Brian
@bwnash.bsky.social
Hiking, fitness, cooking, Japanese metal, financial markets, and Braves baseball.
I'm feeling like a new retrocomputing hobby lies ahead for me in a few years.
DevOps in finance by trade.
I'm feeling like a new retrocomputing hobby lies ahead for me in a few years.
DevOps in finance by trade.
Big ups in industrial and PMs this morning. I'm peeling off some of both, industrials first and biggest, heading into a disinflationary stretch starting maybe later this month.
The goal is, you want to be down to the tag ends of positions before they start to correct hard.
The goal is, you want to be down to the tag ends of positions before they start to correct hard.
January 5, 2026 at 1:41 PM
Big ups in industrial and PMs this morning. I'm peeling off some of both, industrials first and biggest, heading into a disinflationary stretch starting maybe later this month.
The goal is, you want to be down to the tag ends of positions before they start to correct hard.
The goal is, you want to be down to the tag ends of positions before they start to correct hard.
Go PMs. May be getting in the late innings, time to start selling the rips, I suspect.
January 5, 2026 at 12:58 AM
Go PMs. May be getting in the late innings, time to start selling the rips, I suspect.
Accountability thread for the week ending 01/03/2026. 4 sessions of progressive overload training, 2 top half, one bottom and one back. This week, I still have the remnants of an upper respiratory crud, so they I couldn't lift really heavy, but I have a little more energy back.
January 4, 2026 at 12:22 PM
Accountability thread for the week ending 01/03/2026. 4 sessions of progressive overload training, 2 top half, one bottom and one back. This week, I still have the remnants of an upper respiratory crud, so they I couldn't lift really heavy, but I have a little more energy back.
Hallucination rates for various LLMs. Still far, far too high to be trusted.
AI ready for primetime? Hallucination rates 20-30% for the best LLMs. Cembalest, JPMAM
January 3, 2026 at 4:56 PM
Hallucination rates for various LLMs. Still far, far too high to be trusted.
Huge policy win right from the go.
January 2, 2026 at 10:21 PM
Huge policy win right from the go.
163 lifting days in 2005. Seems about right, because I try to lift 3 times a week, with 4 times a few weeks. Doesn't count cardio and stretching days, which is sometimes another 2/week.
Heading out today, hope there's new folks. We should encourage them, help them. This can change people's lives.
Heading out today, hope there's new folks. We should encourage them, help them. This can change people's lives.
January 1, 2026 at 5:58 PM
163 lifting days in 2005. Seems about right, because I try to lift 3 times a week, with 4 times a few weeks. Doesn't count cardio and stretching days, which is sometimes another 2/week.
Heading out today, hope there's new folks. We should encourage them, help them. This can change people's lives.
Heading out today, hope there's new folks. We should encourage them, help them. This can change people's lives.
+27.3% in 2025.
Falling USD in 2025, positioned accordingly, it worked. Best long positions were metals: silver, gold, palladium, platinum, lithium, steel. Spain was solid. A space ETF, ticker UFO. CAT and NEM stocks. Short USD, ORCL, CRWV.
Growth and falling inflation in Q1, be careful in Q2.
Falling USD in 2025, positioned accordingly, it worked. Best long positions were metals: silver, gold, palladium, platinum, lithium, steel. Spain was solid. A space ETF, ticker UFO. CAT and NEM stocks. Short USD, ORCL, CRWV.
Growth and falling inflation in Q1, be careful in Q2.
January 1, 2026 at 3:25 PM
+27.3% in 2025.
Falling USD in 2025, positioned accordingly, it worked. Best long positions were metals: silver, gold, palladium, platinum, lithium, steel. Spain was solid. A space ETF, ticker UFO. CAT and NEM stocks. Short USD, ORCL, CRWV.
Growth and falling inflation in Q1, be careful in Q2.
Falling USD in 2025, positioned accordingly, it worked. Best long positions were metals: silver, gold, palladium, platinum, lithium, steel. Spain was solid. A space ETF, ticker UFO. CAT and NEM stocks. Short USD, ORCL, CRWV.
Growth and falling inflation in Q1, be careful in Q2.
We should treat it like the GOP treats women traveling out of state for reproductive care, and bring felony charges for tax evasion.
“California is on a path to self-destruction,” wrote Bill Ackman, joining opposition to a tax proposal alongside Google’s cofounder and more.
Possible California Wealth Tax Causes Billionaire Freakout: Page, Thiel Threaten To Leave
“California is on a path to self-destruction,” wrote Bill Ackman, joining opposition to a tax proposal alongside Google’s cofounder and more.
www.forbes.com
December 27, 2025 at 8:40 PM
We should treat it like the GOP treats women traveling out of state for reproductive care, and bring felony charges for tax evasion.
It's 72 here right now, so the windows are open and the pets are watching their stories on the big screen.
It's a Squirrels Gone Wild marathon this afternoon.
It's a Squirrels Gone Wild marathon this afternoon.
December 27, 2025 at 6:54 PM
It's 72 here right now, so the windows are open and the pets are watching their stories on the big screen.
It's a Squirrels Gone Wild marathon this afternoon.
It's a Squirrels Gone Wild marathon this afternoon.
Housekeeping for oversized positions in PMs. Peeling off fractions of silver, palladium and platinum at the open.
Working on a good year here, won't let it get away.
It's only tickers, inventory, nothing more.
Working on a good year here, won't let it get away.
It's only tickers, inventory, nothing more.
December 26, 2025 at 1:48 PM
Housekeeping for oversized positions in PMs. Peeling off fractions of silver, palladium and platinum at the open.
Working on a good year here, won't let it get away.
It's only tickers, inventory, nothing more.
Working on a good year here, won't let it get away.
It's only tickers, inventory, nothing more.
Coq au vin for Christmas dinner. Haven't made it in more than 20 years, but every component so far has been really good. Crossing my fingers.
December 25, 2025 at 10:54 PM
Coq au vin for Christmas dinner. Haven't made it in more than 20 years, but every component so far has been really good. Crossing my fingers.
If grandpa said this shit at the dinner table, there'd be a hasty family meeting afterward to discuss nursing home options.
And I'm supposed to gave the faintest shred of respect for this oxygen thief.
And I'm supposed to gave the faintest shred of respect for this oxygen thief.
December 25, 2025 at 8:50 PM
If grandpa said this shit at the dinner table, there'd be a hasty family meeting afterward to discuss nursing home options.
And I'm supposed to gave the faintest shred of respect for this oxygen thief.
And I'm supposed to gave the faintest shred of respect for this oxygen thief.
Her solution is to make a pillow fort.
December 25, 2025 at 8:43 PM
Her solution is to make a pillow fort.
Here's vintage 1995.
Got a vintage mousepad from when I worked on the Microsoft languages team.
It was a steady $100m/year product without many fixed costs. MSFT got so much out the parts of this: bitmap indexes to SQL, Rushmore optimizer to Access, client cursors to ADO and LINQ
Got a vintage mousepad from when I worked on the Microsoft languages team.
It was a steady $100m/year product without many fixed costs. MSFT got so much out the parts of this: bitmap indexes to SQL, Rushmore optimizer to Access, client cursors to ADO and LINQ
December 24, 2025 at 3:12 PM
Here's vintage 1995.
Got a vintage mousepad from when I worked on the Microsoft languages team.
It was a steady $100m/year product without many fixed costs. MSFT got so much out the parts of this: bitmap indexes to SQL, Rushmore optimizer to Access, client cursors to ADO and LINQ
Got a vintage mousepad from when I worked on the Microsoft languages team.
It was a steady $100m/year product without many fixed costs. MSFT got so much out the parts of this: bitmap indexes to SQL, Rushmore optimizer to Access, client cursors to ADO and LINQ
How about we leave it the fuck alone.
December 21, 2025 at 5:51 PM
How about we leave it the fuck alone.
Accountability thread for the week ending 12/20/2025.
Only two lifting days this week. Worked all weekend last week, all weekend this week (it'll be 15 straight days after I finish up tomorrow night), and had a pretty bad cold starting last Wednesday, but it's still embarrassing.
Only two lifting days this week. Worked all weekend last week, all weekend this week (it'll be 15 straight days after I finish up tomorrow night), and had a pretty bad cold starting last Wednesday, but it's still embarrassing.
December 21, 2025 at 3:31 PM
Accountability thread for the week ending 12/20/2025.
Only two lifting days this week. Worked all weekend last week, all weekend this week (it'll be 15 straight days after I finish up tomorrow night), and had a pretty bad cold starting last Wednesday, but it's still embarrassing.
Only two lifting days this week. Worked all weekend last week, all weekend this week (it'll be 15 straight days after I finish up tomorrow night), and had a pretty bad cold starting last Wednesday, but it's still embarrassing.
I've already classified a lot of shit as a problem for 2026 me.
December 20, 2025 at 12:08 AM
I've already classified a lot of shit as a problem for 2026 me.
On my 12th consecutive working day, 3 more to go.
You can imagine my mood.
You can imagine my mood.
December 19, 2025 at 4:10 PM
On my 12th consecutive working day, 3 more to go.
You can imagine my mood.
You can imagine my mood.
If grandpa said the same shit at the dinner table, there'd be a hasty family meeting later to discuss assisted living options.
December 18, 2025 at 2:41 PM
If grandpa said the same shit at the dinner table, there'd be a hasty family meeting later to discuss assisted living options.
"ALL I said was 'you're a damn commie bastard who's going to hell for being a faggot, and there you'll burn in all eternity, along with all the Palestinians I'm glad are dying, I hope you get your healthcare taken away and all your friends kidnapped'
And then they RUINED CHRISTMAS for NO REASON"
And then they RUINED CHRISTMAS for NO REASON"
Welcome to the pissed-off parent pushback: After years of therapists and others encouraging adult children to cut ties with families they deem harmful or “toxic,” estranged parents are speaking out on.wsj.com/4s49U52
These Moms Are Done Being ‘Doormats’ for Their Estranged Children
Parents publicly blast their adult offspring for cutting them off, drawing tens of thousands of online followers.
on.wsj.com
December 17, 2025 at 7:38 PM
"ALL I said was 'you're a damn commie bastard who's going to hell for being a faggot, and there you'll burn in all eternity, along with all the Palestinians I'm glad are dying, I hope you get your healthcare taken away and all your friends kidnapped'
And then they RUINED CHRISTMAS for NO REASON"
And then they RUINED CHRISTMAS for NO REASON"
As an idle youth, I used to drive around in the country just to know where roads went and find cool things.
Old Mill at Guilford was far to the east. In operation since 1720, Nathaniel Greene fought Cornwalis for it in 1781.
I've bought my corn products from there for 35 years now. Best grits.
Old Mill at Guilford was far to the east. In operation since 1720, Nathaniel Greene fought Cornwalis for it in 1781.
I've bought my corn products from there for 35 years now. Best grits.
December 17, 2025 at 6:15 PM
As an idle youth, I used to drive around in the country just to know where roads went and find cool things.
Old Mill at Guilford was far to the east. In operation since 1720, Nathaniel Greene fought Cornwalis for it in 1781.
I've bought my corn products from there for 35 years now. Best grits.
Old Mill at Guilford was far to the east. In operation since 1720, Nathaniel Greene fought Cornwalis for it in 1781.
I've bought my corn products from there for 35 years now. Best grits.
More AI brown shoots. Blue Owl Capital pulls out of funding Oracle's Stargate Michigan data center. Way to fluff the headline, FT.
www.ft.com/content/84c1...
www.ft.com/content/84c1...
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
www.ft.com
December 17, 2025 at 1:59 PM
More AI brown shoots. Blue Owl Capital pulls out of funding Oracle's Stargate Michigan data center. Way to fluff the headline, FT.
www.ft.com/content/84c1...
www.ft.com/content/84c1...
Refuse to quote That Post, but absolutely not returning to Twitter.
The only way I'll engage with white nationalist authoritarians is within pistol range.
The only way I'll engage with white nationalist authoritarians is within pistol range.
December 15, 2025 at 9:09 PM
Refuse to quote That Post, but absolutely not returning to Twitter.
The only way I'll engage with white nationalist authoritarians is within pistol range.
The only way I'll engage with white nationalist authoritarians is within pistol range.
Fuck how I hate to acknowledge this particular reality, but bitcoin flipped from bearish to neutral trend over a week ago and may be buyable again soon. Watch for that first higher high/higher low duet.
It's just a ticker, a unit of inventory, not a particularly vapid religion.
It's just a ticker, a unit of inventory, not a particularly vapid religion.
December 14, 2025 at 2:39 PM
Fuck how I hate to acknowledge this particular reality, but bitcoin flipped from bearish to neutral trend over a week ago and may be buyable again soon. Watch for that first higher high/higher low duet.
It's just a ticker, a unit of inventory, not a particularly vapid religion.
It's just a ticker, a unit of inventory, not a particularly vapid religion.