House of Paincakes

A picture of chargers quarterback Philip rivers with the text Ya betta ask someboddddddddaaaaaaayyyyyy!

This Philip rivers news is making me nostalgic as hell for Kissing Suzy Kolber.

This.

1. Lending standards haven’t completely fallen off a cliff in PC the way they did in resi mortgage lending going into 2007 and 2. The fundamental underwrite of a lot of MBS was that the US couldn’t see a consistent decline in home prices in every market. Much different in PC

I agree that private credit is probably in a mini-bubble, but the market is much different than MBS for two reasons:

Bong Joon Ho took a characteristically radical approach when questioned on his thoughts around the rise of Al technology at the jury press conference of the Marrakech Film Festival on Saturday. The Korean director, who is president of the jury, gave two responses, one measured, the other deeply personal. "My official answer is, Al is good because it's the very beginning of the human race finally seriously thinking about what only humans can do. But my personal answer is, I'm going to organize a military squad, and their mission is to destroy AI," he said.

Bong Joon Ho hit me up for the squad you legend deadline.com/2025/11/bong...

I’m interested to see what happens to the credit markets if annuity sales go down and / or surrenders go up. A whole lot of bullshit being propped up by 10:1 leverage and questionable ratings.

I am once again asking people to disambiguate between “stocks go down”, “the economy being bad”, and “a financial crisis occurring”, three distinct things that can happen in any combination

🧵 We are, in fact, doing the thing again for @onesimplewish.bsky.social. In 2024, the kind people of this community put the money cannon on blast to help grant $75K in wishes for children in foster care. Toys, tech, a suit for job interviews. Here we go again! 👇
www.onesimplewish.org/giving/megwa...

Checking YTD markets:

Glorious Markets of the Republic:
S&P 500 +13%
Russell +5%

Enemies of the State:
Mexico +42%
China +34%
Canada +26%

Perpetual Stores of Value:
Gold +54%
BTC -4%
Doge -52%

Personal Showering of Love and Devotion for Dear Leader:
DJT: -69%
Trump coin: -77%
Melania con: -97%

Is there some sort of pattern here? Help me, it's so hard to see.

Chuck Schumer Helps Pull Democrats Back From Brink Of Courage

Chuck Schumer Helps Pull Democrats Back From Brink Of Courage

American politics makes a lot more sense when you realize that the GOP is afraid of pissing off the GOP base, and the Dems are afraid of pissing off the GOP base, but neither party is afraid of pissing off the Dem base.

photo of vince gilligan with a quote from variety: "AI is the world's most expensive and energy-intensive plagiarism machine. I think there's a very high possibility that this is all a bunch of horseshit." - Vince Gilligan on why he hates AI

🫡

The Onion: ICE Agent, 7-Year-Old Both Wearing Same ‘Military Commando’ Halloween Costume

theonion.com/ice-agent-7-...

How would you describe that worldview? My father told me something when I was very small to instill confidence in me: “Nobody in the world is worth more than you, but nobody’s worth less.” It is an egalitarian view that I’ve carried around in my life. That’s why I am for free schools, free universities, free health care, and free babysitting. Because our society could afford it. In America, people think social democracy is some kind of communism. They think capitalism is freedom. It’s not. It’s only freedom to exploit people.

stellan skarsgård seems like a good dude

Hard times create democrats

Democrats create good times

Good times create republicans

Republicans create hard times

I think I should win the Nobel Peace Prize for waking up this morning and going to work after watching the Phillies and Eagles last night.

I get the complaints, but the game is much more consistently interesting to me. You’re not winning or losing in the first 50 turns and there aren’t any obvious easy “tricks” to win on the harder levels.

Harris’s co-founder, Leon Black, basically got ejected from Apollo because he paid Epstein $170mm for officially, “consulting”.

Crossed paths with @treblaw.bsky.social today

TRUMP ON TRUTH SOCIAL: we NEED to put TURDS in BABY FORMULA! IMMEDIATELY

NPR: with the science not yet settled, some parent groups sing the praises of therapeutic turd supplements

Go Birds, dickhead

"I just want to say, go birds, fuck ICE and free Palestine," "Hacks" star Hannah Einbinder at the #Emmys

Jacked in

Absolutely wild. You’d have to have me at gunpoint to put anything political on LI and people are just out here broadcasting ass

However you feel about what happened under no circumstance do you have to pretend the leader of the H*itler Youth was in any way a good or reasonable person

"The Clipse are gonna play the Vatican" sounds like a lie that would have been made up in a Clipse song

The Onion News Network truck featuring the headline ICE Opens New Supermax Prison for Most Hardened Toddlers stationed outside the ICE facility.

The Onion News Network truck is currently stationed outside the Broadview ICE Detention facility just outside of Chicago.