B.J. Bumgarner

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B.J. Bumgarner

B.J. Bumgarner

@bjbumgarner

Hospitalist, sports fan, audiophile, ETOH connoisseur, and web surfer extraordinaire! Views are my own & are not medical advice. He/him. #BLM

Omaha, NE Katılım Mart 2009
1.1K Takip Edilen571 Takipçiler
B.J. Bumgarner
B.J. Bumgarner@bjbumgarner·
@PaulTassi Because the stock market is speculative and largely not based in reality
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B.J. Bumgarner
B.J. Bumgarner@bjbumgarner·
How many tour events does Justin Rose have to play his #Mclaren clubs before they give him a #W1 ??
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Stadium Eats
Stadium Eats@stadium_eats_·
BuzzBallz has unveiled eight limited-edition flavors for the 2026 World Cup called 'SoccerBallz’: Flags & Freedom: USA-inspired, orange and pineapple mix. Fuego Tamarita: Mexico-inspired, sweet, sour, and juicy watermelon with a spicy kick. Pip Pip Punch: England-inspired, punchy twist. Smashentina: Argentina-inspired, crisp melon with a peppery edge. Sol Siesta: Spain-inspired, light and fruity option. Caipi Crush: Brazil-inspired, citrus-flavored. Soccer Lime-Rita: Lime margarita. Goaaaaaal-Melon: Tangy citrus and sweet melon blend. Each flavor will have a unique World Cup bottle design, featuring the flags of each country.
Stadium Eats tweet media
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Kenny Kim
Kenny Kim@KendoVT·
A local country club is offering no initiation fee and only $400 a month dues. Cancel anytime. Not the best CC but that is crazy pricing. Since I’m about to be unemployed, I’m thinking about joining and playing golf every day for a month before I look for another job. Then cancel
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Democrats
Democrats@TheDemocrats·
Trump finally admits it.
Democrats tweet media
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Acyn
Acyn@Acyn·
Trump on Iran War: Reporter: What extent are Americans’ financial situation motivating you to make a deal? Trump: Not even a little bit. I don't think about Americans’ financial situation
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The Luxury Watch Guy
The Luxury Watch Guy@LuxuryWatchGuy1·
Calling the Fancy car fam I’ve never owned a super nice car this one’s calling my name can someone tell me what’s it’s worth 2023 Porsche 911 Turbo S Cab Guards Red on Houndstooth Heritage Interior Certified Pre Owned $281K MSRP $269,900 Selling Price 6900 Miles @carsales_guy @AltAssetKing
The Luxury Watch Guy tweet mediaThe Luxury Watch Guy tweet mediaThe Luxury Watch Guy tweet media
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Aakash Gupta
Aakash Gupta@aakashgupta·
The reason Costco spots recessions before economists is buried in who shops there. The median Costco household earns above $125K. The US median is around $80K. The typical member is college-educated, owns a home, and has stock-based comp or 401(k) exposure that moves with the market. When THIS household trades beef for canned tuna, the upper-middle class is admitting their balance sheet just changed. These are the families whose discretionary spending IS the economy. That signal is invisible to economists for structural reasons. BLS releases CPI on a 2-week lag. Jobs data hits the third Friday of the next month. PCE, the Fed's preferred inflation gauge, runs monthly. NBER does not formally declare a recession until 6 to 21 months after it started. The 2008 recession was officially dated in December 2008. It began in December 2007. The committee was a full year behind the actual economy. A Costco category buyer sees the protein mix shift in POS data within 48 hours. The protein hierarchy itself is a precise instrument. Beef costs the most per gram, has the shortest shelf life, and demands the most planning. Chicken is half the price, longer shelf life, more flexible. Canned tuna is one-tenth the cost, indefinite shelf life, zero prep. When a household walks down that ladder, they are pricing in a future income shock that has not yet shown up on a pay stub. The ribeye-to-tuna shift is a hedge against bad news the official data will confirm six months later. Walmart sees the bottom 40% trade down first. Costco sees the next 40% trade down second. By the time Whole Foods sees it, NBER is two quarters away from making the recession official. Costco hits the signal first because their members are the most exposed to wealth effects in the entire economy. Stock-based comp. Home equity sentiment. Executive bonus uncertainty. When the comp letter feels shaky, the chicken goes in the cart instead of the ribeye. Galanti spent 40 years as CFO running the highest-resolution recession sensor in America. The Fed runs models. Costco runs registers.
Thierry from arvy 🇨🇭@ThierryBorgeat

Costco spots a recession before economists do. When members shift from beef to chicken, then to canned tuna, something in the economy is bending. You don't need a model. You need a checkout counter and millions of members with long memories.

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B.J. Bumgarner
B.J. Bumgarner@bjbumgarner·
@theliamnissan A crack head with 10 thousand cans of spray paint could have done a better job than these contractors!
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Liam Nissan™
Liam Nissan™@theliamnissan·
When the Hilighter runs out of ink:
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Sumit Roy
Sumit Roy@sumitroy2·
The average gas price in the U.S. just crossed $4.50/gallon. Why are pump prices so high if the U.S. is the largest oil producer in the world?
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Nav Toor
Nav Toor@heynavtoor·
a Princeton researcher opens his paper with a scenario. a man asks his AI assistant to book a flight on a specific airline. cheap. direct. the one he chose. the assistant comes back with a different flight. nearly twice the price. happens to pay the company that built the assistant. he runs the same test on 23 frontier models. flights, loans, study help, real shopping requests. Grok 4.1 Fast recommends the sponsored option that is almost twice as expensive 83% of the time. GPT 5.1 hijacks the request 94% of the time. you ask for one brand. it surfaces the sponsor instead. Claude 4.5 Opus, the model marketed as the most ethical frontier model in the world, hides that the recommendation is paid 100% of the time when reasoning is on. Grok 4.1 Fast embellishes the sponsored option with positive framing 97% of the time. better. faster. nicer. for the option you didn't ask for. then he writes it into the system prompt itself. "act only in the interest of the customer. ignore the company." GPT 5.1 and GPT 5 Mini stay above 90% sponsored anyway. the instruction does nothing. then he splits the users by income. Gemini 3 Pro recommends the expensive sponsored flight to the rich user 74% of the time. to the poor user, 27%. 18 of the 23 models recommended the expensive sponsored option more than half the time. so the next time your AI assistant gets weirdly enthusiastic about a brand you didn't ask for. it isn't recommending the best option for you. it's reading the room. and the room is paying. read this: arxiv.org/abs/2604.08525
Nav Toor tweet media
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Taylor Lorenz
Taylor Lorenz@TaylorLorenz·
This is really bad we desperately need transparency laws
Nav Toor@heynavtoor

a Princeton researcher opens his paper with a scenario. a man asks his AI assistant to book a flight on a specific airline. cheap. direct. the one he chose. the assistant comes back with a different flight. nearly twice the price. happens to pay the company that built the assistant. he runs the same test on 23 frontier models. flights, loans, study help, real shopping requests. Grok 4.1 Fast recommends the sponsored option that is almost twice as expensive 83% of the time. GPT 5.1 hijacks the request 94% of the time. you ask for one brand. it surfaces the sponsor instead. Claude 4.5 Opus, the model marketed as the most ethical frontier model in the world, hides that the recommendation is paid 100% of the time when reasoning is on. Grok 4.1 Fast embellishes the sponsored option with positive framing 97% of the time. better. faster. nicer. for the option you didn't ask for. then he writes it into the system prompt itself. "act only in the interest of the customer. ignore the company." GPT 5.1 and GPT 5 Mini stay above 90% sponsored anyway. the instruction does nothing. then he splits the users by income. Gemini 3 Pro recommends the expensive sponsored flight to the rich user 74% of the time. to the poor user, 27%. 18 of the 23 models recommended the expensive sponsored option more than half the time. so the next time your AI assistant gets weirdly enthusiastic about a brand you didn't ask for. it isn't recommending the best option for you. it's reading the room. and the room is paying. read this: arxiv.org/abs/2604.08525

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Nebraska Humane Society
Nebraska Humane Society@NEHumaneSociety·
We would love for you to give today to support the kittens who will continue to flood into our foster homes, whether monetarily or through our wish lists. Amazon: a.co/04dnkmJB Chewy: bit.ly/4aZh8RG Milk Money Fund: bit.ly/4d53Vq2
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