Streetbrief

CFA. Former Wall St. analyst & BOC analyst. Love humor, esp. irony, parody & satire. No patience for lies, spin or bullshit.

[Streetbrief @streetbrief]

So, Michael Burry is selling Substack subscriptions now!?? Yikes!

[Streetbrief @streetbrief]

Isn’t it humorous when someone like Michael Burry - whose Put options on NVDA are declining in value every day due to time decay - has decided that he needs to “talk his book” - HARD. He will cover soon and go quiet again.

[Streetbrief @streetbrief]

https://t.co/gU4QU6aELP

[Not Jerome Powell @alifarhat79]

Who did this?

[Streetbrief @streetbrief]

Superb appearance by @SRuhle on @billmaher Bravo!!!!

[Streetbrief @streetbrief]

@gtconway3d Alina doesn't care. She is betting that Trump wins in Nov. I guess we should watch for her SCOTUS nomination to follow, or a senior DOJ position (at minimum).

[Streetbrief @streetbrief]

@NicoleAuerbach Mack Brown, BCS era. Texas beat OU,but OU was chosen for the playoff. It’s happened before - to Texas.

[Streetbrief @streetbrief]

#TicketmasterFR apologizes for the “inconvenience”. #epicfail What can @taylorswift13 and her team do to eliminate this #incompetent middleman? My daughter has attended a show for every single tour, so she is beside herself with grief to miss the #ErasTour .

[Streetbrief @streetbrief]

I would have expected
@taylorswift13
to have sufficient market power that she would have forced changes at #Ticketmaster after the USA #ErasTour ticket disaster. Obviously, not. Perhaps the French Government can force changes at #TicketmasterFR

[Streetbrief @streetbrief]

There are about 40K seats in LaDefense arena. Various people in the queue were reporting positions of 385K or 580K, or 750K!! Others reported that they were bumped out while in the process of selecting seats and paying. #TicketmasterFR #EpicFail - AGAIN!

[Streetbrief @streetbrief]

How does #Tickmaster justify its ongoing operation to mishandle #TaylorSwiftTheErasTour sales? By 14:00, there were over 1M people in the queue, and then they shut it down. #EpicFail - AGAIN !!

[Streetbrief @streetbrief]

After the disastrous Taylor Swift Eras Tour ticket sales fiasco in the USA, it's just incomprehensible that ticket sales for the European (French) tour are worse. Ticketmaster's incompetence is epic. What, if anything, can be done to eliminate this middleman?

[Streetbrief @streetbrief]

Just pathetic. Ticketmaster fucks up ticket sales for Taylor Swift Eras tour - AGAIN!!

The queue started at 10:00, and by 13:00, it was shut down. Lyon was no better and shut down too. Not everyone got the pre-sale email to authorize them in them to get in the queue. Over 1M.

[Streetbrief @streetbrief]

@pkedrosky @cody_a_hill Kahneman is a co-author and the adversaries find luck in collaboration. I guess its the red wine side of the domain.

[Streetbrief @streetbrief]

@pkedrosky Is it for a new geriatric sub-market?

[Streetbrief @streetbrief]

@pkedrosky Agreed. AI models have become more like a music producer's mixing console. The keywords of any "model" are elegance and parsimony - though I would settle for plain parsimony.

[Streetbrief @streetbrief]

@pkedrosky The lineup to the top of Halfdome was ridiculous 25 years ago and had to walk on the outside of the “steps” to get past the slow people. I can’t imagine what it would be like now.

[Streetbrief @streetbrief]

@pkedrosky Any predictions on productivity in the Great White North if the Leafs win the Cup. Ok. Nvm. Irrelevant. It will never happen.

[Streetbrief @streetbrief]

@pkedrosky Saw it from 2nd set. Stats dont show double faults occurred on critical point, mood of player, crowd direction for Rafa. In 3rd set, Medvedev was playing “try not to lose”. Beyond that his mood was “oh no”.

[Streetbrief @streetbrief]

@pkedrosky 2 day delivery available using Prime. Also recommended for retired competition swimmers unable to properly walk on land for extended periods after staring at the pool black line for years.

[Streetbrief @streetbrief]

@NateSilver538 I would argue that infections are detected (via home testing), but likely under-reported b/c people won’t get full PCR tests if symptoms are mild cold-like. They will go about their normal lives too, and unlikely to fully quarantine.