I think my most genuinely unpopular take is that a widely held and genuine consumer preference for cheaper, lower-quality goods, not private equity, is driving the decline in quality of consumer goods like clothing and housewares.
Skeletor Capital
@skelecap.bsky.social
Equities, ex-credit, they keep forcing me to cover semiconductors, Final Fantasy, cats
I once again find myself delighted and despaired to be in the most American city on the globe: Brasilia.
"Fortnite is not a game, it is a place" that nobody goes to anymore
I’ve seen enough. God is 1) real 2) nonbinary 3) primarily motivated by a deep hatred of JD Vance
Ron Filipkowski@ronfilipkowski.bsky.social · 4mo agoJD Vance is on a historic roll: He campaigns for AfD in Germany - they lose. Invited the Pope to come to US for Trump’s big event - Pope refuses. Leads peace negotiations with Iran - fails miserably. Campaigns in Hungary for Orbán - who gets smoked.
The thing about blockading Hormuz is that it is the logical conventional escalation option vs. running a massive bombing campaign or attempting amphibious invasions, to the point where I’m surprised they didn’t do it first week of March.
$AAPL great take on the new MacBook Neo, and how PC makers ignore it at their peril ie 8GB RAM is zippier on this machine running MacOS (not iPadOS) so they can keep costs down
Since 1y BEI @ 5% chart is doing the rounds, a not of caution: short-term TIPS are *extremely* illiquid. To price breakeven inflation you match nominal UST with TIPS, which gives you an inflation "price". But if one leg of that is super illiquid....well you got some issues.
Glad to see @conorsen.bsky.social is still hustling.
TechCrunch@techcrunch.com · 5mo agoTravis Kalanick is making a renewed comeback, with a new company called Atoms that will focus on robotics within the food, mining and transportation industries. As @seanokane.bsky.social reports, more details remain to be seen, but it could be starting with a "wheelbase for robots."
This is hardly the primary issue, but I guess Khamenei isn't going to respond to my Twitter DMs asking if he liked anime.
Honestly in an italy themed setting this would be great
William B. Fuckley@opinionhaver.bsky.social · 6mo agoThe Witcher knock off series about another caste of semi-reviled half-human mutants reluctantly tolerated by society at large, but they’re bred for securities regulation rather than monster killing.
It's shocking that we have to keep learning that people just want (other) people to be relatively polite and act fuckin normal
Chatham Harrison dba TRUMP DELENDUS EST@chathamharrison.bsky.social · 6mo agoto the median voter, performative anti-wokeness is exactly as obnoxious as performative wokeness
I Call This Enemy: The Sun (The Simpsons)
YouTube video by ThingsICantFindOtherwise
youtu.be
Usili (Talia) 🏳️⚧️@usili.bsky.social · 6mo agoOh my gd. Musk is fucking insane with this quoted sentence from the press release on SpaceX acquiring xAI. "This marks not just the next chapter, but the next book in SpaceX and xAI's mission: scaling to make a sentient sun to understand the Universe." (full press release in images)
China does Tesla a dirty. @bloomberg.com $TSLA www.bloomberg.com/news/article...
China Bans Hidden Car Door Handles in World-First Safety Policy
China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of de...
bloomberg.com
Izanagi. A forbidden ARM processor that isn’t very good but if produced for no margin, provides cheap flops. One can only master this technique if one holds the power of both the American and the Japanese grifters
Luke Kawa@ljkawa.bsky.social · 6mo agoSam Altman: I DUMPED JENSEN HE DIDN’T DUMP ME!!! OpenAI reportedly seeking alternatives to Nvidia chips, unhappy with inference performance sherwood.news/markets/open... $NVDA
Definitely seems like they destroyed the country on purpose.
Black hole mergers from LIGO are pulling at my brain because the mergers of event horizons and release of significant amounts of energy as gravitational waves (5% of combined mass) imply the possibility the underlying whatever that's behind the event horizon could be merging as well, which is a trip
presenting before the partners at skeletor capital 🤓📉: "...and that's why we anticipate mean reversion to historical trends in the $GOON index, starting around mid-Q2"
God has given humanity commodities markets as an object lesson of structural dynamics present but obscured in all markets
File under “One problem with catching falling knives may be the Sharp Ratio.”
Quantian@quantian.bsky.social · 6mo agoMarket internals are incredibly poor considering we are less than 1% away from all-time index highs and VIX at 17. Massive round-tripping earnings volatility, huge dollar moves, dispersion creeping up in megacaps, giant leveraged unwinds in metals on no news.
Spanish language WhatsApp did a huge number on the population here. Throw in some old immigrant vs newly arrived immigrant disdain and knowledge of their own positive selection really occluded people's minds. Lot of people I know told me "I'll be fine, he's just going after the criminals."
Carl Quintanilla@carlquintanilla.bsky.social · 6mo ago
Not to go all ESG mode but there's no way having your name associated with this stuff while the GOP is blowing it going into midterms is good for the LT appropriations outlook.
Senator Ron Wyden@wyden.senate.gov · 6mo ago1. ICE is using Palantir apps to collect biometric data on protestors. I'm working closely with @markey.senate.gov to stop this.
