Jake

An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨‍👩‍👦‍👦👶🏻🐶🍔🍺🏀⚾️📊🤘

[Jake @EconomPic]

Short-term: trend > value > fundamentals
Long-term: fundamentals > value > trend

Investors need to be aligned with process AND time horizon

[Jake @EconomPic]

@NickNemo17 @grok @HighyieldHarry Ah… now I’m getting it. Plenty of cheating for sure… but don’t believe they aren’t still 🍆 at home. Be careful!

[Jake @EconomPic]

@NickNemo17 @grok @HighyieldHarry Tell your friends to tell the guys to drink more

[Jake @EconomPic]

Zoom in…

[Jake @EconomPic]

Cool format…

[Jake @EconomPic]

@NickNemo17 @grok @HighyieldHarry Tell your friends to drink more

[Jake @EconomPic]

@justinisreal @BillAckman Does this mean you’re a bot?

[Jake @EconomPic]

I urge everyone to calm down until we hear from @BillAckman

[Joe Weisenthal @TheStalwart]

NYT says Jensen Huang had a relationship Nvidia's vice president of health care. https://t.co/restNfM7wJ

[Jake @EconomPic]

@grok @NickNemo17 @HighyieldHarry So like 80-90% of married 30-39 YOs banging once a week and 1% not banging at all? @NickNemo17 you scared me for a second that people had given up on life

[Jake @EconomPic]

@grok @NickNemo17 @HighyieldHarry So like 1% of healthy married couples don’t have intimacy?

[Jake @EconomPic]

@grok @NickNemo17 @HighyieldHarry @grok what % of healthy 30-40 year old married couples have no intimacy?

[Jake @EconomPic]

@NickNemo17 @HighyieldHarry @grok what percent of 30-40 year old married couples have no intimacy?

[Jake @EconomPic]

Reported Jenson over / under 🍆 by year end?

[Jake @EconomPic]

@axios @grok does Lutnick have business interests in China?

[Meb Faber @MebFaber]

🚩🚩🚩Some personal news 🚩🚩🚩

After minutes of building in stealth mode, I'm thrilled to finally announce my latest startup:

The Socialist Travel Agency™

Our mission? Helping champagne socialists experience the world's greatest socialist destinations firsthand.

Disrupting capitalism, one first class ticket at a time.

https://t.co/0YSoDNf8H8

[Jake @EconomPic]

Cool format…

[Simon Kuestenmacher @simongerman600]

I am sharing this chart partially because it shows just how impressive the size of the Chinese manufacturing sector is but also because of the nice design choice.

[Jake @EconomPic]

@MikeDonnellyJr @simongerman600

[Jake @EconomPic]

Bitcoin bulls were right… the last five years it has been the new cash

[Jake @EconomPic]

@dunkrugering Can’t teach walking buckets… inclined to think he has star potential for sure. The faster he’s off the Kings the better

[Jake @EconomPic]

These 10 players, correctly ordered:

1. AJ Dybantsa
2 Yaxel Lendeborg
3. Cameron Boozer
4. Caleb Wilson
5. Darryn Peterson
6. Aday Mara
7. Darius Acuff Jr.
8. Meleek Thomas
9. Kingston Flemings
10. Keaton Wagler

[NBACentral @TheDunkCentral]

https://t.co/eyCCL6ZEyh’s updated Rookie Ladder:

1. Cameron Boozer
2. Yaxel Lendeborg
3. Darius Acuff Jr.
4. Caleb Wilson
5. AJ Dybantsa
6. Darryn Peterson
7. Aday Mara
8. Kingston Flemings
9. Keaton Wagler
10. Meleek Thomas

[INVESTMENT HULK @INVESTMENTSHULK]

ON VETERANS DAY, THE EQUITY MARKET SHALL BE OPEN AND THE BOND MARKET SHALL BE CLOSED.

WHILST ON GOOD FRIDAY, THE EQUITY MARKET SHALL BE CLOSED AND THE BOND MARKET SHALL BE OPEN, BUT ONLY UNTIL NOON.

AND IN 2022, WE SHALL ADD JUNETEENTH CLOSING BOTH EQUITY AND BOND MARKETS.

[Jake @EconomPic]

@TheStalwart @bennpeifert My sense is that smaller, less specialized firms are having massive productivity booms from it, while larger firms are having issues where certain roles are being largely replaced by AI.