Tallboy

Business/Data Analytics. Finance Enthusiast. Mountain Biker. Crappy Snowboarder. Guitar Player

[Tallboy @TallboyFrankus]

@charliebilello Tell em, Charlie 👏🏻

[Tallboy @TallboyFrankus]

@HayekAndKeynes And what happened with SA? The workforce decided to kick their feet up and make a little more time for quiet reflection?

[Tallboy @TallboyFrankus]

@sciencegirl @grok does this technology work like sails?

[Tallboy @TallboyFrankus]

@nntaleb If there is weakness/impairment of the cuff, the these moves can be irritative. Is, Ts, and Ys can help.

[Tallboy @TallboyFrankus]

@HayekAndKeynes I’ll take a lumpy 15% over a straight up 10-12% any day.

[Lyn Alden @LynAldenContact]

It's the year 2025 and humanity still can't make a reliable home printer that basically never fails. Never jams, never has problems connecting to WiFi, etc. Just works.

Seems like printers will become obsolete before we know how to make one properly.

[Wim Hof @Iceman_Hof]

I realized that we all have a sacred spot within us, and it became my aim to access it. Once you can do that, you become aware of your own light, your own being, your own purpose. It’s all there for you if you know where to look.

[Lyn Alden @LynAldenContact]

It's just how it is.

[The Long View @HayekAndKeynes]

Real world

[Tallboy @TallboyFrankus]

@dylanmatt 👎🏻💩

[Tallboy @TallboyFrankus]

@elonmusk Thank you for saying this. @elonmusk

It’s so annoying that more people don’t understand this, or want to call this out.
Government borrows and injects it into the economy. Continued deficits as far as the eye can see.

“There’s no stopping this train’” is frigging real.

[Tallboy @TallboyFrankus]

@elonmusk That is fabulous 🤘

[Tallboy @TallboyFrankus]

@HayekAndKeynes How long can we keep using the G in C + I + G + (X - M) to goose Y?

[Tallboy @TallboyFrankus]

@HayekAndKeynes Yaaaaaasssss 👏🏻

[Tallboy @TallboyFrankus]

Fuck yes. I went back to school in 2020 after a long career as something else. Best damn thing I ever did. Being an Business Analytics Advisor is a dream come true. And I'm 49. Face fear. Always be willing to change.

[Compounding Quality @QCompounding]

3. Change:

[Gene Munster @munster_gene]

It’s getting more clear. @elonmusk is 80% genius, 20% master of good luck.

In a decade, his purchase of Twitter will power #XAI to rival $TSLA and #SpaceX as his greatest source of wealth creation.

The reason is Twitter’s data is powerful (best source of real time intention), and he’ll use the data to train xAI to be a top three Foundation Model.

Those models should be valued in the hundreds of billions of dollars. Bloomberg estimates his current net worth at around $210B.

[Aswath Damodaran @AswathDamodaran]

Seven stocks (Amazon, Apple, Alphabet, Meta, Microsoft, Nvidia, Tesla) added $5.1 trillion to their market cap in 2023, accounting for about 55% of the $9.2 trillion added during the year by all 6658 US firms. https://t.co/iqd3GqHy5o

[Tallboy @TallboyFrankus]

@nope_its_lily Ben Graham dream stock

[Tallboy @TallboyFrankus]

Yup

[The Long View @HayekAndKeynes]

The stimmy keeps on coming 🍾

Inflation adjustments to social security and increases in retiree healthcare (+150bn) completely offset expiring income tax credits (-$150bn)…

Next year those two categories will rise by another $200bn yet again (~1% of GDP) with no real offset.

This is all due to a massive wave of retirees now eligible to receive government benefits… 💴 💴 💴

[Tallboy @TallboyFrankus]

Lol

[Compounding Quality @QCompounding]

10. The stock you sold