Cheesles
@cheesles.bsky.social
📤 163
📥 395
📝 209
Retired dividend investor. Having a go at sustaining a high-income portfolio.
J. Bradford DeLong: "I am surprised how few people know what a bad person and bad economist Kevin Hassett is."
#econsky
#finsky
braddelong.substack.com/p/re-the-tru...
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Re: The Truly Abominable Kevin Hassett: Steve Durlauf Does the Work of the LORD: LIFE IN THE 2000s
How a bad book, a bogus formula, and a hunger for favor led Kevin Hassett to discover that he could lie his way up the ladder as a career, and it would pay. Republican politicians and journalists...
https://braddelong.substack.com/p/re-the-truly-abominable-kevin-hassett
5 days ago
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Cheesles
Mark Zandi
5 days ago
$100 billion. That’s our estimate of the cost of the Iran War to American households. That’s nearly $750 per household. This includes the additional U.S. military costs and the higher energy and other prices resulting from the war.
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Cheesles
Joey Politano🏳️🌈
5 days ago
US data center construction rose to a new record high in official data released today, hitting a pace of nearly $51B/yr (and this only includes data center facilities, not the expensive computers within) Spending is up 28% over the last year and 268% since the launch of ChatGPT
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#$OHI
#$SBRA
#$BANX
#$PEO
.
5 days ago
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Cheesles
Mister.Nobody
8 days ago
BREAKING: “The Five Neat Guys” have withdrawn from the Freedom 250 Celebration.
youtu.be/NMjtvSABQ3Q?...
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Cheesles
Dow
8 days ago
Trump has won this war 7 times. He’s negotiated the peace settlement 12 times. And he’s opened the Strait of Hormuz at least 4 times. What more do you want from him?
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Cheesles
dell cameron
8 days ago
DOD sent me a response to a story yesterday, but it made literally no sense. And this morning wrote: "I apologize for confusing your email with the Dell contract announcement." And it took me several minutes before I got what happened.
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#$OHI
#$SBRA
#$BANX
#$PEO
#$USA
8 days ago
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Cheesles
Tracey Ryniec
8 days ago
No one is paying attention, but Ukraine has already taken out 25% of Russia's diesel and 30% of its gasoline output.
add a skeleton here at some point
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Cheesles
Mister.Nobody
10 days ago
Look at the world through your Polaroid glasses . . .
bonddad.blogspot.com/2026/05/why-...
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Why no US recession? Free spending by the upper class
- by New Deal democrat There is a slew of economic data being released tomorrow, the most important of which will be personal income and ...
http://bonddad.blogspot.com/2026/05/why-no-us-recession-free-spending-by.html
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Cheesles
Menzie Chinn
10 days ago
Kevin Hassett never ceases to amaze (in a bad way). Does the fact that Democratic and Independent indices track invalidate the UMich survey (& validate the Conference Board measure)?
#EconSky
econbrowser.com/archives/202...
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Cheesles
Mister.Nobody
12 days ago
"The model’s responses were nearly 50% more sycophantic than humans’, even when users engaged in unethical, illegal, or harmful behaviors. Users preferred and trusted sycophantic AI responses, incentivizing AI developers to preserve sycophancy despite the risks."
www.science.org/doi/10.1126/...
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Sycophantic AI decreases prosocial intentions and promotes dependence
Despite rising concerns about sycophancy—excessive agreement or flattery from artificial intelligence (AI) systems—little is known about its prevalence or consequences. We show that sycophancy is wide...
https://www.science.org/doi/10.1126/science.aec8352
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Cheesles
Bailey McCann
14 days ago
It’s been 20 odd years since these guys popped onto the scene and their only consistent message is “everyone is too stupid to understand our profound genius” and in that time we’ve managed to backslide into fascism and we’re testing the absolute lower bound of consumer sentiment
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Cheesles
Bailey McCann
14 days ago
“Ok sure you wanted to be a graphic designer or a writer or have any type of agency about your future or whatever, but what you’re not evolved enough to understand is that I, a guy who disdains all human life, think you should be generationally impoverished by my thing instead”
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Cheesles
Mister.Nobody
15 days ago
Golly, who wouldn't jump at the chance to link their accounts to ChatGPT?
www.barrons.com/advisor/arti...
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OpenAI Wants to Give Users Personal Finance Insights. It Could Change How They Manage Money.
OpenAI’s announcement is another sign of how companies are increasingly using artificial intelligence to directly serve clients’ financial needs.
https://www.barrons.com/advisor/articles/openai-wants-to-give-users-personal-finance-insights-it-could-change-how-they-manage-money-b180be25?st=CjDXwV&reflink=desktopwebshare_permalink
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Trimmed some
#$UTG
, put the proceeds into
#$UTF
to even those CEFs up. My other pick of this ilk is
#$ASGI
.
16 days ago
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Cheesles
Emily Green
17 days ago
Gift link:
www.nytimes.com/2026/05/20/o...
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Opinion | There Has Never Been an Example of Presidential Corruption Like This
https://www.nytimes.com/2026/05/20/opinion/trump-doj-slush-fund-criminals-corruption.html?unlocked_article_code=1.j1A.NLqZ.sijkKCmjbBKP&smid=url-share
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Cheesles
Tom Booker
17 days ago
😏
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Cheesles
Judd Legum
17 days ago
1. Number of stories about Trump buying and selling hundreds of millions of dollars in stocks in the first three months of 2026: CBS: 0 CNN: 0 Fox News: 0 NPR: 0 PBS: 0 Politico: 0 Semafor: 0 Business Insider: 0
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Cheesles
Carl T. Bergstrom
over 1 year ago
Modern-Day Oracles or Bullshit Machines? Jevin West (
@jevinwest.bsky.social
) and I have spent the last eight months developing the course on large language models (LLMs) that we think every college freshman needs to take.
thebullshitmachines.com
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INTRODUCTION
https://thebullshitmachines.com
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Cleveland Fed Inflation Nowcast: CPI 6.88% YOY.
www.clevelandfed.org/indicators-a...
#econsky
#finsky
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Inflation Nowcasting
The Federal Reserve Bank of Cleveland provides daily “nowcasts” of inflation for two popular price indexes, the price index for personal consumption expenditures (PCE) and the Consumer Price Index (CP...
https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting
20 days ago
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Cheesles
Carl Quintanilla
21 days ago
Internal AutoZone memo: “.. We’re facing the largest supply shortage of lubricating fluids in the modern history of America. Realistic, middle-of-the-road estimates are for our average available supply in this product category to drop by 40%.” (via Costa Oil)
#$AZO
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#$OHI
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#$SBRA
,
#$RITM
22 days ago
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Cheesles
Carl Quintanilla
25 days ago
“.. CHART OF THE DAY: Yes, ⛽️ gasoline; but also 🥩 beef. .. The cost of a pound of ground chuck has risen to near $7 .. up ~91% since Trump's 1st inauguration).”
@javierblas.bsky.social
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Cheesles
Eric Linus Kaplan
27 days ago
M: I made bilions selling software that lets people go on the internet. E: Great. Thanks. Good on you. M: Now I have some ideas to share about the future of civilization. E: Huh. Cool, I guess. Have you run them by anybody? M: You're not listening! I sold software so people can go on the internet!
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Cleveland Fed Inflation Nowcast:
www.clevelandfed.org/..
. Toplines: CPI - 5.78%, PCE - 5.18% Core: CPI - 2.56%, PCE - 3.46%
#econsky
#finsky
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Federal Reserve Bank of Cleveland
The Federal Reserve Bank of Cleveland supports the US economy and our region by studying economic conditions and issues that impact our communities, serving financial institutions, and providing econo...
https://www.clevelandfed.org/..
27 days ago
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Cheesles
Mister.Nobody
28 days ago
Let's do the fucking news.
add a skeleton here at some point
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Cheesles
Ethan Mollick
30 days ago
So Claude Mythos was, indeed, not marketing hype. Remember this is a general purpose model that just happens to be good at finding exploits because good models are good at lots of things. Expect similar from OpenAI & Google. And from open models in 8 months.
hacks.mozilla.org/2026/05/behi...
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Cheesles
Ken Martin
30 days ago
Sent to me from outside Fredericksburg, Virginia. These prices are insane and they’re still LOWER than the national average. Crazy.
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Cheesles
Seth D. Michaels
30 days ago
uh huh. the Trumpists (and their allies in both the tech-finance world and hard-right political movements internationally) would rather be on the tippy-top of a mountain of garbage, shit and skulls than accountable to other people in a healthy, prosperous multiracial democracy
add a skeleton here at some point
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Cleveland Fed Inflation Nowcast showing CPI 5.78%, PCE 5.18%
www.clevelandfed.org/indicators-a...
#econsky
#finsky
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Inflation Nowcasting
The Federal Reserve Bank of Cleveland provides daily “nowcasts” of inflation for two popular price indexes, the price index for personal consumption expenditures (PCE) and the Consumer Price Index (CP...
https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting
30 days ago
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Cheesles
Tom Hearden
about 1 month ago
Vaping it is
add a skeleton here at some point
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Cheesles
Tom Hearden
about 1 month ago
There it is We are on our way to 24/7/365 trading while also reducing company reporting to twice a year What could go wrong?
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If one is invested in the stonks, bonks, etc., one might do well not to fall in love with one's portfolio market value of the moment.
about 1 month ago
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Cheesles
Carl Quintanilla
about 1 month ago
>
@javierblas.bsky.social
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Cheesles
Stacie Rosenzweig
about 1 month ago
Elon discovers cross-examination
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Cheesles
Mister.Nobody
about 1 month ago
Told ya to vote for Carter Mondale Dukakis Clinton Clinton Gore Kerry Obama Obama Clinton Biden Harris ya fuckin' dumbass.
add a skeleton here at some point
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Cheesles
Mister.Nobody
about 1 month ago
...When prompted on false claims about the war in Iran advanced by Russian, Chinese, and Iranian state-aligned networks or outlets, Mistral AI’s chatbot Le Chat repeated falsehoods 50 percent of the time in English and 56.6 percent of the time in French...
www.newsguardtech.com/special-repo...
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Mistral’s Le Chat, Europe’s Leading Artificial Intelligence Chatbot, Repeats Falsehoods Half the Time When Prompted on State-Sponsored Iran War Disinformation
https://www.newsguardtech.com/special-reports/mistral-le-chat-ai-chatbot-repeats-falsehoods-half-the-time-when-prompted-on-state-sponsored-iran-war-disinformation/
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Cheesles
Mister.Nobody
about 1 month ago
"If you take at face value what the AI executives themselves have been saying for the last decade, that an AI powerful enough to make humans go extinct is nascent, then acting with force to stop it would be a rational action."
www.bloodinthemachine.com/p/why-the-ai...
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Why the AI backlash has turned violent
And why it's probably only going to get worse from here.
https://www.bloodinthemachine.com/p/why-the-ai-backlash-has-turned-violent?utm_source=post-email-title&publication_id=1744395&post_id=193728165&utm_campaign=email-post-title&isFreemail=true&r=ufz7&triedRedirect=true&utm_medium=email
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Cheesles
Kevin M. Kruse
about 1 month ago
Didn't bend, didn't cower, didn't even feel the need to stand next to Trump grinning awkwardly like it was normal. And now he's emerged unscathed with his job and his dignity intact and his reputation even stronger than before. Huh. Seems like this could be a model for others in power.
add a skeleton here at some point
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Cheesles
Jesse Felder
about 1 month ago
“The AI economy runs on tokens, tokens run on GPUs and GPUs depend on Qatari helium, Israeli bromine, and [liquefied natural gas] tankers with a single, 21-mile-wide exit from the Persian Gulf.”
www.axios.com/2026/04/23/a...
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Supply chain cracks constrain AI boom
The Iran war threatens to squeeze the industrial inputs that chip manufacturers depend on.
https://www.axios.com/2026/04/23/ai-iran-supply-chain
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Cheesles
Greg Wester
about 2 months ago
this IPO is the new battleground for bullshit
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Cheesles
Kevin Collins
about 2 months ago
The meta story of the (imminent) Yes win in VA is the total inability of Trump to ever look down the game tree. He was apparently unable to comprehend that Democrats would respond to his push to redistrict in GOP-run states This same pehenenon is also why we are losing a war to Iran.
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Cheesles
Mister.Nobody
about 2 months ago
I'd pick "Democracy" by Leonard Cohen.
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Cheesles
Mister.Nobody
about 2 months ago
Well, huh.
trendlabs.com/stocks-at-al...
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Stocks at All-Time Highs With Sentiment at All-Time Lows - TrendLabs
People are angry. That’s good. Because if you’re actually paying attention, this is exactly what you want to see. Everyone keeps trying to compare this environment to 1999. I get it. It’s an easy refe...
https://trendlabs.com/stocks-at-all-time-highs-with-sentiment-at-all-time-lows/
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Cheesles
Mister.Nobody
about 2 months ago
“Part of me is glad he’s wasting his time on bullshit, because it’s less dangerous for rule of law, for the American public,” one official told me, “but it also means we don’t have a real functioning FBI director.”
add a skeleton here at some point
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Cheesles
Andrew M_Founder 🇬🇷 🇺🇸
about 2 months ago
JD Vance is completely unlikeable and he's a moron.
add a skeleton here at some point
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Cheesles
Karl Bode
about 2 months ago
oh good, I have one of these expensive televisions and was secretly hoping for it to become less useful for no reason
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Sony killing features for antenna, set-top box users of Bravia smart TVs in May
Some 2023 and 2024 models are also affected.
https://arstechnica.com/gadgets/2026/04/sony-killing-features-for-antenna-set-top-box-users-of-bravia-smart-tvs-in-may/
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Cheesles
Carl Quintanilla
about 2 months ago
Crazy chart. Almost as if they wanted to keep inflation from getting too LOW.
@semafor.com
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Cheesles
David Rothschild
about 2 months ago
I find it genuinely amazing that there are full-grown adults who work in/around tourism/hospitality who thought other full-grown adults were going to fly to US in 2026 to soak in the World Cup atmosphere in cities that (1) won't exist (2) would be overshadowed armed paramilitary terrorizing visitors
add a skeleton here at some point
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