The Hedonic Adjustments of J. Alfred Prufrock, CFA
@bkmacd.bsky.social
Antieukalyptustische Aktion
I want to ride a horse to the middle of the desert and take peyote and scream at god.
Most of my posts are about grocery shopping.
I want to ride a horse to the middle of the desert and take peyote and scream at god.
Most of my posts are about grocery shopping.
Pinned
Any sufficiently generalized subtweet is indistinguishable from cultural critique.
A few generically true statements: there is a value in social sanction. the mechanisms for social sanction is by necessity cruel. People with structurally less power are more deserving of empathy and care.
The question is is it worth violating the third statement if the first is tactically useful.
The question is is it worth violating the third statement if the first is tactically useful.
November 11, 2025 at 6:07 PM
A few generically true statements: there is a value in social sanction. the mechanisms for social sanction is by necessity cruel. People with structurally less power are more deserving of empathy and care.
The question is is it worth violating the third statement if the first is tactically useful.
The question is is it worth violating the third statement if the first is tactically useful.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
I’m sorry, but There Is A Circulatory System Walking Through The Kitchen Day is a modern invention pushed by card companies. I only observe A Partially Muscled Skeleton Stands By The Perimeter Fence And Screams For Thirty Seconds Before Vanishing Day on the 14th.
Happy There Is A Circulatory System Walking Through The Kitchen Day to all who celebrate.
November 10, 2025 at 6:43 PM
I’m sorry, but There Is A Circulatory System Walking Through The Kitchen Day is a modern invention pushed by card companies. I only observe A Partially Muscled Skeleton Stands By The Perimeter Fence And Screams For Thirty Seconds Before Vanishing Day on the 14th.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
I think Dealbook does a disservice to its readers by calling CMBS "exotic financial instruments" and not contextualizing the relative size of any of the markets involved here.
This is insane. This is *literally* doing the same mechanics of the housing crisis and 2008 recession but to create debt to finance construction of AI data centers
www.nytimes.com/2025/11/08/b...
www.nytimes.com/2025/11/08/b...
November 10, 2025 at 4:59 PM
I think Dealbook does a disservice to its readers by calling CMBS "exotic financial instruments" and not contextualizing the relative size of any of the markets involved here.
It's probably bad that we've all started doing the Friday Night Lights lintel tap to the old Chuck Prince quote "As long as the music is playing, you've got to get up and dance" But until someone solves the problem of having a benchmark, here we are.
November 10, 2025 at 3:26 PM
It's probably bad that we've all started doing the Friday Night Lights lintel tap to the old Chuck Prince quote "As long as the music is playing, you've got to get up and dance" But until someone solves the problem of having a benchmark, here we are.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
Happy There Is A Circulatory System Walking Through The Kitchen Day to all who celebrate.
November 10, 2025 at 10:54 AM
Happy There Is A Circulatory System Walking Through The Kitchen Day to all who celebrate.
Walking around the town I grew up with the kiddos.
"That's the place that used to sell Stussy." (Now it's an Athleta)
"That's a coffee shop that I was a teenage ruffian around." (It is still covered in teenage ruffians)
"That's the place that used to sell Stussy." (Now it's an Athleta)
"That's a coffee shop that I was a teenage ruffian around." (It is still covered in teenage ruffians)
November 9, 2025 at 10:42 PM
Walking around the town I grew up with the kiddos.
"That's the place that used to sell Stussy." (Now it's an Athleta)
"That's a coffee shop that I was a teenage ruffian around." (It is still covered in teenage ruffians)
"That's the place that used to sell Stussy." (Now it's an Athleta)
"That's a coffee shop that I was a teenage ruffian around." (It is still covered in teenage ruffians)
Some of us remember the old ways
November 9, 2025 at 6:59 PM
Some of us remember the old ways
I feel like the sprint from The Gavin Newsom to The Long-haired Hippie is pretty short so I see the appeal behind the haircut.
November 9, 2025 at 6:39 PM
I feel like the sprint from The Gavin Newsom to The Long-haired Hippie is pretty short so I see the appeal behind the haircut.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
As his work would have been orally composed rather than written, I think it's more accurate to consider Homer an early sort of podcaster
November 9, 2025 at 2:04 AM
As his work would have been orally composed rather than written, I think it's more accurate to consider Homer an early sort of podcaster
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
pre-writing a devastating obituary for your enemy is god-tier hating of a kind you don’t often see anymore. renaissance haterism. beautiful stuff.
A Sharon Begley byline, almost 5 years after her death.
Upon hearing the news James Watson had died, a STAT reporter said in our Slack, "I wish I could read what Sharon would have written."
Incredible news: Sharon in fact did pre-write a Watson obit. And it is masterful and excoriating.
🧪🧬🧫
Upon hearing the news James Watson had died, a STAT reporter said in our Slack, "I wish I could read what Sharon would have written."
Incredible news: Sharon in fact did pre-write a Watson obit. And it is masterful and excoriating.
🧪🧬🧫
James Watson, dead at 97, was a scientific legend and a pariah among his peers
James Watson, the co-discoverer of the structure of DNA who died Thursday at 97, was a scientific legend and a pariah among his peers.
www.statnews.com
November 9, 2025 at 12:55 AM
pre-writing a devastating obituary for your enemy is god-tier hating of a kind you don’t often see anymore. renaissance haterism. beautiful stuff.
I want the 20th century literary classics:
Don DeLillo, but make it Star Wars
The Crying of Lot 49, but make it Star Wars.
The Magic Mountain, but make it Star Wars.
100 Years of Solitude, but make it Star Wars.
Krzysztof Kieślowski Trois couleurs trilogy, but Star Wars.
Don DeLillo, but make it Star Wars
The Crying of Lot 49, but make it Star Wars.
The Magic Mountain, but make it Star Wars.
100 Years of Solitude, but make it Star Wars.
Krzysztof Kieślowski Trois couleurs trilogy, but Star Wars.
Dear Bob Iger:
Please give me control of the Star Wars franchise.
My concept is to just remake old war and samurai movies, but Star Wars.
The Dirty Dozen but Star Wars.
The Great Escape but Star Wars.
Zatoichi the Blind Swordsman but Star Wars.
Please give me control of the Star Wars franchise.
My concept is to just remake old war and samurai movies, but Star Wars.
The Dirty Dozen but Star Wars.
The Great Escape but Star Wars.
Zatoichi the Blind Swordsman but Star Wars.
November 8, 2025 at 11:10 PM
I want the 20th century literary classics:
Don DeLillo, but make it Star Wars
The Crying of Lot 49, but make it Star Wars.
The Magic Mountain, but make it Star Wars.
100 Years of Solitude, but make it Star Wars.
Krzysztof Kieślowski Trois couleurs trilogy, but Star Wars.
Don DeLillo, but make it Star Wars
The Crying of Lot 49, but make it Star Wars.
The Magic Mountain, but make it Star Wars.
100 Years of Solitude, but make it Star Wars.
Krzysztof Kieślowski Trois couleurs trilogy, but Star Wars.
Some say November is too early to have your new years resolutions sorted but I disagree.
November 8, 2025 at 10:57 PM
Some say November is too early to have your new years resolutions sorted but I disagree.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
"6-7"?! Boy I say boy you gen alpha kids cant be doin' that! Your signifiers need signs boy! You've laid a rhetorical claim to an empty space son! You're creatin' a nihilistic dialectic! Your broccoli hairs obfuscatin' some much needed communication! Find some MEANIN', kid!
November 8, 2025 at 6:22 PM
"6-7"?! Boy I say boy you gen alpha kids cant be doin' that! Your signifiers need signs boy! You've laid a rhetorical claim to an empty space son! You're creatin' a nihilistic dialectic! Your broccoli hairs obfuscatin' some much needed communication! Find some MEANIN', kid!
Tangential to the War Stars discourse today, this, from the Rian Johnson wiki, is both unexpected and also totally to character
November 8, 2025 at 9:09 PM
Tangential to the War Stars discourse today, this, from the Rian Johnson wiki, is both unexpected and also totally to character
Professional musicians have always had a side hustle.
![Franklin was 11 when she went to St Paul's Girls' School in Hammersmith, west London, one of the few girls' schools in London that taught physics and chemistry.[29][31][32] At St Paul's, she excelled in science, Latin,[33] and sports.[34] Franklin also learned German, and became fluent in French, a language she would later find useful. Franklin topped her classes, and won annual awards. Her only educational weakness was in music, for which the school music director, the composer Gustav Holst, once called upon her mother to enquire whether she might have suffered from hearing problems or tonsillitis.[35]](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:73aicoale2mqwrap63rdzwep/bafkreia5jxtahk5tju7266k47lbdf53f5ojdwkchicsd2fcpq434arjkbm@jpeg)
November 8, 2025 at 9:02 PM
Professional musicians have always had a side hustle.
You never read books about the cults that didn't succeed in brainwashing thousands and leading to the downfall of a country's political apparatus. The lesson is clear.
K E E P G R I N D I N G
K E E P G R I N D I N G
November 8, 2025 at 8:34 PM
You never read books about the cults that didn't succeed in brainwashing thousands and leading to the downfall of a country's political apparatus. The lesson is clear.
K E E P G R I N D I N G
K E E P G R I N D I N G
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
the entire discourse about academia in this country is a mass politicization of an annoying sophomore level discussion that completely ignores that every meaningful bit about it other than “is it acceptable to be offensively wrong” has been resolved by people above sophomore level
insanely annoying about it is all of this race/iq bullshit was dealt with by academia decades ago
but dc and nyc pundits who fancy themselves intellectuals just can’t let go of the vision of it as a kind of Forbidden Topic that No One Talks About rather than the boring gutter racism it is
but dc and nyc pundits who fancy themselves intellectuals just can’t let go of the vision of it as a kind of Forbidden Topic that No One Talks About rather than the boring gutter racism it is
apropos james watson’s death i had an idle thought today about how stupid race/iq stuff sounds. “buh if your skin is darker you are biologically less smart” is a thing only a dumbass can believe
November 8, 2025 at 4:14 PM
the entire discourse about academia in this country is a mass politicization of an annoying sophomore level discussion that completely ignores that every meaningful bit about it other than “is it acceptable to be offensively wrong” has been resolved by people above sophomore level
On the one hand I will never understand real estate cap rates. On the other hand I also don't understand the math behind Rockafellar and Uryasev's CVAR optimization so the important thing is to have many things you're bad at in your professional career.
November 8, 2025 at 2:53 AM
On the one hand I will never understand real estate cap rates. On the other hand I also don't understand the math behind Rockafellar and Uryasev's CVAR optimization so the important thing is to have many things you're bad at in your professional career.
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
I LEARNED THE ANSWER TO THIS
Chris's Steakhouse was a New Orleans landmark
Chris Matulich periodically got bored, sold it, waited for the new owner to fail, and bought it back cheap
The sale conditions: Can't move it, can't change the name
He did this six times
Then he sold it to Ruth Fertel
Chris's Steakhouse was a New Orleans landmark
Chris Matulich periodically got bored, sold it, waited for the new owner to fail, and bought it back cheap
The sale conditions: Can't move it, can't change the name
He did this six times
Then he sold it to Ruth Fertel
what did ruth mean when she said her steakhouse was "chris"
November 7, 2025 at 5:33 PM
I LEARNED THE ANSWER TO THIS
Chris's Steakhouse was a New Orleans landmark
Chris Matulich periodically got bored, sold it, waited for the new owner to fail, and bought it back cheap
The sale conditions: Can't move it, can't change the name
He did this six times
Then he sold it to Ruth Fertel
Chris's Steakhouse was a New Orleans landmark
Chris Matulich periodically got bored, sold it, waited for the new owner to fail, and bought it back cheap
The sale conditions: Can't move it, can't change the name
He did this six times
Then he sold it to Ruth Fertel
I think a reason the A.I. thing has been so unloved is that it emerged right after the crypto/nft bust. Slurp Juice tweet was May 2022. Chat GPT launched Nov 30.
November 6, 2025 at 11:26 PM
I think a reason the A.I. thing has been so unloved is that it emerged right after the crypto/nft bust. Slurp Juice tweet was May 2022. Chat GPT launched Nov 30.
Stockbrokers* hate hate hate compliance departments because they very much restrict what licensed brokers can say in any form that could be considered advertising but also there are Reasons for that and that framework may come for other platforms.
* sorry, <Fancy Pooh> financial advisors
* sorry, <Fancy Pooh> financial advisors
Meta’s own researchers concluded that a third of the scams in the U.S. happen over its platforms and that fraudulent ads and those for banned products might contribute a tenth of its revenue. www.reuters.com/investigatio...
Meta is earning a fortune on a deluge of fraudulent ads, documents show
Meta projected 10% of its 2024 revenue would come from ads for scams and banned goods, and it internally estimates that its platforms show users 15 billion scam ads a day, company documents show.
www.reuters.com
November 6, 2025 at 5:42 PM
Stockbrokers* hate hate hate compliance departments because they very much restrict what licensed brokers can say in any form that could be considered advertising but also there are Reasons for that and that framework may come for other platforms.
* sorry, <Fancy Pooh> financial advisors
* sorry, <Fancy Pooh> financial advisors
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
To a larger extent that people realize, ai-assisted search is partially an answer to the question how do you search the web when nobody links to anyone anymore.
November 6, 2025 at 2:21 AM
To a larger extent that people realize, ai-assisted search is partially an answer to the question how do you search the web when nobody links to anyone anymore.
Look, I'm just shocked that snapchat still exists? The first app I really just went "old man don't know how or why it is" on and I'm not changing
November 5, 2025 at 9:29 PM
Look, I'm just shocked that snapchat still exists? The first app I really just went "old man don't know how or why it is" on and I'm not changing
A very small part of me is convinced that Value stocks had a half century of excess returns because boomers liked to buy things that were a "Good Value".
November 5, 2025 at 8:46 PM
A very small part of me is convinced that Value stocks had a half century of excess returns because boomers liked to buy things that were a "Good Value".