Mona Awad doing AI boyfriends before they existed.

Ugh I feel so much less smart and efficient now... thanks for working on it @notion.com

Yo @profgalloway.com you gotta credit @oliverbullough.bsky.social for the “Butler Britain” line bro. And read his books if you haven’t.

bookshop.org/a/91532/9781...

LOL preach @bradlander.bsky.social

Taleb never gets old. Dig the reinsurance bit.

And here we go…

Wake up and smell the coffee, Uncle Sam.

Are the bond vigilantes finally saddling up? Come on, Truss these fuckers!

Count on FT Lex for the perfect plain-English presentation of what the late Charlie Munger famously called “bullshit earnings.”

I’ve resisted shorting $TSLA (or any meme stock shitco) for years, but am now sorely tempted to put on a small structured synthetic short. Dissuade me before I do something I regret? Worried about my ability to stay rational on this one…

Let’s try it and see what happens. #buynothing #economicboycott #flex

Are Trump & Elon the ultimate PE bros? Like “hey, we took over this amazing value-creation engine called the US of A; now we’re gonna sell it off for parts & pay you a one-off special divi. Oh and shareholders don’t get a vote (& Elon is head of comp committee, totes independent lol).

More EV victimhood and cheering the bulldozing of the institutions that enable capitalism to function. Head in the sand on the disastrous tariff impacts barreling toward them. Reckless and unacceptable. I can’t be in business with people like this. Where my activist hedgies at?

I always liked $UHAL no-nonsense management and own it as a climate migration hedge. Had some reservations about their victim mentality around the EV transition, and now these reckless comments from the CEO, plus doubts about the climate thesis. This position is officially on sell watch.

Okay so maybe the shareholder-customers walking is more of a risk than we thought… Fluence needs them a lot more than they need Fluence, probably.

Supplier to #MossLanding, pure play BESS co FLNC 📉 on 🔥. St: “overdone.” Crazy vol on puts so can enter w/ downside cushion. <1x EV/rev, just turned profitable on 20+% growth in a bad yr. Real customer concentration risk if at fault, + they likely dilute you in med term. Thoughts?

Let's see if E**n can get a special tariff exemption.