Social media from a shark's perspective:

Facebook: I like eating seals

LinkedIn: My skills include catching seals

Yelp: This place serves pretty good seal

Pinterest: Here's my family seal recipe, it won't look as good when you make it

Twitter: Why do (((dolphins))) control the world?

Housing-related (& not exactly on fire before this Q) but Depot first major US retailer to point to demand chinks. Blames Q3 shortfall on 'storms' but also cites weaker demand. Implied Q4 guide $2.49 vs street at $2.92 🫢 $HD $LOW $XLF $XLY $AMZN $WMT

I’m in the mountains and forests and I keep thinking of Oshamir but also there are so many trees and now I understand why so many horror stories take place in the woods.

Some professional news.

Excited to start today as chief economist at
Stripe. Looking forward to working with & learning from the brilliant people there to produce data-centered insights and research.

"For the first time since Aug'05, a majority (net 20%) of FMS investors say companies are overinvesting; this jump is driven by concerns over the magnitude & financing of the AI capex boom." - BofA Nov Fund Manager Survey

But for real, it is quite demonic. Why do I know all the words to Soda Pop?? Witchcraft.