Musings, Sometimes

This is perhaps the most important part of the equation with the BBB elevating budgetary debt, the long end of the yield curve is going to stay elevated, and the more inflationary spending that occurs by the US govt, the worse it's going to be further down the line

Should be interesting to see how this pans out. I'm not expecting 70s style stagflation, but upwards of 3% inflation seems given.

Follow me for a good time.

Silky Johnson I Hate You GIF Alt: Silky Johnson I Hate You GIF

Aww yiss turn it up

Yay my puts

Hassett wouldn't be the worst person on that potential list TBH

If CA doesn't work to politically gut its NIMBY class, the state is going to keep losing population, house seats, and not matter for elections.

Haha, I remember this video. A not so subtle swipe at Adam Durtiz's skeleton dance in their "Mr. Jones" music video

I wonder what the geographic distro of that would look like if you dug deeper into it.

There's a method to the naming.

GPT: generative pre-trained transformer (so it's using the transformer arch)

OSS: Open Source Software - hopefully open-weight, need to check.

120B - number of parameters.

And this is from a guy who's getting a Trump pardon. If Don Wilson is not in any position to sane-wash those numbers, then no one should be.

No one in the GOP is listening to their conscience right now - that conscience being Paul.

Carl, your #musicsky posts speak to my soul. Keep them up please. It makes things here a bit more tolerable.

Look at what happens to student test scores (top panel) and home values (bottom panel) when school bonds are authorized (red line).

Arrest that man. JFC what is wrong with people

Can we stop including pictures of this fuck-wit in all NYSE floor photo-ops? He doesn't even know how to trade.

It's time for the millionaires to stand up and bum rush the B-club fuckers.

My PE friends have always warned about just how f*cking stupid the general VC community is and how their sense of self worth was tied into making way to much money on a lucky pick leading them to think they are very smart because they won the lottery.

He was responsible for Yitzhak Rabin's death even if he didn't pull the trigger.

The rich have been threatening to leave New York because of taxes all my life. Some of them do go to Florida or Texas, but then they discover that Florida and Texas are Florida and Texas.

This is a bit dramatic. The tech is "hard" if you're making GPUs or working on foundation models. Silicon Valley is still for of wrapper startups.

Software and ads are still going to pay majority of the bills.

Weird how they never get into why despair deaths feel so much more appealing now than the horror of living through the Cool Forever

How much is AIPAC paying you for this piece

Let me guess, your editorial board is on the Epstein list.

Insert Nelson Muntz GIF here

I'm trying to reconcile what appeared to be overselling on Friday with the very real possibility of an upward DXY correction tomorrow. Because somehow those moving in tandem hasn't been a thing for the last 4 months

The AEI hates Trump for everything except Israel. They even hang around Bluesky, so go figure

Gen Z hasn't seen a true downturn. Even COVID gave them an opportunity at free money.

I would argue the worrying comes down to age and established patterns that come with home ownership, families, and mid-career risk management.

YouTube video by Matt Arron Future Man - Wolf Does Too Much Cocaine (S1: Ep11)

youtu.be/hKs7fYIi-SQ

This kind of reminds me of that episode from that show "Future man" where the dude goes back in time, parties through the 80s only to have a decade long hangover under the Clinton administration.