Gaucho Econ

technologist, entrepreneur, investor. I don't take myself seriously, but I do take what I do seriously

[Gaucho Econ @superdaveozie]

@DiMartinoBooth 🤣

[Gaucho Econ @superdaveozie]

@RonFilipkowski Obvious push to raise the value of .si domains

[Gaucho Econ @superdaveozie]

@RonFilipkowski Feeling Mr Rodgers. "Do you like duration risk? I like the way you say that"

[Gaucho Econ @superdaveozie]

@NoelSmith clarify you position

[Gaucho Econ @superdaveozie]

@DeItaone Per BEA's preview, the methodology changes target three pieces of the PCE price index, all aimed at improving inflation-adjusted consumer spending and PCE inflation measures... so all driven by revisions and methodology changes - hard to calibrate

[Gaucho Econ @superdaveozie]

@GaryMarcus Chamath?

[Gaucho Econ @superdaveozie]

@DeItaone Because they have AI and we have SI? I remember when that meant Sports Illustrated…

[Gaucho Econ @superdaveozie]

@IngrahamAngle precisely why you studied english lit and not econ....

[Gaucho Econ @superdaveozie]

@pulte That only works if you have credibility - good luck

[Gaucho Econ @superdaveozie]

@dampedspring @ThematicMarkets season that with some hubris and a large dose of arrogance...

[Gaucho Econ @superdaveozie]

@profplum99 Second dumbest man here. Correlation vs. causation and yet it stuck.

[Gaucho Econ @superdaveozie]

@dampedspring When do they pivot to being an “AI” company like $BRR which is rebranding to $SVIA with its 5 employees creating an “agentic finance firm”

[Gaucho Econ @superdaveozie]

@StevenMandrapa every kid that has every played water polo knows egg beater.

Anyone that has played D1 has done lung busters, carried weights or chairs...

Wow, no, part of training for a hardcore sport

[Gaucho Econ @superdaveozie]

@dampedspring Andy, this is probably the best piece to put things in context. I'll withhold other commentary.

https://t.co/lXHdOVgd65

[Gaucho Econ @superdaveozie]

@dampedspring really just fun with numbers. Higher current rate onto a smaller principal instead of leaving the low legacy coupon running — so realized annual interest expense on that specific slice goes up, not down, even though total debt outstanding goes down....

[Gaucho Econ @superdaveozie]

@SecRollins @WhiteHouse @RapidResponse47 @USDA @POTUS FRED data - actual numbers until you start doctoring those...

[Gaucho Econ @superdaveozie]

@JackFarley96 Naively, this sounds questionable. 4 destroyers, 104 miles of straight, 7hrs per tanker at 15 knots, how many tankers can one destroyer Sheppard and how fast can they safely go

[Gaucho Econ @superdaveozie]

@StevenMandrapa one thing to make "small quantities" of HBM3E. Another thing entirely to get it to work at higher frequencies and die stacking reliably....

[Gaucho Econ @superdaveozie]

@chigrl And he bombed precious metals. Going to pull options trades to see who knew

[Gaucho Econ @superdaveozie]

@adamnash Honestly, kinda weak. Brian’s comments are pathetic and show his weak character, lack of compassion, and lack of grace.