S&P Dow Jones Indices is taking Nike out of the S&P 100 before the open on September 21, 2026. Almost eighteen years in the club. In December 2008 they replaced Cigna. Now they get replaced by another tech name, and they stay in the broader S&P 500 like a guest who still has a key … Continue reading Nike is leaving the S&P 100. The shoes were not the problem.
Author: Mrs Dewlar
Day Three: The Bot Sat Still and Still Cost Me Money
The third day of the trading bot was supposed to be boring. He had already spent almost all of his cash on day one and day two, so yesterday he had to sell something just to buy something else. Then he did neither. He sat in the boat and watched the water. Despite that, it … Continue reading Day Three: The Bot Sat Still and Still Cost Me Money
The Chatbot Did the “But He Started It” Move. I Recognized It Instantly.
I was not looking for a worldview. I was looking for a straight answer. I asked an AI why models like Gemini so often sand down ugly asymmetries in news coverage. Why the right gets the hard verbs and the left gets “context.” Why a pattern in the reporting is treated like a mood I … Continue reading The Chatbot Did the “But He Started It” Move. I Recognized It Instantly.
Lipstick on a Hospital
The King of Sweden has no idea what Sweden actually looks like. That is not his fault. Years ago I worked at a construction company that held framework agreements for work in several Stockholm hospitals. The client was Locum, the Region Stockholm company that manages the region’s healthcare buildings. The agreement let them call us … Continue reading Lipstick on a Hospital
The jobs report was strong. The labor market is not red-hot. Those two sentences can both be true.
Friday’s red ink on the indices was not a mystery. August nonfarm payrolls printed +162,000 against a market that had parked itself around +55,000. Unemployment stayed at 4.1%. Wages did not explode: +0.3% month-on-month, +3.1% year-on-year. June and July were revised up by a combined 55,000. Add an oil market that still has to price … Continue reading The jobs report was strong. The labor market is not red-hot. Those two sentences can both be true.
The Bot Bought SOFI While Grok Was Down
The U.S. market opens at 3:30 p.m. Swedish time. I do not normally babysit my phone. Day two of the Bot was an exception. I kept checking for a notification and got nothing for hours. Fine, I thought. No setup met the rules. Later I opened Grok for something unrelated and hit a banner: the … Continue reading The Bot Bought SOFI While Grok Was Down
The earthquake that was supposed to make the coffee expensive
A 7.4 earthquake hit western Colombia on 10 August. The epicenter was in Chocó, near San José del Palmar. The Coffee Axis — Pereira, Manizales, Armenia — shook hard enough that the first headlines wrote themselves: dead people, broken roads, and a price spike in the one grocery item Swedes treat as a human right. … Continue reading The earthquake that was supposed to make the coffee expensive
Four months is not a generation
In May I wrote that America’s War on Poverty may have helped create a permanent underclass — not because the intentions were evil, but because transfers replaced market income and left too many people dependent on the state instead of work. The post kept getting visits. Nobody left a sermon in the comments. Fair enough. … Continue reading Four months is not a generation
The Bot’s First Day: Two Buys, a Bank Code, and +5 SEK
The first notification landed yesterday. A trade confirmation from the Bot. I will not pretend that felt normal. After all the setup, a push message that something had actually filled was ridiculously satisfying. Then, after the U.S. close, it sent the daily summary: every transaction, total cost including brokerage and FX, marked against the close. … Continue reading The Bot’s First Day: Two Buys, a Bank Code, and +5 SEK
The chart below just got its second ugly dip.
The 2020 notch was Covid. Companies slashed or paused dividends and there was nothing we could do about it. The 2026 notch is on us. We deliberately moved from 100 % dividend stocks to roughly 70 % dividend / 30 % growth. That was the plan. The dividend line was never going to like it. … Continue reading The chart below just got its second ugly dip.