An edgic analysis of a top 10 episode of #Survivor since the pandemic survivoredgicwatchingfor.substack.com/p/tick-as-te...
Tick as Teeves
This was the best episode since at least the Season 50 premiere (which was an absolute nostalgia bomb) and a top 10 episode over the past six years.
survivoredgicwatchingfor.substack.com
Goldman on SpaceX: “We continue to expect the buildout of total compute to be 100% terrestrial through year-end 2028, with orbital compute beginning to scale in 2029 & beyond.” $SPCX
And with that, @kilbysworld.bsky.social just earned his place as a Survivor player that super fans will remember forever.
Will be in London the week of the 19th if anyone wants to grab a drink or some (non-British) food!
"The question mark in the title is doing some serious work here." www.hollywoodreporter.com/tv/tv-news/s...
Sam Bankman-Fried Docuseries Set at Amazon (Exclusive)
'The Boy Who Stole Billions?' from Propagate will premiere in November.
hollywoodreporter.com
Forgot to put the sweet potatoes in my pumpkin chili and instead turned it (and yogurt, and black cocoa powder) into five pounds of chocolate mousse. Gotta say, eating five pounds of chocolate mousse is delightful, highly recommend.
>30 sessions without a record high but a <3% drawdown: ladies and gentlemen, the S&P 500
Nearly $800 million changed hands trading $ARKG today, highest dollar volume since Q1 2021 (when its price was about double where it is now)
I doubt that Muse will never be as impactful for me as the average Apple Genius employee
Can’t tell if 90% of social media is fighting strawmen or if 90% of arguments really are that stupid
No one in their right minds thinks AI capex will be “immune” from higher rates in perpetuity. The argument is “less vulnerable than the traditionally rate sensitive sectors.” imo by time higher rates are hitting AI capex, top-line trends will also look less impressive.
I wonder how much alpha there is in finding babies thrown out with bathwater in thematic baskets like “inertia stocks” that get thrown together...
Oof, inviting me to appear somewhere in “relaxed attire” is definitely one of those be careful what you wish for scenarios...
My Breville arrives tomorrow, I waited until it went on sale bc I am That Guy. Thank you very much for your contributions/recommendations!!
Luke Kawa@ljkawa.bsky.social · 2mo agoQuestion for my followers who have experience with both an air fryer and a convection toaster oven: I really love my air fryer chicken thighs but want something with considerably more space. Can I get same degree of crispiness in the convection toaster oven?
This was awesome. Really like the framing of “bonds become the residual at a certain point” from an allocation perspective.
Luke Kawa@ljkawa.bsky.social · last wk.The name of the game is SPEED. Me, Odd Lots, you, listen (please) open.spotify.com/episode/3kty...
Fantastic read here: Anthropic’s policy of matching employees charitable donations with donations of stock is...pretty dilutive! www.theinformation.com/articles/ant...
Re-upping @ljkawa.bsky.social on Odd Lots. (YT version to prove you don't need to comb your hair to get on TV). If you have p(doom) on your bingo card, you might be a winner. youtu.be/7lUQBXqhnn4?...
Everything in Markets Is Now Moving Incredibly Fast | Odd Lots
YouTube video by Bloomberg Podcasts
youtu.be
Some more #Survivor edgic content after episode 2 Ori the Oracle survivoredgicwatchingfor.substack.com/p/from-thumb...
From Thumb War to Thumb Gore
Edgic analysis for Survivor Season 51 Episode 2
survivoredgicwatchingfor.substack.com
Agent-adjusted tech payrolls at highest level on record.
Carl Quintanilla@carlquintanilla.bsky.social · last wk.“.. Tech payrolls have fallen to the lowest level since December 2020.” - Schwab
Over the past couple years, $NVDA has been a stock that has done nothing for a year/7 months, then proceeded to double in a few months/go up 40% in six weeks. Past performance no yadda yadda yadda but obviously something that’s top of mind with the fresh high.
When you feel strongly about something and get it out just in the knick of time
Three month forward returns when the S&P 500 this close to a 52 week high and the KBW Bank Index is so far from one:
Just ran the numbers on 3M forward returns for when banks are this far from a 52w high while the S&P 500 is this close to one and holy crap