Trey Palmer

📈FinTech 🤖DevOps engineer. 🤠Alt-country songwriter. 🚢Shipping and 🛢resources investor. 🐝Ramblin Wreck. 🐬Silent Service ☢️Nuke vet.🇺🇸

[Trey Palmer @Sir_VIXaLot]

A Taxonomy of Karens

A small group of Karens is a called a “hassle.”

A large group of Karens is called a “Homeowners’ Association.”

1/n

[Trey Palmer @Sir_VIXaLot]

I started at @DatabentoHQ over 4 years ago, before we had even launched, and built much of the initial server and storage infrastructure for that launch. Experiencing the growth since then has certainly been a career highlight for me.

We've just completed a $97M funding round that will enable us to access new venues, improve our service offerings, and scale and harden our infrastructure as we grow. Can't wait to see what the next 4 years bring!

[Trey Palmer @Sir_VIXaLot]

@QuiteMidlife TIL I’m living the American dream. And I’m married to the milfiest of the milfs. 😏

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[MeidasTouch @MeidasTouch]

Rep. Rob Wittman (R-VA) faked a phone call for roughly 90 seconds after being asked about Speaker Mike Johnson’s comments regarding potential Social Security cuts.

The phone's screen remained visible, with his cheek inadvertently tapping different parts of the display.

[Trey Palmer @Sir_VIXaLot]

@DadInvest Oh man, that right hand photo is a brilliant juxtaposition. A+ post.

[Trey Palmer @Sir_VIXaLot]

@ThacherEbb7445 @jwalkermobile Ziggy, don’t bring that duck in here!

[Trey Palmer @Sir_VIXaLot]

@Senior_Athlete2 @DropSiteNews Other than the usual seasonal draws during summer driving season, no.

Inventories were already high and there was arguably a slight production surplus. That’s the primary reason we didn’t already reach crisis levels.

[Trey Palmer @Sir_VIXaLot]

@HFI_Research

[Trey Palmer @Sir_VIXaLot]

@AnimeID @Mayhem4Markets Steve Jackson Games. Showing your age! 😂

[Trey Palmer @Sir_VIXaLot]

@hoeberian @CRUDEOIL231 Doomberg is literally too chicken (haha) to show his face. 🙄

[Trey Palmer @Sir_VIXaLot]

@GasBuddyGuy

[Trey Palmer @Sir_VIXaLot]

@DougJBalloon @3YearLetterman can confirm.

[Dion @2024dion]

photo goes crazy

[Trey Palmer @Sir_VIXaLot]

@HatfieldCapital Imagine if Trump started posting LLM copy pasta. That would be a sight to behold, and no AI use would be more obvious.

[Trey Palmer @Sir_VIXaLot]

@KrisAbdelmessih Now you got me on a 1985 kick.

Roland Orzabal also rocking the feathered mullet and the dangly left earring, as one did.

Not the best song on it, but Songs From the Big Chair hit me so hard I still remember exactly where and when I first heard it.

https://t.co/zDjAhCadCa

[Trey Palmer @Sir_VIXaLot]

@Mike_Cerra_ @JSchripsema @CostaKapo I bought a used EV cash for that reason, and it still depreciated a lot. 🥲

But I'm interested to see what happens to their value when gas is $6/gallon later this year.

We have an SUV and a boat; I'm not an EV fanatic or anything. But it's really nice to drive around town.