My current landscape for ideas that can be sized bigly:
Tumbleweed Desert Road
ALT: Tumbleweed Desert Road
static.klipy.com
Transverse Slice
@transverseslice.bsky.social
Posts deleted on a capricious schedule.
Feels like I am reading about 3rd world government officials again. www.reuters.com/business/ene...
EXCLUSIVE: How a Vitol trader's ties to JD Vance helped land a prized Venezuela oil contract
A week before the United States invaded Venezuela in January and captured its authoritarian leader, US Vice President J.D. Vance flew in Air Force Two for a visit to Montana's Yellowstone Club, an ult...
reuters.com
Just FYI: a stock price collapsing by a bajillion is not a solvency problem. It will not cause a company to go bankrupt.* Heck, the stock could stop trading and not have any active quotes and there is still no issue. Bankruptcy happens by companies running out of cash, not by running out of fans.
I implore you all to look at a balance sheet for a few seconds before making statements like this.
Peter Atwater@peteratwater.bsky.social · yesterdayFWIW - Given the speed at which things are now unfolding at Nvidia and the propensity of the crowd to move to extremes, I can't shake the feeling that the company files for bankruptcy before Thanksgiving. Don't get me wrong. I don't wish for it, but crowds are crowds.
to protect the global economy, we must revive the ancient mesopotamian practice of castrating every high-ranking man
Yeah I think this is absolutely true but “most popular left politician doesn’t post on Bsky because she thinks it’s pointless for multiple reasons” should cause some self reflection
"Are you on bluesky? Ask your doctor if Zoloft is right for you!"
*mutters something something about building the ark BEFORE the flood… and then, as a good card carrying capitalist, charging an exorbitant admissions fee*
Carl Quintanilla@carlquintanilla.bsky.social · 7d agoYeesh, record put volume yesterday. (via Schwab)
Oh boy, it’s been rough out there. The 10 yr CAGR for the S&P total return is only 15.3%… the horror.
meh Give me a whole bunch of days like today and I *might* feel something. (S&P500 still has a ytd total return of 8.4%)
The way we already shifted gears on this site from "oh wow we won it all" to "the Speaker is saying something insufficiently unhinged for my personal taste" was a fast turnaround.
And now here’s $NRP with “debt free, so all cash flow to unit holders“.
Transverse Slice@transverseslice.bsky.social · last wk.Everything today is coming up Slice... so far.
Everything today is coming up Slice... so far.
Funny Cat Playing Slot Machine
ALT: Funny Cat Playing Slot Machine
static.klipy.com
FWIW, I estimate that 50%+ of my internet searches are now done via an agent. OTOH, 90% of my searches that are now performed by an agent wouldn't have generated any revenue for Google in the first place.
When you’re seeing a piece of data or a study that strongly supports what you want to be true through several layers of a viral media telephone game, you are very likely to be fooled into believing something that’s either not true at all or is a profound exaggeration
As someone who has lived in American cities and suburbs, that is absolutely not true for the majority. People love their lawns, cars, etc. If they could own a house with a half-acre lawn and three car garage in the city center, they would, but they know that’s dumb.
Be honest, how many opining on Anthropic financials have actually cracked open the S-1 vs regurgitating second hand information and screencaps from elsewhere? I am not even sure what the proportion of people who would know where to find the filing is. And if you have - don’t you have a real job?
I've begun to see the big banks as Godzilla: dangerous, unstable, but useful for when you need someone to fight Mothra.
graham steele@grahamsteele.bsky.social · 2w agoI cannot stress enough how much better the largest financial institutions are at cyber hygiene and security than crypto firms. Certainly not perfect but they’re miles apart.
I am not going to try to tell you the banking system is good per se BUT a lot of that shit is the way it is for a reason, and the reason is literally hundreds of years of institutional knowledge of financial shenanigans
Amusingly, I am pleasantly surprised that Google is willing to invest so substantially in something that might kill its golden goose (or at the very lease seriously reduce the profitability of the absolutely amazing business that search is). Ofc, no one really uses Gemini.
leon@leyawn.bsky.social · 2w agocheck this shit out motherfucker (i spend billions of dollars on ai and sabotage my own search engine, its not clear what kind of move i was trying to do)
I watched the clip, and honestly it didn't look like it was particularly empty to me (some empty seats close to the exit). But then again, I don't know what a "good crowd" is for one of these.
Aaron Rupar@atrupar.com · 2w agoa protester is kicked out of the Trump rally and the camera pans out, revealing that there are lots of empty seats even close to the stage
FYI: this is most likely a made up, yet oft repeated urban legend. This story seems to have its origins in a podcast conversation between Barry Ritholtz and James O'Shaugnessy*. The "source" was essentially "I heard it from a guy who worked at Fidelity". The closest real study that I am aware of is
BARO@baro.bsky.social · 2w agoI'll always remember the study from years ago where a firm looked at which of their customer's self-managed investments did best. They found a clear pattern, and it was customers who had died or otherwise forgotten their investment account existed and were NOT actively trying to time markets.
