Vandy, C.A.
@cavandy.bsky.social
I used to sling stocks at the Squid || dogs are better than most ppl || markets/econ but not investment advice || luxury travel advisor Chicago or Paris virtuoso.com/advisor/VandyGlobalTravel instagram.com/vandyglobal
what fucking assholes but also, AZ you voted for this
Carl Quintanilla@carlquintanilla.bsky.social · 4h ago“.. Arizona is the place in the country that’s had the largest reduction in food stamps since the passage of the Big, Beautiful Bill. .. 450,000 people have lost nutrition aid there. “.. it includes more than 100,000 children as well.” @nytimes.com #OBBBA www.nytimes.com/2026/08/05/p...
Yet another story framed around Trump’s supposed anger rather than his incompetence. www.nytimes.com/2026/08/04/u...
An Angry Trump Struggles to Understand Iran’s Defiant Leaders
Iran’s leaders have perplexed several American presidents, perhaps none more than President Trump.
nytimes.com
Jonesy to give up ice cream within hours or tomorrow
FinTwitter@fintwitter.bsky.social · yesterdayHORMUZ STRAIT TO FULLY REOPEN WITHIN HOURS OR TOMORROW
SF people: have mother-daughter clients going for a few days in August, looking for restaurant rec's they want sophisticated and chic in addition to great food
4m $TOST 𝐑𝐞𝐜𝐨𝐫𝐝 𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐆𝐫𝐨𝐰𝐭𝐡 𝐌𝐚𝐫𝐠𝐢𝐧 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 𝐃𝐫𝐢𝐯𝐞 𝐑𝐚𝐢𝐬𝐞𝐝 𝟐𝟎𝟐𝟔 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 ⠀ 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • ARR: $2.4B +25%YoY • Locations: approx 180k +22% YoY, w a record 9,500 net adds • GPV: $60.7B +22%YOY • Recur gross profit: $595M +28% YOY • Net inc: $154M • Adj EBITDA: $221M • Diluted EPS: $0.26 • FCF: $130M ⠀
when your broker tells you to ease up (don't worry I covered some very in-the-money puts that I'm very confident will go to zero at exp but I understand their concern)
Don't look now, but the world has now installed 3TW of solar. Took 10 years to get from 100GW to 1TW. Less than 3 years to get to 2TW. Less than 2 years to get to 3TW. Analysts expect *9TW* by 2036.
The World Crossed a Major Solar Milestone. No One Noticed
The next phase of the boom may reveal a shift in who is gaining access to the technology.
bloomberg.com
I prefer presidents who don’t have their accounts closed over money laundering concerns.
since Mike Schur has integrity and talent he's not about to offload his writing to a bot other folks, not so much
Ken Tremendous@kentremendous.bsky.social · yesterdayWriting fiction in any genre should be a purely human exercise. If you use AI to generate *any* dialog, story ideas, character shapes, *anything* creative, you're betraying the very concept of artistic expression. This is a bright flashing red line for me. www.wired.com/story/the-bi...
The In-N-Out Burger shooter comes from a family immersed in Trump propaganda. The shooter loved General Flynn, Elon Musk, and RFK Jr. He was pro-natalist and wanted to join ICE, but didn't have a college degree.
Andrew M. | Founder & Advisor 🇬🇷 🇺🇸@andrewmfounder.bsky.social · 3d agoThe shooter at the In-N-Out Burger in Twin Falls, Idaho that killed 3 people and injured 2 people is a Republican, white male. Shocked.
UFC makes $30 million in-kind donation to President Trump
Michael Derby@michaelsderby.bsky.social · yesterdayBloodsport company lost $30 million on Trump's White House grounds combat zone. Via BBC
GS DESK: “.. overall book gross leverage [saw] its second largest monthly decline in the history of our data set last month (only behind July ’25). Bottom line: Strong fundamentals (stellar Q2 earnings) + cleaner positioning means this move higher at the index level has legs.”
Yep. Earlier this year I was interviewed by Sharyn Alfonsi of 60 Minutes about my Epstein investigation. Subsequently, CBS pulled the segment and fired the reporter. The MAGA buyout of media is aiding the Trump administration’s Epstein cover up.
The New Republic@newrepublic.com · yesterdayBanks permitted millions in suspicious transactions tied to Epstein—and former 60 Minutes correspondent Sharyn Alfonsi had the story months ago. But the report would never air. trib.al/ZShZlIS
Bombshell new report out from my investigators this morning spanning our four year investigation into Jeffrey Epstein’s financial records. This report shows exactly how Wall Street protected Epstein and enabled his sex trafficking for decades. Mega thread following with some key points:
Deutsche Bank, JPMorgan, BofA Enabled Epstein, Wyden Report Says
Democrat Ron Wyden cited nonpublic documents held by the US Treasury in a report that says banks delayed reporting suspicious financial transactions and calls for tougher anti-money-laundering rules, ...
bloomberg.com
Rep. Max broke his daughter's collarbone and threatened to kill her. Deputy Chief of Staff Stephen separates children from their families and locks them in cages. Are child abusing Republicans named Miller having a moment?
Tillis had a chance to leave with integrity, and like all Republicans he chose ... not to
Aaron Rupar@atrupar.com · yesterdayTillis admits Trump is weaponizing the DOJ during his speech announcing he'll vote for Todd Blanche: "Maybe it's a little bit more intense in this administration than the last one ... I'm going to support Mr Blanche's nomination"
re The Discourse today, this is objectively true and while we worry about our “bubble” the right is out there not giving a fck and spreading hate and propaganda and laughing all the way to the bank
Ian Boudreau@ianboudreau.com · 2d ago"Liberal bubble" has only ever meant anywhere where right wing perspectives aren't artificially elevated and forced into everyone's feeds.
the thing you have to understand about elite swimmers is that they are, without exception, some of the dumbest idiots on the planet. i turned down scholarships because it is the most boring sport imaginable and your brain has to be walnut sized to tough it out. i wouldn't worry about any of this
Nicole Saltesi ☧@nacl.sh · 2d agothe swimmer who was born with webbed feet says trans people have a "biological advantage" that doesnt belong in sports. incredible. you cant make this shit up www.buzzfeed.com/ryanschocket...
Also…and very importantly…people are absolutely kidding themselves of they think this platform will survive in its current form…it needs more people and that means a more heterogenous mix (which progressives should be in favor of).
saying this not as a dig to Paul but as a general point, but it does worry me that we've ended up in a world where the two options are seemingly "leftist bubble" or "oh hey the nazis are here" - surely we should be able to have a politically heterogenous platform with tight rules on hate speech etc?
Paul Bernal@paulbernal.bsky.social · 2d agoThe new CEO of Bluesky wants to change Bluesky from being a leftist bubble. The thing is, there’s nothing wrong with being a leftist bubble: the idea that everything has to be all-encompassing and suitable for everyone is a trap. 🧵 1/4
That's what taxes are, man. That's the definition of taxes. "You are subsidizing things you might never use" man shut the fuck up. My taxes currently subsidize like oil company exec private jets, you think I'm upset at low-income people eating inexpensive bananas?
USA TODAY Opinion@usatodayopinion.usatoday.com · 2d agoOpinion: Mamdani's idea may sound appealing, but it's NYC taxpayers who will take the hit, subsidizing discounts they may never even use.
We disgrace ourselves as a nation each and every day Donald Trump remains in office. The drafters of the United States Constitution provided a remedy for a criminally insane president like the one we have—impeachment and removal ...
It was this one, and, yes, I do believe that was an All In first.
