steadyeddy

even keel, i have nothing but the mildest takes

[Shawn ₿ 🪐 @2ToneShawn]

How you a grown ass man and still don’t understand that a S&P all time high means you lost ALOT of purchasing power this year.

[one dozen rats at a keyboard @PanasonicDX4500]

Happy “Haley Stevens Humiliation Ritual” to all who celebrate.

[ostonox @ostonox]

You know, overcoming $70,000,000 in a primary is kind of the best electability argument you could ask for

[Henrikh @henrikhinai]

Steve Eisman - Who called the 2008 Crash - says the entire market is now "one trade," and it "better succeed"

"Even people who own 60/40 aren't diversified.

It's all one trade"

The Big Short investor just sold his AI stocks and moved to cash.
What's worrying him:

> He Sold Google, Now in Cash (00:01):
- Eisman dumped a stock he'd held for years to cut AI exposure - and won't touch "defensive" names to replace it

> If AI Fails, "A Big Correction" (00:52):
- It's binary: AI succeeds and the market climbs, or it doesn't - and there's a big correction

> "It's All One Trade" (01:21):
- Over half the equities in a 60/40 portfolio, plus most new bond issuance, is AI-related. Nobody's actually diversified

> "Incestuous" Circular Deals (03:48):
- The latest Nvidia deal is so convoluted "you don't know if there's any real profitability" outside Nvidia

He's not even an AI skeptic - he thinks it'll be "something really good." He just doesn't think everyone survives it

Bookmark & Watch today ↓

[zerohedge @zerohedge]

Token prices in historic freefall as compute shifts to cheap Chinese models

[The Weekly Show with Jon Stewart @weeklyshowpod]

Jon is joined by U.S. Senator John Fetterman (@SenFettermanPA) for discussion on the Democratic Party, Israel, and the issues that continue to shape his politics. New podcast out tomorrow!

[Eric Woods @EricWoods]

Enough is enough. It is not the Secretary of State’s job to determine if laws are constitutional. It is his job to validate signatures. If Hoskins doesn’t want to do his job, he should resign. If he continues to refuse to do his job, he should be impeached. #moleg

[FactPost @factpostnews]

The plane crash sparked a wildfire that burned over 31,000 acres and took nearly a full month to contain.

Officials had to spend $39 million to control the blaze.

[Polymarket @Polymarket]

JUST IN: Microsoft, Meta, Oracle, Amazon, & Alphabet have now locked in $1,090,000,000,000.00 in future AI data center lease payments.

[ron insana @rinsana]

The market capitalization of all U.S. stocks is approaching $80 trillion, roughly 2.5X U.S. GDP ($32 trillion) and equal to half of the market cap of the entire world. Never seen before. The percentage of tech as a share of the S&P market cap is over 50%, also a record

[Wall Street Memes @wallstmemes]

Hey! There's a bubble. Yep Oracle's risk of default is higher than the Lehman brothers in 2008 and everyone's acting like it's normal

[Melanie D'Arrigo @DarrigoMelanie]

Walmart passed on the cost of Trump's tariffs onto consumers, but Walmart gets the $2.4 billion tariff refund.

This is what a government run by oligarchs to benefit oligarchs looks like.

[Bryce Greene @TheGreeneBJ]

Holy shit... Wired reports that back in May, the U.S. Military was testing an experimental GPS jammer and and caused a civilian plane to crash into the side of a mountain, killing everyone on board.

[Police The Police 2.0 @PoliceThePolic1]

Had it not been for video, Dailen Brewer would be facing several decades in prison on fabricated charges of attempted murder of an officer. But the 18-year-old still spent 4 days in jail until prosecutors reviewed body cam footage & dismissed charges.

https://t.co/djjOx2YPsP

[Emma Vigeland @EmmaVigeland]

George Santos called Max Miller a "woman beater" on the House floor in 2023, a year before the crypto industry bought Moreno his Senate seat.

Santos was dumb enough to blurt it out. The rest of the Republican Party understands blackmail is leverage. Moreno might be familiar…

[Wall Street Apes @WallStreetApes]

American is going to the gun range and she gets into the parking lot and notices something concerning

There are 4 Flock cameras “pointing into the entrance of the parking lot. Not the street — into the entrance, so they can read every license plate that comes in here”

“I'm sure there's no ulterior motive behind this either….”

I was able to locate this location as the Eagle Sports Range in Cudahy, Wisconsin

This surveillance must be stoped

[Jvnior @Jvnior]

He’s not Muslim. He’s Christian. He’s not brown. He’s white. He’s also pro-Israel.

He killed people. A mass shooter. Terrorist.

Why is this not going viral?

[Magnolia Pictures @MagnoliaPics]

THE HISTORY OF CONCRETE. John Wilson. September 18.

[David Weigel @daveweigel]

This is more of a @TaylorLorenz expertise, but I think the Hasan 9/11 joke has never hurt like Dems want it to because everyone under 35 is irony poisoned and has been laughing at 9/11 jokes for years.

[Cheyenne Hunt @CheyenneHuntCA]

Some breaking news this morning that’s not getting the coverage it deserves: We caught Tillis on camera and got him to agree to meet with the Epstein survivors ahead of a vote on Todd Blanche. They sat in his office for 45 minutes before his staff told them he wasn’t coming.