Helm Hammerhand Appreciator

Basically, the United States is running short of key munitions because the insecure man-children running the country keep firing off expensive stand-off emotional support munitions as a desperate act of gender-affirming self-care. Alas, there are not enough TLAMs to make Trump or Hegseth into men.

Miller Lite stat o' the day 332,411,218 the number of books Dolly gave access to children through today a truly historically great American

@jesawyer.bsky.social 's Pillars of Eternity handles this so well, with guns having meaningful scaling and efficacy tradeoffs. A real all-around triumph, but this aspect of the game in particular is so immersive and satisfying.

Lots of in the know finance folks were saying Bessent was smart, and like - this artifact did not originate from a thinker.

Rigged.

Another Infantino fix. First England goal should have been a drop after the ball hit the camera wire, and the Norway goal should have stood. Gonna wallow in bitterness for a few days, and then support England.

Absolutely - these commentators noting over and over how “X player was watching in the stands last World Cup” - so their parents took them to Qatar for a WC match? Not exactly a typical upbringing

Hate to even think this, but we’re on pace for most own goals ever in a WC, during sports betting epidemic. Makes u think. 7 so far this WC already; just one in Qatar during the group stage.

Estimates for Amazon in particular feel way off. AMZN abhors FCF

Inverse Cathie Wood!

A theory I haven't seen anyone offer yet is that the success AI has had with computer programming is because computer programming is not actually very difficult and just appeared difficult to outsiders because it was incompetently taught and gatekept for decades

This has been something I've been meaning to write for quite some time and the Homer contretemps gave it the opportunity. The thing I most wanted to draw out is that it isn't one fool on Twitter with a helmet, but a radicalization pipeline designed to lead antiquity-curious young men into fascism.

It's absolutely wild to me that these people cannot accept the truth that the economy has been historically good in aggregate, and that their actual complaint is within nuanced contors of the economy that show persistant inequality at the tails and relative decline among some pockets/professions

My beloved student died this weekend in a tragic accident. His sweet mom came from Honduras to build a better life for her children. Please donate if you can. gofund.me/e05c7b4bb

No growth, 350 P/E, liquidity about to sucked up by SpaceX - taking the elevator down soon IMO

Jeff Russo really pulls it all together with the score, too. What a show

The fact that the market is getting whipped around by Citrini Thought is yet another nail in the EMH.

Yes, true artistic expression is when you closet index and free ride off your clients’ credulity.

Alex from our time working together, while he was in nursing school. Later, he moved to ICU, working as a nurse to support critically ill Veterans. He had such a great attitude. We’d chat between patients about trying to get in a mountain bike ride together. Will never happen now

Let’s do it

dumb nazi bitch lmao 😂

This is the good stuff

@alsobrooks.senate.gov well?

Now that’s a Senator I can be proud to support.

I have watched the video of the horrible ICE shooting of Renee Good in Minneapolis over & over. It is grotesque to hear Kristi Noem justify her killing as a response to "domestic terrorism” & for Trump to spread further lies on social media. [1/2]

This is also a consistent phenomenon in RAM and NAND specifically, where double ordering is the norm and take or pay contracts never really get enforced.

Excellent news for $BRK longs. Will be interesting to see how the 13F evolves from here, might confirm some guesses about who has been buying what

Another year, another $IBM boondoggle that ensures they never return any cash to shareholders

Lowe’s outperforming Home Depot could mean the latter’s cooperation with ICE is starting to bite. Might be a re-evaluation of that approach coming soon.

If this is real, I am selling so much Micron and AMD short that I’m going to lose my fucking house.

@espiers.bsky.social @emilyflitter.bsky.social yeah can’t see anything wrong with this decisions this editorial team is making, 10/10, no way these same people were ignoring Epstein leads

Finally a party I can believe in

Hard to square those practical applications with a 40% data center chip CAGR for the next 3 years predicted by TSM

@montanaskeptic.bsky.social in case you were looking for a concrete example of why people were upset by Bari Weiss - this kind of thing is it.

Sounds like a lot, but against a cash burn of $1billion/month and growing…

Quick, Ezra “Both Sides” Klein, we need some emergency punditry. Is it still Hillary Clinton’s fault? We need to know! @ezrakleinbot.bsky.social

Is Germany in 1933 not fascist? Not sure you’re making the case you think you are by arguing Trump and his coterie haven’t managed to do a totalitarianism yet

This video of Chicagoans intervening to save a man from being abducted off the streets by ICE is making the rounds on Instagram. Community action works. Source: www.instagram.com/reel/DPZL2AL...

I think Klein comes off more so as being a character totally out of time, as opposed to just “bad”. When Mitt Romney embodies the Republican Party, Klein et al are fine enough, but for a decade now they have been completely useless at persuasion. More than anything I think Klein should just retire.