Jen d’Arc
@jenonymous.bsky.social
Mostly interested in capital markets, rule of law, and democracy. Lawyer, traveler, mother, troublemaker.
When the valuation is so delusional that even Masayoshi Son can see it…
November 11, 2025 at 9:23 AM
When the valuation is so delusional that even Masayoshi Son can see it…
When even SoftBank thinks your future projections are too optimistic…
November 11, 2025 at 9:15 AM
When even SoftBank thinks your future projections are too optimistic…
They seem pretty darn similar.
November 11, 2025 at 9:13 AM
They seem pretty darn similar.
(IIRC at least some of them were friends with Musk or possibly investors)
November 11, 2025 at 6:37 AM
(IIRC at least some of them were friends with Musk or possibly investors)
I mean it was his sister *in law* — it’s how the rest of the Chao family acted that was so shocking.
November 11, 2025 at 6:36 AM
I mean it was his sister *in law* — it’s how the rest of the Chao family acted that was so shocking.
Let’s just hope it’s only the concept of rolling out a new system.
November 11, 2025 at 6:28 AM
Let’s just hope it’s only the concept of rolling out a new system.
Remember when Mitch McConnell’s sister in law’s Tesla drowned her in a lake on her own property and then days later her (ultra rich) family was like “oh she’s definitely a drunk who backed into her own lake at high speed because she’s too stupid to know which gear is which, couldn’t be a glitch.”
November 11, 2025 at 6:19 AM
Remember when Mitch McConnell’s sister in law’s Tesla drowned her in a lake on her own property and then days later her (ultra rich) family was like “oh she’s definitely a drunk who backed into her own lake at high speed because she’s too stupid to know which gear is which, couldn’t be a glitch.”
Hmmm, sounds like an interesting career path.
November 11, 2025 at 6:16 AM
Hmmm, sounds like an interesting career path.
I want to know more about the specifics of JPM bankers “tracking Chu down in Italy”— do they have a bounty hunter division or does this just mean endless calls and emails until he responds?
November 11, 2025 at 6:09 AM
I want to know more about the specifics of JPM bankers “tracking Chu down in Italy”— do they have a bounty hunter division or does this just mean endless calls and emails until he responds?
I think I’m still over 50% in equities, intellectually I want to sell more, but I missed most of the first 2 years of post GFC rally waiting for the second dip…I do let myself sell a few thousand here and there on days the market goes up a lot. 😛
November 11, 2025 at 5:51 AM
I think I’m still over 50% in equities, intellectually I want to sell more, but I missed most of the first 2 years of post GFC rally waiting for the second dip…I do let myself sell a few thousand here and there on days the market goes up a lot. 😛
I have more than I probably should in those two funds right now…but I take comfort knowing that if the equities in my portfolio plunge, I should get increased dividends.
November 11, 2025 at 5:19 AM
I have more than I probably should in those two funds right now…but I take comfort knowing that if the equities in my portfolio plunge, I should get increased dividends.
True, also this pic from earlier shows him increasingly looking like the live action Grinch: bsky.app/profile/josh...
SNAP embarrassed him. So now he's against SNAP. SNAP is now the James Comey of government assistance programs.
President Trump criticized the Supplemental Nutrition Assistance Program (SNAP) during a Fox News interview tonight, saying people "get it automatically now so the number is many times what it should be, it's disgraceful."
November 11, 2025 at 4:46 AM
True, also this pic from earlier shows him increasingly looking like the live action Grinch: bsky.app/profile/josh...
(he’s compensating for something)
November 11, 2025 at 4:42 AM
(he’s compensating for something)
I mean it’s absolutely what the (not completely insane) bulls are saying right now and why they “don’t want to be on the sidelines.”
November 11, 2025 at 4:41 AM
I mean it’s absolutely what the (not completely insane) bulls are saying right now and why they “don’t want to be on the sidelines.”
That’s a lot of high yield corporate bond exposure if I’m reading the label right.
November 11, 2025 at 4:40 AM
That’s a lot of high yield corporate bond exposure if I’m reading the label right.
No no, that’s the glass half empty approach.
The glass half full approach looks at this and thinks “we can probably go at least 5% higher before the bubble pops.”
The glass half full approach looks at this and thinks “we can probably go at least 5% higher before the bubble pops.”
November 11, 2025 at 4:38 AM
No no, that’s the glass half empty approach.
The glass half full approach looks at this and thinks “we can probably go at least 5% higher before the bubble pops.”
The glass half full approach looks at this and thinks “we can probably go at least 5% higher before the bubble pops.”
It might be the headline influencing my subconscious, but I think Trump has actually started looking more and more like the (live action) Grinch lately.
November 11, 2025 at 4:28 AM
It might be the headline influencing my subconscious, but I think Trump has actually started looking more and more like the (live action) Grinch lately.
Don’t forget that other conservative influencer secret harem member baby mama coming public…
November 11, 2025 at 4:26 AM
Don’t forget that other conservative influencer secret harem member baby mama coming public…
I wasn’t aware of that because I don’t listen to her anymore.
Unlike others, I don’t think she needs to face severe consequences but, at minimum, she needs to demonstrate serious remorse and change her behavior.
AFAICT, she’s not even consistently refusing to shill for evil tech bros anymore.
Unlike others, I don’t think she needs to face severe consequences but, at minimum, she needs to demonstrate serious remorse and change her behavior.
AFAICT, she’s not even consistently refusing to shill for evil tech bros anymore.
November 11, 2025 at 3:23 AM
I wasn’t aware of that because I don’t listen to her anymore.
Unlike others, I don’t think she needs to face severe consequences but, at minimum, she needs to demonstrate serious remorse and change her behavior.
AFAICT, she’s not even consistently refusing to shill for evil tech bros anymore.
Unlike others, I don’t think she needs to face severe consequences but, at minimum, she needs to demonstrate serious remorse and change her behavior.
AFAICT, she’s not even consistently refusing to shill for evil tech bros anymore.
So I know the story is fake and Newsom would never confiscate land from the rich…but surely at least a few poor Fox News viewers must be thinking “I don’t know how I’m going to make my rent payment and my family is losing healthcare…why is Trump so upset Newsom might hurt the rich to help the poor?”
November 11, 2025 at 3:05 AM
So I know the story is fake and Newsom would never confiscate land from the rich…but surely at least a few poor Fox News viewers must be thinking “I don’t know how I’m going to make my rent payment and my family is losing healthcare…why is Trump so upset Newsom might hurt the rich to help the poor?”
And the AI medbed promotional video Trump promoted too.
November 11, 2025 at 2:55 AM
And the AI medbed promotional video Trump promoted too.
Same thought expressed with humor: bsky.app/profile/jeno...
The very fact that he’s back in office shows that the median American adult is nowhere ready for this level of responsibility—but it could inspire a new game show/reality show hybrid: Are You Smarter than an Insurance Company’s Entire Legal Team?
November 11, 2025 at 2:52 AM
Same thought expressed with humor: bsky.app/profile/jeno...
1.5x because I’m extra smaht.
November 11, 2025 at 2:52 AM
1.5x because I’m extra smaht.