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negativegw.bsky.social
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@negativegw.bsky.social
Sad on quite a few levels
February 12, 2025 at 12:17 PM
Oh sure we have war rooms for everything at JPM. Trump just happens to be one of those war rooms.
February 11, 2025 at 8:30 PM
My favorite thing about WEB is that people stare at his track record and find one thing that they think was genius and it's almost always a rounding error in his performance...like those puts he wrote pre-GFC. This was a side hustle for him.
January 26, 2025 at 8:26 PM
MS is the only A player and the only one doing it for intelligent reasons (Elon relationship). It made sense for them. Show me the other non-B players.
January 25, 2025 at 3:01 PM
You're probably right, but the FAIR plan includes all admitted P&C insurers and it would seem the insurance commissioner gets to decide how to apportion those assessments. And given the size of auto market I would not be surprised to see them apportion across the entire property market.
January 14, 2025 at 3:21 PM
Gonna have to get comfortable w/ opaque LP interests in oil & gas here...
December 28, 2024 at 12:14 AM
I know a few of you think that Icarus will never get his comeuppance, but I'm gonna take the over on this one.
December 14, 2024 at 7:02 PM
I see now we are now going down the 'abolish the SEC', it's all one big conspiracy rabbit hole. DOGE will be a tool to gut regulation the richest guy in the world doesn't like, not to cut government spending.
December 12, 2024 at 7:06 PM
This was always the plan
December 6, 2024 at 7:15 PM
They finally got it right.
December 6, 2024 at 7:15 PM
Many people are convinced that Trump doesn't intend to put tariffs on Mexico. That this is all bluster. But I guess not everyone:
November 29, 2024 at 10:29 PM
November 28, 2024 at 8:47 PM
Differential tariffs executed independently in a globalized trading environment serves to weaken domestic production of globally competitive goods while increasing production of globally uncompetitive goods and shifting final assembly to lower tariff jurisdictions.
November 23, 2024 at 5:16 PM
Best evidence by the AI researchers using a scaling law (i.e. linear extrapolation) to assume a date for AGI.
November 19, 2024 at 10:15 PM