UberBokChoy

[UberBokChoy @GoGuiGui]

@unusual_whales Does BLS knows that this has been the case for something like 30+ years?!

[UberBokChoy @GoGuiGui]

@WHLHurricanes @CanadiensMTL @Canes 😂❤️

[UberBokChoy @GoGuiGui]

@DeItaone @unusual_whales how mich did Barron short on friday this time?

[UberBokChoy @GoGuiGui]

@FinanceLancelot Dis your cat typed the name of the city?

[Tom Cardy @Tomycardy]

I love #therapy

[Ryan Cohen @ryancohen]

The Hollow Men

American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider.

By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants.

These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition.

In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.

Today, we have severed that link.

We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.

If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.

This looting starts in the boardroom.

We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year.

Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor.

And for what?

Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love.

They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders.

And what happens when these boards hire executives who also have no personal capital at risk?

We get the Delegation Economy.

When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know.

This is not management. It is intellectual money laundering.

They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake.

While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us.

If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag.

The time for polite governance is over.

If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

[Dr. Annie Andrews @AnnieAndrewsMD]

Yes. We are aware.

[UberBokChoy @GoGuiGui]

@Ryan__Rigg Is this it? 😂

[UberBokChoy @GoGuiGui]

@DeItaone

[UberBokChoy @GoGuiGui]

This is genius 😂

Peak corporate reporting right here

[Peter Girnus 🦅 @gothburz]

Post return-to-office update.

Last quarter our CFO asked why productivity metrics improved 23% after RTO.

I showed him the dashboard.

The dashboard showed keystrokes per hour.

Mouse movements per minute.

"Active time" versus "idle time."

The software cost $1.2 million.

It watches everything.

Every tab. Every pause. Every bathroom break.

Bathroom breaks longer than 4 minutes trigger a yellow flag.

Longer than 7 minutes triggers a manager notification.

I don't know what happens at 7 minutes.

I don't want to know.

The vendor called it "Workforce Analytics."

I call it what it is.

Surveillance.

But surveillance sounds bad.

"Analytics" sounds innovative.

We went with innovative.

The data is fascinating.

Average employee checks their phone 47 times per day.

Average time on LinkedIn: 23 minutes.

Average time on job sites: 41 minutes.

I don't tell the employees we track job sites.

I tell HR.

HR tells their managers.

Their managers schedule "check-ins."

The check-ins are not about checking in.

They're about letting you know we know.

Without saying we know.

Plausible deniability.

I learned that from legal.

The best part is the data monetization.

Our analytics vendor has a "partnership program."

Anonymized behavioral data.

Sold to workforce optimization consultancies.

Who sell it to other companies.

Who use it to benchmark their own surveillance.

It's a flywheel.

Of watching.

We made $340,000 last year from employee data.

The employees don't know.

It's in the EULA.

Page 47.

Nobody reads page 47.

I barely read page 47.

But I signed it.

For them.

The CFO asked about the productivity increase.

I said, "Employees are more focused when they're in the office."

That's not why.

They're more focused because they know they're being watched.

Fear is a productivity tool.

I didn't invent this.

I just optimized it.

The irony is I review all this data from Aspen.

My laptop isn't monitored.

Leadership devices are excluded.

"For security reasons."

The security reason is I don't want anyone seeing my screen time.

It's mostly Zillow.

And ski conditions.

But on paper, I'm "strategic."

Strategic means no one watches me.

While I watch everyone.

The employees think they're being measured.

They are.

They think the measurement is about performance.

It's not.

It's about control.

And control is productivity.

At least on the dashboard.

The dashboard goes up and to the right.

That's all the board needs to see.

[UberBokChoy @GoGuiGui]

@heyitspixel69 So… how would that hurt holders exactly? Package is set in tranches where each one, if the options would dilute the holders, basically hinders the next tranche…

There needs to be a major correlation between EBITDA and market cap for any tranche to be vested quickly

[UberBokChoy @GoGuiGui]

@unusual_whales Oh man he really want to forget about Epstein hun?

[UberBokChoy @GoGuiGui]

@jbdridgebacks 😂

[UberBokChoy @GoGuiGui]

@DavidPaternostr I just now realize that the guy is doing a burnout on his horse 😂

[UberBokChoy @GoGuiGui]

@jbdridgebacks Not gonna lie… I was hoping for an ACME rocket to fly by

[UberBokChoy @GoGuiGui]

@StoicTA 😂😂

[UberBokChoy @GoGuiGui]

This is the kind of mindset we need more of. Deep respect to this gentleman for leading with generosity.

[Saty @satymahajan]

If you made some $ on ideas I’ve shared recently, please consider donating to a local food bank. Your neighbors might need your kindness this weekend. 🙏

[UberBokChoy @GoGuiGui]

@SimulatedLie @Stonkfather2021 Or their much better at it!

[MrGalacticTrades @MattCallsHogs]

Small but mighty 💪 I switch to trading micro futures in this session and still lock-in a $423 profit. Check it out!
https://t.co/6qOujcMwVR

[MrGalacticTrades @MattCallsHogs]

I finally go full degen on stream so grab your popcorn and don't do what i do 🤡
https://t.co/YrUcsuDanx