Phil Connors

Would you like to be a Private Credit firm that lent to them? Plenty of those, too...

I would go so far as to say the whole world vibe feels joyless

I'm sure there's a long think piece that could point to the chief negative externality of social media algorithms/feeds/bots as ruining global joy

The happy hour vibe is still the best vibe of all time

Twitter in the old days brought the happy hour discussion with drinks vibe - alas, long gone

Agreed - and no idea who we're talking about - but it also means if you are that bad with your personal life I kind of don't want you in a governance or fiduciary type senior role

Q3 GDPNow looking like it's inflecting up...but I guess you don't think that carries through

The role of a lifetime

This, my friends, is the market correcting for its past significant failures

Don't sleep on childcare/education and healthcare still being a potential issue

time machine, good idea

Things are clearly frothy at this point. What is the best "crash protection" hedge out there right now?

Apropos of nothing this song rules

The man in black fled across the desert, and the Gunslinger followed.

Isn’t all this potentially good since the global labor pool is going to shrink anyway

Got to be some noise to this with explosion of online gambling

How do you generally express your vol positions when you notice disconnects like this? What instruments are you actually trading?

Curious minds want to know

Good point. I’ve had a few friends end engagements, maybe more than got divorced

The joke was it’s a divorce without the state being involved

I think some other comments got to it - but marrying later probably biggest thing

I also wonder if witnessing downsides high divorce rates from prior generations makes people more practical about working through issues rather than cutting the cord

Is there some good long form reading on this?

That is a huge change for this gen

How is this not covered more widely

I have a weird theory the divorce rate will fall for our generation or at least initial marriages will last longer prior to divorce

the gas stations off I-10 in Louisiana contain better food by themselves than like, 38 of 50 states combined

Someone at Ole Miss threw a basketball on the field and the ref got a BUCKET

Drunk off this upcycled big 12 game

Yeah clearly this is not about going to be seen not to watch tennis

Mother of God

My friend in college was a big Lou Gehrig guy, thinks Cal was weak. Hated the guy for breaking his record

Surprise tacos!

Where are those three things sending different signals right now?

Mostly solid consumption and low claims not validating weak employment growth?

Accurate

Posting the most depressing exchange I have ever had in my life: