Cheesles
@cheesles.bsky.social
đ€ 119
đ„ 329
đ 148
Retired dividend investor. Having a go at sustaining a high-income portfolio.
reposted by
Cheesles
Louis Ingenthron
1 day ago
I just released v1.0 of my
#Unredacter
software. It can be used to remove lazy censorship from PDF documents, like those in some of the
#Epstein
files. You can find it here:
www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
5
231
105
reposted by
Cheesles
Mike Masnick
2 days ago
Ok. Now had a chance to check and, well, at least some docs do appear to be straight up classic redaction fail. And there are some *interesting* bits here.
www.justice.gov/multimedia/C...
109
9735
3548
reposted by
Cheesles
Emoji Caresser
3 days ago
PREACH IT TECH JESUS
loading . . .
12
1586
529
reposted by
Cheesles
Mister.Nobody
3 days ago
"...the public will correctly identify this as corporate censorship" gift link:
www.nytimes.com/2025/12/21/b...
loading . . .
â60 Minutesâ Pulled a Segment. A Correspondent Calls It âPolitical.â
https://www.nytimes.com/2025/12/21/business/60-minutes-trump-bari-weiss.html?unlocked_article_code=1.-k8.AuVb.0W2sEus-lvac&smid=url-share
0
9
6
#econsky
#finsky
2 posts to read in thread.
add a skeleton here at some point
6 days ago
1
1
1
reposted by
Cheesles
Michael Clemens
7 days ago
The International Monetary Fund asked me to review the literature on migration economics to draw lessons for low-income countries. In a new
@iza.org
paper, I argue that policy for the 21st century must discard four outdated ideas.
www.iza.org/publications...
đ§” threadâ>
2
180
108
reposted by
Cheesles
Richard M. Nixon
7 days ago
A Naval officer on the "warrior dividend" - "When there's bad news coming, the mess decks always serve steak and lobster. Without fail."
7
217
49
reposted by
Cheesles
Carl Quintanilla
8 days ago
â.. From Maryland to Missouri, at least fourteen states are home to towns or counties that have implemented moratoriums: a complete pause on data center development.â
@techpolicypress.bsky.social
@justinhendrix.bsky.social
techpolicy.press/the-real-rac...
21
483
162
"A multipart series on how the Trump administration has disrupted labs, upended lives, and delayed discoveries"
www.statnews.com/american-sci...
loading . . .
American Science, Shattered
An eight-decade partnership between universities and the federal government made U.S. science preeminent. It took Trump less than a year to shred that
https://www.statnews.com/american-science-shattered/
11 days ago
0
2
0
LOL âHe doesnât seem to be worried about his professional reputation,â says Carroll, the Johns Hopkins economist who worked with Hassett at the Fed.
www.barrons.com/articles/kev...
loading . . .
Kevin Hassett Says He Would Be Independent at the Fed. Some Who Know Him Are Worried.
President Donald Trump has said he has narrowed down his choice for the next chair of the Federal Reserve to one person, and hinted that it will be Kevin Hassett, now director of the White Houseâs Nat...
https://www.barrons.com/articles/kevin-hassett-trump-fed-chair-57f2cad4?st=G2aVyb&reflink=desktopwebshare_permalink
12 days ago
0
4
2
New Howard Marks memo. Those are always fun.
#econsky
#finsky
www.oaktreecapital.com/insights/mem...
loading . . .
Is It a Bubble?
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence.
https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
16 days ago
0
1
0
reposted by
Cheesles
Mister.Nobody
about 1 month ago
People will soon pay a premium for certified human-only created art, music, lit, etc. Duh. Bummer that we'll have to.
3
9
2
reposted by
Cheesles
Rude Law Dog
20 days ago
when your 20 year old space company is valued at 800 billion dollars and you're still blowing out shares to keep the lights on (and pay employees), you don't have a real company. hth this bubble popping will be spectacular
add a skeleton here at some point
31
710
183
A helpful and informative read from
@claudia-sahm.bsky.social
. So go get helped and informed.
#econsky
#finsky
www.imf.org/en/publicati...
loading . . .
Alternative Data and Monetary Policy
Central bankers are tapping nontraditional data sources for a more complete picture of the economy
https://www.imf.org/en/publications/fandd/issues/2025/12/alternative-data-and-monetary-policy-claudia-sahm
20 days ago
0
11
3
reposted by
Cheesles
Claudia Sahm
20 days ago
I have participated in the 'Fed Chair sweepstakes' like any good Fed watcher. It matters. But **absolutely pivotal** for next year is the Supreme Court decision on Lisa Cook. If the President can remove members of the Board without review, it's game over for Fed independence.
add a skeleton here at some point
3
91
33
Technical analysis is the phrenology of the investing cosmos.
21 days ago
0
0
0
This morning from Torsten SlĂžk -
#econsky
#finsky
www.apolloacademy.com/top-5-risks-...
loading . . .
Top 5 Risks in 2026 - Apollo Academy
There are always upside and downside risks to the outlook. Below are five things we are watching going into 2026....
https://www.apolloacademy.com/top-5-risks-in-2026/
21 days ago
0
0
0
reposted by
Cheesles
Aaron Rupar
22 days ago
Trump goes on another racist rant about Somalis: "Ilhan Omar should be thrown the hell out of our country, and most of those people -- they have destroyed Minnesota. It's a hellhole right now. Those Somalians should be out of here. They have destroyed out country ... go back to your own country."
loading . . .
265
871
434
reposted by
Cheesles
Justin Wolfers
22 days ago
Official government statistics that come from independent statistical agencies like the Bureau of Labor Statistics, the Bureau of Economic Analysis. Those folks tell the truth. The problem, of course, is that every word that comes out of the White House, almost every word... is a lie."
loading . . .
19
535
217
reposted by
Cheesles
Josh Marshall
22 days ago
20
166
54
reposted by
Cheesles
Jesse Felder
23 days ago
âWe now have confirmation, with the OECD saying in a new report that, without AI capex, U.S. economic growth declined in the first half of 2025. People keep wondering why the employment market is weak, but the economy somehow chugs along. This is why.â
paulkedrosky.com/ex-ai-capex-...
3
221
114
reposted by
Cheesles
Dave Karpf
23 days ago
Nvidia is spending $1.3 billion to rent its own chips back from CoreWeave, a company in which it owns a $4 billion stake. There are, AFAICT, only two explanations for this arrangement: (1) It's accounting fraud. (2) It's accounting non-fraud, because we don't prosecute financial crimes anymore.
15
450
160
reposted by
Cheesles
scrambled egg globalist
23 days ago
in terms of focussing on "affordability," this is one of the worst things you could do as the Transportation Department.
add a skeleton here at some point
3
47
11
reposted by
Cheesles
Tea Pain
23 days ago
Every major importer and retailer should follow suit.
www.nbcnews.com/business/bus...
loading . . .
Costco sues the Trump administration, seeking a refund of tariffs
The wholesaler is the latest company to sue a federal agency over the president's signature economic policy.
https://www.nbcnews.com/business/business-news/costco-sues-trump-tariff-refunds-rcna246860
30
1492
420
$RVT declares a banger of a Q4 distro: Royce Small-Cap Trust (RVT) declares $0.54/share Payable Dec. 24; for shareholders of record Dec. 11; ex-div Dec. 11.
23 days ago
0
0
0
reposted by
Cheesles
The Conversation U.S.
25 days ago
Relying on ChatGPT to teach you about a topic leaves you with shallower knowledge than Googling and reading about it, according to new research that compared what more than 10,000 people knew after using one method or the other. Shared by
@gizmodo.com
:
buff.ly/yAAHtHq
loading . . .
Learning With AI Falls Short Compared to Old-Fashioned Web Search
In virtually all the ways that matter, getting summarized information from AI models was less educational than doing the work of search.
https://buff.ly/yAAHtHq
5
188
124
With divs and interest I don't need to live on, Added to RVT, EDD, USA, KYN, BCX, PFFR, UTG, UTF, AOD, BGY.
27 days ago
0
0
0
reposted by
Cheesles
Mark Copelovitch
28 days ago
What could possibly go wrong, you ask?
bsky.app/profile/mcop...
add a skeleton here at some point
3
106
19
reposted by
Cheesles
Mister.Nobody
28 days ago
I'm thankful.
youtu.be/H_dxFpPdHC8?...
loading . . .
THE GO-GO'S 'HEAD OVER HEELS' COVER - FEAT: ALICE BAG, BELINDA CARLISLE, THE RUNAWAYS, CIRCLE JERKS
YouTube video by Mikey And His Uke
https://youtu.be/H_dxFpPdHC8?si=3DugR54knrJ65FF-
0
5
2
reposted by
Cheesles
Mister.Nobody
28 days ago
Blackrock does not buy homes. Blackstone does. Jesus.
0
4
1
reposted by
Cheesles
Protos
30 days ago
CHART: Bitcoin ETFs shed $58B, dropping faster than BTC
protos.com/chart-bitcoi...
loading . . .
CHART: Bitcoin ETFs shed $58B, dropping faster than BTC
Although both BTC ETFs and the price of BTC itself have declined since October, ETF outflows have far outpaced the asset's decline.
https://protos.com/chart-bitcoin-etfs-shed-58b-dropping-faster-than-btc
0
3
1
reposted by
Cheesles
Blaise Ulysse Bernard Collins
29 days ago
If there's ever been a big flashing light that signals 'Exit All Grifts' it's a sharp sustained downturn for Bitcoin.
add a skeleton here at some point
3
54
15
reposted by
Cheesles
Bill McBride
29 days ago
To cut rates, you'd need to forecast inflation falling to 2% very soon (not likely) or an employment recession (possible). The other possibility is that the neutral rate is lower than the models suggest (currently 1.5%). But even a neutral rate of 0.75% would suggest holding rates steady.
add a skeleton here at some point
1
33
3
reposted by
Cheesles
Catherine Rampell
about 1 month ago
Is the problem the economic "messaging" or the economic "outcomes"
56
719
130
"...spending on AI related construction, and increased consumer spending in part from recent stock market gains, are likely the only two significant factors keeping the economy out of recession."
#econsky
#finsky
bonddad.blogspot.com/2025/11/scen...
loading . . .
Scenes from the very tardy September jobs report
- by New Deal democrat An opening comment: it is an abomination that the US government treated its statistical agencies as doing expendi...
https://bonddad.blogspot.com/2025/11/scenes-from-very-tardy-september-jobs.html
about 1 month ago
1
4
1
Jettisoned my $KRP this morning and added the proceeds to $USA.
about 1 month ago
0
1
0
reposted by
Cheesles
Molly White
about 1 month ago
"aggressive accounting" is a fun euphemism
add a skeleton here at some point
20
373
47
reposted by
Cheesles
Carl Quintanilla
about 1 month ago
The DALLAS FED survey commentary is as dire as ever: â.. We don't know if it's the shutdown or just that demand has dropped, but our orders have dropped in half.â
@bobburgess.bsky.social
www.dallasfed.org/research/sur...
25
492
166
reposted by
Cheesles
Jason Karsh
about 1 month ago
Concerned lawmakers with very complicated questions like, âWhy exactly would you start a war in Venezuela?â
add a skeleton here at some point
6
195
55
reposted by
Cheesles
Claudia Sahm
about 1 month ago
âClaudia Sahm, a former Fed economist who blasted Summers and others for sexism in a widely shared and highly critical 2020 blog post, sounded vindicated. âOkay, so maybe I wasnât too mean to himâŠâ she said on social media after the emails were made public last week.â
www.wsj.com/us-news/larr...
loading . . .
How Larry Summersâs Power Delayed the Reckoning Over His Epstein Ties
The former Treasury Secretary and Harvard presidentâs enormous network and clout kept him immune from past Jeffrey Epstein revelations. But this time was just too much.
https://www.wsj.com/us-news/larry-summers-jeffrey-epstein-emails-325540b9
9
497
94
reposted by
Cheesles
Mister.Nobody
about 1 month ago
Being decent was too profitable.
add a skeleton here at some point
1
7
2
Yeah, nah.
www.marketwatch.com/story/fed-mi...
loading . . .
Fed minutes show âstrongly differing viewsâ over whether to cut interest rates again in December
Fed officials noted last month elevated uncertainty about the U.S. economic outlook.
https://www.marketwatch.com/story/fed-minutes-show-strongly-differing-views-over-whether-to-cut-interest-rates-again-in-december-df3b15b2?st=ubcdQu&reflink=desktopwebshare_permalink
about 1 month ago
0
1
0
reposted by
Cheesles
Tuffy
about 1 month ago
Feel like management of The Bitcoin is going have to do some layoffs in light of this quarterâs results
1
13
1
reposted by
Cheesles
Costa Samaras
about 1 month ago
a lotta yall still dont get it coin holders can use multiple slurp juices on a single modem so if you have 1 Laserjet and 3 slurp juices you can create 3 new âPC Load Lettersâ
add a skeleton here at some point
1
64
3
reposted by
Cheesles
Bennett Tomlin
about 1 month ago
This is a Trump policy as well and he has far more power, yet everyone pretends heâs never said it because him doing it would end the world
www.reuters.com/markets/us/t...
add a skeleton here at some point
3
9
6
reposted by
Cheesles
Oliver Willis
about 1 month ago
The mainstream media will never acknowledge that the right ultimately wants the worst for America and this the motivation for their actions. In short, mainstream press wonât tell the truth.
57
963
199
âGaslighting the people and trying to tell them that prices have come down is not helping. Itâs actually infuriating people because people know what theyâre paying..."
prospect.org/2025/11/17/a...
loading . . .
Affordable Trump - The American Prospect
His belated effort to address the cost-of-living crisis is a repudiation of his own core policies and a gift to progressives.
https://prospect.org/2025/11/17/affordable-trump/
about 1 month ago
0
1
0
reposted by
Cheesles
Bringus Studios
about 1 month ago
Linus Torvalds being unfathomably based
53
3939
1182
reposted by
Cheesles
Conor Sen
about 1 month ago
It's Liberation Day for the homebuilder supply chain -- they're being liberated of their profits and gross margins:
8
383
100
Load more
feeds!
log in