If this is happening, it isn’t good. He’s only a year into this term, that’s a lot of remaining runway to actually try to solve the problems he created. We should want him to have as little a runway as possible.

STO 1x JPM 11/14/25 $307.5 Put Received $365 in premium for this trade Tech is getting whipsawed by headlines, so I rotated a bit toward financials.

BTO 100x $NET shares at $231 STO 1x 11/14/25 $NET Call, received $670 in premium I really like this stock, and I trade it often. If it begins to turn a profit in 2026, I will start to stack shares like I stack shares of $BIL currently.

When it comes to Federal Reserve policy, it's not all about interest rates: What's the Fed's "balance sheet" and why should you care? Take two minutes and get a little more Fed Fluent with @jeffhorwich.bsky.social.

Gift link here: www.nytimes.com/2025/11/07/b...

Should put a Bell Curve vertically on the right side of this graph, with the center being right in the middle (well below the blue growth path). Very little chance of either extreme, slightly larger chance of the boosted growth rate, more likely it contributes little to nothing.

Hundreds of thousands of people, dead because of a decision made by the world's richest man

Fired this off late last night, it unfortunately fails to capture the unknowable risk of AI models, sufficiently human-like, training other AI models, enough kinks in that chain eventually leading to an AI model, that isn’t yet AGI, being misaligned with humanity and acting as such.

“We have exited normal politics. We are no longer here to have a debate about the importance of the top marginal tax rate. We are here to save our republic.” www.liberalcurrents.com/fight-on-eve...

The worsening state of the US labor market. We talked with @conorsen.bsky.social about the jobs picture, since we don't have a jobs report. Verdict: Clear signs of deterioration, with risks of rapidly rising unemployment. podcasts.apple.com/us/podcast/l...

The simple-minded obsession with Sydney Sweeney, I just don’t get it.

My core belief about AI progress can be distilled down to a single quote that plays during a game of Civ 5. If the human brain were so simple that we could understand it, we would be so simple that we couldn’t.

Kind of feels like the last couple days have recalibrated people's expectations about AI-driven economics. We're suddenly taking a lot more seriously the fact that OpenAI will never be able to pay off the spending commitments it's been making. They've said the govt will have to backstop them.

Quality stuff

I’m feeling really good about Dark Woke, guys. Being an asshole to the assholes is what will save us. Meet strength with strength. They’ll back down, because they’re hollow people at their core.

156 years ago, on this day, God decided that Man needed a hobby. So he invented College Football. And it was good.

Will be writing something about the state of our no-hire economy soon. It’s a good enough economy right now if you have a job, but quite a bad one if you don’t. As inflation has firmed at 3% and is starting to climb, serious policymakers are at an impasse. The unserious ones don’t feel it.

When put this way, I actually don’t feel bad for the young at all.

I am going to make this as clear as I can. I am a Zionist, and a Jew. I believe in a Jewish, Democratic State of Israel, because that is what it has always been, and that is my people’s home. However, I categorically reject American connotation with religious superiority, as shown below. 1/

Traveling to Knoxville next week for the UT game, will be quite upset if this affects my plans. I’m sure I won’t be the only SEC Football Game Attendee impacted! Watch this space.

Almost caught my gf allowing me to explain to her the rules of the Playoff last night. I already explained them to her last year when the format changed, she was just nice enough to let me do it again. Check on the women in your life, fellas. Make sure they’re treating you worse than that.

Moving average at basically zero is what matters here, imho. ADP is already only a subset of the labor market, you’re not going to get a clear picture, so focus on the direction, and not the magnitude, of the vector.

SHOCKING: The UN refused to fire 10 of the 19 UNRWA employees involved in the Oct7 massacre, dismissing Israeli intelligence to downplay UNRWA’s ties to the terror group. Not the UN behaving like a child, trying to hide a crime and hoping no one will notice. (Source: Washington Free Beacon)

I wonder how the k-shaped economy will take news of McDonald’s still struggling to beat estimates even with the massive discount campaigns it’s running.

Happy for Dem victories but can’t shake this feeling.

I’m periodically reminded that I stick to finance and sports on here because people are fucking crazy otherwise.

My legislative priorities for this election cycle now feature USF’s academic endowment being subject to a 150% tariff. Come on Meatball Ron, let’s make it happen!

I am worried about the coming influx of New Yorkers that will move to Florida upon hearing tonight’s likely result. There are already so many of them here. We’re full.

As someone getting into bean dishes, some of these recipes sound delicious. Here’s mine! -2 cans baked beans -1 onion -1 green pepper -1 can chicken breast -1 can corned beef -2 carrots -4-5 mini potatoes -5-6 strips bacon, frozen -olive oil -shredded cheese -garlic, paprika, coriander 1/

IT IS TIME FOR BLUESKY RECIPE POSTING do you have a cheap, healthy, low-cost recipe? post it here! or quote tweet this post. or dunk on me for something I don't care just post easy meals that people can make right now.

this is my red beans and rice recipe, which I lived on in college. If you’re vegan, substitute sliced tofu for the sausage (but add at end not during the cooking process). Also can add additional veggies if you like (I like peas & carrots). I just made it for my parents and they asked for da recipe

Overtime in Game 1 of the season! Doesn’t get any better

Tonight, Your Florida Atlantic Owls will take the court to kick off the 2025 basketball season! Boston College comes to Paradise, and we’re gonna put a hurtin’ on them yankee dogs! Nico Moretti, the Greasy White Hope, the Cash Caller himself, looks to lead this team to greatness!

If the advertisers don’t care about the ads they put out, and put no soul into them, then why would we not simply pirate the programming and avoid these ads altogether?

Palantir, the Nvidia of Defense Contractors, except its revenue comes from govts instead of businesses buying its product. Which is more sustainable of the two?

It’s the willingness to date the gestapo at the end that really gets me

@mid-majormadness.bsky.social Yea Varily, on the morn of another immaculately conceived CBB season, we pray for the Burrowing Owls of Florida Atlantic to rise once again to national prominence and show the world what it’s like to Win In Paradise!

I-Dog Capital has achieved a ytd 2025 return of 39.41% through 10/31.

He’s so cute, using the buzzwords like he has any clue what they mean.

Hey guess what?

Putting aside the fact that GDI was $29.2 trillion in 2024, Sam Altman is saying that 0.3% of the entire US Income across all workers will be spent not just on all AI, but on specifically his AI. For reference, Apple took in $391 billion, or 1.3%. Just doesn’t seem feasible to me.

I drafted both Zach Wilson and Quinn Ewers to my fantasy team in the very likely predicted hope that Tua suffers his next concussion and hangs it up. Of course, the Dolphins are abysmal. But that has not happened. And probably will not happen. NFL sucks. Watch College.

Sir Terrence Stamp, from The Elder Scrolls: Oblivion, who did the voice of Mankar Camoran.

Unhinged

For every western tank Ukraine has lost (including damaged tanks sent back to the battlefield) they have destroyed 43.7 ruzzian tanks. Ukraine remains a worthwhile investment and the front line of defense of democracy and liberalism. We must keep helping them.

FSU Fan. A perfect weekend is, FSU wins, Miami loses, Florida loses, Clemsor almost wins but chokes it, Jeff Flanagan gets fired, ESPN’s ratings drop, and the CFP Committee has a scandal drop.

Think of soldiering as a RPG with 3 status bars: Biology: your basic functioning, blood flow, airways, cognition. Confidence: morale, dedication, respect for unit and command, mission. Stamina: alertness, ability to move, can you handle heat and the cold, can you aid the wounded. You need all.