Quadzilla
@quadzillah.bsky.social
Outside on a hill somewhere. Save winter. #EBFG
Bond market agrees
December 10, 2025 at 12:12 AM
Bond market agrees
The chilaquiles are also great
December 7, 2025 at 6:53 AM
The chilaquiles are also great
Post game leagues cup crash out is now the highlight of the season
December 6, 2025 at 9:48 PM
Post game leagues cup crash out is now the highlight of the season
Infantino and Trump understand each other
December 5, 2025 at 6:18 PM
Infantino and Trump understand each other
Answering this question in terms of both behavior and opinion is important. Like I’m sure traffic impacts will be quantifiable. But people seem to have shifted opinion on the program - what did that look like? Were panels or focus groups run across the change?
December 5, 2025 at 6:11 PM
Answering this question in terms of both behavior and opinion is important. Like I’m sure traffic impacts will be quantifiable. But people seem to have shifted opinion on the program - what did that look like? Were panels or focus groups run across the change?
Right. Like how many times have we done this over the centuries? We lack imagination and memory. Risky.
December 3, 2025 at 4:12 PM
Right. Like how many times have we done this over the centuries? We lack imagination and memory. Risky.
I’m somewhat mollified by the idea that Paulie might get paid. It’ll break up his carpool with Jackson. But even Jackson might be happy for him.
December 3, 2025 at 4:08 PM
I’m somewhat mollified by the idea that Paulie might get paid. It’ll break up his carpool with Jackson. But even Jackson might be happy for him.
Probably worth mentioning that the manufacturer response to this has included a lot of repackaging, reassortment, and reworking of price tiers. They don’t actually change list prices so much as they ‘refocus’ the product lineup.
December 3, 2025 at 12:12 AM
Probably worth mentioning that the manufacturer response to this has included a lot of repackaging, reassortment, and reworking of price tiers. They don’t actually change list prices so much as they ‘refocus’ the product lineup.
But they’ll ultimately be passed through. And our dollars won’t go as far.
December 3, 2025 at 12:05 AM
But they’ll ultimately be passed through. And our dollars won’t go as far.
Most retailers are pushing suppliers to eat some of the tariffs. The pandemic taught everyone what happens when you pass through cost changes all at once - it’s fresh pain they still remember. Both parties want to pass costs through gradually.
December 3, 2025 at 12:03 AM
Most retailers are pushing suppliers to eat some of the tariffs. The pandemic taught everyone what happens when you pass through cost changes all at once - it’s fresh pain they still remember. Both parties want to pass costs through gradually.
Most products come from manufacturers who pay the tariffs. They eat some tariff cost and pass some through. So for Costco, it’s about having to deal with those increased costs, and the pricing decisions they force.
December 2, 2025 at 7:24 PM
Most products come from manufacturers who pay the tariffs. They eat some tariff cost and pass some through. So for Costco, it’s about having to deal with those increased costs, and the pricing decisions they force.
They’ll probably have both arguments at their disposal. Accounting will show increased COGS. Loss of sales can be a secondary argument framing the first one. Tougher to quantify in aggregate, but the membership data prly has concrete, relatable, salient examples.
December 2, 2025 at 6:55 PM
They’ll probably have both arguments at their disposal. Accounting will show increased COGS. Loss of sales can be a secondary argument framing the first one. Tougher to quantify in aggregate, but the membership data prly has concrete, relatable, salient examples.
Not necessarily. If they pass tariffs through, in part or in full, they’ll still suffer some loss in sales from higher prices. Net profit only improves if items are not very price sensitive - probably not the case overall.
There’s a cost, whether or not they eat the tariffs or pass them through.
There’s a cost, whether or not they eat the tariffs or pass them through.
December 2, 2025 at 6:05 PM
Not necessarily. If they pass tariffs through, in part or in full, they’ll still suffer some loss in sales from higher prices. Net profit only improves if items are not very price sensitive - probably not the case overall.
There’s a cost, whether or not they eat the tariffs or pass them through.
There’s a cost, whether or not they eat the tariffs or pass them through.
Probably worth mentioning that I’ve seen a number of ML products and services rebranded with an ‘AI’ badge recently, cause it’s the hot thing. The confusion is easy to understand.
December 2, 2025 at 12:19 AM
Probably worth mentioning that I’ve seen a number of ML products and services rebranded with an ‘AI’ badge recently, cause it’s the hot thing. The confusion is easy to understand.
I think of them as being fairly distinct. You could argue that they’re related in that they both employ predictive statistics. But there’s such a difference in complexity and transparency of process that it’s better to think of them as totally different kinds of tools.
December 2, 2025 at 12:18 AM
I think of them as being fairly distinct. You could argue that they’re related in that they both employ predictive statistics. But there’s such a difference in complexity and transparency of process that it’s better to think of them as totally different kinds of tools.
Is defending set pieces a roster problem? Or coaching & maturity problem?
I think it’s the latter.
But I’d still like to see us ad a few players.
I think it’s the latter.
But I’d still like to see us ad a few players.
December 1, 2025 at 2:32 PM
Is defending set pieces a roster problem? Or coaching & maturity problem?
I think it’s the latter.
But I’d still like to see us ad a few players.
I think it’s the latter.
But I’d still like to see us ad a few players.
+1 on the segment to/from Vancouver. It’s beautiful.
November 24, 2025 at 5:16 PM
+1 on the segment to/from Vancouver. It’s beautiful.
Mutually assured destruction is pretty reliable as a plot device. But we can only handle so much.
November 24, 2025 at 5:15 PM
Mutually assured destruction is pretty reliable as a plot device. But we can only handle so much.
Much attention for turkeys, gas prices & Big Macs. Short term recurring expenses. But mbe the bad vibes last because of housing and healthcare? Big, recurring, mostly–non-discretionary expenses that ‘frame’ other consumption decisions.
November 21, 2025 at 4:57 PM
Much attention for turkeys, gas prices & Big Macs. Short term recurring expenses. But mbe the bad vibes last because of housing and healthcare? Big, recurring, mostly–non-discretionary expenses that ‘frame’ other consumption decisions.
WMT is always poised to take advantage of trade-downs and trip consolidation. They’ll do OK initially as things cool.
November 20, 2025 at 5:19 PM
WMT is always poised to take advantage of trade-downs and trip consolidation. They’ll do OK initially as things cool.
At this price, it’s gotta be missiles and maintenance not whole systems.
November 18, 2025 at 8:31 PM
At this price, it’s gotta be missiles and maintenance not whole systems.
Work visa health arbitrage. Not a trade I saw coming.
Honestly, that’s on me.
Honestly, that’s on me.
November 10, 2025 at 4:09 AM
Work visa health arbitrage. Not a trade I saw coming.
Honestly, that’s on me.
Honestly, that’s on me.
Worse than PKs?
Some say yes.
Some say yes.
October 28, 2025 at 6:43 AM
Worse than PKs?
Some say yes.
Some say yes.