Ted Matherly
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jemather.bsky.social
Ted Matherly
@jemather.bsky.social
230 followers 350 following 43 posts
Marketing academic,AP@UOklahoma, occasional rower/photographer/mountaineer.
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jemather.bsky.social
great that we already have this helpful explainer from a movie, ready to go. i'm sure the story its telling isn't relevant at all, though!
www.youtube.com/watch?v=3hG4...
Here is where the bubble dynamics get complicated. Tech firms don’t want to formally take on debt—that is, directly ask investors for loans—because debt looks bad on their balance sheets and could reduce shareholder returns. To get around this, some are partnering with private-equity titans to do some sophisticated financial engineering, Paul Kedrosky, an investor and a financial consultant, told us. These private-equity firms put up or raise the money to build a data center, which a tech company will repay through rent. Data-center leases from, say, Meta can then be repackaged into a financial instrument that people can buy and sell—a bond, in essence. Meta recently did just this: Blue Owl Capital raised money for a massive Meta data center in Louisiana by, in essence, issuing bonds backed by Meta’s rent. And multiple data-center leases can be combined into a security and sorted into what are called “tranches” based on their risk of default. Data centers represent an $800 billion market for private-equity firms through 2028 alone. (Meta has said of its arrangement with Blue Owl that the “innovative partnership was designed to support the speed and flexibility required for Meta’s data center projects.”)
October 31, 2025 at 1:48 PM
jemather.bsky.social
Well, I've got Dim2 figured:
September 17, 2025 at 8:29 PM
jemather.bsky.social
Teach the kids your ways vontaze
August 7, 2025 at 8:09 PM
jemather.bsky.social
Nope! www.advisorperspectives.com/dshort/updat...

Alternatively, from the BLS, share of full time workers has increased from 65.6 to 71%: www.bls.gov/opub/ted/202...
Graph depicting full and part time employment showing that the share of full time workers has increased since 2008
May 23, 2025 at 5:35 PM
jemather.bsky.social
But they have, in fact they have outpaced inflation:
Inflation adjusted median weekly real earnings since 1998 have increased
May 20, 2025 at 8:17 PM
jemather.bsky.social
Indeed they have!

fred.stlouisfed.org/series/LES12...
FRED median usual weekly real earnings have increased since release of Zelda: Ocarina of time, adjusted for inflation
May 20, 2025 at 8:16 PM
jemather.bsky.social
Incredible show from Rodeo Boys @ Resonant Head
May 8, 2025 at 2:59 AM
jemather.bsky.social
with all the ease of bored teenagers, running through the hallways of an abandoned mall, flicking lightswitches
Headline reading Trump Officials Blame Mistake for Setting Off Confrontation With Harvard
April 19, 2025 at 4:08 AM
jemather.bsky.social
"small ships to S Georgia Island" undersells it. They sailed this 22 foot boat 800 miles across the Drake Passage, where there are regularly 40 foot waves, and found a 20 mile wide island using dead reckoning and occasional sun observations.
April 18, 2025 at 5:30 PM
jemather.bsky.social
"Its your fault we abandoned the defining moral characteristics of the source of our identity!"
It is a familiar theme: Things may be bad, but liberals started it. The election of Mr. Trump as president is only possible in “negative world,” Mr. Renn said. In “positive world,” an extramarital affair tanked Gary Hart’s presidential campaign. In “neutral world,” Bill Clinton was damaged by his infidelity but survived politically. In “negative world,” with the safeguards of “Christian moral norms” out the window, it was too late for liberals to make any coherent critique of Mr. Trump’s open licentiousness. “The very people who were the most supportive of tearing down all the old moral standards and rules of fine society that they didn’t like are the ones who are most horrified by Donald Trump,” he said, with what looked like a flash of satisfaction. “You think you’re going to get a multi-culti paradise or something, and instead you get Donald Trump.”
March 6, 2025 at 8:13 PM