Jay David Stauffer

Traveler, watcher of stocks, ERP implementer, MBA, former architect, hard cider maker.

[Jay David Stauffer @JayDvd]

@SandLot84 @zerohedge For those who are curious, humility has a large impact on AC because the air has to be cooled past the dew point. Grok cites a study that says in could be half of the AC bill.

1500 SF in Philly with one party wall is $150/month. AC set to 75 while I’m at work

[Jay David Stauffer @JayDvd]

@jimiuorio Meredith Whitney would have been right about municipal debt if it weren’t for inflation?

[Jay David Stauffer @JayDvd]

If I’m reading this correctly, the whole market since Saas-mageddon, was driven by the philosophy of a 25-year-old with a 45 billion dollar hedge fund.

[Jay David Stauffer @JayDvd]

@jimiuorio There was a brief period of time near the end when you could fly on a plane to PHL without a mask, but then when you got to Philly you had to wear a mask.

[Jay David Stauffer @JayDvd]

@megha_lilly It tracks. My college friends who have children have 10 minute intervals to talk on the phone.

[Jay David Stauffer @JayDvd]

@the_chart_life Engulfing the last 18 days of trading

[Jay David Stauffer @JayDvd]

@jimiuorio Ooooo I have a terrible idea! Two weeks of social security income to bend the curve

[Jay David Stauffer @JayDvd]

@Hedgeye It was a good decade.

[Jay David Stauffer @JayDvd]

@charliebilello What I need people to understand is that 65 year olds are 40 years closer to leaving the planet with precisely $0.00 than 25 year olds are. It’s not an enviable position.

[Jay David Stauffer @JayDvd]

@Jake__Wujastyk Hormuz exhaustion. Give it another month and oil prices won’t even move when the Straight opens. Or closes. Or whatever

[Jay David Stauffer @JayDvd]

@charliebilello I’d guess I have the same ratio, but that’s because my net worth was near zero at 40.

[Jay David Stauffer @JayDvd]

@JavierBlas @zerohedge The money flowed to semiconductors?

[Jay David Stauffer @JayDvd]

@SJosephBurns It IS an amusing pursuit.
There is always something to balance.

[Jay David Stauffer @JayDvd]

@charliebilello Which Elon company is the giga-chip factory in?

[Jay David Stauffer @JayDvd]

@jimiuorio Why would I work to be ultra wealthy if I can’t have influence? By “disproportionate influence” you must mean “we don’t want the wealthy turning into the Clintons” or something like that. We want them to stay in their lane

[Jay David Stauffer @JayDvd]

@HulkCapital To buy Space X, Open AI and Anthropic.

[Jay David Stauffer @JayDvd]

@jimiuorio You still saying that inflation was 100% intentional and designed to bail out indebted states and municipalities?

[Jay David Stauffer @JayDvd]

@themoviedadsc If you’ve been maxed out for 2 decades, I’d guess you’re ready to retire.

I worked for what I viewed as a low salary company that did a 100% match up to 6%. I didn’t appreciate what I had at the time, but that didn’t stop the IRA from appreciating for me.

[Jay David Stauffer @JayDvd]

@jimiuorio And the authoritarians will want national control. And then global control.

[Jay David Stauffer @JayDvd]

@jimiuorio Lies. You’re not going to let it die.