drexmaven

[drexmaven @drexmaven]

@GavinSBaker @bot Like Claude with a built in cron job

[drexmaven @drexmaven]

@joshk @firstround There are cool new tools that automate these tasks and they're looking for VC investments

[drexmaven @drexmaven]

@joshk @firstround How about in public equity investing? Pull financials, valuations to a comp set, relative return, forecast vs consensus, model check vs seasonality... I've been doing it for 20 years and there is so much manual work and the cost per hour is astronomical.

[drexmaven @drexmaven]

@JosephPolitano But data center spending partially offsetting

[drexmaven @drexmaven]

@ernietedeschi Wrong metric in my opinion. There are cyclical pressures now, like in nonresidential construction that can hurt these selected fields. The question is where is hiring off of long term trends. Tech stands out in that regard

[drexmaven @drexmaven]

@StephenMoore Totally eliminated!

[drexmaven @drexmaven]

@johnddesser @MikeCrapo @ChuckGrassley @JohnCornyn @SenatorTimScott @BillCassidy @jameslankford @SteveDaines Completely dropped. Wow

[drexmaven @drexmaven]

@brian_blase @SenateFinance But why did they gut HSA reform?

[drexmaven @drexmaven]

@johnarnold Isn't that the point? To maliciously kick off as many people as possible while accusing them of not being responsible for properly applying

[drexmaven @drexmaven]

@JosephPolitano What about the bonus structures depreciation?

[drexmaven @drexmaven]

@dampedspring He fires Navarro and makes him the fall guy. He blames some trans kid for the world's problems, his base is happy, and the media focuses on the next distraction and life goes on

[drexmaven @drexmaven]

@MarkHalperin Mark is so angry he got thrown out of the establishment

[drexmaven @drexmaven]

@ChemiShalev זו התחתית של התרבות

[drexmaven @drexmaven]

@JosephPolitano Look at relationship vs computer peripheral spend

[drexmaven @drexmaven]

@2x4caster Pulp YoY pricing looks like the rty yoy to me

[drexmaven @drexmaven]

@CliffordAsness X=1

[drexmaven @drexmaven]

@PeterBerezinBCA I think the only true supply in the housing market is newly completed and vacant homes for sale. I don't understand what increases liquidity affecting prices means if you could explain further

[drexmaven @drexmaven]

@GavinSBaker And BEAD act is a 50% increase to overall industry capex

[drexmaven @drexmaven]

@Econ_Parker This is the end of the fiscal impulse. I think a bigger deal than people realize. Economy moving from structures to equipment

[drexmaven @drexmaven]

@GavinSBaker "Buy on any dip" = haven't thought this through