yungdiablo.bsky.social
@yungdiablo.bsky.social
watching things maybe burn down over here
yes
December 12, 2025 at 8:50 PM
lets hope
December 12, 2025 at 3:59 PM
Reposted
December 11, 2025 at 10:16 PM
(rolls eyes)
December 11, 2025 at 1:18 PM
Reposted
“He’s joking.”

He talks about Jerome Powell and the Fed everyday.

“I know, but SCOTUS said no.”

Yeah, that doesn’t seem to stop him.

“Yeah, but he cares about markets.”

He doesn’t understand markets at all. Looks at tariffs.

“Okay true, but he has advisors.”

Who also don’t understand markets.
August 26, 2025 at 1:00 AM
i agree, but the CB market has taken down a few down this year and will buy them if they are cheap enough (IREN 33, HALO 32, for example). As long as it works in the model lol
December 9, 2025 at 12:34 PM
definitely true, i think for a lot of these names the vol/credit pairings don't really work if the stock sells off (no one trades gamma to realize vol) but also I think its likely they do a 7yr deal in Q1-Q2, which would be even more vega for market to take down and will likely have to be cheaper
December 9, 2025 at 12:28 PM
It had to be because they are going to be a serial issuer (just like all of the other HPC names have been so far this year)
December 9, 2025 at 11:56 AM
Reposted
Sticking with Texas, State Rep James Talarico is a powerhouse communicator to keep an eye on

Very talented, very bright. A legitimate chance of being a future Senator and maybe even president one day

Here's a short, representative clip:
July 9, 2025 at 4:50 AM