Morgan³
@morgan03.bsky.social
Same guy from that other place. I chase around a Norwegian Elkhound (Loki). Also enjoy skiing, cycling, live music and good food. Formerly sold securities at JPMorgan and Goldman Sachs.
human rating ★★☆☆☆
human rating ★★☆☆☆
Pinned
Morgan³
@morgan03.bsky.social
· Nov 13
Just a reminder that my words here are considered trade secrets and confidential. They may not be copied, shared or even read by anyone. Thx
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃
November 19, 2025 at 2:50 AM
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃
Fascinating to see the wave of AI era traders rebranding as crossover credit specialists, expressing it through $ORCL CDS on the two hell sites.
November 19, 2025 at 2:02 AM
Fascinating to see the wave of AI era traders rebranding as crossover credit specialists, expressing it through $ORCL CDS on the two hell sites.
Happy $NVDA Earnings Day Eve to all who observe either directly or through a derivative name or via picks & shovels or just a large cap index $VOO
November 19, 2025 at 1:51 AM
Happy $NVDA Earnings Day Eve to all who observe either directly or through a derivative name or via picks & shovels or just a large cap index $VOO
Heading into the close…
November 17, 2025 at 8:34 PM
Heading into the close…
“Stuffed” is such a charged word. What if the birds went willingly? | Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge www.nytimes.com/2025/11/15/u...
Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge
www.nytimes.com
November 16, 2025 at 1:22 AM
“Stuffed” is such a charged word. What if the birds went willingly? | Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge www.nytimes.com/2025/11/15/u...
I can’t remember when it wasn’t raining ☔️ 🤔
November 15, 2025 at 4:34 AM
I can’t remember when it wasn’t raining ☔️ 🤔
Now I just need a watch to pay the 15% on…
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
November 14, 2025 at 2:50 PM
Now I just need a watch to pay the 15% on…
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
AI-driven productivity could be deflationary, but if the benefits are captured narrowly while labor is displaced broadly, the result is lower demand, weaker wage growth, and a structurally trickier macro environment — not a rising-tide-lifts-all-boats cycle like the internet.
November 14, 2025 at 7:01 AM
AI-driven productivity could be deflationary, but if the benefits are captured narrowly while labor is displaced broadly, the result is lower demand, weaker wage growth, and a structurally trickier macro environment — not a rising-tide-lifts-all-boats cycle like the internet.
Productivity Can Be Deflationary — But That Doesn’t Automatically Mean “Good”
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
November 14, 2025 at 7:00 AM
Productivity Can Be Deflationary — But That Doesn’t Automatically Mean “Good”
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Historically, big tech cycles (internet, mobile, cloud) pushed prices down and boosted real wages.
But AI may break that pattern.
Two potential outcomes:
But AI may break that pattern.
Two potential outcomes:
November 14, 2025 at 6:58 AM
Historically, big tech cycles (internet, mobile, cloud) pushed prices down and boosted real wages.
But AI may break that pattern.
Two potential outcomes:
But AI may break that pattern.
Two potential outcomes:
AI-driven productivity creates a macro contradiction:
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
November 14, 2025 at 6:55 AM
AI-driven productivity creates a macro contradiction:
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
Why would a politician ever preside over a recession again? Why not just send out checks at the first signs of weakness? That presents other potential problems but why not just hit the magic send money button? Right out of the playbook from at least the last 3 administrations
November 13, 2025 at 11:56 PM
Why would a politician ever preside over a recession again? Why not just send out checks at the first signs of weakness? That presents other potential problems but why not just hit the magic send money button? Right out of the playbook from at least the last 3 administrations
Is a 6% unemployment rate caused by AI job displacement any different than 6% caused from cyclical downturn?
November 13, 2025 at 8:13 PM
Is a 6% unemployment rate caused by AI job displacement any different than 6% caused from cyclical downturn?
Closing dinner at Bestia if you’re close by and hungry / thirsty and not a dick. We got extra 🍝 🐑 💰
November 13, 2025 at 2:28 AM
Closing dinner at Bestia if you’re close by and hungry / thirsty and not a dick. We got extra 🍝 🐑 💰
What’s it called when you get in the back of an Uber and the previous passenger (or driver) farted? Asking for a friend. $UBER
November 10, 2025 at 11:53 PM
What’s it called when you get in the back of an Uber and the previous passenger (or driver) farted? Asking for a friend. $UBER
Coworker rode up Haleakala in under 3 hours this week. He’s a beast (younger too). I did it last year in under 5 hours (into Hurricane Hone). One of my proudest moments tbqh 🌋
November 7, 2025 at 5:43 AM
Coworker rode up Haleakala in under 3 hours this week. He’s a beast (younger too). I did it last year in under 5 hours (into Hurricane Hone). One of my proudest moments tbqh 🌋
Sam Altman should pay for Trump's ballroom, thus guaranteeing a government backstop for OpenAI
November 7, 2025 at 3:03 AM
Sam Altman should pay for Trump's ballroom, thus guaranteeing a government backstop for OpenAI
November 5, 2025 at 3:40 AM
“If 1 million New Yorkers move to Miami after Mamdani is elected, it will raise the average IQ of both cities”
Nearly a million New Yorkers ready to flee NYC if far-left socialist Mamdani becomes mayor, poll finds.
Nearly a million New Yorkers ready to flee NYC if far-left socialist Mamdani becomes mayor, poll finds.
November 5, 2025 at 3:06 AM
“If 1 million New Yorkers move to Miami after Mamdani is elected, it will raise the average IQ of both cities”
Nearly a million New Yorkers ready to flee NYC if far-left socialist Mamdani becomes mayor, poll finds.
Nearly a million New Yorkers ready to flee NYC if far-left socialist Mamdani becomes mayor, poll finds.
TBQH all sports are kind of a let down after games 6 & 7.....
November 4, 2025 at 4:21 AM
TBQH all sports are kind of a let down after games 6 & 7.....
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Epstein Files
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November 3, 2025 at 9:41 PM
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Markets finish a fraction off all time highs as a Dodger repeat World Series win lifts investor sentiment and earnings outlook for the next year.
November 3, 2025 at 9:17 PM
Markets finish a fraction off all time highs as a Dodger repeat World Series win lifts investor sentiment and earnings outlook for the next year.
There are 9 pillows on my bed, of which I am allowed to use 2-4. There is also now a new rug in my living room that looks nice, but i’m not allowed to walk on it, nor is Loki. I don’t remember signing up for this.
November 3, 2025 at 12:23 AM
There are 9 pillows on my bed, of which I am allowed to use 2-4. There is also now a new rug in my living room that looks nice, but i’m not allowed to walk on it, nor is Loki. I don’t remember signing up for this.
My voice is gone h/t World Series.
November 2, 2025 at 3:29 PM
My voice is gone h/t World Series.