Lifted upper body pretty hard today. Got 6 reps of 165lb preacher curls with the camber bar. 8 reps of 245 shoulder press (in the Smith machine, much easier), 8 reps 265 benches. 160 flys (80 per hand). Then blew up carb consumption by going ham on a nacho bar at lunch. Jesus, it was good, though.

If Baby Shark played continuously on store music loops and radio stations, we'd lose our fucking minds at it. But do that with Frosty the Snowman and nobody blinks an eye.

This fucking loser had to AI-slop himself some imaginary billionaire friends.

Accountability thread for the week ending 11/22/2025. Three days progressive overload resistance training, 1 each top half, bottom half and back. Was sick last weekend into this week, so first lift was Wednesday. Didn't have my heart in it, but it got done.

Cheese grits bowl. I don't care what other people think, grits are fucking delicious. At least the grits I make are.

Covered some of my ORCL short, just risk management housekeeping.

Deep in negative gamma this OpEx Friday morning at the open. Very vulnerable to the same story as yesterday, where rallies roll over.

No pics for a while, not like anyone is clamoring. Hanging in there in my 60s.

Every time you see some regime propagandist, you should be chanting "Quiet, piggy!" at the top of your lungs.

ABC executives have to be outraged. Why they JUST handed him $16m, and the motherfucker doesn't even have the decency to STAY bribed. Nom-nom'd all that diaper shit for nothing!

Bookmarking.

Looking for a quick hit long QQQ this morning, because it's at the bottom edge of its Bollinger bands on falling volume. Vol > 20 is not a hold 'em environment, though.

Accountability thread for week ending 11/15/2025. 3 days progressive overload strength training-1 each top, bottom and back-bracketed by cardio and stretching. Feeling a bit sick this weekend. Took some progress pictures, looking very strong, just a bit heavy, like a chunky armored bulldozer.

First try at baingan bharta by request of our vegetarians, never eaten it before so cooking blind. Interpolated a few recipes. Stuffed the eggplant with deseeded serranos and garlic cloves. Smoked the eggplant in mesquite, fire-roasted tomatoes, onions, ginger, garlic, kashmiri chili powder.

Of whose fucking money, exactly? And with what power capacity?

Very mixed quarter from Coreweave. Revenue more than doubles, while operating expenses nearly triple, operating income falls by 2/3rds and interest expenses triple. But, hey revenues are higher. I guess we'll see how long they can keep this thing in the air at this pace. Wen profit?

Imagining what a 50y fixed mortgage would do to the convexity of the MBS curve. The first grain to fall from the pile in 2008 was Congress voting for Fannie to issue riskier jumbos to prop up prices in Cali Inland Empire, MBS dropped 2%, and a Bear fund 50x levered MBS paper blew up. First failure.

Accountability thread for the week ending 11/8/2025. 3 days lifting to failure, 1 top half, 1 bottom, 1 back day. New PR preacher curls, 4 reps @ 155 using the EZ bar. Body wouldn't take a 4th lift like the prior 2 weeks. Took a full-body pic for progress, looking like a chubby armored bulldozer.

Good spot to pick up a scalp in QQQ during amateur hour this morning, to my mind. If you watch flows, vol control funds in for almost $50b in buys today.

Bookmarking for later. I just caught bits of it on a workplace TV. He came off unhinged.

Alex Karp of Palantir is bugfuck nuts. He gave an unhinged rant of an interview this morning on CNBC. He ranted about short-sellers (there is 2.2% short interest in PLTR). He claimed this was the greatest earnings report ever from an enterprise software company (Microsoft had 77x PLTR's revenues).

Bookmarking for the pre-freezing technique. Thinking this will be our Friday meal. youtu.be/3vVHGHD26J0?...

Accountability thread for the week ending 11/1/2025. 4 days of progressive overload resistance training, 2 top half, 1 bottom half, 1 back and posterior chain. Pretty solid week of workouts.

I don't need this kind of negativity in my life, sleep tracking app.

Something like 55% of data center builds are financed by private credit loans, and lending standards are tightening. www.wsj.com/opinion/a-pr...

This is something every single librarian knows. Just ask someone who works as a childrens' librarian. They see an influx of unsocialized, feral 5 year olds, to the extent that they've had to put together packets for parents containing materials to help socialize them, regulate emotions.

Accountability thread for the week ending 10/25/2025: 4 days of strength training; two top half days, one bottom, and one back day, with 80 minutes of cardio and stretching yesterday. Felt pretty good, just sore enough to know I'd pushed limits. Really needed a lot of stretching.

What's wrong, babe, you've barely touched the timelines of any of your synthetic influencers?

"I was really enjoying my corporate-mandated interactions with the Torment Nexus, but there just wasn't enough surveillance to suit me." Definitely has a finger on the pulse of US consumers, and a clear vision of the zeitgeist.

I submit that you're already lost in the weeds and hung in your mental underwear when you're designing your own GPU.

Never forget... tech CEOs, and, by extension, tech companies, are humanity's mortal enemy. Delete your accounts on any of these fashclowns' products.

May as well stop paying taxes. There are no laws any more.

Oh, MPW was one of the most corrupt businesses I've ever reviewed. I shorted that dude in the 20s back in 2021, covered it last year a little below 4. Invariably, a high dividend payer like this attracts an army of Boomer HODLers who don't react to facts and don't know how to read financials.

Ah, Anthropic bent the knee snd ate his diaper shit too. Another tech right company supporting Nazism. www.404media.co/anthropic-pr...

Object lesson in how much power a unionized tech workforce would wield.

My capital markets management chain spends so much effort avoiding upper management scrutiny, they'd certainly fire me if I just straightforwardly explained the problem and the threat without softening the message until it's a fluffy Easter bunny wrapped in down, honed over 7 tortured drafts.

Bookmarking to watch later...

But I'm sure another $trillion in data center spending will fix this...

Made a good basic bolognese for the week. #BulkCooking

Irony alert.

pouring several out for these scouts in 2018

This is a pretty good story of how helpful small-town know-how can be. I refilled a prescription from CVS, requested delivery. Got a text, photo of the delivery locations front door was DEFINITELY not my house. Drove to CVS. Took 0 responsibility for a failed delivery. I was gonna be out $2000.

Accountability thread for the week ending 10/18/2025. 3 days progressive overload strength training, one each top, bottom and back days. I traveled last Monday, had to stay home Tuesday for a work disaster recovery exercise, and am on call this weekend. Bad personal stressors this week again.

Tech companies, and especially the oligarchs, are your mortal enemies, as always. Amazon Ring giving up your data. Orwell never anticipated that people would stand in line to buy and install their own telescreen. techcrunch.com/2025/10/16/a...

Helpful list of the government controlled accounts that have just come over here from the Other Place. Their purpose is to sow hatred and dissent. Don't engage, just block and move on. bsky.app/profile/did:...

We call this "being put on metaphor alert". *OPENAI HIRES AWARD-WINNING BLACK HOLE PHYSICIST Must be for cashflow analysis.

From "I'm building god" to "I'm building a jerkoff aid." 3 full years into Sam's bullshit assault; 0 viable commercial apps, and none in sight. I'm taking the over on a 4th year of vaporware and ludicrous amounts of spending other people's money that comes to nothing.

Thiel is completely bugfuck crazy. Is there any reason other than money why anyone would have a shred of respect for him?

Made LGBTs for lunch (spinach instead of lettuce, which we prefer). The guacamole was magnificent and dead-simple. I'd picked up a small container of pico from the grocery store. Mashed a ripe avocado, two spoons Pico, a spoon sour cream = bowl of whoopass.