@RudyHavenstein @federalreserve They don’t care about you. It’s corruption sir.
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Rickie Rizz
134 posts
After listening to Warsh, when I pay my bills this month, I'm going to remove the price outliers, so I won't pay my health insurance or pocket calculator bills.
Trimmed mean PCE is a concept so stupid only a @federalreserve staffer could come up with it.
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$NVDA's total investments of ~$65bn to ecosystem partners is ~35% of total CY26E FCF of -$187bn or just ~17% of total CY27E FCF of $385bn
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@Greenbackd @EricBalchunas said the federal reserve should buy stocks. I almost vomited
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CPI has ticked back up toward ~3% and the 2-year yield has risen back toward ~4%, slightly above the Fed Funds rate.
Hard to see how the Fed can continue cutting. A raise seems more likely.
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The PRICE of an asset is simply the solution to marginal supply and demand. All of the below are estimates of "Value" and create a catalyst only when the cash flows internal to the company create external cash flows that change marginal supply and demand, e.g. dividends or buybacks
Andy Constan@dampedspring
Does anyone see the price of an asset reflecting anything other than 1. The accrual of income that asset produces 2. The expectations of all future income 3. The "value" people place on 1&2 which includes the value of the currency they use to invest in that asset amongst other things
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$FIG and $ADBE might legitimately be zeroes
Sam Altman@sama
still sorta breaks my brain to see our models be good at design finally
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Thinking about how Oracle is doing
Ed Zitron@edzitron
Premium Newsletter: OpenAI needs to raise or make $852 billion through 2030 to pay for its compute costs, and must pay $75bn a year for Oracle's 7.1GW of Stargate data centers, or Oracle will collapse, destroying its share price and Ellison's empire. wheresyoured.at/how-openai-kil…
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Somehow I missed this
An Italian dairy just raised EUR10mm by securitizing wheels of aging cheese through an SPV
Private credit is reportedly circling the structure next
ABF keeps finding new assets... this one ages in a warehouse and occasionally gets eaten lol
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Investment bankers staring at made-up comps, getting ready to justify a made-up valuation for OpenAI
Polymarket Money@PolymarketMoney
JUST IN: The odds of OpenAI hitting a $1 trillion valuation this year collapse 23%.
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What's the good explanation for $BE including optional servicing, future (?) tax credits, and other non-binding revenue in backlog? Do people have any examples of other companies that do anything similar? The newsroom tried to find a representative peer group, below.
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If you were still wondering where we are in the cycle, Jos. A Bank is going public.
Swim at your own risk..
cc: @AlderLaneEggs
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After today, I feel obligated to post this:
Everyone in my team is not suicidal.
IYKYK..
@MichaelJBurry__ what a week!
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Phia — the buzzy shopping app co-founded by Bill Gates' daughter, Phoebe — is claiming credit for online sales it didn’t actually drive, a Bloomberg investigation found. Read our exclusive story: bloom.bg/4wErGxe
📷️: Dia Dipasupil/Getty Images
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