No Sunk Costs
@nosunkcosts.bsky.social
Archive - https://x.com/nosunkcosts
Reposted by No Sunk Costs
I find it hard to square the preciousness about "why would someone ever stay on Twitter?" when everyone on this site knows that the community here intentionally chased off lots of people.
January 5, 2026 at 5:41 PM
I find it hard to square the preciousness about "why would someone ever stay on Twitter?" when everyone on this site knows that the community here intentionally chased off lots of people.
Reposted by No Sunk Costs
I know many figured this out before me but truly asking the LLMs how to use them well works better than it has any right to
December 31, 2025 at 1:22 PM
I know many figured this out before me but truly asking the LLMs how to use them well works better than it has any right to
~10 pt total return differential between the two largest ‘Emerging Markets’ ETFs mainly due to Korea which is +94% YTD
December 31, 2025 at 5:39 AM
~10 pt total return differential between the two largest ‘Emerging Markets’ ETFs mainly due to Korea which is +94% YTD
Reposted by No Sunk Costs
“Greene expressed her perplexity over his intransigence [on Epstein]. Trump replied, “My friends will get hurt.” When she urged Trump to invite some of Epstein’s female victims to the Oval Office, he angrily informed her that they had done nothing to merit the honor.”
www.nytimes.com/2025/12/29/m...
www.nytimes.com/2025/12/29/m...
‘I Was Just So Naïve’: Inside Marjorie Taylor Greene’s Break With Trump
www.nytimes.com
December 29, 2025 at 11:01 PM
“Greene expressed her perplexity over his intransigence [on Epstein]. Trump replied, “My friends will get hurt.” When she urged Trump to invite some of Epstein’s female victims to the Oval Office, he angrily informed her that they had done nothing to merit the honor.”
www.nytimes.com/2025/12/29/m...
www.nytimes.com/2025/12/29/m...
Finally finished ‘Highest 2 Lowest’ - a 4 star film for an hour that is bookended by two 2 star films to start and end - and it made me wonder: is Jeffrey Wright a good actor or does he just have a great voice?
December 30, 2025 at 7:03 AM
Finally finished ‘Highest 2 Lowest’ - a 4 star film for an hour that is bookended by two 2 star films to start and end - and it made me wonder: is Jeffrey Wright a good actor or does he just have a great voice?
AirPods 2 to 3 has been one of the worst upgrades I’ve ever made — constant problems. Don’t connect automatically, noise cancellation doesn’t work, one AirPod doesn’t work. Wonder if this is a widespread belief or I just got a bum model
December 30, 2025 at 6:11 AM
AirPods 2 to 3 has been one of the worst upgrades I’ve ever made — constant problems. Don’t connect automatically, noise cancellation doesn’t work, one AirPod doesn’t work. Wonder if this is a widespread belief or I just got a bum model
I find it strange that this incident has somehow been memory holed in the collective political consciousness
It’s weird to discuss politics, parties, horse race etc without this being the first topic in every conversation
In an important sense all other details about politics are irrelevant
It’s weird to discuss politics, parties, horse race etc without this being the first topic in every conversation
In an important sense all other details about politics are irrelevant
December 30, 2025 at 2:50 AM
I find it strange that this incident has somehow been memory holed in the collective political consciousness
It’s weird to discuss politics, parties, horse race etc without this being the first topic in every conversation
In an important sense all other details about politics are irrelevant
It’s weird to discuss politics, parties, horse race etc without this being the first topic in every conversation
In an important sense all other details about politics are irrelevant
The funniest ending to the Somali fraud story would be a bought Presidential pardon
Probably not even that far fetched
Probably not even that far fetched
December 30, 2025 at 2:13 AM
The funniest ending to the Somali fraud story would be a bought Presidential pardon
Probably not even that far fetched
Probably not even that far fetched
Tfw you invest in a category-defining generational startup in a hotly contested private round that ends up fulfilling most/all its promises and then some… and yet you make less than half the return of the Nasdaq and don’t even keep up with the SPX a decade later
December 30, 2025 at 12:36 AM
Tfw you invest in a category-defining generational startup in a hotly contested private round that ends up fulfilling most/all its promises and then some… and yet you make less than half the return of the Nasdaq and don’t even keep up with the SPX a decade later
Interesting thread
Fascinating that in the most affluent country in the history of humanity where 'middle class to instantly, totally destitute' rarely (not 'never') happens, it is received wisdom amongst content creators and consumers that it happens often enough to worry about it constantly
Fascinating that in the most affluent country in the history of humanity where 'middle class to instantly, totally destitute' rarely (not 'never') happens, it is received wisdom amongst content creators and consumers that it happens often enough to worry about it constantly
On CN social media the term picked up steam after US content creators talked about how an ambulance ride could bankrupt them, but more specifically how housing, healthcare, education, childcare and other living costs have become unaffordable to the point that 1 emergency can wipe out their savings.
December 27, 2025 at 3:57 AM
Interesting thread
Fascinating that in the most affluent country in the history of humanity where 'middle class to instantly, totally destitute' rarely (not 'never') happens, it is received wisdom amongst content creators and consumers that it happens often enough to worry about it constantly
Fascinating that in the most affluent country in the history of humanity where 'middle class to instantly, totally destitute' rarely (not 'never') happens, it is received wisdom amongst content creators and consumers that it happens often enough to worry about it constantly
Reposted by No Sunk Costs
I'm once again politely asking Bluesky developers to allow us to attach multiple photos and videos in one post.
December 26, 2025 at 8:53 PM
I'm once again politely asking Bluesky developers to allow us to attach multiple photos and videos in one post.
Reposted by No Sunk Costs
Don't need to imagine, Sinatra had something to say about multicultural liberal democracies 🧵
December 26, 2025 at 8:53 PM
Don't need to imagine, Sinatra had something to say about multicultural liberal democracies 🧵
Substack writers' sentiment check
December 27, 2025 at 1:49 AM
Substack writers' sentiment check
End to end encryption is not compatible with our current political direction
Hard to see it surviving if we continue in this direction
Hard to see it surviving if we continue in this direction
December 25, 2025 at 1:08 AM
End to end encryption is not compatible with our current political direction
Hard to see it surviving if we continue in this direction
Hard to see it surviving if we continue in this direction
They talk about ‘Minions’ and ‘Babylon’ and not even a passing appreciation for the best film of the year, ‘Decision to Leave’?! Disaster draft
pca.st/episode/1ec8...
pca.st/episode/1ec8...
The 2022 Movie Draft
pca.st
December 24, 2025 at 8:48 AM
They talk about ‘Minions’ and ‘Babylon’ and not even a passing appreciation for the best film of the year, ‘Decision to Leave’?! Disaster draft
pca.st/episode/1ec8...
pca.st/episode/1ec8...
GS on Japan's foreign asset position
Large number of JP investors are unhedged and have benefited dramatically from ex-Japan asset returns -- especially if they bought SPX
Large number of JP investors are unhedged and have benefited dramatically from ex-Japan asset returns -- especially if they bought SPX
December 20, 2025 at 10:41 AM
GS on Japan's foreign asset position
Large number of JP investors are unhedged and have benefited dramatically from ex-Japan asset returns -- especially if they bought SPX
Large number of JP investors are unhedged and have benefited dramatically from ex-Japan asset returns -- especially if they bought SPX
Reposted by No Sunk Costs
Not that it will but the willingness of Americans to obey is a very funny contrast with our self-image and should probably prompt some reflection bsky.app/profile/jonf...
NEWS: They're adding Trump's name to the Kennedy Center building right now. www.washingtonpost.com/entertainmen...
Kennedy Center adds Trump’s name to building
The signage change follows a vote by the board of trustees to rename the performing arts complex the Trump Kennedy Center.
www.washingtonpost.com
December 19, 2025 at 3:46 PM
Not that it will but the willingness of Americans to obey is a very funny contrast with our self-image and should probably prompt some reflection bsky.app/profile/jonf...
Large-cap growth vs Small-Cap Value after the French-Fama research was published
Yikes
Ht Joachim Klement
Yikes
Ht Joachim Klement
December 18, 2025 at 7:25 AM
Large-cap growth vs Small-Cap Value after the French-Fama research was published
Yikes
Ht Joachim Klement
Yikes
Ht Joachim Klement
Hot take: last 2 Spielberg films > last 2 Marty movies (even if his 2 feel more ‘important’)
Last 2 decades Spielberg has made more movies and has more ‘good’ films vs Scorsese - but Scorsese has clearly had higher highs
Last 2 decades Spielberg has made more movies and has more ‘good’ films vs Scorsese - but Scorsese has clearly had higher highs
December 17, 2025 at 6:52 AM
Hot take: last 2 Spielberg films > last 2 Marty movies (even if his 2 feel more ‘important’)
Last 2 decades Spielberg has made more movies and has more ‘good’ films vs Scorsese - but Scorsese has clearly had higher highs
Last 2 decades Spielberg has made more movies and has more ‘good’ films vs Scorsese - but Scorsese has clearly had higher highs
One has to admit that whatever is going on here, there is something truly astonishing about it
December 17, 2025 at 6:20 AM
One has to admit that whatever is going on here, there is something truly astonishing about it
Reposted by No Sunk Costs
why would immigrants do this www.politico.com/news/2025/10...
December 16, 2025 at 12:21 AM
why would immigrants do this www.politico.com/news/2025/10...
Pricing power in AI Chatbots
December 15, 2025 at 12:03 PM
Pricing power in AI Chatbots