AkhenOsiris
@akhenosiris.bsky.social
Any prediction as to when the ruling comes out?
November 5, 2025 at 5:52 PM
Any prediction as to when the ruling comes out?
An entire series devoted to 7 stocks, ex one of them...i.e. 6 stocks! Good ole cherry picking...AI costs money via capex, FCF will come back
May 29, 2025 at 5:42 PM
An entire series devoted to 7 stocks, ex one of them...i.e. 6 stocks! Good ole cherry picking...AI costs money via capex, FCF will come back
Baffling and interesting, but do you think it's ill-advised and/or dumb? Or does the fact they are young trump everything else (time in market)
May 27, 2025 at 2:40 PM
Baffling and interesting, but do you think it's ill-advised and/or dumb? Or does the fact they are young trump everything else (time in market)
The Saudis are offended
May 14, 2025 at 9:30 PM
The Saudis are offended
Enough to never go again?
May 10, 2025 at 4:28 PM
Enough to never go again?
American exceptionalism will need to swim uphill however if these tariffs stand...China is doing it in AI, swimming uphill and showing their chops
April 6, 2025 at 12:10 AM
American exceptionalism will need to swim uphill however if these tariffs stand...China is doing it in AI, swimming uphill and showing their chops
CEOs are frozen for budgeting... that's doomer worthy
April 5, 2025 at 11:26 PM
CEOs are frozen for budgeting... that's doomer worthy
Net-net, this would be positive for inflation if there's a buyer's strike on goods (as long as there is no services price gouging).
April 5, 2025 at 2:31 PM
Net-net, this would be positive for inflation if there's a buyer's strike on goods (as long as there is no services price gouging).
Probably this, but just wondering how everyone got conned...as recently as Davos these guys were all glowing and ear-to-ear smiles
March 31, 2025 at 11:29 AM
Probably this, but just wondering how everyone got conned...as recently as Davos these guys were all glowing and ear-to-ear smiles
I'm wondering if it's because they got duped. They have gov't contacts. Maybe they were told a milder tariff agenda? Art of the Deal?
March 31, 2025 at 11:24 AM
I'm wondering if it's because they got duped. They have gov't contacts. Maybe they were told a milder tariff agenda? Art of the Deal?
Not really...will be April 2025
March 28, 2025 at 11:15 AM
Not really...will be April 2025
Does capex have a major effect on the services sector? That's usually where the slowdown starts (airline warnings, airfare price drop have already started)
March 15, 2025 at 12:36 PM
Does capex have a major effect on the services sector? That's usually where the slowdown starts (airline warnings, airfare price drop have already started)
Hi Conor, do you cross-post everything on X/bluesky? Thanks
March 14, 2025 at 11:50 AM
Hi Conor, do you cross-post everything on X/bluesky? Thanks
Trump reacts to major market tantrums, that fact is hard to ignore here. His bluster has a limit, and that is limit down on the Dow so to speak
January 15, 2025 at 12:34 AM
Trump reacts to major market tantrums, that fact is hard to ignore here. His bluster has a limit, and that is limit down on the Dow so to speak
The young people I know seem to trust Reuters and AP and AFP quite fine, maybe they avoid the sensationalist channels
January 2, 2025 at 5:26 PM
The young people I know seem to trust Reuters and AP and AFP quite fine, maybe they avoid the sensationalist channels
Carl, always appreciate the post-punk, new wave tidbits you post
December 17, 2024 at 3:46 PM
Carl, always appreciate the post-punk, new wave tidbits you post
Not the real Walter unfortunately
November 29, 2024 at 3:28 PM
Not the real Walter unfortunately
This is big, Mike is here 🔥
November 24, 2024 at 3:11 PM
This is big, Mike is here 🔥
To be honest, any metric beyond DAU or WAU should be tossed aside. Still can't believe anyone cares about MAUs...using an app once a month provides no insight into given user's behavior
November 23, 2024 at 8:10 PM
To be honest, any metric beyond DAU or WAU should be tossed aside. Still can't believe anyone cares about MAUs...using an app once a month provides no insight into given user's behavior