DJ Gallant

[Keyser Soze @KeyserSozeThree]

This doesn’t happen unless there is noise coming from the repo desks.

There’s a major financial institution at the threshold of not being able to fund itself in The Street.

First check for NY Fed is to identify which other institution(s) have material counterparty exposure.

Not good.

[Ashish K. Jha @ashishkjha]

Kevin co-chairs our scientific advisory board

Kevin is at @MIT and one of the smartest people in the world on issues of engineered pathogens

Kevin's tweets are worth your time

[DJ Gallant @DeeJaySoccerMan]

@JonahDispatch May I introduce you to Warhammer 40K good sir, since this is clearly what the humans are based on

https://t.co/oSTXtSxqPU

[Troll Football @TrollFootball]

😭😭

[Marcus Chairez | US/SC @USSoccerColl]

This is telling. It shows how out of touch he is with development. The Revs are actually one of the most interesting teams in MLS. They start three Olympic eligible 🇺🇸 players, two of which were selected to the USMNT. Peyton Miller is one of the most exciting young players in MLS. They just signed another high potential one in Josh Wynder. Their academy is among the best in MLS. Their coach is a former USYNT coach who believes in playing the kids.

[AG @AGHamilton29]

The serial arsonist says we must figure out how all these buildings ended up burned down and address it.

[Mina Kimes @minakimes]

Our tracking has Green Bay's OL winning in pass protection on just 16% of dropbacks (worst in the NFL by a mile). To put that in perspective, the average is close to 50%. Not great Bob.

[NFL Memes @NFLMemes]

Packers fans realizing this is what it feels like to be a fan of a trash football team for the first time in their lives

[DJ Gallant @DeeJaySoccerMan]

@Jesse_Livermore My daughter also wishes for a unicorn

[David L. Bahnsen @DavidBahnsen]

Let me give you an easy "cheat" if you want to understand something about BASIC economics ...
Anyone advocating a ban on exporting diesel fuels is an economic ignoramus to such an extreme degree that they should be ignored about anything that ever, ever comes out of their mouth.

[Jarvis @jarvis_best]

Sorry fraudsters, Ol’ Keith The Fraudcatcher is still in charge. Good luck trying to do fraud in Minnesota, “The Land Of No Fraud.”

[Max Dugan Jr @MudderFudder77]

I am sorry Chris Simms, I was not familiar with your game. Former Texas QB takes a flamethrower to ESPN and performative politics.

[DJ Gallant @DeeJaySoccerMan]

@BenAllEyesNorth @GeneralMills Dude what???

[DJ Gallant @DeeJaySoccerMan]

@jason_kint @whignewtons will this be covered on AO? Very interested to hear yours and David’s thoughts

[Rob Blackwell @robblackwellAB]

The calculation here was that pushing for a cloture vote would force Dems to vote in favor. Instead, some GOP defected.

This defeat was not close and it's a sizable win for banks as a result.

[𝐓𝐗𝐌𝐂 @TXMCtrades]

This is the correct take

[Adam Karpiak @Adam_Karpiak]

your boss reminding you the employee survey is completely anonymous

[Cassandra Unchained @michaeljburry]

Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down.
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out

[Charlie Bilello @charliebilello]

Good morning.

Have to disagree with Mohamed here.

This is the most straightfoward FOMC meeting in years.

The Fed has woefully failed on their mandate of delivering price stability and are far behind the curve.

66 consecutive months is long enough.

The rate hikes are coming.