Cape May Dave - proud vermin
@capemaydave.bsky.social
Born in the 60s. Cornell. Physics/Philosophy major. retired Wall St. derivatives trader. A guy who believes the US experiment in self-government is a less than 50/50 proposition going forward, but will die on that hill. #231273
Pinned
As @timothysnyder.bsky.social suggests - the fight against the coming fascism will be personal.
If you are not in the targeted groups, talk to those you know who are.
Let them know you are on their side.
Give them your cell #
Help them prepare.
If you are not in the targeted groups, talk to those you know who are.
Let them know you are on their side.
Give them your cell #
Help them prepare.
Been a long time since either the Prez or the VP got a look like that from their wives.
At least the VP has Erica Kirk ... slate.com/life/2025/11...
At least the VP has Erica Kirk ... slate.com/life/2025/11...
November 9, 2025 at 7:28 PM
Been a long time since either the Prez or the VP got a look like that from their wives.
At least the VP has Erica Kirk ... slate.com/life/2025/11...
At least the VP has Erica Kirk ... slate.com/life/2025/11...
Time to rub salt in the GOP's electoral wounds.
I just donated.
I just donated.
🚨OUR NEW AD JUST DROPPED 🚨
Washington is giving billionaires the easy ride—while hard-working Tennessean get a rough ride due to bad policies.
I’m running for Congress to change that. Vote for @aftynbehn.bsky.social beginning on Nov. 12 to shake up Washington. Election Dec. 2nd
#TN7 #AftynBehn
Washington is giving billionaires the easy ride—while hard-working Tennessean get a rough ride due to bad policies.
I’m running for Congress to change that. Vote for @aftynbehn.bsky.social beginning on Nov. 12 to shake up Washington. Election Dec. 2nd
#TN7 #AftynBehn
November 9, 2025 at 6:48 PM
Time to rub salt in the GOP's electoral wounds.
I just donated.
I just donated.
#EconSky
The US is currently going through our version of an Employment Ice Age for the same reason Japan did - a decision to not let markets clear and control of assets/power to pass to new hands.
en.wikipedia.org/wiki/Employm...
The US is currently going through our version of an Employment Ice Age for the same reason Japan did - a decision to not let markets clear and control of assets/power to pass to new hands.
en.wikipedia.org/wiki/Employm...
November 9, 2025 at 1:25 PM
#EconSky
The US is currently going through our version of an Employment Ice Age for the same reason Japan did - a decision to not let markets clear and control of assets/power to pass to new hands.
en.wikipedia.org/wiki/Employm...
The US is currently going through our version of an Employment Ice Age for the same reason Japan did - a decision to not let markets clear and control of assets/power to pass to new hands.
en.wikipedia.org/wiki/Employm...
@pkrugman.bsky.social and @gelliottmorris.com had an illuminating discussion about Tuesday's election.
This is one of many useful nuggets.
paulkrugman.substack.com/p/after-the-...
This is one of many useful nuggets.
paulkrugman.substack.com/p/after-the-...
November 8, 2025 at 8:13 PM
@pkrugman.bsky.social and @gelliottmorris.com had an illuminating discussion about Tuesday's election.
This is one of many useful nuggets.
paulkrugman.substack.com/p/after-the-...
This is one of many useful nuggets.
paulkrugman.substack.com/p/after-the-...
#EconSky #AI
Anyone else have the new incredibly annoying feature where your phone doesn't shutdown when you try to turn it off?
If calls up #Gemini and you have to ask it to shut down your phone?
I can think of few policy changes more certain to crash the AI trade than this one.
Anyone else have the new incredibly annoying feature where your phone doesn't shutdown when you try to turn it off?
If calls up #Gemini and you have to ask it to shut down your phone?
I can think of few policy changes more certain to crash the AI trade than this one.
November 8, 2025 at 6:03 PM
#EconSky
#Bezos is mad that a politician is breaking the new rules of US governance - all policy is to impoverish the many to benefit the few.
IOW when he argues "the trade-offs would hurt the people they are supposed to help" - he is one of the chosen few government policy is supposed to help.
#Bezos is mad that a politician is breaking the new rules of US governance - all policy is to impoverish the many to benefit the few.
IOW when he argues "the trade-offs would hurt the people they are supposed to help" - he is one of the chosen few government policy is supposed to help.
Wow, sounds like Jeff Bezos is mad
(from A Washington Post editorial entitled "Zohran Mamdani’s victory is bad for New York and the Democratic Party")
(from A Washington Post editorial entitled "Zohran Mamdani’s victory is bad for New York and the Democratic Party")
November 8, 2025 at 1:40 PM
November 7, 2025 at 4:00 PM
November 7, 2025 at 3:17 PM
November 5, 2025 at 7:17 PM
Today's Letters from @hcrichardson.bsky.social are well worth a read.
We are heading for very interesting times with historic resonance.
The fissures are growing in the right....again.
open.substack.com/pub/heatherc...
We are heading for very interesting times with historic resonance.
The fissures are growing in the right....again.
open.substack.com/pub/heatherc...
November 3, 2025 at 10:45 AM
Today's Letters from @hcrichardson.bsky.social are well worth a read.
We are heading for very interesting times with historic resonance.
The fissures are growing in the right....again.
open.substack.com/pub/heatherc...
We are heading for very interesting times with historic resonance.
The fissures are growing in the right....again.
open.substack.com/pub/heatherc...
#EconSky
"Part of the problem is LLMs are designed to follow instructions, and currently do not distinguish between legitimate commands from users and input that should not be trusted."
IOW LLMs are NOT intelligent.
This is a long standing problem.
Have fun #MAG7 owners.
on.ft.com/47vzec1
"Part of the problem is LLMs are designed to follow instructions, and currently do not distinguish between legitimate commands from users and input that should not be trusted."
IOW LLMs are NOT intelligent.
This is a long standing problem.
Have fun #MAG7 owners.
on.ft.com/47vzec1
Tech groups struggle to solve AI’s big security flaw
Google DeepMind, Anthropic and Microsoft are trying to prevent ‘indirect prompt injection attacks’ by hackers
on.ft.com
November 2, 2025 at 9:05 PM
#EconSky
"Part of the problem is LLMs are designed to follow instructions, and currently do not distinguish between legitimate commands from users and input that should not be trusted."
IOW LLMs are NOT intelligent.
This is a long standing problem.
Have fun #MAG7 owners.
on.ft.com/47vzec1
"Part of the problem is LLMs are designed to follow instructions, and currently do not distinguish between legitimate commands from users and input that should not be trusted."
IOW LLMs are NOT intelligent.
This is a long standing problem.
Have fun #MAG7 owners.
on.ft.com/47vzec1
#EconSky
No. 🤣
#OpenAI is not too big to fail.
When the AI bubble bursts, and it will, the losses will be mainly confined to equity holdings.
Makes me wonder if getting too big to fail was the goal with the Trump embrace.
And if it was, so what? Nationalize AI?
www.wsj.com/tech/ai/is-o...
No. 🤣
#OpenAI is not too big to fail.
When the AI bubble bursts, and it will, the losses will be mainly confined to equity holdings.
Makes me wonder if getting too big to fail was the goal with the Trump embrace.
And if it was, so what? Nationalize AI?
www.wsj.com/tech/ai/is-o...
Is OpenAI Becoming Too Big to Fail?
Sam Altman’s ability to intertwine the startup throughout major tech players puts it at the nexus of a vital part of the U.S. economy.
www.wsj.com
November 2, 2025 at 1:15 PM
#EconSky
No. 🤣
#OpenAI is not too big to fail.
When the AI bubble bursts, and it will, the losses will be mainly confined to equity holdings.
Makes me wonder if getting too big to fail was the goal with the Trump embrace.
And if it was, so what? Nationalize AI?
www.wsj.com/tech/ai/is-o...
No. 🤣
#OpenAI is not too big to fail.
When the AI bubble bursts, and it will, the losses will be mainly confined to equity holdings.
Makes me wonder if getting too big to fail was the goal with the Trump embrace.
And if it was, so what? Nationalize AI?
www.wsj.com/tech/ai/is-o...
#EconSky
Man who hasn't paid an electric utility bill in many years has some words.
www.apolloacademy.com/electricity-...
Man who hasn't paid an electric utility bill in many years has some words.
www.apolloacademy.com/electricity-...
Electricity Prices Have Grown in Line with Overall CPI - Apollo Academy
The current debate about electricity prices is misguided. Inflation in electricity prices needs to be compared with inflation in the...
www.apolloacademy.com
November 1, 2025 at 5:18 PM
#EconSky
Man who hasn't paid an electric utility bill in many years has some words.
www.apolloacademy.com/electricity-...
Man who hasn't paid an electric utility bill in many years has some words.
www.apolloacademy.com/electricity-...
#EconSky
That winning an election as an incumbent means the incumbent's political economic policies are the right ones is not a sure bet.
Consider Mr. Milei in Argentina.
His party won the election but the Peso is still way overvalued.
wise.com/us/currency-...
That winning an election as an incumbent means the incumbent's political economic policies are the right ones is not a sure bet.
Consider Mr. Milei in Argentina.
His party won the election but the Peso is still way overvalued.
wise.com/us/currency-...
October 28, 2025 at 6:30 PM
#EconSky
That winning an election as an incumbent means the incumbent's political economic policies are the right ones is not a sure bet.
Consider Mr. Milei in Argentina.
His party won the election but the Peso is still way overvalued.
wise.com/us/currency-...
That winning an election as an incumbent means the incumbent's political economic policies are the right ones is not a sure bet.
Consider Mr. Milei in Argentina.
His party won the election but the Peso is still way overvalued.
wise.com/us/currency-...
#EconSky
@edwardluce.bsky.social wisely warns against conflating a crash in US Democracy with a financial market crash.
I agree. Singapore is a great example of a less than Democratic but vibrant economy.
Of course, LKY didn't tolerate fraud or theft.
Trump invites such.
on.ft.com/4obcgwq
@edwardluce.bsky.social wisely warns against conflating a crash in US Democracy with a financial market crash.
I agree. Singapore is a great example of a less than Democratic but vibrant economy.
Of course, LKY didn't tolerate fraud or theft.
Trump invites such.
on.ft.com/4obcgwq
The political economy of Trump’s luck
Those who are bearish on US democracy should not extend their pessimism to the economy
on.ft.com
October 28, 2025 at 12:10 PM
#EconSky
@edwardluce.bsky.social wisely warns against conflating a crash in US Democracy with a financial market crash.
I agree. Singapore is a great example of a less than Democratic but vibrant economy.
Of course, LKY didn't tolerate fraud or theft.
Trump invites such.
on.ft.com/4obcgwq
@edwardluce.bsky.social wisely warns against conflating a crash in US Democracy with a financial market crash.
I agree. Singapore is a great example of a less than Democratic but vibrant economy.
Of course, LKY didn't tolerate fraud or theft.
Trump invites such.
on.ft.com/4obcgwq
Sometimes the mass media buries candidates.
Sometimes, far more rarely, candidates bury mass media.
Go @zohrankmamdani.bsky.social
Sometimes, far more rarely, candidates bury mass media.
Go @zohrankmamdani.bsky.social
October 27, 2025 at 9:03 PM
Sometimes the mass media buries candidates.
Sometimes, far more rarely, candidates bury mass media.
Go @zohrankmamdani.bsky.social
Sometimes, far more rarely, candidates bury mass media.
Go @zohrankmamdani.bsky.social
I'm watching @thedailybeast.bsky.social Inside Trump's Head debating the guy with control of the nuclear "football" who's ordering the killing of people in the Carribean...
And "it's the end of the world as we know it" is running through my head
BUT NOT FEELING FINE
youtu.be/WeeVIJrx_iU?...
And "it's the end of the world as we know it" is running through my head
BUT NOT FEELING FINE
youtu.be/WeeVIJrx_iU?...
'Weird' Stephen Miller Is Trump's Biggest Suck-Up | Inside Trump's Head
YouTube video by The Daily Beast
youtu.be
October 25, 2025 at 7:23 PM
I'm watching @thedailybeast.bsky.social Inside Trump's Head debating the guy with control of the nuclear "football" who's ordering the killing of people in the Carribean...
And "it's the end of the world as we know it" is running through my head
BUT NOT FEELING FINE
youtu.be/WeeVIJrx_iU?...
And "it's the end of the world as we know it" is running through my head
BUT NOT FEELING FINE
youtu.be/WeeVIJrx_iU?...
#Trump #DailyBeast
Michael Wolff on the civil rights movement circa 1964, "it's clearly not meeting the moment."
Just wait, Mike.
Just you wait.
youtu.be/qTskFruhCJw?...
Michael Wolff on the civil rights movement circa 1964, "it's clearly not meeting the moment."
Just wait, Mike.
Just you wait.
youtu.be/qTskFruhCJw?...
Why Unrelenting Epstein Leaks Terrify Trump: Michael Wolff | Inside Trump's Head
YouTube video by The Daily Beast
youtu.be
October 22, 2025 at 4:52 AM
#Trump #DailyBeast
Michael Wolff on the civil rights movement circa 1964, "it's clearly not meeting the moment."
Just wait, Mike.
Just you wait.
youtu.be/qTskFruhCJw?...
Michael Wolff on the civil rights movement circa 1964, "it's clearly not meeting the moment."
Just wait, Mike.
Just you wait.
youtu.be/qTskFruhCJw?...
#EconSky
“For people like me, who are homeowners, who are employed, the economy is great,” she said. “How is the economy? It depends who you’re looking at.”
How's gravity?
It depends if you've been pushed out of a plane or not. 🙃
www.nytimes.com/2025/10/19/b...
“For people like me, who are homeowners, who are employed, the economy is great,” she said. “How is the economy? It depends who you’re looking at.”
How's gravity?
It depends if you've been pushed out of a plane or not. 🙃
www.nytimes.com/2025/10/19/b...
Wealthy Americans Are Spending. People With Less Are Struggling.
www.nytimes.com
October 21, 2025 at 6:55 PM
#EconSky
“For people like me, who are homeowners, who are employed, the economy is great,” she said. “How is the economy? It depends who you’re looking at.”
How's gravity?
It depends if you've been pushed out of a plane or not. 🙃
www.nytimes.com/2025/10/19/b...
“For people like me, who are homeowners, who are employed, the economy is great,” she said. “How is the economy? It depends who you’re looking at.”
How's gravity?
It depends if you've been pushed out of a plane or not. 🙃
www.nytimes.com/2025/10/19/b...
#EconSky
US$ to Argentine Peso = 1480 and climbing
Time to, as George Soros would say on the Quantum trading floor when a heavily owned trade reversed and was going his way , "twist the knife."
I wonder if Bessent has ever heard George say that. 🤔
on.ft.com/49bhFPl
US$ to Argentine Peso = 1480 and climbing
Time to, as George Soros would say on the Quantum trading floor when a heavily owned trade reversed and was going his way , "twist the knife."
I wonder if Bessent has ever heard George say that. 🤔
on.ft.com/49bhFPl
October 21, 2025 at 2:15 PM
#EconSky
US$ to Argentine Peso = 1480 and climbing
Time to, as George Soros would say on the Quantum trading floor when a heavily owned trade reversed and was going his way , "twist the knife."
I wonder if Bessent has ever heard George say that. 🤔
on.ft.com/49bhFPl
US$ to Argentine Peso = 1480 and climbing
Time to, as George Soros would say on the Quantum trading floor when a heavily owned trade reversed and was going his way , "twist the knife."
I wonder if Bessent has ever heard George say that. 🤔
on.ft.com/49bhFPl
#EconSky
@josephpolitano.bsky.social has a view on the "Renaissance.
I agree.
open.substack.com/pub/apricita...
@josephpolitano.bsky.social has a view on the "Renaissance.
I agree.
open.substack.com/pub/apricita...
October 19, 2025 at 5:42 PM
#EconSky
@josephpolitano.bsky.social has a view on the "Renaissance.
I agree.
open.substack.com/pub/apricita...
@josephpolitano.bsky.social has a view on the "Renaissance.
I agree.
open.substack.com/pub/apricita...
Reposted by Cape May Dave - proud vermin
#EconSky
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Negative Effects of the Trade War Offset by the AI Boom and the Industrial Renaissance - Apollo Academy
Contrary to widespread fears about the economic outlook, key credit indicators are turning more bullish. Default rates for high yield...
www.apolloacademy.com
October 19, 2025 at 3:36 PM
#EconSky
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
#EconSky
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Negative Effects of the Trade War Offset by the AI Boom and the Industrial Renaissance - Apollo Academy
Contrary to widespread fears about the economic outlook, key credit indicators are turning more bullish. Default rates for high yield...
www.apolloacademy.com
October 19, 2025 at 3:36 PM
#EconSky
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...
Methinks Mr. Sløk is missing a key chart.
I've added a link to it in the next skeet.
www.apolloacademy.com/negative-eff...