The Hard 17
@davidmarchorn.bsky.social
I teach value investing and short selling. Yes, it's possible to be that cool.
Every Bitcoin fan isn't a grifter, but every grifter is a Bitcoin fan.
February 19, 2026 at 12:34 PM
Every Bitcoin fan isn't a grifter, but every grifter is a Bitcoin fan.
I wonder if the Fed thinks Cardi B performed at the Super Bowl
RECENT FEDERAL RESERVE PAPER SHOWCASES KALSHI TO BE "VALUABLE TO BOTH RESEARCHERS AND POLICMAKERS
February 18, 2026 at 10:17 PM
I wonder if the Fed thinks Cardi B performed at the Super Bowl
Nobody tries to put your post in a bikini here.
This is a good example of why I find Bluesky exhausting and not worth cross posting. You could write a piece that carefully lays out the evidence, and the first (and 2nd-4th) replies are Big Mad that you didn't just write the piece they wanted. X has its problems — many, many problems — but ...
Well look at that.
If only the media had reported realistically about the economy in 2024, would we even be in this position?
But bothsides, amirite?
If only the media had reported realistically about the economy in 2024, would we even be in this position?
But bothsides, amirite?
February 18, 2026 at 5:24 PM
Nobody tries to put your post in a bikini here.
Listening to books is terrific and life changing.
The one stance where I side with the readers is re people who brag "I read 48 books last year" when they in fact listened.
The one stance where I side with the readers is re people who brag "I read 48 books last year" when they in fact listened.
I don’t know who needs to hear this but listening to an audio book absolutely counts as “reading” a book.
In fact, I’d argue that listening to an author read their own work aloud is an exceptionally magical and even holy experience.
I love it so much. Especially as my eyesight gets worse.
In fact, I’d argue that listening to an author read their own work aloud is an exceptionally magical and even holy experience.
I love it so much. Especially as my eyesight gets worse.
February 17, 2026 at 1:22 AM
Listening to books is terrific and life changing.
The one stance where I side with the readers is re people who brag "I read 48 books last year" when they in fact listened.
The one stance where I side with the readers is re people who brag "I read 48 books last year" when they in fact listened.
If you vote for me, nobody in my administration will refer to the Dow in dollars.
February 15, 2026 at 9:27 PM
If you vote for me, nobody in my administration will refer to the Dow in dollars.
So if you want to be long Elon, the only public vehicle has been #$TSLA.
But its core business is dying. And soon, you'll be able to own SpaceX...which has an Ai narrative.
Can the market really support $2.5-$3tn of Elon exposure? And if not, isn't it easier to get excited about the TAM of space?
But its core business is dying. And soon, you'll be able to own SpaceX...which has an Ai narrative.
Can the market really support $2.5-$3tn of Elon exposure? And if not, isn't it easier to get excited about the TAM of space?
February 13, 2026 at 8:50 PM
So if you want to be long Elon, the only public vehicle has been #$TSLA.
But its core business is dying. And soon, you'll be able to own SpaceX...which has an Ai narrative.
Can the market really support $2.5-$3tn of Elon exposure? And if not, isn't it easier to get excited about the TAM of space?
But its core business is dying. And soon, you'll be able to own SpaceX...which has an Ai narrative.
Can the market really support $2.5-$3tn of Elon exposure? And if not, isn't it easier to get excited about the TAM of space?
So is the bear case for Draftkings and Flutter that gambling, which is highly regulated, just won't be regulated anymore?
That prediction markets will takeover and all of the tax revenue will just stop flowing?
And nobody will use online casinos etc?
That prediction markets will takeover and all of the tax revenue will just stop flowing?
And nobody will use online casinos etc?
February 13, 2026 at 8:30 PM
So is the bear case for Draftkings and Flutter that gambling, which is highly regulated, just won't be regulated anymore?
That prediction markets will takeover and all of the tax revenue will just stop flowing?
And nobody will use online casinos etc?
That prediction markets will takeover and all of the tax revenue will just stop flowing?
And nobody will use online casinos etc?
Whenever someone says "they said it was impossible," basically nobody said it was impossible.
February 12, 2026 at 12:49 AM
Whenever someone says "they said it was impossible," basically nobody said it was impossible.
I can only assume someone is expecting a lot of space subsidies.
February 11, 2026 at 1:58 PM
I can only assume someone is expecting a lot of space subsidies.
So wait, we can't send all of the people who want to go to Mars to Mars?
February 10, 2026 at 2:40 AM
So wait, we can't send all of the people who want to go to Mars to Mars?
So he's not on the injury report but he needs a pain killing injection in the arm he throws with?
I honestly don't know how this works. Maybe everyone is hurt all the time at this point of the season. But "qb needs pain injection to throw" also seems important.
I honestly don't know how this works. Maybe everyone is hurt all the time at this point of the season. But "qb needs pain injection to throw" also seems important.
QB Drake Maye acknowledged that he received a pain-killing injection for his right throwing shoulder before Super Bowl LX.
He made it clear he was “ready to go”; at the same time this adds some context to what he was managing injury-wise.
He made it clear he was “ready to go”; at the same time this adds some context to what he was managing injury-wise.
February 9, 2026 at 4:40 AM
So he's not on the injury report but he needs a pain killing injection in the arm he throws with?
I honestly don't know how this works. Maybe everyone is hurt all the time at this point of the season. But "qb needs pain injection to throw" also seems important.
I honestly don't know how this works. Maybe everyone is hurt all the time at this point of the season. But "qb needs pain injection to throw" also seems important.
Imagine wanting to move to Mars.
The aurora last night in Beaver, Alaska was just incredible. This is a real-time video (not sped up) of the crazy motion I saw. Also, look how BRIGHT it is, wow!
February 8, 2026 at 3:19 AM
Imagine wanting to move to Mars.
If you assume Kid Rock wished for fame and fortune on a monkey's paw, it all makes sense.
February 8, 2026 at 1:54 AM
If you assume Kid Rock wished for fame and fortune on a monkey's paw, it all makes sense.
Has anyone picked the Patriots besides ex Patriots?
February 7, 2026 at 2:11 AM
Has anyone picked the Patriots besides ex Patriots?
Music would like a word
well well well variety.com/2026/music/n...
Kid Rock’s MAGA Country Music Festival Loses Shinedown and More Artists: ‘We Don’t Want to Participate in Something We Believe Will Create Division’
Shinedown became the fourth artist to pull out of Kid Rock's MAGA-leaning music festival, joining Ludacris, Morgan Wade and Carter Faith.
variety.com
February 6, 2026 at 11:18 PM
Music would like a word
Reposted by The Hard 17
When someone shows you who they are, believe them the first 435,274 times.
December 15, 2025 at 10:52 PM
When someone shows you who they are, believe them the first 435,274 times.
"You can't loose if you don't sell." - Warren Buffet
February 5, 2026 at 10:11 PM
"You can't loose if you don't sell." - Warren Buffet
Value Investors walking into the Super Bowl party
a man in a red hoodie is walking into a room .
ALT: a man in a red hoodie is walking into a room .
media.tenor.com
February 5, 2026 at 8:57 PM
Value Investors walking into the Super Bowl party
Will somebody please think of the Lamborghinis
February 5, 2026 at 8:53 PM
Will somebody please think of the Lamborghinis
Fear not, longs! It can go down 50% for eternity and never reach zero.
Bitcoin is getting pretty close to being down 50% from its October peak, and it's hard not to view that as one of the most positive indicators we've had in a while.
February 5, 2026 at 8:32 PM
Fear not, longs! It can go down 50% for eternity and never reach zero.