Dan Kahn

But the media was more invested

Ironically, the skinnier one!

Wrong side getting activated

Pretty impressive to bring charges 31 times and get zero convictions (and 4 “no bills”)

Fix SBC >> share buybacks >> profit?

Come for the crypto wallet, stay for the 🤔

Presumably it was big and blue?

@matt-levine.bsky.social could this be securities fraud (shareholder lawsuits) for Apple/Google if they don't take action to enforce their own terms and conditions?

He’s intimidated by the 5 foot 3 assistant principal, who is probably using her Minnesota nice voice

Gonna be a slow grind bsky.app/profile/calc...

Affordability is a function of wages, prices, and rates

Higher inventory should lead to lower sale prices (or at least price growth slower than wages)

But don’t you still need more rate cuts to actually get close to 2010s levels of affordability given the absolute price increases since then?

I’m guessing this is the actual journalists highlighting the reporting new management is trying to cover up

I would imagine there are tax reasons to load up on debt that have nothing to do with hard costs

This is at 2100 South, right?

Is there mixed use as well? How about parking?

Cloud and brick are too close to each other in the vector database 🙈

Krugman is as cringe on tech as the tech oligarchs on macro/politics

Felon Freed by Trump Is Sentenced Again, This Time to 27 Months

wE’rE gOiNg AfTeR dRuG tRaFfIcKeRs AnD vIoLeNt CrImInALs
www.nytimes.com/2025/11/10/n...

Setting aside Musk, how is this true? Google/FB/Apple/MSFT will all cruise through the next recession b/c of their structural advantages

Chase is levered to the US and global economy, so you could argue TBTF, but their actual income statement and balance sheet is not impervious to downturns

The creation of filter bubbles (first via sorting and now via algorithmic curation) does seem to be the most concerning

Democracy (like baseball) relies on a shared collective understanding that there are rules and lines. If not, we are all just playing our own variation of Calvinball…

Rep. Paul Gosar (R-Ariz.), for instance, was censured in 2021 under a Democratic majority for posting an animated video depicting the murder of Rep. Alexandria Ocasio-Cortez (D-N.Y.). When Republicans retook the chamber, GOP members targeted Rep. Adam Schiff (D-Calif.) for his role in investigating President Donald Trump’s alleged connections to Russia and Rep. Rashida Tlaib (D-Mich.) for comments about Israel, among others.

Politico loves a good “both sides” framing

Fidelity sues Broadcom over access to key software to avoid outages BOSTON (Reuters) -A subsidiary of Fidelity Investments has filed a lawsuit accusing technology company Broadcom of threatening to cut off its access to ​key software that has become central to the fin...

Platforms are great partners… until they’re not finance.yahoo.com/news/fidelit...

Beautiful memory Jerry!

But the system you described above is how banking works in most emerging markets 🙈

They say history doesn't repeat...but it rhymes $SFTBY

A horseshoe too far. If they wanted to open the government, they would

They just don’t want to remove the filibuster, b/c Senate Rs plan to be around a lot longer than Trump

ChatGPT - Summary of Sam Bankman-Fried trial Shared via ChatGPT

Good use of AI chatgpt.com/share/690a24...

Substack really needs to integrate AI summaries for cases like this

Sound just like blood libel pushed against the Jews back in the Middle Ages

Rates, home prices, and wages are what drives the market

So far we’re getting a bit of column A, but until we see real home prices decline (likely meaning recession) or a big uptick in real wages, I think turnover will stay low