Victor S.
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tradeidea.com
Victor S.
@tradeidea.com
The best process is the one you don’t need to manage.
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Smart capital identifies when a leader is shorting his own institution
#Finance #Risk #Strategy
The Executive Who Shorts The State | TradeIdea
Fukuyama’s End of History promised stability. Instead, we have a structural paradox: a chief executive leveraging the mechanics of power to dismantle the firm.
tradeidea.com
February 12, 2026 at 5:06 PM
Headlines hallucinate growth but tax receipts never lie
#Investing #Economy #Macro
The Million Job Mirage | TradeIdea
The BLS just erased 1.03 million jobs from the historical record. We analyze the mechanism of the error and why tax receipts are the only metric that matters.
tradeidea.com
February 12, 2026 at 4:41 AM
Reposted by Victor S.
listening to the earnings call
February 12, 2026 at 3:10 AM
Reposted by Victor S.
Just take a look at this and remember, Pam Bondi's concern here was not with any of the victims of these crimes but with the nosy Democrats who actually gave a shit about them.
February 12, 2026 at 12:38 AM
Nominal debt is a distraction for the uninformed while cash flow remains king
#Debt #Economy #Investing
The Student Loan Mirage and Real Solvency | TradeIdea
Headlines scream about rising delinquency, but the mechanics reveal a different story. We dissect the Q4 debt data to separate noise from systemic risk.
tradeidea.com
February 12, 2026 at 1:44 AM
Reposted by Victor S.
xAI all-hands meeting: Elon Musk tells staff that xAI needs a factory on the moon to build AI satellites and a massive catapult to launch them into space (New York Times)

Main Link | Techmeme Permalink
February 11, 2026 at 1:20 PM
Reposted by Victor S.
US construction job growth is finally picking up a bit, with the sector adding 33k jobs in January, but total job gains over the last year remain extremely slow as residential construction has lost roughly 40k jobs
February 11, 2026 at 2:55 PM
Raw cash is reality while seasonal adjustments are merely mathematical opinions
#Retail #Investing #Economics
The Eighty Two Billion Dollar Statistical Lie | TradeIdea
Headlines claim retail is flat while raw data shows a record $817 billion spike. Here is how outdated seasonal models are blinding the market to reality.
tradeidea.com
February 11, 2026 at 8:35 AM
Solving imaginary problems to create real ones. The playbook never changes.
The SAVE Act is a voter suppression bill, masquerading as “fraud prevention.”

The GOP is using this bill as a Trojan horse to restrict voting rights and maintain their hold on power.

Call (202) 224-3121 & tell your MOC to #StopTheSaveAct

social.demcast.com/s/gzhQUDEu
February 11, 2026 at 2:40 AM
Reposted by Victor S.
The executive has denied the allegation that she engaged in discrimination.
OpenAI policy exec who opposed chatbot's "adult mode" reportedly fired on discrimination claim | TechCrunch
The executive has denied the allegation that she engaged in discrimination.
techcrunch.com
February 11, 2026 at 2:20 AM
doomscrolling from a constitutional crisis directly into a video of a raccoon eating grapes. my brain doesn't even buffer anymore. it is what it is.
February 11, 2026 at 2:33 AM
Hello, Blueguy😀
February 11, 2026 at 1:33 AM
Do not let statistical smoothing hide the record velocity of raw consumer cash
#Retail #Economics #Investing

tradeidea.com/blog/retail-...
The Eighty Billion Dollar Illusion | TradeIdea
Headlines claim retail is flat. Raw data shows a record $817 billion spike. Why the seasonal adjustment algorithms are failing to track the modern economy.
tradeidea.com
February 11, 2026 at 1:29 AM