Olórin 🧙‍♂️

Middle Earth📍| Enjoy Outdoors | Investment Guy | Tweets are not investment advice | “All we have to decide is what to do with the time that is given us”

[Olórin 🧙‍♂️ @__Galathilion]

@SmellyOats @michaeljburry That’s unbelievably false

[Olórin 🧙‍♂️ @__Galathilion]

Yet Dan Ives wants to drone that this is China interfering to sway public opinion and say China will beat us if we take a breather without expounding upon that statement besides, “trust me bro”

[60 Minutes @60Minutes]

“Not one single person in that room was for the data center. And the city council just went ahead and approved it,” says Jazmin Villegas, who lives in Red Oak, Texas. https://t.co/xC0BUP0cuc

[Isaiah Rodgers Sr. @rodgers_isaiah]

😂😂😂😂

[luke @LakeEffectBro]

oh my god simms, I was not familiar with your game

[Olórin 🧙‍♂️ @__Galathilion]

@JBMason How they justify rent at that location is also surprising. Ain’t no way that many dudes are buying untuckit shirts

[Olórin 🧙‍♂️ @__Galathilion]

@JBMason 2 for a rehearsal in mountains for sure. Fits the more casual nature of it and it looks great

[Olórin 🧙‍♂️ @__Galathilion]

@Eric_Erins Poasting and agitating the masses

[Olórin 🧙‍♂️ @__Galathilion]

@washingtonpost Ask your owner how his wages are at warehouses where he needs workers. Can they buy a home? Save for retirement? Afford medical coverage? Childcare? There’s your answer.

[Olórin 🧙‍♂️ @__Galathilion]

Bullied by the bond market

[Olórin 🧙‍♂️ @__Galathilion]

@EllliotttB This is why I don’t take macro advice from RE people

[Olórin 🧙‍♂️ @__Galathilion]

@Investor_NICK_ Policy mistake was the war that’s not a war and the government spend that never ceases, regardless of who is in office. It’s been one bad misstep after another. This country is headed towards erosion if no one steps in. The Fed may have to be that doorstop.

[Olórin 🧙‍♂️ @__Galathilion]

People have to stop giving this woman money to incinerate.

[Cathie Wood @CathieDWood]

Each Starship launch could generate $1 billion in revenue. Elon is aiming for 10,000 flights per year, or $10 trillion in Starship revenues, by 2030. If SpaceX achieves this goal, its $1.75 trillion IPO will be considered, in hindsight, a deep value opportunity!

[Olórin 🧙‍♂️ @__Galathilion]

@ValueStockGeek Americans and their entire livelihood are interconnected to the stock market. Something practitioners don’t realize. Capital allocation lies within the hands of the individual now. The individual has been taught stocks outpace inflation. They don’t understand price you pay

[Olórin 🧙‍♂️ @__Galathilion]

@themarketradar People believe they’ve lost credibility because Warsh is a puppet. Words can only carry one so far

[Olórin 🧙‍♂️ @__Galathilion]

Warsh is not actually a hawk. He is a Trump plant. He will hike 25bps tomorrow to try to keep credibility. It may satiate the market momentarily. The admin will do something stupid again and his hand will be forced once more. The worst thing he could do is hold.

[Olórin 🧙‍♂️ @__Galathilion]

@Saltydog2013 @guywhoiswoke Thank you for this. Tears in my eyes laughing

[Olórin 🧙‍♂️ @__Galathilion]

How many times a week do you think Dario, Altman, and any other adjacent AI or tech bro even go outside?

[Dario Amodei @DarioAmodei]

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.

Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.

You can read the full post here: https://t.co/OGyPb7yaYt

[Olórin 🧙‍♂️ @__Galathilion]

@FrontRangeHQ I didn’t think a 5 on the 10Yr and 5.5 on the 30Yr were possible by the end of 2023. Here we are. Fun times!

[Olórin 🧙‍♂️ @__Galathilion]

@JosephFGI @amitisinvesting Uh…yes it will? Yes it has? How do fuel input costs not raise core prices?

[Katy Kelleher @KatyKelleher]

Our neighbor Eric came by yesterday & said, “I have a corny request…”

He explained that his dog, Murph, is having his last day on earth today. He told us that on walks, Murph paces around in front of our house. He speeds up to get to our property & waits to see my daughter.