Spatch1003

[Spatch1003 @Spatch1003]

@Whatsupisdownow @ColonizerJak @JQPublic001 @Banebro22 @sourpatchlyds You idiot. VT and DE have 1 seat, ME, NH, RI, and HI have 2.

[Spatch1003 @Spatch1003]

@Way2Serious @JoshDMartin @philipaklein So your stance is he was judge, jury, and executioner? That he was legally able to kill her when he fired his 2nd and 3rd shots through the drivers side window when he was NOT in any danger?

[Spatch1003 @Spatch1003]

@__paleologo @D2HLC Should I interpret item 7 to mean that the multi-manager platforms (with decades of trading data for potentially dozens of great PMs of the years) will have a substantial competitive advantage in building out AI PMs?

[Spatch1003 @Spatch1003]

“No Kings” protestors carrying enough American flags and facing enough unprovoked tear gas from the police to look like II Corps stop Cemetery Ridge.

Courtesy of LA Times

[Spatch1003 @Spatch1003]

@SpencerHakimian A senator manhandled by goons while Noem is saying that she’s going to overthrow the Los Angeles city government!

[Spatch1003 @Spatch1003]

@johnkonrad @SECNAV John, how many American citizens are you willing to see the military kill for each ship? Because that’s what I’m getting from your attitude. Talking about riots when Americans protest and the president whips up troops to massacre them.

[Spatch1003 @Spatch1003]

@thegeneralboard Somewhat related question: Are there any contemporary color video or photos of dye-colored shell splashes? Should I be envisioning a rainbow of colors in the various shell splashes or more like lightly tinged water?

[Spatch1003 @Spatch1003]

@MagicRatSF International students are just 23% of Princeton’s student body and 14% of undergrads. How is this abandoning the education of Americans?

Princeton’s net tuition per student has increased just 80bps annually over the last 20 years. If the endowment is a HF, it’s a great one!

[Spatch1003 @Spatch1003]

@MagicRatSF This also ignore the ancillary benefit of a percentage of international students coming to study in the US and then staying. It’s likely a net benefit to have companies like SpaceX and NVidia based in the US rather than elsewhere (or potentially never formed at all).

[Spatch1003 @Spatch1003]

@MagicRatSF Over the last 30 years, the proportion of US HS grads attending a 4 year college has increased from 40% to 45%; I assume that has increased more in the last 40 years.

International students have also contributed to the ability of US colleges to enroll more low income Americans.

[Spatch1003 @Spatch1003]

@JamesSurowiecki Moreover, the combination of higher taxes, no grants, and no international students is fewer lower income American kids will go to Harvard and a lot more rich Americans will go to balance the books. Merit will fall by the wayside as finances increasingly dominate.

[Spatch1003 @Spatch1003]

If we’re going to call Harvard a hedge fund, then we need to acknowledge that it’s one that outperformed Bessent’s by >600bps annualized.

[*Walter Bloomberg @DeItaone]

BESSENT: HARVARD IS A GIANT HEDGE FUND

[Spatch1003 @Spatch1003]

@agraybee Wow, Ziad defending Trump committing blatant corruption. I am shocked. Shocked! Well, not that shocked.

[Spatch1003 @Spatch1003]

Hilarious to see so many people look at this and point to illicit activity when the answer is as simple as “hodl SPY or QQQ”.

[Sadie @Sadie_NC]

How does a public servant accomplish this?

[Spatch1003 @Spatch1003]

Energy Twitter wins a “fell for it” award over its celebration of Wright as Secretary of Energy. With the elimination of the loan program and cutback to the research labs, his job is essentially to watch the nuclear weapons. You fucking idiots.

[The American Prospect @TheProspect]

DOGE Is Obliterating American Industry https://t.co/GErwMFWXtL

[Spatch1003 @Spatch1003]

Damn, they got rid of DEI and the whole Navy went to hell.

[Tyler Rogoway @Aviation_Intel]

F/A-18E Super Hornet Slides Off Deck While USS Harry Truman Was Evading Houthi Attack

The F/A-18E's loss is the latest in a string of incidents to befall the Truman, including a collision and friendly fire shootdown as combat ops grind on.

Latest: https://t.co/GWioYScNta

[Spatch1003 @Spatch1003]

@danpfeiffer Do stock prices count?

[Spatch1003 @Spatch1003]

@Rory_Johnston To be fair, isn’t this how it has usually felt over the last 10 years to be an investor in shale producers?

[Spatch1003 @Spatch1003]

You god damn fucking moron. We’ve talked about COI problems for a decade and you didn’t care. Now you finally realize it can be a problem! How did this take you a fucking decade to realize?

[Bill Ackman @BillAckman]

I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes.

It’s a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. It’s an irreconcilable conflict of interest.

[Spatch1003 @Spatch1003]

@Ike_Saul @jonfavs It also ignores the fact that US born workers are older and more likely to be retiring. But, the Trump administration is working hard to change that by tanking the market to make sure no one can retire.