That actually kind of makes sense.... but it doesn't make up for the 'herb' thing.
06.12.2025 23:07 β π 0 π 0 π¬ 1 π 0@sebboyd.bsky.social
Markets Live strategist at Bloomberg News. Politics and history nerd. Book-lover. Opinions are my own (or plagiarized from the wise and witty). Based in Chile. Part-time student at U de Chile.
That actually kind of makes sense.... but it doesn't make up for the 'herb' thing.
06.12.2025 23:07 β π 0 π 0 π¬ 1 π 0To be fair, that's most companies
06.12.2025 18:58 β π 1 π 0 π¬ 0 π 0Wait, how do you weirdos pronounce it?
06.12.2025 03:54 β π 4 π 0 π¬ 4 π 0Not like it would be justified if they were drug smugglers, but I think it hasn't gotten enough focus that a boat with 11 people onboard heading from Venezuela to Trinidad was almost certainly migrants. These were probably, at least for some of them, people fleeing Maduro. That's who they murdered.
04.12.2025 18:35 β π 2629 π 720 π¬ 71 π 42Mine said "impressionism," so I had to tell her off for being trite. After all those hours we spent discussing fauvism...
04.12.2025 16:36 β π 2 π 0 π¬ 0 π 0Microsoft is also terrible at lots of things, though.
04.12.2025 10:45 β π 3 π 0 π¬ 0 π 0Online French tutor for competitive pay, though... I mean, the pay IS competitive.
04.12.2025 10:45 β π 0 π 0 π¬ 1 π 0To be honest, if ghost-Neruda has any thoughts about Nuzzi, they're probably more about how to get her into bed.
04.12.2025 02:43 β π 4 π 0 π¬ 1 π 0Surely that's Tom Paulin's Dad. He can't have got that old, can he?
03.12.2025 10:21 β π 0 π 0 π¬ 0 π 0Chile's route is looking a little tougher than I'd hoped.
03.12.2025 10:18 β π 1 π 0 π¬ 0 π 0Great culture can save lives. Literally.
Amazing letter in todayβs @thetimes.com about Tom Stoppard
Furry bitcoin.
02.12.2025 11:06 β π 0 π 0 π¬ 0 π 0Still $86,000 too expensive
01.12.2025 12:37 β π 2 π 0 π¬ 0 π 0That Baby Charles tune is a banger.
27.11.2025 18:34 β π 2 π 0 π¬ 1 π 0The Ramones are a better t-shirt brand than band.
27.11.2025 18:32 β π 1 π 0 π¬ 1 π 0We've all been in one of those meetings.
26.11.2025 14:12 β π 2 π 1 π¬ 0 π 0Bloomberg has published the transcript of a conversation between Putinβs negotiators about the peace plan before it was handed over to the United States.
www.bloomberg.com/news/article...
OpenAI has said that it plans to spend more than USD1 trillion, and is vague about how it will be paid for, which I think is what the article is referring to. OpenAI isn't a public company, so we don't know how much debt it has, but it has promised to spend in that region.
25.11.2025 01:34 β π 0 π 0 π¬ 0 π 0Yes, ORCL already has negative free cash flow. It's an odd one out. Fundamentally, I tend to think that there isn't a single AI trade. There are multiple different AI trades. Some of the valuations are indeed crazy and some of the business plans seem very back-of-an-envelope.
24.11.2025 18:14 β π 1 π 0 π¬ 1 π 0If you're a company and you plan to build a data center for $50 billion, you can finance that with equity or debt. Debt is cheaper and your shareholders might prefer it. There are pros and cons, but using debt is rational.
And debt levels aren't particularly high for US companies at the moment.
So where's the car in this picture?
24.11.2025 16:55 β π 1 π 0 π¬ 0 π 0Bitcoin use cases never fail to impress.
www.ft.com/content/0aea...
I just look at my watch from time to time, like a proper caveman.
24.11.2025 13:12 β π 5 π 0 π¬ 0 π 0SOME of it is being financed by debt. I haven't crunched the numbers, but I'd be surprised if it was more than 20%, just anecdotally.
24.11.2025 13:02 β π 1 π 0 π¬ 2 π 0It's true though. In February, the days are getting longer. You can look forward to only having another month or so of cold. In November you know it's only going to get worse.
24.11.2025 13:00 β π 0 π 0 π¬ 1 π 0I 100% agree with this. When I lived in London I hated November. December is the second-worst month, but November has no redeeming features. It's miserable and then it gets worse. Also, sleet sucks. Sleet is the easily the worst precipitation and I kind of associate sleet with November too.
24.11.2025 12:59 β π 0 π 0 π¬ 0 π 0