Thank you, Mekka! Great thread, especially for today.

And no margin variance! If you’re also interested in this, you should definitely reach out to @bennpeifert.bsky.social (Yes, Benn and others are very chatty in the open, welcoming “rooms” they’ve created and maintain in the shitty Xitter bar, but I get some of the reasons why they’re there.)

90% of Fintwit

I guess the upside to Senate Dems being wimps is the Arizona congress lady will be sworn in and we will be one step closer for the Epstein files to be released. Also careful what you wish for with Gov opening and economic data reports coming back. They will be dreadful.

“I gave my son his phone back because he promised he would clean his room next month.” That’s what the fuck you sound like.

Don’t fall for this shit. Primary every single one of them

Resign. Go to Florida. Or make aliyah and maybe go fight in the Knesset. Just go away.

🎯

Did ChatGPT tell the Democratic Party to kill itself??

And no margin variance! If you’re also interested in this, you should definitely reach out to @bennpeifert.bsky.social (Yes, Benn and others are very chatty in the open, welcoming “rooms” they’ve created and maintain in the shitty Xitter bar, but I get some of the reasons why they’re there.)

Whew! Ain’t this the truth. What is this phenomenon called? Willful ignorance??

Gary just shared today that he’s also putting money on this by shorting OpenAI with @bennpeifert.bsky.social Good on him!

Black American soldiers literally dug these WWII graves. Traumatic. To acknowledge that fact at a cemetery they helped construct is something the Heritage Foundation cannot accept. As Veterans Day approaches, never forget that this country both compels and disrespects Black military service. Always.

There’s a reason Vernon Duke wrote an entire song called “Autumn in New York”. 💕 @newyorkcitykopp.bsky.social #NYC

Justice KBJ is a brilliant strategist. She is working the rules to compel timely review of the stay in the SNAP case by both the Circuit Court and by the Supreme Court. This is why knowing which SCOTUS justice has supervision of the Circuit you file in is essential. www.reuters.com/world/us/usd...

Shalamar law! 😂 And a great excuse to revisit them: youtu.be/Qwvf2ilsogo?...

Jim Chanos has had Saylor’s number for some time now. Congratulations on his short MSTR/long BTC trade. #MSTR (When cashtags, @pfrazee.com?)

Brother Karp is rightly being called out for his cowardly evasiveness here, but I’m paying attention to how he’s trying to pivot and position himself post-Trump. Also, would someone please ELI5 Lauren Balik’s curious claims about Palantir #PLTR, Microstrategy #MSTR and Kabbalah? (When cashtags?)

That is the look you get right before the poison hits

BTW, this was Peter Theil's vehemently expressed view too--before he started injecting himself with twink blood and obsessing about the anti-Christ

I don’t even have words for this. One of the 2 guys responsible for this mass death wants a peace prize and the other wants $1trillion to be a bad CEO.

Great photo! It captures our moment very well.

This is immoral. This should signal a meaningful topping off — i.e., after Tesla hits $500 (I still think it’s going there). Time will tell.

The pun timer was activated and you only had six minutes to get in

What a damning self-assessment.

This is about Brother Karp, right? I haven’t caught up on his latest appearances/performances, but that dangerous fool’s comeuppance is overdue. #PLTR $PLTR

LOL! Highly unlikely. The ones who do leave will make the City even better!

This comment nails exactly what Brother Karp (yes, Brother) and Thiel are doing with young people/adults.

Very chippy out there.

Working on a new piece laying out why we are experiencing a jobless boom. Research by JP Morgan suggests that AI and related investment in infrastructure accounted for 3/4 of the 1.6% average growth of the first half of the year.

I’m not particularly fond of Coach Gerstner (my nickname for him post-SVB failure and his concern about the local Little League’s funds), but I need to check out this interview. Altman is a curious fellow and very problematic.

Again a lot of people aren’t old enough to remember when he got taken out to the woodshed over his “Pataki just held Giuliani’s coat during 9/11” blunder but the man is just straight up inept when faced with a hint of adversity or competition

Yes, we see what you’re doing. It’s stupid and dangerous. No need to read bullshit.

The first 7 words of the post gives away the game being played, doesn’t it?

Thought this was Neel Kashkari at first! 😂

Dodgers bullpen be like:

My take on a contensious rate cut by the Fed. Powell waffles on December cut. Dissonance within ranks of the Fed getting louder. Not yet deafening but moving in that direction. Mild bout of stagflation proven easier to forecast than live. Odd press conference. kpmg.com/us/en/articl...

Gold caught an overnight bid. Hearing some people are dipping in. Dovish Fed, blah blah. Here's a chart with price action from the last 10-days. Classic lower highs, weakening bounce. Whatever. It's a chart.

A rising stock market is no match for a weakening labor market. 👀

Finally! What a game. It’s fun watching these games as just a fan of the sport. Being a diehard fan of either team must be a hell of an emotional roller coaster.

We’re going to be watching this World Series through the Thanksgiving holiday, aren’t we?

Friends choose your so-called "critics" carefully. Its not a binary. If people do circular citations and happen to never cite the women who laid the groundwork for decades and pay the price, there's a problem.

This is a great idea. Seriously. Obama won’t do this specific act, of course, but the point remains the same: more psyops. Be creative!

“Walmart was the top employer of SNAP recipients in five states and one of the top four employers in the remaining four states. McDonald’s was among the top five employers of Medicaid enrollees in five of six states and SNAP recipients in eight of nine states.” www.cnbc.com/2020/11/19/w...

J-E-T-S Jets! Jets! Jets! (OK, they’re not in New York but neither is MetLife stadium.)

Donny Hathaway covering a Leon Russell classic. “You taught me precious secrets Of the truth, withholding nothing You came out in front and I was hiding But now I'm so much better And if my words don't come together Listen to the melody 'Cause my love's in there, hiding” youtu.be/FICNxrpVxjM?...

Houston, we have a problem. And probably plenty of other American cities. And this is before SNAP payments end.

One of these days, people are going to realize that Ross Douthat is a writer in the same way that Tweety Bird is a condor.