@barrey.bsky.social
on the contrary, a blow up with no machine god showing up will ultimately mean more white collar jobs
October 8, 2025 at 7:08 AM
on the contrary, a blow up with no machine god showing up will ultimately mean more white collar jobs
surprised that Bay Area home price gains weren’t gone after the bust in 2000s, especially considering equity gains were concentrated a lot in those parts, perhaps ones who are close to the bubble are quick to get out?
October 6, 2025 at 11:42 PM
surprised that Bay Area home price gains weren’t gone after the bust in 2000s, especially considering equity gains were concentrated a lot in those parts, perhaps ones who are close to the bubble are quick to get out?
have to agree on 2028 bust. Like to look at Meta as a irrational spend northstar and 12B FCF next year, its really hard to see how they keep it up beyond 2026.
August 1, 2025 at 9:36 PM
have to agree on 2028 bust. Like to look at Meta as a irrational spend northstar and 12B FCF next year, its really hard to see how they keep it up beyond 2026.
how long until Trump sends out checks in the mail from tariff revenue to help in mid terms?
July 25, 2025 at 10:39 PM
how long until Trump sends out checks in the mail from tariff revenue to help in mid terms?
in what ways you think?
July 14, 2025 at 5:23 AM
in what ways you think?
which is why long end yields being where they are makes no sense.
May 24, 2025 at 4:43 PM
which is why long end yields being where they are makes no sense.
Price action after April 2 would be a big tell which way we’re going. So far current selloff doesn’t seem like it’s only tariff related
March 29, 2025 at 6:58 PM
Price action after April 2 would be a big tell which way we’re going. So far current selloff doesn’t seem like it’s only tariff related
Yup, I’ve had some short vol spreads opened on Dec 19. Was planning to close them by Jan settlement to flip long vol. But the way vol is moving rn, don’t want to risk it into jobs.
January 7, 2025 at 11:27 PM
Yup, I’ve had some short vol spreads opened on Dec 19. Was planning to close them by Jan settlement to flip long vol. But the way vol is moving rn, don’t want to risk it into jobs.
Interesting all the Santa Clara county cities in Bay Area, which converted their downtowns into no-car zones have either bollards or large concrete spheres.
January 1, 2025 at 2:38 PM
Interesting all the Santa Clara county cities in Bay Area, which converted their downtowns into no-car zones have either bollards or large concrete spheres.