Edward Dowd

Equity Investment Executive | Founding Partner, Phinance Technologies | Author [email protected]

[Edward Dowd @welovedowd1]

@plgrm73 Hello @plgrm73 send me a direct message, Let’s discuss.

[Edward Dowd @welovedowd1]

Pre Al: "Your carbon footprint is responsible for the humanity ending climate change."

Post Al: "Never mind...our new magic trick needs lots of power."

[Edward Dowd @welovedowd1]

Ladies and gentlemen, we have reached the finale.

You will soon be able to pay the sitting President for the privilege of front-running everyone else.

[Edward Dowd @welovedowd1]

Ok, watched Trump's speech. I find nothing wrong with it. Good and accurate speech. Needed to be said. Everyone should watch it. The MSM here is just wrong. This is an important speech.

Here is an interesting data point concerning the Covid response.

[Edward Dowd @welovedowd1]

Turtle Shells all the way down. 🧵

When we think of shadow lenders, private credit, private equity, and the rest, two things come to mind. One is Hyman Minsky and his warning about Ponzi finance, the stage where borrowers can no longer cover interest from cash flow and survive

[Edward Dowd @welovedowd1]

Technology is deflationary.

Moats turn into commodities faster and faster during this economic phase.

[Edward Dowd @welovedowd1]

Americans now use Chinese AI models more than US-made ones.

[Edward Dowd @welovedowd1]

Personal bankruptcy filings in the US are up 47% since 2022

[Edward Dowd @welovedowd1]

Another hyperscaler who overbuilt datacenters is forced to rent them out and the first thing the NYT has to say about it is that it underlines how scarce computing power is. 🤦‍♂️$META

[Edward Dowd @welovedowd1]

Billionaire cage match is warranted here. Livestream it on HBO…OpenAI needs the money!

[Edward Dowd @welovedowd1]

Trump media is selling faster access to his truth social posts…banana republic level stuff.

[Edward Dowd @welovedowd1]

Excited to launch my new Substack!

Welcome to Ed Dowd: Beyond the Narrative

[Edward Dowd @welovedowd1]

Not a surprise to us

[Jon Bon Jovi @jonbonjovi]

A lot of hard work and talented people helped get us here..
Thank you to everyone who had a hand in building the Forever Tour
Now it's our turn to do what we do best
Let's do it boys !!

[Jon Bon Jovi @jonbonjovi]

See you soon

[Bon Jovi @BonJovi]

Here's to 250 years 🇺🇸 Happy Fourth of July

[Jon Bon Jovi @jonbonjovi]

See you next week MSG

📷: @davidbergman

[Jon Bon Jovi @jonbonjovi]

Anybody got their bandana packed for the Tour ??

[Jon Bon Jovi @jonbonjovi]

Closer everyday

[Jon Bon Jovi @jonbonjovi]

Happy Father's Day to my pops, all the dads out there... and papa's too!!