Ken MacPherson

My hobbies are framed with: * impossible enigmas * insurmountable odds * Failure is a feature * Beauty as function * Unique but average * Truly original derivative As it applies to Life, love, women, programming, politics, engineering, farming, child rearing, law, tech & Mud.

Cumulative inflation since Jan '21 is between 23.6% and 27.1%, depending on which index we're using:

If you spend $1 million everyday it will take you 2,740 years to reach $1 trillion. The U.S. national debt is now $34.7 trillion and rising by $1 trillion every 100 days. EVERY…100…DAYS!

The Police once raided a warehouse and found 3,800 PlayStations running FIFA Ukraine's security service raided a warehouse in Vinnytsia expecting to find a crypto mining farm Instead they found PS4 consoles stacked on racks from floor to ceiling Every single one was running FIFA 21 on autopilot, farming Ultimate Team coins 24 hours a day to sell on the black market The operation was stealing $259,000 a month in electricity and causing power blackouts across the entire city The consoles alone were worth $1.5 million EA makes $1.6 billion a year from Ultimate Team The FIFA coin black market is worth over $200 million a year At black market rates, 3,800 consoles farming coins 24/7 could pull in $3 to $5 million a year Around the same time an actual EA employee got caught selling rare Ultimate Team cards for $1,000 each on the side Even the people who made the game were running the same hustle

Head of Signal, @mer__edith , says Signal has asked Apple to explain why FBI was able to extract notifications for Signal messages from a defendant's iPhone even after the Signal app was deleted from that phone

Hedge funds are more bearish now than they were at the peak Liberation Day bear market, per Goldman Sachs

Trump 2 years ago ran on "Kill FISA", the illegal spying that is very unpopular. Today, Trump is urging Congress to pass FISA, which he ran against, and continues the illegal spying on Americans.

How on earth can it cost $30 million and three years for the NYC government to build a grocery store in Harlem? There are *dozens* of grocery stores for sale, all over New York City, for less than $5M. Many are less than $1M. This seems like a scam. (or vanity project)

Amazingly, and extremely telling, that bottom tier private credit sponsor has, per Bloomberg, marked UP the value of its large Red Lobster debt position five quarters in a row! Marked it UP?!?! Looks like PIK “magic” in action. RUN, RUN, RUN!!!!!

Commie control freaks be shitting on freedom.

@AFellasavagery1 @LintonWorm But I'm still seeing 6% out of the money Call strikes are leading well ahead of 6% OTM Puts strikes for times 30 60 200 & 1Y DTE on a vast majority of stocks.

@LintonWorm Hence the 134,000 put contracts.

S&P 500 SETUP IS FORMING AGAIN Look at the phases: 1. Local top 2. Initial drop 3. Dead cat bounce 4. The final flush We are currently at phase 3 The trap is set and the next move is a vertical drop GET READY!

I ran quant trading for 2 years before shutting it down. Here's what no 'day trader guru' will tell you. The edge was never the algorithm. You made money because your position size is small. You're not exploiting an inefficiency. You're just too small for anyone to bother front-running. That's not alpha. That's invisibility. Try running that same strategy with $100 million. The spread eats you alive. Your trade move the price. The 'edge' was never yours. It was just the market not caring enough to take it from you. When they do care - your system disappears overnight. I know because that's exactly what happened to mine. But nobody selling you a $997 trading course is going to tell you that. They need you to believe the algorithm is the edge. If you knew the truth, you'd stop buying courses and start building something real.

Courtroom Judge: Let's ask the child: Who would you like to stay with, mom or dad? Mom: Obviously, me. Judge: I request you to remain quiet. Son: I want to speak to you alone Judge's Chamber Son: Can I stay with my dad? Judge: Any particular reason? Son: My mom shouts at me all the time. She says i ruined her life. Courtroom Judge: I'm placing this child under child support services for the time being......

The CEO of Krafton (creator of PUBG) asked ChatGPT to create a "corporate takeover strategy" to prevent a company they acquired from hitting a revenue target within a certain time window (which would trigger an additional payout). ChatGPT (against his lawyer's advice) suggested locking down the acquired companies Steam account to prevent them from publishing Subnautica 2 in the time window, which the CEO of Krafton followed. ChatGPT's advice did not hold up at trial and the judge was not happy. The opinion is a wild read and includes several direct quotes from the Krafton CEO's ChatGPT conversation. I feel like it's gonna take a few more high profile examples like this until executives start realizing that conversations with ChatGPT are not privileged and you probably shouldn't describe your questionably legal schemes to them in detail!

A bottom tier sponsor just marked down its Red Lobster equity position 98% OVERNIGHT. Oddly, that equity position was in a “private credit” fund. Disturbingly, that fund’s large Red Lobster debt holding is marked at par, even though the equity was basically wiped out OVERNIGHT. RUN!!!

343+ Quant and Algorithmic Trading Projects in Python This is how to get your hands on them for free. (a thread)

فيه شي صاير خلف الكواليس قبل كم يوم كتبت خبر ان فرنسا قامت بالتخلي عن انظمة وندوز واستبدلته بنظام مبني على لينكس محلي الصنع لكن المفاجاة ايش ؟ ان فرنسا مااكتفت بالامر هذا وبس لا عملت خطوة عظيمة اخرى حيث بحلول عام 2027 سيتوقف 2.5 مليون موظف حكومي عن استخدام تطبيقات مثل زووم ومايكروسوفت تیمز و ویبكس وجوتو ميتينغ وسينتقلون إلى منصه فيزيو وهي منصة فيديو للاجتماعات محلية الصنع ومو بس فرنسا لا ايضا ولايات في المانيا بدأت بالاستغناء عن خدمات مايكروسوفت حيث قامت ولاية شليسفيغ هولشتاين الألمانية بنقل 44 ألف صندوق بريد إلكتروني من مايكروسوفت واستبدلت برنامج Share Point ببرنامج Nextcloud (مفتوح المصدر) والامر مايتوقف هنا لا ايضا استبدل الجيش النمساوي برنامج مايكروسوفت أوفيس ببرنامج ليبر أوفيس الاستغناء عن مايكروسوفت وخدماتها من قبل الاوروبين والاستبدال با انظمة محلية الصنع امر يدعو للريبة وان هناك شي صاير

An ex-OpenAI researcher is running a $5.5B hedge fund with 16% allocated to $BE, with strong conviction in distributed power solutions for AI infrastructure. The portfolio is also heavily concentrated in $CRWV (up 10%), $LITE, and $INTC, all tied to the buildout of next-generation compute and optical connectivity. Taken together, the positioning reflects a clear bet on the power, networking, and silicon layers supporting the AI data-center expansion cycle. It is fair to say the strategy is working so far. No... wait. That's an understatement.

We are witnessing a historic short squeeze right now. The S&P 500 has now added nearly +$6 TRILLION in market cap since March 30th. In just 5 trading days, hedge fund short exposure to US ETFs has gone from the highest since May 2025 to lower than 97% of cases over the last 5 years. Meanwhile, the capital that was sidelined amid the Iran War is quickly rotating back into AI stocks. The reality is that AI names have only gotten bigger amid the volatility of the Iran War. Stocks like Nvidia and Apple were nearly half as cheap as Costco and Walmart on a Forward P/E basis after the recent correction. All while 4% inflation is back and investors are searching for any source of yield as a hedge. Record highs are on the horizon.

Here’s the dark side of covered calls people don’t tell you about.