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I don't understand the grave dancing on QVR's downfall.
It's tough to build any business and sad to watch a few bad months sink 5+ years of hard work.
I hope everyone there lands on their feet.
I really don't get the pile-on against @bennpeifert personally. He's contributed tons of education to the discourse on options/volatility on this hellsite. You can dislike his politics/personal choices without cheering his downfall.
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@prpl8 @sidprabhu @phileeppos Because the dudes that stay loyal cuz they get bribed. Prolly start doing things.
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I had a dream that this would be the reverse of US embassy hostage release in Iran 1980 and that Iran keeps strait closed until new Congress is sworn in and it makes a deal with Democratic Senate Majority Leader
JH@CRUDEOIL231
@agnostoxxx 's NACHO—Not A Chance Hormuz Opens If things keep going like this, it’ll be the quote of the year. THANK YOU FOR YOUR ATTENTION TO THIS MATTER! #oott #iran
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I know I'm getting real old because I line up the last few big tech innovations - smartphone, social, ai - and start to really think - is our life actually better off than before?
Convenient yes. But better?
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When I was 15 (1984) on Friday nights I would ride my bike over to my best friend's house and we would play Dungeons & Dragons, Chess, Risk and dozens of other games while trying to to drink enough Dr Pepper to stay up all night. It was so fun.
My son is 15, he set up a Minecraft server and he plays with all his friends while they are on a group facetime. He loves it but I do think they would be better off meeting up and playing D&D all night.
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@prpl8 The US had its own test with Japanese internment on the West Coast, and I would not describe this as passing with flying colors x.com/busgus/status/…
(That survey was by the Office of Facts and Figures with the newly founded NORC then still at University of Denver)
Gus@busgus
'Three fourths of Southern Californians believe that "only a few" or "practically none".. are loyal...' Survey Feb 1942 archive.org/details/pacifi…
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i hate to break it to you guys but
if you were a German in the late 1930s you would have been a Nazi
Maybe not in the party but you would have supported them. They fixed the country and fascism and racism was the water in which everyone swam
You would have loved Hitler
sorry
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@prpl8 Yeah mostly. Nazi support rose a lot 1930 to 1939.
One short piece I recommend to people is Jason Stanley's NYT op-ed about 10y back nytimes.com/2016/08/21/opi…
And yes it wasn't quite this simple but the message is important. Details later, once people accept that the enemy is us
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808 retweetledi
These yields are not even high
≈ nominal gdp growth would be a good starting point
Sonu Varghese@sonusvarghese
Looks like the bond market is reminding everyone that the Strait remains closed* 2y yields: 4.05 10y: 4.54 30y: 5.09 * And China isn’t going to do anything to help open it up
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Next note I am working on is focused on potential Systemic Risks:
-Private Credit
-Leverage
We'll see what I find on both of them.
Stay tuned.
Have a good weekend everyone.
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good thing its different this time
Max Rockatansky@Cycle_Watcher
Positioning has never been more over-extended
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@prpl8 That's factually false. If this is your feckless attempt at lumping everybody in your group to justify being a fascist, go fuck your spineless self.
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@prpl8 i love this, but i think only the president has the authority. i would charge you with logan act just for tweeting this.
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808 retweetledi
Do I build a 250 mile, 48” oil pipeline at $15 million per mile if I think everything will get back to normal with the Strait of Hormuz?
No. No I do not.
#oott.
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