If AOC moderates a bit on Israel, she can legitimately win 80% of the popular vote. 90% of Blue voters (except the terrorist supporters) and 60% of Red voters (because she’s hot).

Critical support to those exposing the radical terrorist support that underwrites western support for Palestine and hatred of Israel. Someday, I hope, we will have an honest accounting of the tendrils of Iran and the Shia Crescent’s influence, but should take the wins, no matter how small.

Frame this. Keep it forever.

Made $1390 selling calls on #$NET today. Just gonna buy 10 more shares with it.

I saw little practical use for AI and a lot of hate for it, up until late last year. This prompted me to start using it, and I can tell you that the hype is absolutely directionally correct. I have had to revise my priors a lot. It’s gotten a lot more capable, and it likely will continue to do so.

Deep dive thread into the 2025 jobs revisions! Not in the headlines, but where most of the action is. As always, thank you @econparker.bsky.social

Happy Dec #JobsDay! At 8:30 am ET, @usbls.bsky.social delivers one of the most-important signals abt how economy is changing Forecasts’ center: +55K jobs Unemployment rate (UR) steady at 4.4% Report will reflect normal, annual revision processes but fodder for disinfo: bsky.app/profile/aaro...

Amid the pickup in consumer debt growth, and the 3-4% savings rate in this same time span, the Consumer seems tapped out. No wonder the tariffs resulted in lower headcount rather than higher prices. Businesses accurately diagnosed that consumers just can’t take higher prices.

Real Retail Sales flat for the past 4 years @soberlook thedailyshot.com/sub...

Heads up Finance Bluesky - the JOBS REPORT FEED is back for what is sure to be an eventful release tomorrow. Pin it now to stay in the loop for media coverage & expert commentary bsky.app/profile/did:...

Joyless Murderball. It doesn’t look pretty, but it wins championships. This is a post about politics.

Another big earnings beat for CloudFlare #$NET -Quarterly revenue of ~$614m, up 34% from 24 -Annual revenue of ~$2.16b, up 30% - GAAP FY25 net income of ($102.3m), down from ($78.8m) in 24 This is one of my core holdings and it continues to expand at a high clip. The Agentic internet will be… 1/

Unironic take, sales would be better if this was human colostrum and not bovine.

I wrote about the right-wing Super Bowl halftime show as part of a larger project to create and maintain an unreality in which the American right is culturally and politically dominant. The worst part: It works. badfaithtimes.com/nothing-real...

Will be VERY interesting to see if recent weakness is simply an unwinding of trade-related strength (temporary), or slowdowns in investment or consumption (less temporary).

On Employment, Markets, and Central Banking discourse, I’ve had a much more educational, positivist, experience on Bluesky than I ever had on Reddit or Twitter. Labor specifically, where research published last year on here has now become national baseline assumptions. Loving it here on #FinSky!

Remarkable. Higher income wage growth is stronger than lower income. Before about a year ago, that was flipped. Lower income wage growth used to be very strong pre 2025. BofA data

Now that the NFL has wrapped up: College Football (the better football) 2026 Important Dates! National Signing Day was Feb 4, a week ago. Transfer Portal is closed, but expect more legal shenanigans. Spring practices will soon be underway, with schools playing spring games in a couple months! 1/

Mother of Olympics TV host kidnapped for bitcoin ransom protos.com/mother-of-ol...

Indiana vs New England, who ya got?

The answer CFB head coaches give when they already have one foot out the door, fwiw

Excellent article on Anthropic. The interactive charts are fantastic. Gift link giftarticle.ft.com/giftarticle/... Anthropic’s breakout moment: how Claude won business and shook markets

Why are we suddenly referring to female power figures using their first, middle, and last name? We don’t do the same with men. If this started with Ruth Bader-Ginsburg, a play on The Notorious BIG (The Notorious RBG), we should stop doing it now that she’s passed. Why do we keep doing it?

Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them. www.bloomberg.com/news/article...

It’s actually easier than you think you create your own Quickbooks using Claude. I’m hoping to have a workable prototype of what I’m creating by the end of this weekend.

honestly feels unbelievable: Lindsay Vonn attempted and completed her training run today, a week after tearing her ACL, hitting a top speed of 74 mph. They haven't fixed her ACL, it's just flopping around in there. And her other knee is made out of titanium. Very literally built different

We’re getting into market declines on this site now, which I think is great discourse. I’m thinking about capital flows. If the declines continue, it will be very interesting to watch USTs, usually a safe haven for risk, but might not be this year. Where do you think money will flow to from stocks?

I’m in #$NVDA, #$GOOGL, and #$NET now. It’s a time of market weakness, well deserved I might add, but I like these 3 names and I’m buying more of them tomorrow. It’s becoming clearer, I think, that soon we will have to decide winners and losers. I believe these are some of the winners.

My bitcoiner maxi MAGA friends don’t care about the #$MSTR earnings. They just bought more bitcoin and more prefs. You can’t talk with these people. They don’t speak the same language.

Wheelers want to know. Where is the bottom in #$PYPL?

new Fed analysis blames the slowdown in US employment mostly on supply - i.e weak labour force growth. Not the AI/productivity fairy www.federalreserve.gov/econres/note...

🚨 Challenger, Gray & Christmas: 108k #job cut announcements in January ⛔+205% m/m ⛔+118% y/y ⛔Highest January since 2009 ⚠️Transportation (led by UPS), Tech (led by Amazon), & Healthcare (Medicaid/Medicare) led the cut announcements

Bought a $14 #$VIX put.

Google is able to announce $180 Billion of CapEx in a single year and still be cash flow positive. OpenAI simply cannot do this. Microsoft can do this, but chooses not to. Apple can do this, but chooses not to, in a somehow better way? Meta cannot quite do this, but is determined to anyway.

Honestly if the media environment were more sane, this could conceivably be a kill shot to OpenAI.

A lower body massage clinic called Maslow’s Higher Arching of Knees.

A lower body massage clinic called Maslow’s Higher Arching of Knees

In case there was any doubt Anthropic is laser-focused on commercial as opposed to consumer AI adoption.

Fucking surreal that people dressed like this and carrying assault rifles are permitted to kidnap people off our streets

Cato Institute! Pretty right wing! Also I’m glad they’re here!

January #inflation story "Sales & finance teams are debating how aggressively to increase prices... Sales doesn’t want to pass through those costs at the risk of lost volume; finance doesn’t want to eat the cost at the risk of reduced margins..." www.richmondfed.org/press_room/s...

To expand, #$MSTR has over $2B in restricted cash that covers its pref divs through this year. But that’s about all the runway he’s got. The common has been diluted to hell and the prefs are being diluted. Eventually he will have to sell the btc to make the payments, but we aren’t close to that yet.

Software is slumping because AI will eventually replace software companies. But Data and Web Security is one software niche that I’m not sure AI will be able to replace. So I’m continuing to hold my #$NET shares and am looking to buy more.

Reserve Bank of Australia becomes the first major central bank since 2023 to lift rates. Says "inflation is likely to remain above target for some time." www.rba.gov.au/media-releas...

New — I spoke to eight people who were present at the ICE protest on Saturday in Portland, Oregon when federal agents deployed tear gas and rubber bullets into a crowd of families, children, elderly and disabled people, and their pets. These are their stories:

I asked Claude Sonnet to build me a social media aggregator feed to follow only the people I choose and to show what they’re saying. Sonnet told me it couldn’t be done and gave me some other options. I asked Opus and it built the thing in 2 minutes.

I publish regular macro analysis at The Millennial Economist, covering the Fed, labor markets, trade, tax policy, and other topics. I also forecast some major economic indicators. Featured on @marketplace.org Open to conversations about economics & markets 🤌📊

DoorDash Discourse is entirely wrong. Since the pandemic, percent spending on groceries are up, food away from home is down, and this is especially true for young people. Trends point to food affordability being a real problem. Dig into the CEX with me! newsletter.mikekonczal.com/p/stop-blami...

Finally seeing what the fuss is about in #$IBKR, with a covered call BTO 100x shares @ $76.89 STO 1x 2/6/26 Call @ $76, received $178 in premium If successful, trade will make $89, or 1.1% for the week.