Playing around with the phenomenal urbankaoberg.com site. They have a DCF tool that presumably pre-loads what I assume are estimated initial assumptions for a company given history/industry (I input none of these, but wouldn't call them crazy). LOL.

Further, when will we start to see companies compete for talent by offering same comp with less hours? Seems like a pretty easy way to inspire loyalty as well.

This feels akin to the concept of lean manufacturing. If you read Golratt, the goal is to free up the workforce to do more value-added work, not inspire layoffs.

ChatGPT writing the world’s greatest novel

"While tech-related capex is surging, other private capex has slumped." KKR via The Daily Shot

Are the Saudis delusional or did they really think Neom and LIV were financially viable projects?

Thorsten Slok is giving El-Erian, Ray Dalio, and Howard Marks a run for their money in terms of saying nothing very well.

"Officials" Couple of real estate guys and his son in law

He was an investment banker at MS and married into the Estée Lauder family. What is she trying to understand.

Bill has brought this up before, but bears reviewing given the Iran situation. Trump's form of negotiation is belligerence and bluffing, which might make sense if you are playing the game once and have no concern for how the other party (or in this case, the world) views you after the negotiation.

"Open the fuckin' strait!" - Strait isn't open "Two week ceasefire subject to them opening the strait"

Oh no, Liberty is here now

I can’t recall ever reading a positive article on Sam Altman. Elon must really be good at paying off journalists who hate him as well.

Elon Musk is now an air defense expert as well?

sitting in traffic when a smart beautiful woman, w/an amazing personality, walks close by—about 5ft away. i lock my car doors out of respect

Market probability tracker from Atlanta Fed. As of 3/24, odds of a rate hike by the June FOMC is 41% and of a rate cut 14%. More detail here: www.atlantafed.org/research-and...

Can’t wait for Trump‘s EJ Antoni post

There are so many examples of mind-boggling corruption over the last few years, but this is up there @keubiko.bsky.social www.wsj.com/business/tre...

BTFD is so thoroughly engrained in anyone 35 years or younger.

Encouraging that TSLA isn’t rallying on the huge jump in oil like it would have in the past. Mr Market viewing it now as the leader in robotics and AI it so clearly is.

I thought the war would be over by now with Palantir’s cutting edge technology.

He’s defied the laws of financial gravity for years with Tesla.

So much winning

Good time to revisit the greatest political skit in history. @carnage4life.bsky.social And for the Musk Mars sidebar @keubiko.bsky.social youtu.be/9DLuALBnolM?...

A lot of bachelor parties are now really screwed.

Screaming into the well is a basic trait of human nature. @upslopecapital.bsky.social has well documented this in finance. It’s even worse in politics.

I can’t believe this was 15 years ago. Blankfein was on CNBC this morning and he mentioned we typically have a “clean the house” every 5-6 years where valuations reset and uneconomic business models gets washed away. We’re now at 18 years. youtu.be/PTUY16CkS-k?...

This

That @fredlambert.bsky.social went from Elon sycophant to skeptic gives me hope for society.

You can’t build a Jetsons future with a Flintstones government

Don’t you ever accuse me of a crime! This administration is insane.

Nice little 25% reversal today for #$SHOP

EVs have shown that no matter how innovative or transformational the industry, manufacturing tends to be highly competitive, low margin business. Will robots be any different?

Elon Musk is full of shit. He is also brilliant. Those two facts don’t need to be mutually exclusive. But one generally wins out over the other.

"The math" had nothing to say about bitcoin on the way up, and it still has nothing to say on the way down. There is no math, there are no fundamentals. All the technical talk is circular bullshit. Have fun staying poor, or rich, or someplace in between, as determined by nothing in particular.

Elon’s shameful Dogecoin pump is on its last legs as well, but there is still $16 billion of “value” in that magic bean. A lot of wealth effect left to unravel in the crypto space.

Will World Liberty Financial please step up and backstop this crypto collapse?

A lot of names that were fan favorites not looking very good over the last five years. I remember this gem. I doubt the majority of investors even knew what Atlassian did.

Crying laugh emoji cc @gwestr.me

Tomorrow feels like it’s gonna be interesting in the markets

Amazing @wsj.com story detailing Trump grift with a secret 49% investment in World Liberty Financial www.wsj.com/politics/pol...

Is Bitcoin doing business with OpenAI as well?

what are the economics of Starlink?

Is Bitcoin doing business with OpenAI as well?