Jerry Jordan
35.9K posts

Jerry Jordan
@lighthousejerry
Boston-based fund manager in stocks and crypto, Father, former soup kitchen manager, guitar player, other stuff . . . a little bit of everything.










This kind of Medicare for all would cost About $30 trillion over a decade. Financing that it would require a 32% payroll tax, a 25% income surtax, a 42% VAT, or a $12,000 per person “public premium”. crfb.org/papers/choices…

The AI bubble math doesn't add up. Anthropic spends $3 to make $1 and that’s before you include any and all other costs like staff or electricity. Microsoft dumped $300B in capex, made ~$18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and Oracle's entire revenue backlogs. Enterprises are burning through annual AI budgets in 4 months with zero measurable ROI. This is the most expensive science experiment in history, funded by your SaaS subscriptions.

A non-enhanced athlete, Hunter Armstrong, won 1st place in the Men’s 50m Backstroke at the Enhanced Games while competing against athletes using testosterone, steroids, and other PEDs.

If there's no deal, and the Strait of Hormuz is still closed, why is oil -4.5%?


"What I've noticed in looking at bubble regimes is strategies that work most of the time don't work as well in bubble regimes, except for one." "Your alpha is probably less than it has been because your sample set that you've used to train your alpha, train your mind doesn't include very many bubble regimes." Andy Constan on how active investors can adjust in a bubble regime.



















