Leigh Drogen's Avatar

Leigh Drogen

@drogen.bsky.social

Founder and CIO at Starkiller Capital a quant driven digital assets investment firm, Founder at Estimize, even I don’t agree today with everything I’ve ever tweeted www.starkiller.capital

725 Followers  |  62 Following  |  178 Posts  |  Joined: 04.07.2023  |  3.0087

Latest posts by drogen.bsky.social on Bluesky

If you’re really concerned about the economic consequences of below replacement birth levels, which the techno-libertarians seem to be, then you should fight really hard for all of the above immigration increases, skilled, unskilled, whatever

15.01.2025 01:08 — 👍 3    🔁 1    💬 0    📌 0

The future is simply a policy choice, we just need politicians willing to be brave for the right ones

14.01.2025 03:55 — 👍 1    🔁 0    💬 0    📌 0

The market might like this policy least because it leaves everyone in constant fear they ratchet it up

13.01.2025 22:54 — 👍 2    🔁 0    💬 0    📌 0

It won’t happen this way because the chaos and confusion at the point, but if Trump just announced his final tariff policies on day one, regardless of what they were, markets would probably digest it and we’d move on by March.

13.01.2025 20:08 — 👍 42    🔁 3    💬 10    📌 0

It’s not the right, there are just as many or more left NIMBYs

13.01.2025 15:06 — 👍 2    🔁 0    💬 1    📌 0

I get it, it’ll take more than a decade

13.01.2025 15:06 — 👍 1    🔁 0    💬 0    📌 0

Orrrrrr, they could build higher density mixed use walkable communities surrounded by parks, which will never happen

13.01.2025 14:27 — 👍 3    🔁 0    💬 1    📌 0

lol where are they gonna find 500,000 people to build homes

13.01.2025 14:25 — 👍 0    🔁 0    💬 1    📌 0

Apple intelligence is such an enormous failure I can’t even ask it to find and bring up an email with a specific word in it from a specific person because that email lives in Gmail not apple’s native email app

12.01.2025 17:19 — 👍 0    🔁 0    💬 0    📌 0

While a lot of sentiment indicators are broken, it’s impossible to look at this chart objectively and say there’s equal political stupidity taking place

The new admin’s stated policies are explicitly inflationary, even the Fed believes so

Dems basically had it right here the entire way

11.01.2025 16:18 — 👍 3    🔁 0    💬 0    📌 0

my issue to the "Dems should have treated Big Tech differently" debate is -- what did Dems accomplish in the Biden administration in regulating tech?

it just seems like there was a ton of loud noises and no one actually reined anyone in, pretty much the worst of both worlds

07.01.2025 23:59 — 👍 70    🔁 6    💬 12    📌 1

Who conceived of this anti tech anti innovation stance?

They saw concentrated power and though “why don’t we go toe to toe with this”

It wasn’t just philosophically dumb it was strategically even dumber

07.01.2025 21:57 — 👍 0    🔁 0    💬 2    📌 0

Why is productivity growth exploding now ask the people who think AI is mostly nonsense

06.01.2025 17:29 — 👍 1    🔁 0    💬 0    📌 0

On one hand, that worked out pretty damn well for most policy and actual governance, maybe minus Israel and crypto where being blind was detrimental

On the other…..the election

06.01.2025 15:29 — 👍 2    🔁 0    💬 1    📌 0

lol at the fact the NYT chooses to publish this NOW and not many months ago

05.01.2025 16:54 — 👍 1    🔁 0    💬 0    📌 0

Also, what a headline from the NYT

The US has less troops in combat under the current admin than at any time in the last 30 years, and outside of Ukraine global war deaths are still in steep decline

But hey, don’t let data get in the way of the narrative you want to push

05.01.2025 03:46 — 👍 0    🔁 0    💬 0    📌 0

Blinken and Biden get a B for the Middle East, a C- for Ukraine (only because the MAGA faction gets an F), a B+ for China, and an overall B- for allowing world events to be dictated to us instead of having the balls to shape the future vs being scared of escalation theory

05.01.2025 03:42 — 👍 0    🔁 0    💬 2    📌 0

Did a hostile takeover of my HOA about 18 months ago after seeing it was a complete shit show

Some very simple administrative efficiency and we lowered dues by 28%

The world is full of lazy bullshit and people taking advantage of that laziness

05.01.2025 03:14 — 👍 3    🔁 1    💬 0    📌 0

Boy do I hope this is Nikileaks channeling JPow telling the market they went too far with the hawkish shot over Trump’s bow

04.01.2025 02:29 — 👍 0    🔁 0    💬 0    📌 0

Absolutely not, he’s basically Mika but younger, he’s a milk drinker, you’re never winning the cup with him as your 1C

02.01.2025 23:35 — 👍 0    🔁 0    💬 0    📌 0

Reality is the Rangers will likely attain the worst outcome possible, they win a bunch of games after the trade deadline where they ship away the entitled veterans and miss playoffs by a few points getting a shitty draft pick that won’t even help them this cycle

02.01.2025 23:33 — 👍 0    🔁 0    💬 0    📌 0

I feel like people have (rationally) given up on trying to hold the NYT and others responsible for shit like “falsely suggested” because they know they have no agency to change behavior in the same way the NYT gave up a long time ago trying to hold Trump accountable for anything for the same reason

02.01.2025 05:28 — 👍 0    🔁 0    💬 0    📌 0

lol, data dependent

02.01.2025 05:22 — 👍 0    🔁 0    💬 0    📌 0

Are we all really still pretending that anything he says should be taken seriously as a policy proposal

02.01.2025 00:15 — 👍 2    🔁 0    💬 1    📌 0

There are only really two plausible explanations

Either

The team really has quit in protest of Drury (less likely)

The D core can’t make a breakout pass and there’s a negative feedback loop from that which put them in an unrecoverable flat spin (more likely)

30.12.2024 17:09 — 👍 1    🔁 0    💬 0    📌 0
Post image Post image

been in the replies the last few days, but keeping these two over the summer when they had a chance to retool (aka replace these guys with cheap options and help depth both out back & up front), was indeed a choice that was made.

30.12.2024 15:37 — 👍 5    🔁 1    💬 1    📌 0

This is all true, but also, online dating apps do suck, they are intentionally inefficient markets that prey on men by intentionally being inefficient pieces of shit

29.12.2024 06:15 — 👍 0    🔁 0    💬 0    📌 0

At this point the only real question is how many weeks/months/years do you wait for this man to find his game, and what happens if he never does, what if he’s just done, wouldn’t be the first 30+ year old center to fall off a cliff

What if he’s still this bad next year?

29.12.2024 03:35 — 👍 1    🔁 0    💬 0    📌 0

So the Fed has become explicitly political in its policy/communication, the market is now only pricing in 1.3 cuts next year, and the bond market can’t catch a bid because the Fed keeps scaring it

If Trump doesn’t deport 10m people and enact onerous tariffs lots of people are off sides here

27.12.2024 16:41 — 👍 0    🔁 0    💬 0    📌 0

The war in Gaza has the lowest civilian to combatant casualty ratio in modern urban warfare, this is a fact

Not only is it not one of the deadliest by absolute numbers, it was the MOST humane by execution

But hey, that doesn’t make a good narrative for NYT writers who want to impact policy

27.12.2024 02:22 — 👍 2    🔁 0    💬 0    📌 0

@drogen is following 20 prominent accounts