Phil Connors
@bigmountaincap.bsky.social
This, my friends, is the market correcting for its past significant failures
BREAKING: LSU and AD Scott Woodward decided to part ways Thursday.
This comes one day after the governor of Louisiana said Woodward wouldn't be allowed to hire Brian Kelly’s replacement: www.nytimes.com/athletic/676...
This comes one day after the governor of Louisiana said Woodward wouldn't be allowed to hire Brian Kelly’s replacement: www.nytimes.com/athletic/676...
October 31, 2025 at 2:10 AM
This, my friends, is the market correcting for its past significant failures
Things are clearly frothy at this point. What is the best "crash protection" hedge out there right now?
October 7, 2025 at 3:57 PM
Things are clearly frothy at this point. What is the best "crash protection" hedge out there right now?
Apropos of nothing this song rules
September 30, 2025 at 11:45 PM
Apropos of nothing this song rules
Reposted by Phil Connors
The man in black fled across the desert, and the Gunslinger followed.
September 29, 2025 at 11:50 PM
The man in black fled across the desert, and the Gunslinger followed.
Reposted by Phil Connors
the gas stations off I-10 in Louisiana contain better food by themselves than like, 38 of 50 states combined
Fayard's Marathon in Biloxi. Trust a fat man here when I say the po' boys are worth the diversion. Or literally any place between New Orleans and Lake Charles off of I-10 for boudin, cracklins, etc.
September 15, 2025 at 8:46 PM
the gas stations off I-10 in Louisiana contain better food by themselves than like, 38 of 50 states combined
Reposted by Phil Connors
Someone at Ole Miss threw a basketball on the field and the ref got a BUCKET
September 14, 2025 at 1:38 AM
Someone at Ole Miss threw a basketball on the field and the ref got a BUCKET
Reposted by Phil Connors
Drunk off this upcycled big 12 game
September 8, 2025 at 3:36 AM
Drunk off this upcycled big 12 game
Accurate
License To Kill is a top 5 Bond movie
What is your most controversial James Bond opinion?
(These may be discussed in a future podcast)
(These may be discussed in a future podcast)
September 1, 2025 at 1:51 AM
Accurate
Posting the most depressing exchange I have ever had in my life:
August 27, 2025 at 2:31 PM
Posting the most depressing exchange I have ever had in my life:
I never see the thesis that the passive driven flows boosting large cap indices and abandoning small cap indices is a long-term boon for large/mega PE buyout firms to take private decent public small caps
Anyone written about that? Am I missing something?
Anyone written about that? Am I missing something?
August 14, 2025 at 2:22 PM
I never see the thesis that the passive driven flows boosting large cap indices and abandoning small cap indices is a long-term boon for large/mega PE buyout firms to take private decent public small caps
Anyone written about that? Am I missing something?
Anyone written about that? Am I missing something?
Reposted by Phil Connors
I see a lot of commentary on AI creating new media entertainment (movies, shows, video games) that will be so appealing due to their personalization to the user
That sounds awful to me. One huge benefit of media is the collective experience and talking to people about stuff
That sounds awful to me. One huge benefit of media is the collective experience and talking to people about stuff
August 6, 2025 at 3:39 AM
I see a lot of commentary on AI creating new media entertainment (movies, shows, video games) that will be so appealing due to their personalization to the user
That sounds awful to me. One huge benefit of media is the collective experience and talking to people about stuff
That sounds awful to me. One huge benefit of media is the collective experience and talking to people about stuff
Reposted by Phil Connors
lol I forgot the Eagles have Jihaad Campbell they're gonna annihilate people this season
Eagles LB Jihaad Campbell already getting reps in 11-on-11’s.
July 23, 2025 at 3:22 PM
lol I forgot the Eagles have Jihaad Campbell they're gonna annihilate people this season
Who are the excellent concentrated stock picking managers that use an ETF or mutual fund structure? (not LP / hedge fund)
July 2, 2025 at 5:50 PM
Who are the excellent concentrated stock picking managers that use an ETF or mutual fund structure? (not LP / hedge fund)
Reposted by Phil Connors
“That’s a well-fed man with a zest for life” — me looking at every LSU dad in the stands
June 22, 2025 at 8:09 PM
“That’s a well-fed man with a zest for life” — me looking at every LSU dad in the stands
College baseball players seem to have more fun with the game than any other athletes
Probably the best vibes at this point in all of sports
Probably the best vibes at this point in all of sports
June 15, 2025 at 2:02 AM
College baseball players seem to have more fun with the game than any other athletes
Probably the best vibes at this point in all of sports
Probably the best vibes at this point in all of sports
Macro is complicated and I’m used to thoughtful people disagreeing
But I’ll never understand how divergent thoughtful people are on Israel and Gaza right now
I’m confused how people I respect feel so passionate about views that by their nature are diametrically opposed and mutually incompatible
But I’ll never understand how divergent thoughtful people are on Israel and Gaza right now
I’m confused how people I respect feel so passionate about views that by their nature are diametrically opposed and mutually incompatible
June 7, 2025 at 4:38 AM
Macro is complicated and I’m used to thoughtful people disagreeing
But I’ll never understand how divergent thoughtful people are on Israel and Gaza right now
I’m confused how people I respect feel so passionate about views that by their nature are diametrically opposed and mutually incompatible
But I’ll never understand how divergent thoughtful people are on Israel and Gaza right now
I’m confused how people I respect feel so passionate about views that by their nature are diametrically opposed and mutually incompatible
Why do people think Derek Thompson and Ezra Klein are bigots? I do not have time to keep up with the discourse
June 6, 2025 at 6:07 PM
Why do people think Derek Thompson and Ezra Klein are bigots? I do not have time to keep up with the discourse
Seeing a lot of negative comments on the provision in the house bill that allows for taxing foreign holdings of US assets
Here’s the case, from a very left leaning individual, that this is way more effective for balancing trade than tariffs
drafts.interfluidity.com/2025/04/01/i...
Here’s the case, from a very left leaning individual, that this is way more effective for balancing trade than tariffs
drafts.interfluidity.com/2025/04/01/i...
If we weren't idiots, Balance of Payments edition
drafts @ interfluidity
drafts.interfluidity.com
May 29, 2025 at 10:17 PM
Seeing a lot of negative comments on the provision in the house bill that allows for taxing foreign holdings of US assets
Here’s the case, from a very left leaning individual, that this is way more effective for balancing trade than tariffs
drafts.interfluidity.com/2025/04/01/i...
Here’s the case, from a very left leaning individual, that this is way more effective for balancing trade than tariffs
drafts.interfluidity.com/2025/04/01/i...
Reposted by Phil Connors
Nick Saban should go fishing or do literally anything else besides what he is doing right now channel-6.ghost.io/list-of-idea...
GO FISH
There are better ideas than getting into bed with the worst people alive in order to solve a problem that isn’t even your business anymore, Nick Saban.
channel-6.ghost.io
May 8, 2025 at 6:04 PM
Nick Saban should go fishing or do literally anything else besides what he is doing right now channel-6.ghost.io/list-of-idea...
Reposted by Phil Connors
The “deals” are just pretenses to go back to 10% and delay the higher levels indefinitely.
May 8, 2025 at 12:45 PM
The “deals” are just pretenses to go back to 10% and delay the higher levels indefinitely.
Apropos of nothing the level musicianship and creative song writing by a band as mainstream as Dave Mathews is astonishing
April 26, 2025 at 4:15 PM
Apropos of nothing the level musicianship and creative song writing by a band as mainstream as Dave Mathews is astonishing
I thought this was a really nice summary
Assuming the trade war approach does not take the most reckless approach
Assuming the trade war approach does not take the most reckless approach
The US built up an unsustainable reliance on foreign capital over the last few decades and as that flow now reverses, US assets will inevitably reprice lower.
While many say this is like a typical EM BoP crisis, there are important differences on what's likely to come.
Thread.
While many say this is like a typical EM BoP crisis, there are important differences on what's likely to come.
Thread.
April 23, 2025 at 3:34 PM
I thought this was a really nice summary
Assuming the trade war approach does not take the most reckless approach
Assuming the trade war approach does not take the most reckless approach
Reposted by Phil Connors
Going Sanchez mode
April 12, 2025 at 3:39 PM
Going Sanchez mode
Reposted by Phil Connors
Dying
Kevin Harlan: "Tonight, the NBA on TNT is brought to you by the new crispy tenders at CarMax. What? Wait a minute, hold on. Are they serving tenders with cars? We just had the marriage of two different sponsors and it was UGLY." 😂
April 9, 2025 at 1:53 AM
Dying