The Hedonic Adjustments of J. Alfred Prufrock, CFA
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bkmacd.bsky.social
The Hedonic Adjustments of J. Alfred Prufrock, CFA
@bkmacd.bsky.social
Antieukalyptustische Aktion

I want to ride a horse to the middle of the desert and take peyote and scream at god.

Most of my posts are about grocery shopping.
Pinned
Any sufficiently generalized subtweet is indistinguishable​ from cultural critique.
Explaining "Leroy Jenkins!" to a coworker I'm not going to escape the accusations.
November 14, 2025 at 6:46 PM
Do moody teenagers not read Zen Flesh, Zen Bones when they first start to glimpse mortality and suffering in the world? Do they think that they can kill the gods rather than just survive in the world they abandoned?
November 14, 2025 at 5:30 PM
Ed Miliband ASMR can't hurt you. There's no need to be afraid of Ed Miliband ASMR.

Ed Miliband:
Bluesky user #1: Ed Miliband would be a good PM, he’s learned from past mistakes and is a good communicator.

Bluesky user #2: No! He’d be catastrophically unpopular, and vulnerable to the argument that someone rejected by the electorate is now being imposed on us undemocratically.

Ed Miliband:
November 14, 2025 at 3:10 PM
"mom and pop $500mm hedge funds having a bad time"...
November 13, 2025 at 9:23 PM
It was just painfully clear by May of 2020 that there were going to be massive impacts from COVID in lives lost and student learning. Everything around schools discourse was just trading off those unknowns. Basically every class until 2035 is going to have some impact.
November 13, 2025 at 2:32 AM
A few generically true statements: there is a value in social sanction. the mechanisms for social sanction is by necessity cruel. People with structurally less power are more deserving of empathy and care.

The question is is it worth violating the third statement if the first is tactically useful.
November 11, 2025 at 6:07 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
I’m sorry, but There Is A Circulatory System Walking Through The Kitchen Day is a modern invention pushed by card companies. I only observe A Partially Muscled Skeleton Stands By The Perimeter Fence And Screams For Thirty Seconds Before Vanishing Day on the 14th.
Happy There Is A Circulatory System Walking Through The Kitchen Day to all who celebrate.
November 10, 2025 at 6:43 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
ok this thing is fun
November 9, 2025 at 7:10 AM
I think Dealbook does a disservice to its readers by calling CMBS "exotic financial instruments" and not contextualizing the relative size of any of the markets involved here.
This is insane. This is *literally* doing the same mechanics of the housing crisis and 2008 recession but to create debt to finance construction of AI data centers

www.nytimes.com/2025/11/08/b...
November 10, 2025 at 4:59 PM
It's probably bad that we've all started doing the Friday Night Lights lintel tap to the old Chuck Prince quote "As long as the music is playing, you've got to get up and dance" But until someone solves the problem of having a benchmark, here we are.
November 10, 2025 at 3:26 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
Happy There Is A Circulatory System Walking Through The Kitchen Day to all who celebrate.
November 10, 2025 at 10:54 AM
Walking around the town I grew up with the kiddos.

"That's the place that used to sell Stussy." (Now it's an Athleta)

"That's a coffee shop that I was a teenage ruffian around." (It is still covered in teenage ruffians)
November 9, 2025 at 10:42 PM
Some of us remember the old ways
November 9, 2025 at 6:59 PM
I feel like the sprint from The Gavin Newsom to The Long-haired Hippie is pretty short so I see the appeal behind the haircut.
November 9, 2025 at 6:39 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
As his work would have been orally composed rather than written, I think it's more accurate to consider Homer an early sort of podcaster
November 9, 2025 at 2:04 AM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
pre-writing a devastating obituary for your enemy is god-tier hating of a kind you don’t often see anymore. renaissance haterism. beautiful stuff.
A Sharon Begley byline, almost 5 years after her death.

Upon hearing the news James Watson had died, a STAT reporter said in our Slack, "I wish I could read what Sharon would have written."

Incredible news: Sharon in fact did pre-write a Watson obit. And it is masterful and excoriating.
🧪🧬🧫
James Watson, dead at 97, was a scientific legend and a pariah among his peers
James Watson, the co-discoverer of the structure of DNA who died Thursday at 97, was a scientific legend and a pariah among his peers.
www.statnews.com
November 9, 2025 at 12:55 AM
I want the 20th century literary classics:

Don DeLillo, but make it Star Wars

The Crying of Lot 49, but make it Star Wars.

The Magic Mountain, but make it Star Wars.

100 Years of Solitude, but make it Star Wars.

Krzysztof Kieślowski Trois couleurs trilogy, but Star Wars.
Dear Bob Iger:

Please give me control of the Star Wars franchise.

My concept is to just remake old war and samurai movies, but Star Wars.

The Dirty Dozen but Star Wars.

The Great Escape but Star Wars.

Zatoichi the Blind Swordsman but Star Wars.
November 8, 2025 at 11:10 PM
Some say November is too early to have your new years resolutions sorted but I disagree.
November 8, 2025 at 10:57 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
"6-7"?! Boy I say boy you gen alpha kids cant be doin' that! Your signifiers need signs boy! You've laid a rhetorical claim to an empty space son! You're creatin' a nihilistic dialectic! Your broccoli hairs obfuscatin' some much needed communication! Find some MEANIN', kid!
November 8, 2025 at 6:22 PM
Tangential to the War Stars discourse today, this, from the Rian Johnson wiki, is both unexpected and also totally to character
November 8, 2025 at 9:09 PM
Professional musicians have always had a side hustle.
Reading Rosalind Franklin's Wikipedia page when suddenly
November 8, 2025 at 9:02 PM
You never read books about the cults that didn't succeed in brainwashing thousands and leading to the downfall of a country's political apparatus. The lesson is clear.

K E E P G R I N D I N G
November 8, 2025 at 8:34 PM
Reposted by The Hedonic Adjustments of J. Alfred Prufrock, CFA
the entire discourse about academia in this country is a mass politicization of an annoying sophomore level discussion that completely ignores that every meaningful bit about it other than “is it acceptable to be offensively wrong” has been resolved by people above sophomore level
insanely annoying about it is all of this race/iq bullshit was dealt with by academia decades ago

but dc and nyc pundits who fancy themselves intellectuals just can’t let go of the vision of it as a kind of Forbidden Topic that No One Talks About rather than the boring gutter racism it is
apropos james watson’s death i had an idle thought today about how stupid race/iq stuff sounds. “buh if your skin is darker you are biologically less smart” is a thing only a dumbass can believe
November 8, 2025 at 4:14 PM
On the one hand I will never understand real estate cap rates. On the other hand I also don't understand the math behind Rockafellar and Uryasev's CVAR optimization so the important thing is to have many things you're bad at in your professional career.
November 8, 2025 at 2:53 AM