Alex Michaelides/Αλέξανδρος Μιχαηλίδης

Great catching up with @GPamboridis at Lemonia last night during @UKCYEC event #lemonia #london

Incredible volatility in the UK government bond market: After finishing last week just below 5%, the yield on 10-year Gilts surged to over 5.10% before retracing all the way down to 4.82%! #economy #uk #markets #bonds

I will not be silenced. Labour are only demonstrating that they cannot see right from wrong. They will not stand up for our way of life. But we will.

✍️ 'Our public squares should remain neutral spaces for all citizens, not venues for any one faith to assert dominance' | Writes @Nigel_Farage Read the full column below 👇 telegraph.co.uk/news/2026/03/2…

Good @ChelseaFC were not playing today @Carabao_Cup final… would have been a disaster…

🇵🇹😢 José Mourinho couldn't contain his emotions during the minute's silence for Silvino Louro. Silvino worked as a goalkeeping coach under Mourinho's management during his stints at Porto, Chelsea, Inter Milan, Real Madrid and Manchester United.

🚨🔵 Chelsea Managers (Points per game) – First 15 Premier League Games (Last 15 Years): 1.Antonio Conte — 2.53 PPG | 80.0% win 2.Thomas Tuchel — 2.06 PPG | 60.0% win 3.Enzo Maresca — 2.00 PPG | 60.0% win 4.Carlo Ancelotti — 2.00 PPG | 60.0% win 5.Maurizio Sarri — 1.93 PPG | 53.3% win 6.José Mourinho — 1.86 PPG | 53.3% win 7.Frank Lampard — 1.73 PPG | 53.3% win 8.Rafael Benítez — 1.66 PPG | 46.6% win 9.Mauricio Pochettino — 1.46 PPG | 40.0% win 10. André Villas-Boas — 1.40 PPG | 40.0% win 11. LIAM ROSENIOR — 1.36 PPG | 45.4% win 🔹 12.Graham Potter — 1.20 PPG | 33.3% win 13.Guus Hiddink — 1.13 PPG | 26.6% win This is bad.

Senior BIS economist @HyunSongShin has been named by South Korea’s president to run the Bank of Korea bloomberg.com/news/articles/…

After the loss tonight I’m really disappointed. The performance wasn’t good enough and we have to take responsibility as players. But honestly, I’m still in shock with the way things happened. I don’t understand why they sacked the manager at that moment — it hurt us a lot as a group. We were building something, we had an identity, and suddenly everything changed. You can feel it on the pitch… the confidence is not the same. Right now, things are not going the way they should and I’m not really happy with the situation. We have to improve, but it’s a difficult moment for everyone.

The future of @ChelseaFC

Data Centers: Financing the AI Buildout with Stijn Van Nieuwerburgh | Ma... youtu.be/e5YuA53OFQ0?si… via @YouTube markusacademy.substack.com

The Terence Tao episode. We begin with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion. People sometimes say that AI will make especially fast progress at scientific discovery because of tight verification loops. But the story of how we discovered the shape of our solar system shows how the verification loop for correct ideas can be decades (or even millennia) long. During this time, what we know today as the better theory can often actually make worse predictions (Copernicus's model of circular orbits around the sun was actually less accurate than Ptolemy's geocentric model). And the reasons it survives this epistemic hell is some mixture of judgment and heuristics that we don’t even understand well enough to actually articulate, much less codify into an RL loop. Hope you enjoy! 0:00:00 – Kepler was a high temperature LLM 0:11:44 – How would we know if there’s a new unifying concept within heaps of AI slop? 0:26:10 – The deductive overhang 0:30:31 – Selection bias in reported AI discoveries 0:46:43 – AI makes papers richer and broader, but not deeper 0:53:00 – If AI solves a problem, can humans get understanding out of it? 0:59:20 – We need a semi-formal language for the way that scientists actually talk to each other 1:09:48 – How Terry uses his time 1:17:05 – Human-AI hybrids will dominate math for a lot longer Look up Dwarkesh Podcast on YouTube, Apple Podcasts, or Spotify.

Hungarian officials ‘gave Ukrainians forced injection’ after raid on bank vehicles. This is downright Stalinist. theguardian.com/world/2026/mar…

BLIMEY. After disappointing borrowing numbers and the Bank of England’s hawkish tilt yesterday 10 year gilt yields reached highest levels since 2008 this morning above 4.9%… and possibly heading for 5%. This is rather delicate. The market judges the UK to be energy inflation prone, and somewhat political uncertainty prone too. UK political economy is sending messages right now… eg will the state always step in, in every circumstance now to stop energy bills rising for everyone, even in a generalised energy shock? See the Cornwall Energy projection of a possible £300 annual increase in energy cap typical bills. The IEA is about to advise the world on potential demand management solutions to help (of the sort Germany effected in 2022, which were deemed politically impossible in the UK). Across UK politics can there be reasoned conversations about these things? If the Gulf crisis continues all this will come to ahead in May, when the new energy price cap is set, in the middle of the aftermath of the May local elections, at a time when whispers emerge from leadership rivals of a looser relationship with fiscal prudence. As it happens, my sense is that the Treasury is firmly planning for a far more targeted offering for any support, IF needed, using data that was not available in 2022. The internal view is that many billions of pounds of Liz Truss’ universal £42 billion energy price guarantee scheme were wasted on rich households and on heating the air outside our badly insulated homes too. On top of that the market reaction to the Bank of England’s change of direction was somewhat overdone, as the Governor’s interview by me confirmed, as he told the MPC at the meeting, raising interest rates in the UK is not going to unblock the Strait of Hormuz… that said, some city economists are now saying we could get a rate rise next month, and markets imply three this year. Let’s see. These things could all change with one Truth Social post. There is some time here. We are less than a third of the way through the observation window on energy bills. Whatever the increase on bills summer is responsible for eg 7% of domestic gas consumption… so the immediate impact over summer would be around £10 a month. But there is an issue brewing at the crossover of political and geoeconomic uncertainty for the Autumn, and May is a key staging post. I can see why they keep saying they want a deescalation, both in the Gulf, and in gilts.

OTD in 2024 your Prez dismissed US warnings of an imminent ISIS attack in Russia as a "provocation". A few days later they killed 150 & injured 600. I remain a master strategist.

The Economics Department at @Princeton is deeply saddened by the passing of esteemed colleague and Nobel Prize winner Chris Sims. The world lost one of the great economists of our times; those who knew him lost a dear friend. About Sims and his impact: bit.ly/3PrpOaE

This was a Stalinist policy too

🚨 Can you guarantee you’re gonna stay at Chelsea for future? Enzo Fernández: “I don’t know — there are 8 games left and the FA Cup. There’s the World Cup and then we’ll see”, told ESPN Argentina. 🧨

Άμεση Δημοκρατία: Υποψήφια φυλακίστηκε στα κατεχόμενα philenews.com/politiki/artic…

"Mr. Nobody Against Putin" is a gripping look at the Kremlin's pro-war propaganda in the heart of Russia, told by a brave teacher who surreptitiously filmed his school and then escaped to let the world know. Deservedly the best documentary of the year. nytimes.com/live/2026/03/1…