Brian
@bwnash.bsky.social
Hiking, fitness, cooking, Japanese metal, and Braves baseball.
DevOps in finance by trade.
DevOps in finance by trade.
Imagining what a 50y fixed mortgage would do to the convexity of the MBS curve.
The first grain to fall from the pile in 2008 was Congress voting for Fannie to issue riskier jumbos to prop up prices in Cali Inland Empire, MBS dropped 2%, and a Bear fund 50x levered MBS paper blew up. First failure.
The first grain to fall from the pile in 2008 was Congress voting for Fannie to issue riskier jumbos to prop up prices in Cali Inland Empire, MBS dropped 2%, and a Bear fund 50x levered MBS paper blew up. First failure.
November 9, 2025 at 5:22 PM
Imagining what a 50y fixed mortgage would do to the convexity of the MBS curve.
The first grain to fall from the pile in 2008 was Congress voting for Fannie to issue riskier jumbos to prop up prices in Cali Inland Empire, MBS dropped 2%, and a Bear fund 50x levered MBS paper blew up. First failure.
The first grain to fall from the pile in 2008 was Congress voting for Fannie to issue riskier jumbos to prop up prices in Cali Inland Empire, MBS dropped 2%, and a Bear fund 50x levered MBS paper blew up. First failure.
Accountability thread for the week ending 11/8/2025.
3 days lifting to failure, 1 top half, 1 bottom, 1 back day. New PR preacher curls, 4 reps @ 155 using the EZ bar.
Body wouldn't take a 4th lift like the prior 2 weeks.
Took a full-body pic for progress, looking like a chubby armored bulldozer.
3 days lifting to failure, 1 top half, 1 bottom, 1 back day. New PR preacher curls, 4 reps @ 155 using the EZ bar.
Body wouldn't take a 4th lift like the prior 2 weeks.
Took a full-body pic for progress, looking like a chubby armored bulldozer.
November 9, 2025 at 12:01 PM
Accountability thread for the week ending 11/8/2025.
3 days lifting to failure, 1 top half, 1 bottom, 1 back day. New PR preacher curls, 4 reps @ 155 using the EZ bar.
Body wouldn't take a 4th lift like the prior 2 weeks.
Took a full-body pic for progress, looking like a chubby armored bulldozer.
3 days lifting to failure, 1 top half, 1 bottom, 1 back day. New PR preacher curls, 4 reps @ 155 using the EZ bar.
Body wouldn't take a 4th lift like the prior 2 weeks.
Took a full-body pic for progress, looking like a chubby armored bulldozer.
Jesus fucking Christ.
Maybe knowing this was coming out explains Altman's freakout this week.
Maybe knowing this was coming out explains Altman's freakout this week.
This conversation between ChatGPT and the young man it encouraged to commit suicide is just...my god
www.cnn.com/2025/11/06/u...
www.cnn.com/2025/11/06/u...
November 8, 2025 at 12:08 AM
Jesus fucking Christ.
Maybe knowing this was coming out explains Altman's freakout this week.
Maybe knowing this was coming out explains Altman's freakout this week.
Good spot to pick up a scalp in QQQ during amateur hour this morning, to my mind. If you watch flows, vol control funds in for almost $50b in buys today.
November 7, 2025 at 2:10 PM
Good spot to pick up a scalp in QQQ during amateur hour this morning, to my mind. If you watch flows, vol control funds in for almost $50b in buys today.
Reposted by Brian
Bookmarking for later. I just caught bits of it on a workplace TV. He came off unhinged.
Since Q is a boomer who doesn't understand technology I have done you all the favor of posting this insane footage
November 4, 2025 at 6:50 PM
Bookmarking for later. I just caught bits of it on a workplace TV. He came off unhinged.
Alex Karp of Palantir is bugfuck nuts. He gave an unhinged rant of an interview this morning on CNBC.
He ranted about short-sellers (there is 2.2% short interest in PLTR).
He claimed this was the greatest earnings report ever from an enterprise software company (Microsoft had 77x PLTR's revenues).
He ranted about short-sellers (there is 2.2% short interest in PLTR).
He claimed this was the greatest earnings report ever from an enterprise software company (Microsoft had 77x PLTR's revenues).
November 4, 2025 at 5:37 PM
Alex Karp of Palantir is bugfuck nuts. He gave an unhinged rant of an interview this morning on CNBC.
He ranted about short-sellers (there is 2.2% short interest in PLTR).
He claimed this was the greatest earnings report ever from an enterprise software company (Microsoft had 77x PLTR's revenues).
He ranted about short-sellers (there is 2.2% short interest in PLTR).
He claimed this was the greatest earnings report ever from an enterprise software company (Microsoft had 77x PLTR's revenues).
Bookmarking for the pre-freezing technique.
Thinking this will be our Friday meal.
youtu.be/3vVHGHD26J0?...
Thinking this will be our Friday meal.
youtu.be/3vVHGHD26J0?...
The BEST Smoked BBQ Meatloaf
YouTube video by Meat Church BBQ
youtu.be
November 3, 2025 at 8:49 AM
Bookmarking for the pre-freezing technique.
Thinking this will be our Friday meal.
youtu.be/3vVHGHD26J0?...
Thinking this will be our Friday meal.
youtu.be/3vVHGHD26J0?...
Accountability thread for the week ending 11/1/2025.
4 days of progressive overload resistance training, 2 top half, 1 bottom half, 1 back and posterior chain. Pretty solid week of workouts.
4 days of progressive overload resistance training, 2 top half, 1 bottom half, 1 back and posterior chain. Pretty solid week of workouts.
November 2, 2025 at 11:31 AM
Accountability thread for the week ending 11/1/2025.
4 days of progressive overload resistance training, 2 top half, 1 bottom half, 1 back and posterior chain. Pretty solid week of workouts.
4 days of progressive overload resistance training, 2 top half, 1 bottom half, 1 back and posterior chain. Pretty solid week of workouts.
Showing off her Medusa Jack o' Lantern. She's an ace at this stuff.
November 1, 2025 at 12:11 AM
Showing off her Medusa Jack o' Lantern. She's an ace at this stuff.
I don't need this kind of negativity in my life, sleep tracking app.
October 29, 2025 at 3:04 PM
I don't need this kind of negativity in my life, sleep tracking app.
Something like 55% of data center builds are financed by private credit loans, and lending standards are tightening.
www.wsj.com/opinion/a-pr...
www.wsj.com/opinion/a-pr...
Opinion | A Private-Credit Winter Is Coming
Lenders quietly rewrite their collateral rules, which suggests a crisis waiting to happen.
www.wsj.com
October 28, 2025 at 1:15 PM
Something like 55% of data center builds are financed by private credit loans, and lending standards are tightening.
www.wsj.com/opinion/a-pr...
www.wsj.com/opinion/a-pr...
This is something every single librarian knows. Just ask someone who works as a childrens' librarian. They see an influx of unsocialized, feral 5 year olds, to the extent that they've had to put together packets for parents containing materials to help socialize them, regulate emotions.
Work-from-home increases birth rates, but firms seem to hate it. So despite a pro-fertility coalition growing in US politics, no politicians openly supports work from home
www.nber.org/papers/w30569
via Mike Konczal
www.nber.org/papers/w30569
via Mike Konczal
The Covid-19 Baby Bump: The Unexpected Increase in U.S. Fertility Rates in Response to the Pandemic
Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, an...
www.nber.org
October 26, 2025 at 6:17 PM
This is something every single librarian knows. Just ask someone who works as a childrens' librarian. They see an influx of unsocialized, feral 5 year olds, to the extent that they've had to put together packets for parents containing materials to help socialize them, regulate emotions.
Accountability thread for the week ending 10/25/2025: 4 days of strength training; two top half days, one bottom, and one back day, with 80 minutes of cardio and stretching yesterday.
Felt pretty good, just sore enough to know I'd pushed limits. Really needed a lot of stretching.
Felt pretty good, just sore enough to know I'd pushed limits. Really needed a lot of stretching.
October 26, 2025 at 10:36 AM
Accountability thread for the week ending 10/25/2025: 4 days of strength training; two top half days, one bottom, and one back day, with 80 minutes of cardio and stretching yesterday.
Felt pretty good, just sore enough to know I'd pushed limits. Really needed a lot of stretching.
Felt pretty good, just sore enough to know I'd pushed limits. Really needed a lot of stretching.
What's wrong, babe, you've barely touched the timelines of any of your synthetic influencers?
So an a16z-backed startup called Doublespeed promises clients can “orchestrate actions on thousands of social accounts through both bulk content creation and deployment.”
It's basically a spam operation then
www.404media.co/a16z-backed-...
It's basically a spam operation then
www.404media.co/a16z-backed-...
a16z-Backed Startup Sells Thousands of ‘Synthetic Influencers’ to Manipulate Social Media as a Service
Andreessen Horowitz is funding a company that clearly violates the inauthentic behavior policies of every major social media platform.
www.404media.co
October 24, 2025 at 7:43 PM
What's wrong, babe, you've barely touched the timelines of any of your synthetic influencers?
"I was really enjoying my corporate-mandated interactions with the Torment Nexus, but there just wasn't enough surveillance to suit me."
Definitely has a finger on the pulse of US consumers, and a clear vision of the zeitgeist.
Definitely has a finger on the pulse of US consumers, and a clear vision of the zeitgeist.
ChatGPT’s new Atlas browser doesn’t just see what you read — it remembers it.
@eff.org’s Lena Cohen showed me it even logged “memories” of her looking for *abortion care* and her doctor’s name. Out-surveils even Chrome.
My @washingtonpost.com column: wapo.st/49bOcVC
@eff.org’s Lena Cohen showed me it even logged “memories” of her looking for *abortion care* and her doctor’s name. Out-surveils even Chrome.
My @washingtonpost.com column: wapo.st/49bOcVC
Column | ChatGPT just came out with its own web browser. Use it with caution.
OpenAI’s Atlas promises AI-powered convenience. The price? Letting ChatGPT track and store “memories” of what you do online.
wapo.st
October 22, 2025 at 10:49 PM
"I was really enjoying my corporate-mandated interactions with the Torment Nexus, but there just wasn't enough surveillance to suit me."
Definitely has a finger on the pulse of US consumers, and a clear vision of the zeitgeist.
Definitely has a finger on the pulse of US consumers, and a clear vision of the zeitgeist.
I submit that you're already lost in the weeds and hung in your mental underwear when you're designing your own GPU.
October 22, 2025 at 10:15 PM
I submit that you're already lost in the weeds and hung in your mental underwear when you're designing your own GPU.
Never forget... tech CEOs, and, by extension, tech companies, are humanity's mortal enemy.
Delete your accounts on any of these fashclowns' products.
Delete your accounts on any of these fashclowns' products.
October 22, 2025 at 6:50 PM
Never forget... tech CEOs, and, by extension, tech companies, are humanity's mortal enemy.
Delete your accounts on any of these fashclowns' products.
Delete your accounts on any of these fashclowns' products.
May as well stop paying taxes. There are no laws any more.
NEW: The White House is reprogramming billions in congressionally approved spending during the shutdown, aiming to pay troops, ICE agents and others who work on programs that fulfill the president's political agenda. Some of the money comes from Trump's tax cuts. www.nytimes.com/2025/10/21/u...
How Trump Played ‘Budgetary Twister’ to Pay Some Workers During the Shutdown
www.nytimes.com
October 22, 2025 at 12:30 PM
May as well stop paying taxes. There are no laws any more.
Oh, MPW was one of the most corrupt businesses I've ever reviewed. I shorted that dude in the 20s back in 2021, covered it last year a little below 4.
Invariably, a high dividend payer like this attracts an army of Boomer HODLers who don't react to facts and don't know how to read financials.
Invariably, a high dividend payer like this attracts an army of Boomer HODLers who don't react to facts and don't know how to read financials.
ICYMI: When skeptics called out Medical Properties Trust, they found themselves harassed—and surveilled.
Featuring a cameo by Trump's onetime acting White House chief of staff Mick Mulvaney! bit.ly/3WMeCG1
Featuring a cameo by Trump's onetime acting White House chief of staff Mick Mulvaney! bit.ly/3WMeCG1
October 21, 2025 at 5:29 PM
Oh, MPW was one of the most corrupt businesses I've ever reviewed. I shorted that dude in the 20s back in 2021, covered it last year a little below 4.
Invariably, a high dividend payer like this attracts an army of Boomer HODLers who don't react to facts and don't know how to read financials.
Invariably, a high dividend payer like this attracts an army of Boomer HODLers who don't react to facts and don't know how to read financials.
Ah, Anthropic bent the knee snd ate his diaper shit too. Another tech right company supporting Nazism.
www.404media.co/anthropic-pr...
www.404media.co/anthropic-pr...
Anthropic Promises Trump Admin Its AI Is Not Woke
After condemnation from Trump’s AI czar, Anthropic’s CEO promised its AI is not woke.
www.404media.co
October 21, 2025 at 5:15 PM
Ah, Anthropic bent the knee snd ate his diaper shit too. Another tech right company supporting Nazism.
www.404media.co/anthropic-pr...
www.404media.co/anthropic-pr...
Object lesson in how much power a unionized tech workforce would wield.
I wanted to read the article about AWS laying off 40% of their DevOps team but I can’t because Medium is down, caused by AWS outage 🤷🏼♀️
October 21, 2025 at 4:03 PM
Object lesson in how much power a unionized tech workforce would wield.
My capital markets management chain spends so much effort avoiding upper management scrutiny, they'd certainly fire me if I just straightforwardly explained the problem and the threat without softening the message until it's a fluffy Easter bunny wrapped in down, honed over 7 tortured drafts.
What makes Margin Call the most unrealistic finance movie is the risk team actually tried to solve the problem in a timely fashion.
October 20, 2025 at 7:48 PM
My capital markets management chain spends so much effort avoiding upper management scrutiny, they'd certainly fire me if I just straightforwardly explained the problem and the threat without softening the message until it's a fluffy Easter bunny wrapped in down, honed over 7 tortured drafts.
Bookmarking to watch later...
Immerse people in bringing our physical surroundings and seemingly blend them with the endless digital world
October 20, 2025 at 5:32 PM
Bookmarking to watch later...