Randolph Duke 🇺🇸

"Federal government is too big!" Oh yeah, how do you know? What's your quantitative routine in analyzing that? It's been getting more efficient since the 1950s. And what kind of systems theory perspective do you have on this question? Do you have a position on how big the

Only media addicts, and particularly those who are undiscerning in their media consumption, say everything is the fault of the media.

When did Schlumberger change its name to SLB? This is one of the dumbest Boards ever.

"Meanwhile, Bessent said it’s likely Iran’s regime will probably collapse within itself." -- Bloomberg I wish Bessent would pipe down much more often. This guy's ego is insane. Focus on your own remit, Bessent.

Hell yeah Wawa

@CjMontagano @YardsPerPass Someone is angry they took out an 84-month loan at a 39% APR to finance their waterbed set and I don't think it is YPP.

@YardsPerPass Guess u watch no games bc these hits happen to every qb just not exaggerating or penalties involved because they aren’t the nfls golden boy

All I see are vicious hits and head hunting from dirty defenders...

@friedoystercult Standing by to monitor this situation.

I’m about express my geopolitical opinions.

@TVietor08 "Wait, maybe it's cause I'm a little fucked up. Funny how?"

the fucker is funny

@RyeNotBerben The most overconfident blowhard of a liar in the history of the US Treasury? He'll push something too far.

Wen are you guys gonna learn not to bet against Bessent?

@stoked_on_waves Oh I remember. US airlines are simply pass-through mechanisms for more powerful suppliers and inputs.

@RandolphDuke7 in 2011 WTI was 95

"Airlines are consolidating" was one of the dumbest "value" ideas of the last 15 years. Pricing is up 8% in 15 years (and that includes revenue to cover landing fees and gates).

The answer is so simple in transport economics. Get the cheap tonnage out of the network. $0.15 per seat mile is a scourge on the system.

@John_Hempton Fundamentalist Christians in the US don't care about that stuff. It's not their primary wish. If what you said is the justifiable goal (I tend to agree), we are going about it in the most ham-handed way possible. Which, again, goes back to Trump's base.

I would want this war if I were convinced it would meet a simple objective - it would stop Iran either trying to export their revolution by funding terrorist groups that threaten their neighbours - and would stop them having military force (especially the bomb) that would allow them to threaten their neighbours. I think the war "justified". I do not have an opinion on whether it was wise or winnable.

An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were illegal - but the beggar-thy-neighbour policy did not engender friends c. start a war of choice in the Middle East. This may or may not have been justified (I lean towards justified) and it may or may not have been wise and winnable (I really do not have an opinion) d. ask your allies for help and e. get upset when they do not oblige - whilst forgetting about a and b above. The geopolitical realignment is astonishing. All my life Australia has had one foreign policy - which is to internationalise the corpses in all American wars. If America asks us to go to war we go. And we go fast. This time the Australian Government (to general approval) has refused to send a ship to the Gulf. (They have not been formally asked - but they made clear a rejection was coming.) After a) and b) above aligning yourself with America is becoming political poison in a democracy. I think this is VERY bad. The world has been well served by the American alliances that won the cold war and mostly kept a functional global order. Those alliances have been sacrificed to Trump's egotistical whims. The world is a less safe place now. And it is less safe not just for America's (former?) allies but also for America.

@JRogrow Over-earning for a long time due to their density. Their returns are such a target and FL is drawing in tons of concepts (Aldi acquired Winn-Dixie and is about a third of the way through their expansion plan with those locations).

"Publix’s net margins (net income divided by sales) are nearly 7%, against 2% for Kroger." Disclosure: Publix is private and no position in Kroger. barrons.com/articles/publi…

@EffMktHype "Computer...enhance."

ok now make all the major central banks hawkish over something they can't control

@srg444 Spreads are pretty much pinned at lows still. But god help the equity analysts who don't have the tools or knowledge of how to monitor this and implement in their decision making.

Debt is built on reality. Equity is built on hope. When technological change accelerates, the tension between the two gets violent.

@EllliotttB @BuffaloBillCo When I search for service providers now, I explicitly ask LLMs to exclude firms owned by private equity.

@BuffaloBillCo And the law firms are now getting acquired by private equity as rollups 🤌

@RaisonsDEtat @FreightAlley This is one of the big analytical errors / conceits of the two Trump administrations and its followers.

@RaisonsDEtat @FreightAlley The US is 25% of "global GDP" with 4.5% of global population. That has been declining for 80 years and its distribution in the US has been narrowing. The idea we are not very competitive globally, that we are being ripped off, that we are not pretty optimized, is wrong.

If you wanted to reindustrialize the US, while wiping out global manufacturing, this is the way to make that happen.

@YardsPerPass Cool. I used a l Fivrr webdev person for something and they weren't super helpful. I will take a run at renovations with Claude. Can you add CFB 2026 draft candidate stats? That would be cool. Maybe a Monte Carlo model that simulates games with each player's EPAs?

@RandolphDuke7 Thanks! Nope, all AI coding believe it or not

Site is now live... yardsperpass.com Tell me what's good/bad/etc All free... Just a fun project for myself to see what I can do. I'll keep doing stuff with it