digitalme
441 posts


@APompliano But you do realize why prices are going down right? Demand destruction, which leads to job loss which leads to significant hardship for millions. Just making sure you realize the reason for price decline if that’s the outcome for tariffs.
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@Cernovich Not saying this is the case for everyone. But when I had kids I was struck with a realization - “Oh, this is really where adult life begins. This is what I’ve been preparing and growing up for”
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@shaunmmaguire Yes but this will take a while. Why disincentivize renewable development in the meantime given the power needs and need to bridge the gap to nuclear scale
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This is an incredible NYC apartment, particularly if you like to swim (61 foot pool). It is totally mint and one of a kind. Built to perfection.
I have seen it, and it is amazing.
nypost.com/2025/04/24/rea…
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@EricLDaugh Personal finance should be a mandatory high school class junior or senior year, along with nutrition
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@BillAckman Isn’t there a difference between deporting someone and deporting someone to a prison?
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@chamath @joshpacini Why have u turned into such a joke, man. A bummer
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@joshpacini Joe Lacob, Steph, KD, Dray and Klay deserve 100% of the credit. my 4 yo could have won as many championships with the talent Joe assembled.
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Steve Kerr is a hapless rube.
He is blindly defending an institution that:
1) Is a Corporation with a $53B balance sheet masquerading as a non profit.
2) Has the absolute worst scores for freedom of speech amongst ALL colleges in America.
3) Was admonished and defeated by the Supreme Court because they were discriminating in their admissions process and violated the Constitution.
4) Has allowed anti Semitism to fester unchecked on campus to such a degree that it led to the ouster of their President because of her incompetence in dealing with it.
Normally, when an executive at a company where I own equity speaks on topics beyond their knowledge and reveals themselves to be an idiot I usually just fire them or sell my equity.
Fortunately, I already sold all my equity in the Warriors last year at the-then all time high so this isn’t my problem but the total ignorance of his comments still stands.
Steven Rissotto@StevenRissotto
“It’s crucial for all of our institutions to be able to handle their own business the way they want to, and they should not be shaken down and told what to teach — what to say — by our government. Way to go, way to stand up to the bully.” Kerr rocking a Harvard shirt postgame
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@digitalme1231 @elonmusk If the statement actually included the words "merit based" ahead of inclusive and diverse then I could buy into your argument.
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21 Truths of Bitcoin
1. Bitcoin is an Ideology.
2. Bitcoin is a Protocol.
3. Bitcoin is an Asset.
4. Bitcoin is a Network.
5. Bitcoin is Immaculate.
6. Bitcoin is Ethical.
7. Bitcoin is a Commodity.
8. Bitcoin is a Digital Commodity.
9. Bitcoin is Digital Scarcity.
10. Bitcoin is Digital Gold.
11. Bitcoin is Digital Money.
12. Bitcoin is Perfect Money.
13. Bitcoin is Legitimate.
14. Bitcoin is Corporate.
15. Bitcoin is Global.
16. Bitcoin is Immortal.
17. Bitcoin is Digital Energy.
18. Bitcoin is a Digital Energy Network.
19. Bitcoin is a Digital Economic System.
20. Bitcoin is a Digital Defense System.
21. Bitcoin is an Emerging Star System.
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@megynkelly @DrMakaryFDA The idea is good, hope the execution is as well and the appropriate, educated parties are weighing in. Seems like we need to boost some research funding to support that, o wait….
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MAJOR POLICY CHANGE AT FDA: no more Big Pharma on advisory committees weighing in on drug safety debates. Thank you @DrMakaryFDA!
Chief Nerd@TheChiefNerd
MAKARY: "Today we are announcing we are removing pharma members from FDA advisory committees ... We are going to be inviting pharma companies to send representatives to the advisory committees, but they can sit with the rest of the public and watch and pose questions" 🎥 @MartyMakary @megynkelly
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@JoshMandell6 Would be terrible precedent. What’s to stop a president from putting someone in there 12 months before election to juice economy regardless of longer term consequences
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The President is supposed to respect the independence of the FED. You might want to "End The FED", but as long as it exists, let's not put the sitting president in charge.
One day, this system of pork-fueled politics, feeding the mouths of thousands of career politicians, their aids, spokesmen, lobbyists, pundits, and spin doctors will be replaced by a Constitutional Monarchy, serving at the will of the peoples' direct support.
Consider this another bit of vision from the future ... Mr Trump may see himself to be the first new King of this new system. But the King shall SERVE THE PEOPLE, not HIMSELF and his EGO.
The Bitcoin Historian@pete_rizzo_
BREAKING: PRESIDENT TRUMP JUST OPENLY SAID HE WANTS FED CHAIR POWELL TO BE "TERMINATED" MONEY PRINTER IS COMING. BUCKLE UP 🚀
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@piersmorgan It’s outsourced best in class research for the government
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@APompliano That’s fine. But you realize only reason they’d be deflation is because of demand destruction and recession? Just so we are on same page.
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@chamath Bro you all over the place. First saying over reacting to headlines, and implying this is great negotiating tactic. Now think it’s a real question if bond moves represent fundamental global shift. Meanwhile your suggesting corporate credit default spreads are critical rn
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Conspiracy corner:
How can activity in the bond market shape policy?
An established norm in capital markets is measuring the rate of change of a big move. What does this mean?
When yields change by a lot, smart money will want to know 1) is this an acute change that happened quickly or 2) is this a gradual change?
Acute changes tend to happen because of poor bets, risk arbitrage, covering losing positions or blow-ups. Gradual changes are because of philosophical changes in outlook. As you can rightly imagine, it’s hard for huge pools of money to have big philosophical changes in mere days and hours. They study things, engage all parts of their organization and all parts of their government and then act slowly and methodically.
With that in mind, when I see the actions in the bond market, my critical question is:
Would Central Banks, if they have had a philosophical change to their posture to US Ts and the USD, just dump or is this more about a short term repositioning, gaining leverage for a negotiation or, more banally, private actors making bets and/or getting stopped out.
I think answering this question is materially important for all of us.
FWIW, it’s hard to imagine a gaggle of PhDs running CBs and Governments around the world re-underwriting an entire new multi-decade approach to the US in the last 5 days.
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