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Cape May Dave - proud vermin

@capemaydave.bsky.social

Born in the 60s. Cornell. Physics/Philosophy major. retired Wall St. derivatives trader. A guy who believes the US experiment in self-government is a less than 50/50 proposition going forward, but will die on that hill. #231273

1,750 Followers  |  1,134 Following  |  6,767 Posts  |  Joined: 03.07.2023  |  2.0386

Latest posts by capemaydave.bsky.social on Bluesky

https://www.google.com/search?q=argentine+peso+to+usd&rlz=1C1CHBF_enUS807US807&oq=argentine+peso+to&gs_lcrp=EgZjaHJvbWUqDwgAEAAYRhiCAhixAxiABDIPCAAQABhGGIICGLEDGIAEMgYIARBFGDkyBwgCEAAYgAQyBwgDEAAYgAQyBwgEEAAYgAQyBwgFEAAYgAQyBwgGEAAYgAQyBwgHEAAYgAQyBwgIEAAYgAQyBwgJEAAYgATSAQkxMDg2M2owajeoAgCwAgA&sourceid=chrome&ie=UTF-8

https://www.google.com/search?q=argentine+peso+to+usd&rlz=1C1CHBF_enUS807US807&oq=argentine+peso+to&gs_lcrp=EgZjaHJvbWUqDwgAEAAYRhiCAhixAxiABDIPCAAQABhGGIICGLEDGIAEMgYIARBFGDkyBwgCEAAYgAQyBwgDEAAYgAQyBwgEEAAYgAQyBwgFEAAYgAQyBwgGEAAYgAQyBwgHEAAYgAQyBwgIEAAYgAQyBwgJEAAYgATSAQkxMDg2M2owajeoAgCwAgA&sourceid=chrome&ie=UTF-8

#EconSky

play along at home while Scott Bessent proves he wasn't part of Soros' team at Quantum who famously bet against the Bank of England defending a very overvalued GBP in the ERM in 1992

The number to remember is 1420

Check in next week

11.10.2025 21:31 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

you should have @'ed him in this skeet cuz he won't know it's sarcasm πŸ˜‰

11.10.2025 21:25 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Fear not.

Tr*ump will impose a peace plan between Pakistan and Aruba.

11.10.2025 21:02 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

GOP faith that they will never lose power is so pervasive in the Federal Gov't.

If that faith ebbs, things will change...FAST.

11.10.2025 19:14 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

#EconSky

"Between the fourth quarters of 2019 and 2024, the conditional median value of equities held by stock market participants nearly doubled from about $117,000 to $228,000, then rose about another 15% by the third quarter of 2025"

If #AI is a bubble😬

data.sca.isr.umich.edu/fetchdoc.php...

11.10.2025 14:03 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Most Improved President Award

10.10.2025 14:07 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

They are linked.

Both will pop coincidentally.

10.10.2025 13:35 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

#EconSky

I guess the #AI tech bros were too busy self dealing to lobby #Trump to keep this project going.

It's as if, bear with me here, they are more interested in getting paid than powering their proposed data centers.

eplanning.blm.gov/eplanning-ui...

heatmap.news/sparks/esmer...

10.10.2025 09:57 β€” πŸ‘ 10    πŸ” 5    πŸ’¬ 1    πŸ“Œ 0

#EconSky

I guess the #AI tech bros were too busy self dealing to lobby #Trump to keep this project going.

It's as if, bear with me here, they are more interested in getting paid than powering their proposed data centers.

eplanning.blm.gov/eplanning-ui...

heatmap.news/sparks/esmer...

10.10.2025 09:57 β€” πŸ‘ 10    πŸ” 5    πŸ’¬ 1    πŸ“Œ 0

At least the people soon to be fired to prove AI works as replacement rather than augmenter even though it doesn't will die quickly without health care.

The GOP thinks of everything.

09.10.2025 13:54 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I know for whom I'm not voting.

Jack Ciattarelli

09.10.2025 02:13 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

In the sea of people doing "journalism" as vocation there are those who do it as a calling.

Marisa is one such.

09.10.2025 02:03 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

..right before his trip to visit Putin

perhaps this is an attempt by his staff to forestall that journey

09.10.2025 02:02 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

#PhilosophySky

I guess this makes Trump's Cabinet the "evil demons"

So not cool to be living through this part of my Phil 101 course - being an object subject to another's whim.

And yes, coincidentally being thrown out of Plato's cave is thin gruel.

en.wikipedia.org/wiki/Brain_i...

08.10.2025 21:43 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Video thumbnail

Fitzgerald vs Halligan

08.10.2025 14:24 β€” πŸ‘ 8    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
Preview
a man in a suit and tie is dancing in front of a crowd ALT: a man in a suit and tie is dancing in front of a crowd

Somebody needs to get Lola on Trump's playlist. Would love to watch a MAGA crowd screaming those lyrics

08.10.2025 13:27 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Ming Dynasty: Zheng He orbited the moon but then the emperor nuked his spaceship.

08.10.2025 13:24 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

So many young people in the Trump admin foolishly believe he will outlive them.

07.10.2025 23:44 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

maybe people need to learn in a personal way, that good government matters...that, after all, was the means by which FDR was able to pass his New Deal legislation

our body politic just needs to learn, the hard way, how much good government has created their world

07.10.2025 00:19 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

and these efforts will fail

thankfully

07.10.2025 00:14 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

bsky.app/profile/cape...

07.10.2025 00:12 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
Post image Post image

#Phillies

Baseball on the beach in Cape May.

06.10.2025 22:20 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0

#EconSky

I asked #DeepSeek and #ChatGPT

"will China or the US be the dominant economic power in the year 2050"

06.10.2025 21:08 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yes, but I think they also want an exit ramp.

06.10.2025 21:05 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

bsky.app/profile/cape...

06.10.2025 19:51 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

#EconSky

I've been comparing #ChatGPT to #DeepSeek and at least for my queries I'm not noticing much difference.

Except that Deepseek requires far less computing, and by extension, electrical power to do its thing.

chat.deepseek.com/share/ctirxq...

06.10.2025 19:30 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 1

#EconSky

Power is NOT manageable without building generators

and there are minimal, if any, plans to do so in their venture schemes

#OpenAI ' s goal is #AGI

@karenhao.bsky.social was spot on... DeepSeek 's entry was the end ... rather than admit this, Tech Bros doubled down

06.10.2025 19:22 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

#EconSky

I'm left wondering why the Tech Bros, who are well aware of the power and water requirements of their proposed data centers, didn't get behind the Dems.

Why choose Trump who was sure to kill renewable energy and impose tariffs.

Did they pick a scapegoat and no SEC for the #AI bust?

06.10.2025 17:35 β€” πŸ‘ 13    πŸ” 5    πŸ’¬ 6    πŸ“Œ 5
Post image Post image

#EconSky

@josephpolitano.bsky.social Substack on AI Capex is worth a read. www.apricitas.io/p/the-tariff...

#OpenAi has very limited plans to power its 10GW build (see below)

Is this a blame seeking game by AI CEOs.

"Sorry, your tariffs killed our hopes for #AGI"

06.10.2025 17:18 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

#EconSky

how long for BLS to get back up to speed if the downtime is 1 month?

longer?

06.10.2025 16:50 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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