ireland’s fiscal incontinence
irishtimes.com/opinion/2026/…
Carl Murray retweeted
Day 11
Irish Times delighted to report that my doggy business is closing down.
But yet still not a mention of the latest Dublins social housing statistics.
Funny world we live in.
Which should be bigger news ?
Carl Murray retweeted
Gerry Thornley: World Rugby is wasting its time trying to break America
👉 Last Saturday’s game was one of several instances of rugby dipping its toes into the US since it was awarded the 2031 World Cup
👉 Since the dawn of the professional era, the US has been considered the game’s great untapped rugby gold mine. If anything, though, the sport has fallen further adrift there
Read more: irishtimes.com/sport/rugby/2…
When the Irish corporation tax boom tapers we will look back on the fact that we didnt diversify our economy or build world leading infrastructure as a greater sin than the Celtic Tiger failures that facilitated the housing bubble
The increase in traffic in Dublin when the schools come back is mind blowing.
Couple of school buses would go far
What's the appropriate hurdle for venture? Over the last 10 years:
S&P was ~4.05x / 15.1% IRR
QQQ was ~6.39x / 20.4% IRR
FAANG was ~8.33x / 23.6% IRR
S&P would be a 90th+ percentile fund and QQQ/FAANG would both be 95th+ percentile. And fully liquid.
Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout
If you are Uber long something why use leverage if you can’t manage the volatility ?
*assumes new funds are needed to cover leverage giftarticle.ft.com/giftartic…
It’s hilarious that the captain in football wears an armband acknowledging he / she is the captain.
Kind of sums up the negative aspects of the sport.
They don’t want Jude in the squad a month ago and per this mornings papers/podcasts he’s Bobby Charlton.
They make it hard for themselves.
Carl Murray retweeted
Dear American friends. Yes, that's it. We're terrified because your very best player is the fourth best player on the seventh best team in the fourth best league. Has nothing to do with you thinking stepping on an opponent's leg is fine or that your president is a corrupt maniac.
Once again blown away at the amount of time allegedly highly successful / busy people have to live tweet their stream of consciousness on the topic du jour.
Today’s dish: Trump red card interference
Last weeks chefs special: fucking AC
Unless society is willing to have the hard conversations about the waste, fraud and abuse in spending in govs worldwide, democracy is doomed to fail.
Happy Thursday!
We should have fought a war against the Scots for sole access to the bagpipes.
Harp don’t hit at a major tournament.
Pens down in tech investing until the end of the Anthropic 6 month lock up?
May miss out on lots of upside bit if your time horizon extends beyond couple of years surely not worth risking the biscuit over the next 6 months?










