Cape May Dave - proud vermin
@capemaydave.bsky.social
1.8K followers 1.1K following 6.8K posts
Born in the 60s. Cornell. Physics/Philosophy major. retired Wall St. derivatives trader. A guy who believes the US experiment in self-government is a less than 50/50 proposition going forward, but will die on that hill. #231273
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capemaydave.bsky.social
As @timothysnyder.bsky.social suggests - the fight against the coming fascism will be personal.

If you are not in the targeted groups, talk to those you know who are.

Let them know you are on their side.

Give them your cell #

Help them prepare.
capemaydave.bsky.social
#EconSky

play along at home while Scott Bessent proves he wasn't part of Soros' team at Quantum who famously bet against the Bank of England defending a very overvalued GBP in the ERM in 1992

The number to remember is 1420

Check in next week
https://www.google.com/search?q=argentine+peso+to+usd&rlz=1C1CHBF_enUS807US807&oq=argentine+peso+to&gs_lcrp=EgZjaHJvbWUqDwgAEAAYRhiCAhixAxiABDIPCAAQABhGGIICGLEDGIAEMgYIARBFGDkyBwgCEAAYgAQyBwgDEAAYgAQyBwgEEAAYgAQyBwgFEAAYgAQyBwgGEAAYgAQyBwgHEAAYgAQyBwgIEAAYgAQyBwgJEAAYgATSAQkxMDg2M2owajeoAgCwAgA&sourceid=chrome&ie=UTF-8
capemaydave.bsky.social
you should have @'ed him in this skeet cuz he won't know it's sarcasm 😉
capemaydave.bsky.social
Fear not.

Tr*ump will impose a peace plan between Pakistan and Aruba.
capemaydave.bsky.social
GOP faith that they will never lose power is so pervasive in the Federal Gov't.

If that faith ebbs, things will change...FAST.
capemaydave.bsky.social
#EconSky

"Between the fourth quarters of 2019 and 2024, the conditional median value of equities held by stock market participants nearly doubled from about $117,000 to $228,000, then rose about another 15% by the third quarter of 2025"

If #AI is a bubble😬

data.sca.isr.umich.edu/fetchdoc.php...
data.sca.isr.umich.edu
capemaydave.bsky.social
They are linked.

Both will pop coincidentally.
Reposted by Cape May Dave - proud vermin
capemaydave.bsky.social
#EconSky

I guess the #AI tech bros were too busy self dealing to lobby #Trump to keep this project going.

It's as if, bear with me here, they are more interested in getting paid than powering their proposed data centers.

eplanning.blm.gov/eplanning-ui...

heatmap.news/sparks/esmer...
capemaydave.bsky.social
#EconSky

I guess the #AI tech bros were too busy self dealing to lobby #Trump to keep this project going.

It's as if, bear with me here, they are more interested in getting paid than powering their proposed data centers.

eplanning.blm.gov/eplanning-ui...

heatmap.news/sparks/esmer...
capemaydave.bsky.social
At least the people soon to be fired to prove AI works as replacement rather than augmenter even though it doesn't will die quickly without health care.

The GOP thinks of everything.
capemaydave.bsky.social
I know for whom I'm not voting.

Jack Ciattarelli
capemaydave.bsky.social
In the sea of people doing "journalism" as vocation there are those who do it as a calling.

Marisa is one such.
capemaydave.bsky.social
..right before his trip to visit Putin

perhaps this is an attempt by his staff to forestall that journey
capemaydave.bsky.social
#PhilosophySky

I guess this makes Trump's Cabinet the "evil demons"

So not cool to be living through this part of my Phil 101 course - being an object subject to another's whim.

And yes, coincidentally being thrown out of Plato's cave is thin gruel.

en.wikipedia.org/wiki/Brain_i...
capemaydave.bsky.social
Ming Dynasty: Zheng He orbited the moon but then the emperor nuked his spaceship.
capemaydave.bsky.social
So many young people in the Trump admin foolishly believe he will outlive them.
capemaydave.bsky.social
maybe people need to learn in a personal way, that good government matters...that, after all, was the means by which FDR was able to pass his New Deal legislation

our body politic just needs to learn, the hard way, how much good government has created their world
capemaydave.bsky.social
and these efforts will fail

thankfully
capemaydave.bsky.social
capemaydave.bsky.social
#EconSky

I'm left wondering why the Tech Bros, who are well aware of the power and water requirements of their proposed data centers, didn't get behind the Dems.

Why choose Trump who was sure to kill renewable energy and impose tariffs.

Did they pick a scapegoat and no SEC for the #AI bust?
capemaydave.bsky.social
#EconSky

@josephpolitano.bsky.social Substack on AI Capex is worth a read. www.apricitas.io/p/the-tariff...

#OpenAi has very limited plans to power its 10GW build (see below)

Is this a blame seeking game by AI CEOs.

"Sorry, your tariffs killed our hopes for #AGI"
capemaydave.bsky.social
#Phillies

Baseball on the beach in Cape May.
capemaydave.bsky.social
#EconSky

I asked #DeepSeek and #ChatGPT

"will China or the US be the dominant economic power in the year 2050"
This is from DeepSeek This is from ChatGPT
capemaydave.bsky.social
Yes, but I think they also want an exit ramp.
capemaydave.bsky.social
capemaydave.bsky.social
#EconSky

I'm left wondering why the Tech Bros, who are well aware of the power and water requirements of their proposed data centers, didn't get behind the Dems.

Why choose Trump who was sure to kill renewable energy and impose tariffs.

Did they pick a scapegoat and no SEC for the #AI bust?
capemaydave.bsky.social
#EconSky

@josephpolitano.bsky.social Substack on AI Capex is worth a read. www.apricitas.io/p/the-tariff...

#OpenAi has very limited plans to power its 10GW build (see below)

Is this a blame seeking game by AI CEOs.

"Sorry, your tariffs killed our hopes for #AGI"