Boone
@boonebradley.bsky.social
Playing the game from the cheap seats &
begging students to give a shit.
KU Applied Portfolio Management
begging students to give a shit.
KU Applied Portfolio Management
Reposted by Boone
Imagine how excited the kids will be when it reaches 67k.
November 20, 2025 at 7:10 PM
Imagine how excited the kids will be when it reaches 67k.
Happy birthday Sparty!
October 21, 2025 at 12:40 AM
Happy birthday Sparty!
Reposted by Boone
ah shit, I had swapped lambda and coreweave around to make the diagram more sane and forgot to move the super micro funding arrow from coreweave to lambda. fixed
September 23, 2025 at 2:40 PM
ah shit, I had swapped lambda and coreweave around to make the diagram more sane and forgot to move the super micro funding arrow from coreweave to lambda. fixed
Agree with you, think the product cos and distributors are more interesting, especially if exposure crosses over into non-res or something like a repair/replace cycle. I'm a tourist and while don't think summer prices were amazing, still fomo. Builders seem the most questionable on holding margins
August 29, 2025 at 10:27 PM
Agree with you, think the product cos and distributors are more interesting, especially if exposure crosses over into non-res or something like a repair/replace cycle. I'm a tourist and while don't think summer prices were amazing, still fomo. Builders seem the most questionable on holding margins
your moral support is appreciated in these tough times
August 29, 2025 at 3:23 PM
your moral support is appreciated in these tough times
Far too soon, and I applaud you
August 1, 2025 at 10:37 PM
Far too soon, and I applaud you
Reposted by Boone
can’t get bullish again until LTM comes back into vogue over NTM
February 25, 2025 at 2:44 PM
can’t get bullish again until LTM comes back into vogue over NTM
Reposted by Boone
The underlying problem with whatever Hogsbreath thinks he can now get away with: this isn't the 1930s. This isn't some plan sprung up from the ether in a vacuum without historical context.
Time isn't on his side. The moral implications aren't on his side. The sheer demographics are not on his side.
Time isn't on his side. The moral implications aren't on his side. The sheer demographics are not on his side.
February 23, 2025 at 4:48 PM
The underlying problem with whatever Hogsbreath thinks he can now get away with: this isn't the 1930s. This isn't some plan sprung up from the ether in a vacuum without historical context.
Time isn't on his side. The moral implications aren't on his side. The sheer demographics are not on his side.
Time isn't on his side. The moral implications aren't on his side. The sheer demographics are not on his side.