Cheesles
@cheesles.bsky.social
Retired dividend investor.
Having a go at sustaining a high-income portfolio.
Having a go at sustaining a high-income portfolio.
Reposted by Cheesles
A DOJ spokesperson said in an emailed statement that the department, “takes AI-generated child sex abuse material extremely seriously and will aggressively prosecute any producer or possessor of CSAM...."
foreign regulators are on it - usa regulators mum
on xAI Grok deepfake porn problems… www.cnbc.com/2026/01/05/i...
on xAI Grok deepfake porn problems… www.cnbc.com/2026/01/05/i...
Elon Musk's X faces probes in Europe, India, Malaysia after Grok generated explicit images of women and children
Regulators in Europe, India and Malaysia are scrutinizing X after exploitative images created with the Grok chatbot went viral on Elon Musk's social network.
www.cnbc.com
January 6, 2026 at 4:21 AM
A DOJ spokesperson said in an emailed statement that the department, “takes AI-generated child sex abuse material extremely seriously and will aggressively prosecute any producer or possessor of CSAM...."
Reposted by Cheesles
As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.
January 2, 2026 at 4:24 PM
As we kick off the new year, this is probably the most important chart for what will drive the economy. Strict immigration efforts by the new admin drove job growth to zero in 2H25, redoubled efforts to create "reverse migration" are likely to create further drag in '26.
Added some $VGLT $VCRB $VTIP .
Ballast.
Ballast.
January 2, 2026 at 4:23 PM
Added some $VGLT $VCRB $VTIP .
Ballast.
Ballast.
Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .
December 31, 2025 at 5:07 PM
Liquidated $MFIC across accounts. Split the proceeds among position adds to $CSWC , $TRIN, $FDUS, and $KBDC .
". . . you’d be surprised at how often having alpha leads to underperformance relative to history."
ofdollarsanddata.com/pray-for-bet...
ofdollarsanddata.com/pray-for-bet...
Pray for Beta, Not Alpha
Why the market's performance matters more than your skill—and what you should actually optimize for.
ofdollarsanddata.com
December 30, 2025 at 2:50 PM
". . . you’d be surprised at how often having alpha leads to underperformance relative to history."
ofdollarsanddata.com/pray-for-bet...
ofdollarsanddata.com/pray-for-bet...
Reposted by Cheesles
I think a lot about the scene the media made about the Saddam Hussein statue being toppled
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
"Trump will live forever, but only as a cautionary tale, one we tell successive generations to demonstrate that sustaining a democracy against the corrupt and the malevolent requires vigilance and determination." — @paulwaldman.bsky.social
Why every vestige of Trump must be torn down
He's trying to create a physical legacy. The moment he's out of power, it has to be smashed to bits.
www.publicnotice.co
December 29, 2025 at 7:30 PM
I think a lot about the scene the media made about the Saddam Hussein statue being toppled
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
For anyone outside the US to have even an ounce of faith in Americans to turn the page on doing politics the way Trump does politics, leaders will have to ritualistically perform expulsion of all vestiges
Reposted by Cheesles
Well, well, if it isn’t the consequences of my own actions.
The Daily Mail is now concerned at net emigration of Romanians from the UK to Romania: there were 539,000 people born in Romania in 2021 (+460k on 2011) but net emigration to Romania of 23,000 in 2024-25
December 29, 2025 at 6:41 PM
Well, well, if it isn’t the consequences of my own actions.
Dumped all today's dividend loot into more $RVT .
December 29, 2025 at 6:10 PM
Dumped all today's dividend loot into more $RVT .
Reposted by Cheesles
Just remembered the Lehman babies turn 18 next year.
December 28, 2025 at 8:14 PM
Just remembered the Lehman babies turn 18 next year.
The wrong financial advisor
YouTube video by William Sharpe
www.youtube.com
December 28, 2025 at 8:17 PM
Reposted by Cheesles
"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.” www.theguardian.com/technology/2...
Nvidia insists it isn’t Enron, but its AI deals are testing investor faith
The chipmaker’s sprawling partnerships are driving extraordinary growth but also bank its future on the AI boom paying off quickly
www.theguardian.com
December 28, 2025 at 4:41 PM
"Nvidia is not hiding debt, but it is leaning heavily on vendor-financed demand, which creates exposure if AI growth slows. The concern is about sustainability, not legality.” www.theguardian.com/technology/2...
Reposted by Cheesles
Wall Street assumes hiring will pick up in 2026 but that’s not what companies are planning on: www.wsj.com/economy/jobs...
Companies Are Outlining Plans for 2026. Hiring Isn’t One of Them.
Large employers indicate that they either want to maintain the size of their teams next year or let go of workers.
www.wsj.com
December 28, 2025 at 2:15 AM
Wall Street assumes hiring will pick up in 2026 but that’s not what companies are planning on: www.wsj.com/economy/jobs...
Added some more $RVT , that old stalwart.
December 26, 2025 at 6:03 PM
Added some more $RVT , that old stalwart.
Reposted by Cheesles
Measles cases in South Carolina rise to 156, state health department says reut.rs/3YKCU4d
Measles cases in South Carolina rise to 156, state health department says
The South Carolina health department reported 156 measles cases related to the ongoing outbreak in the state on Friday, with three additional cases since its last update on Tuesday.
reut.rs
December 26, 2025 at 5:25 PM
Measles cases in South Carolina rise to 156, state health department says reut.rs/3YKCU4d
Reposted by Cheesles
I just released v1.0 of my #Unredacter software. It can be used to remove lazy censorship from PDF documents, like those in some of the #Epstein files.
You can find it here: www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
You can find it here: www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
December 24, 2025 at 1:03 AM
I just released v1.0 of my #Unredacter software. It can be used to remove lazy censorship from PDF documents, like those in some of the #Epstein files.
You can find it here: www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
You can find it here: www.ingenthron.us/Unredacter-v...
Free for all to use for all purposes (credit is appreciated, though).
#uspol
Reposted by Cheesles
Ok. Now had a chance to check and, well, at least some docs do appear to be straight up classic redaction fail. And there are some *interesting* bits here.
www.justice.gov/multimedia/C...
www.justice.gov/multimedia/C...
December 23, 2025 at 4:10 AM
Ok. Now had a chance to check and, well, at least some docs do appear to be straight up classic redaction fail. And there are some *interesting* bits here.
www.justice.gov/multimedia/C...
www.justice.gov/multimedia/C...
Reposted by Cheesles
PREACH IT TECH JESUS
December 22, 2025 at 5:19 PM
PREACH IT TECH JESUS
Whacky inflation data. The assumptions on shelter costs in October meant that we essentially zeroed out inflation in one of the largest single sectors. That effect will linger in the CPI data, even if it comes in higher in segment.
December 18, 2025 at 10:53 PM
Reposted by Cheesles
The International Monetary Fund asked me to review the literature on migration economics to draw lessons for low-income countries.
In a new @iza.org paper, I argue that policy for the 21st century must discard four outdated ideas.
www.iza.org/publications...
🧵 thread—>
In a new @iza.org paper, I argue that policy for the 21st century must discard four outdated ideas.
www.iza.org/publications...
🧵 thread—>
December 18, 2025 at 5:33 PM
The International Monetary Fund asked me to review the literature on migration economics to draw lessons for low-income countries.
In a new @iza.org paper, I argue that policy for the 21st century must discard four outdated ideas.
www.iza.org/publications...
🧵 thread—>
In a new @iza.org paper, I argue that policy for the 21st century must discard four outdated ideas.
www.iza.org/publications...
🧵 thread—>
Reposted by Cheesles
A Naval officer on the "warrior dividend" - "When there's bad news coming, the mess decks always serve steak and lobster. Without fail."
December 18, 2025 at 2:46 PM
A Naval officer on the "warrior dividend" - "When there's bad news coming, the mess decks always serve steak and lobster. Without fail."
Reposted by Cheesles
“.. From Maryland to Missouri, at least fourteen states are home to towns or counties that have implemented moratoriums: a complete pause on data center development.”
@techpolicypress.bsky.social @justinhendrix.bsky.social
techpolicy.press/the-real-rac...
@techpolicypress.bsky.social @justinhendrix.bsky.social
techpolicy.press/the-real-rac...
December 17, 2025 at 8:04 PM
“.. From Maryland to Missouri, at least fourteen states are home to towns or counties that have implemented moratoriums: a complete pause on data center development.”
@techpolicypress.bsky.social @justinhendrix.bsky.social
techpolicy.press/the-real-rac...
@techpolicypress.bsky.social @justinhendrix.bsky.social
techpolicy.press/the-real-rac...
"A multipart series on how the Trump administration has disrupted labs, upended lives, and delayed discoveries"
www.statnews.com/american-sci...
www.statnews.com/american-sci...
American Science, Shattered
An eight-decade partnership between universities and the federal government made U.S. science preeminent. It took Trump less than a year to shred that
www.statnews.com
December 14, 2025 at 9:50 PM
"A multipart series on how the Trump administration has disrupted labs, upended lives, and delayed discoveries"
www.statnews.com/american-sci...
www.statnews.com/american-sci...
LOL “He doesn’t seem to be worried about his professional reputation,” says Carroll, the Johns Hopkins economist who worked with Hassett at the Fed.
www.barrons.com/articles/kev...
www.barrons.com/articles/kev...
Kevin Hassett Says He Would Be Independent at the Fed. Some Who Know Him Are Worried.
President Donald Trump has said he has narrowed down his choice for the next chair of the Federal Reserve to one person, and hinted that it will be Kevin Hassett, now director of the White House’s Nat...
www.barrons.com
December 13, 2025 at 3:28 AM
LOL “He doesn’t seem to be worried about his professional reputation,” says Carroll, the Johns Hopkins economist who worked with Hassett at the Fed.
www.barrons.com/articles/kev...
www.barrons.com/articles/kev...