Coworker rode up Haleakala in under 3 hours this week. He’s a beast (younger too). I did it last year in under 5 hours (into Hurricane Hone). One of my proudest moments tbqh 🌋

Sam Altman should pay for Trump's ballroom, thus guaranteeing a government backstop for OpenAI

it turns out all those bumperstickers and #hastags actually work #Elections #HeWon

“If 1 million New Yorkers move to Miami after Mamdani is elected, it will raise the average IQ of both cities” Nearly a million New Yorkers ready to flee NYC if far-left socialist Mamdani becomes mayor, poll finds.

TBQH all sports are kind of a let down after games 6 & 7.....

the only thing remotely close to a Dodger victory is a Cowboy loss. #blessed

O F F S Epstein Files A S O N ⚾️

Markets finish a fraction off all time highs as a Dodger repeat World Series win lifts investor sentiment and earnings outlook for the next year.

There are 9 pillows on my bed, of which I am allowed to use 2-4. There is also now a new rug in my living room that looks nice, but i’m not allowed to walk on it, nor is Loki. I don’t remember signing up for this.

My voice is gone h/t World Series.

This game might kill me.

OMG Miguel Van Cleef Rojas 🐐

The Dodgers should've started Will Klein.

quick reminder to my enemies and those cheering against the Los Angeles Dodgers, make sure to set your clocks forward one hour tonight. Remember to Fall Forward!

Now LFG Dodgers!

Of course I want the Dodgers to win it all, but if it doesn't happen, there's no other team I'd like to see do it than the BlueJays (for a lot of reasons).

How lucky are we all to be watching great baseball in November!

A few people around here (and over there) seem to be confused about ABS and private credit. ABS ≠ private credit but it’s fun to confuse the two for the LOLZ

Sports.

We play baseball in November. LFG Dodgers. #neverindoubt #underdogs

Let the tick-or-treaters dressed as a Dodger (or if a parent or guardian is wearing a Dodger hat) take two, full-size candy bars tonight #Karma #underdogs #worldseries

W O R L D S Epstein files Release them I E S

I really hope we have another baseball game tomorrow night…..

There are actually people where I work whose desks have zero personal items on them. Nothing, just a phone and computer. These people really scare me.

It doesn't matter how well Yamamoto pitches in game 6 if they can get base runners and score runs. Thank you for your attention to this matter.

Getting a quick, pre-game pedicure if you need me. #GameFour #UnderDogs #dodgers 💅 👸 ⚾️

Just wow. Freddie 🐐

I don’t have a “rally cap” to wear so I’m wearing my pajamas inside out 🧢 #dodgers

#FollowFriday he didn't start a fire ⛺

was just given an ultimatum to not buy/barter/acquire any more ski gear. little does she know I have an advanced degree in hiding ski gear....

15-20% of the $500bn global convert bond is now AI-linked, up from 5% in 2023.

Sports.

Me IRL

I’ve skied Utah resorts my entire life and while many of us have mixed feelings about all the expansion, Mother Nature has a funny way of ultimately reminding us who’s boss. www.bloomberg.com/news/article...

The Dodgers have the bLue jAYs right where we want them. Now they have to win 3 more games and Ohtani just hit his first HR of the World Series. Thank you for your attention to the matter.

Gold inflows the past 4 months are greater than inflows past of the prior 14 years. MJH

Congrats eyverone, especially NYC FinTwit/X/Bsky!

Anyone with strong opinions on AI browsers, or Arc to be specific?

We could build 12 Great Pyramids of Giza in the total time spent on financial regulation paperwork every year (425 mn hours)

Almost 90% of US and Asian companies with >US $100mn in revenue are private... for Europe, it's 96%

Some quant funds I follow are getting hammered this month. A couple well known names are both down like 15% MTD. Both founded by an avid smoker 🚬

Just realized $RGTI isn’t a pasta 🍝 🇮🇹

Playing around in some healthcare names $XLV

I’d like to report a murder… RT Nate Silver “The Blue Jays last appeared in the World Series in 1993 and yet have won a championship more recently than any Canadian team has won the Stanley Cup.”

REAGAN: “When someone says let’s impose tariffs, it may look like they’re doing the patriotic thing… but over the long run trade barriers hurt every 🇺🇸 worker.” 🇨🇦 Ontario just ran this👇🏽powerful ad using Reagan’s voice against Trump’s trade war during game 7 of the ALCS ⚾️

Left my lucky sunglasses in NYC last week. Ugh. If you see them please hold onto them for me. TIA 🕶️

AWS is down is the new “the dog ate my homework”

There’s always cockroaches 🪳

As of Q2 $ZION has net interest margin of 3.17% on a loan book of $61bn, while $WAL shows 3.53% on a loan book of close to $59bn and each bank is sitting on Tier 1 capital in excess of $7.2bn

Trade escalation, debasement trade, shiny rocks, magic beans, bubbles, extreme valuations, another regional bank crisis and all things private credit