Manchester, NH

Weird technology hyper-specific observation from a Luddite My Apple Watch activates the Mindfulness app whenever Steely Dan’s “Peg” comes on. Is it telling me something? youtu.be/8pk90bIPVs4?...

1-877-KARS-4-KIDS

My PM came in and gave me a prep talk this morning

Be still my beating heart

My wife did her peace corps service in the balkans and we have lived in 🇬🇪 long enough to know swears in [name your part of former Yugoslavia] and in Georgian are next level @zachlowenba.bsky.social knows exactly what was said

The amount of divorce proceedings that will mention this will be epic

@dannyheifetz.bsky.social @dannybkelly.bsky.social @craighorlbeck.bsky.social This is Craig

@dannyheifetz.bsky.social @craighorlbeck.bsky.social @dannybkelly.bsky.social The slander against the school where Chip Kelly got his start (UNH) will not stand.

They must have had @buckquivas.bsky.social in mind when they made the party favors this year

Of all the remakes out there. How is this one still sitting on the shelf?

My son explains Bro podcast culture

🇬🇪🇬🇪🇬🇪 🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪

They did a remake of The Toxic Avenger? My middle school dreams have come true

When 200 defunct biotech startups became crypto treasury companies: good and normal. When the 201st crypto treasury comes from a Canadian vape shop: Is bubble?!?!

“Did you remember to reset the geofencing on our electric scooters?” “Sure did!!!”

It’s 2025 and my 4yo favorite song is “Hold my hand” by Hootie & the Blowfish I don’t know how we ended up here, but I think I’m ok with it

The person who designed this pool is the most juvenile person ever.

Great way to start our last day in Omaha! @misfit-alpha.bsky.social @marketmusician.bsky.social

The Pontiac Aztek’s Cubism period

Réunion has its own tariff rate? It’s a French department. That’s like having a specific tariff for the US and a separate one for Hawaii

I really thought the $NMAX thing was gonna get the full @matt-levine.bsky.social treatment today.

Newsmax #$NMAX went public yesterday and its stock is up 1,000% in less than 48 hours of trading. The offering was seemingly built to be a meme stock open.substack.com/pub/misfital...

Wait, Sacramento has a brutalist version of Chichen Itza?

Resisting the urge to switch to an IBKR brokerage account

I dont’t post much, especially about my newsletter (too self conscious? Not thirsty enough?) But the CoreWeave #$CRWV IPO is garnering attention. Its ownership structure is a pervasive problem among too many companies these days and I felt obligated to mention it open.substack.com/pub/misfit-a...

Some more highlights from Racha 🇬🇪backcountry. Great snow, incredible views, challenging climbs, fabulous skiing

I just spent 7 hours dragging someone with a shattered pelvis out of the backcountry Never ski in the backcountry solo

More Racha 🇬🇪 backcountry, day 2 6.2 mi/5,200 ft elevation climb & ski Snow was a little sun baked, but firm enough we could hit some steeper descents without too much avalanche risk.

For the next week, this account has officially transitioned to a backcountry skiing blog. Greater Caucasus Mountains, Racha, Republic of Georgia 🇬🇪

I feel like I saw a bunch of maps like this circa 2007-2010 talking about the trillions of $$$ in mineral wealth in Afghanistan. How did that work out?

Bad computer generated translations are always entertaining

@craighorlbeck.bsky.social @dannybkelly.bsky.social @dannyheifetz.bsky.social seems relevant to your most recent show www.bloomberg.com/news/article...

Booze investors must be euphoric (happy drunk?) for the first time in years

It’s the small things as a dad that bring a smile to your face Both kids (while taking a bath) 4yo: Mike Jones 2yo: who? 4yo: Mike Jones 2yo: who?

@dannyheifetz.bsky.social the shoutout to Hank’s Oyster Bar really had me in nostalgia mode

Still a banger youtu.be/PCsGRCf8T9Y?...

I am about to become insufferable with all of the videos of my 4yo skiing. I’ll be surprised if I have any followers by spring First powder day (and first face plant)

My days of skiing have taken on a whole new adventure pop

One of my secret hopes is that some modular home construction companies set up shop to rebuild LA and everyone sees how we could quickly and more cost effectively build quality housing by moving more newbuilds away from stick built and toward modular

The 2024 IPO market was... surprisingly lucrative. I wrote about 20 IPO companies last year. Here's what I got right, what I got wrong, and the lessons going into the 2025 IPO market www.misfitalpha.com/p/keeping-sc...

Something you totally do when your economy is firing on all cylinders

Gotta love the “[company] stock is up because people like it” push notifications

Die Hard is actually a movie about the dangers of reaching for yield Hans Gruber was so enamored w/earning 20% yields on bearer bonds to join the FIRE movement that he resorted to a life of crime Sad really

What phase of getting old is it where you start listening to 10,000 Maniacs again?

One of the interesting/joyful things about little kids is having no idea what is captivating to them. My 4yo has fallen in love with the movie Ponyo. Didn’t have that on my bingo card

Any time I try to look up disclosures for foreign companies, my appreciation for EDGAR grows. Dear Canada, EDGAR is right there and you built SEDAR? TF is wrong with you?

Cold blooded savagery from Morningstar here

I was genuinely starting to think I was hitting some sort of emotional low. Lack of motivation, malaise, that sort of thing. NOPE! Kid brought mono home from school two weeks ago and it’s been making its rounds through the house