Retired US Navy pilot. Food science nerd. Jesse Livermore & Wm. O'Neil wannabe. Believer in meritocracy and smaller government before it became fashionable.
If postpartum mental illness becomes a get-out-of-jail-free card for murdering your children, then by logic, anyone diagnosed with it should lose custody of their kids.
@crux_capital_ I listen to podcasts when I'm in the car and when I walk for exercise. It's when I get a lot of my investment insight. Any audio content, even if it's just the soundtrack of the video, is welcome. I am cursed with being a slow reader, because I parse and distract myself thinking.
@CalebFranzen 💯💯💯 Even seemingly innocuous headlines like, "Oh look, there's a rotation underway." As the legendary Admiral Ackbar said, "It's a trap!!!" Yeah, sure, everybody is rotating away from 1000% growers into insurance companies. Don't be a sucker.
@KobeissiLetter And the arc will continue to bend toward further impossible-to-overcome trajectories until somebody has the courage to address so-called "entitlement" spending.
@mwebster1971@ZZTop Hopefully I learn something as a guitarist from Master Gibbons in September - 5th row! I get to see them play LaGrange in LaGrange! 🎸 So sad about Frank, it took a lot of guts for them to continue. 🙏
@SaraEisen When he says "aggregate risk," is he talking about all the leverage that was the source of the implosion, or the positions themselves? It's two very different interpretations of those comments, with two different inferences.
@BitPaine Look at CRCL as a proxy. It has been under accumulation since earnings on 8/5, up every day except for 2, and on those 2 down only modestly and on lower volume.