Chris Miller

@thatmushroom.bsky.social

YIMBY, 🔌💡 data scientist, filled with love for The Queen City of the Plains. In the words of Frightened Rabbit, making tiny changes to Earth. I don't post all that I do here because I'm bad at posting.

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I was biking home from the gym last night, and someone on a scooter going the other way was belting Semi-Charmed Life at full volume. I crossed paths right under a bridge, so it sounded friggin' amazing.

In conclusion: a very good stockpicker and a very bad portfolio manager, and the latter was sufficiently disastrous he wound up destroying most of his assets and probably causing the largest trading loss of all time. If the reported numbers are true, going $45bn -> $10bn is 3x the size of Archegos.

My medium-spicy take of the day: While AIPAC has not exactly been a force for good, they've *already* lost the juice for electoral results. And so, punching at them now is no longer an accurate message of "Look, this interest group is causing problems on net", but "I want someone scary to blame."