Happy Thanksgiving yall

I’m sure helping finance WBD will do very well for them…

We back!

Blue skying. How things over in these parts?

Can you not search hashtags here? How does this place work?

Interesting that the IRS has the same number of call center employees throughout the year. Flexing that makes sense.

Just got done with Berkshire. Sounds like Buffett will be on Earth for a while longer. Was worried we might be going the other way there. Time for him to get that sex change!

Rumor has it the bots don’t exist here. Can this be true?

Private equity returns are going to suck. Hated parts of the market will outperform over the next 10 years. FANGM is not overvalued. Private credit isn’t worth the risk. Patience will be rewarded. This isn’t 1999. But it’s getting close. And we will get there. Those are my thoughts.

This is a great listen. Especially if you like capital cycle theory. youtu.be/jE9clg6TSVA

Please report as well. Scammers going to scam

Here's a great Starter Pack of #investing #finance #markets Did I miss anyone important in this list? Recently added @datatrekresearch.bsky.social @bportnoy.bsky.social @billbrewster.bsky.social @elerianm.bsky.social @cullenroche.bsky.social 🔁 or ❤️ for reach Great to see Fin-bsky ✈️

This week’s podcast dropped yesterday. Fun convo. As an aside, Spotify has become a real pain in the ass to upload to. And the Spotify link wouldn’t copy to paste here. 🤷🏻‍♂️ podcasts.apple.com/us/podcast/t...

Prolly a function of my age but I have a lot of people I interact with that are asking themselves “now what?”

I don’t see how people could think this. The guy had 4 years to assemble a group of people that would work with him instead of against him.

Is Puru here? I need a Sherpa.

Marcus notes in his post that, while synthetic data isn't nearly as valuable in general, you can use it to train step-by-step reasoning. That should let us to create an LLM that reliably adds large numbers, giving us the most expensive calculator ever created! garymarcus.substack.com/p/a-new-ai-s...

Got a 1,000 followers in this biatch Dolla Dolla Bills Yall

I hope the stock market’s optimism is warranted. It would be great.

% of MS clients' who say GenAI deployment is meeting or exceeding expectations: ~80-90%

What is the primary benefit of Blue Sky vs Twitter? Haven’t been tweeting much. Have tweeting block. Open to tweeting (or whatever you call this) here. Kind of prefer fewer followers. For now at least.

Are we still doing this or are we all going to Threads? I’m so confused.

Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤

Are the All In losers here yet?

Oh boy. Que people getting upset.

What’s going on over here? I got some dopamine from Twitter. Need a hit over here. Also, wen .gifs?

It’s time for a 🧵👇🏻

Who’s going to be the George Noble of this place? Or can we just say NOPE?

Excited for this week’s pod. Though I need to do a better job asking more probing questions.

So now that Twitter really sucks is erryone rushing here?

I shall shamelessly plug my podcast with Meb Faber. Some not so boring TradFi stuff. TLDL - Use ETFs to diversify and consider foreign equities. https://open.spotify.com/episode/5ZFfAy1p2Au0AqGovYpLU7?si=UKVM2YZQQ5WAFeFS5yF_qg

May start promoting my pod into the void. Almost like restarting a Twitter account. But this time with a slight agenda. Internet forgive me. For I am human.

It’s going to be really funny if Elon throttles all the non blue check accounts to the point where Twitter sucks. Won’t be so funny for me. But will be funny.

Just heard in my household - What are you guys doing?!?! I have to be able to go to the bathroom without you pinching each other in the penis!

Is it irresponsible to only have one dog? Seems like the dog deserves a friend.

There’s a time of day when kids get supercharged. And for mine, it’s every night at bedtime.

I kind of dig the idea of being able TK send tweets (or whatever these are called here) without anticipating responses.

So is this like Twitter but I own all my useless thoughts?