Helm Hammerhand Appreciator
@helmhammer.bsky.social
There is no escape - we pay for the violence of our ancestors.
Oh very nice somehow memory holed that scene but remember loving the film. maybe I’ll rewatch with the gang. Topical! Anyway relaxing and chill is for the other 364 days of the year.
December 25, 2025 at 1:52 AM
Oh very nice somehow memory holed that scene but remember loving the film. maybe I’ll rewatch with the gang. Topical! Anyway relaxing and chill is for the other 364 days of the year.
Sorry but what movie is this? I get one a year to force my family to watch with me (birthday) - should this be it?
December 25, 2025 at 1:44 AM
Sorry but what movie is this? I get one a year to force my family to watch with me (birthday) - should this be it?
Well you can’t really be a conservative unless you’re kind of a dumbass already, so.
December 23, 2025 at 12:36 AM
Well you can’t really be a conservative unless you’re kind of a dumbass already, so.
First thing I think of with Baker is that he was fired from his firm for sexual harassment, when in finance the bar is roughly a low as the third layer of hell. Not a serious thinker or even a decent person!
December 21, 2025 at 11:50 PM
First thing I think of with Baker is that he was fired from his firm for sexual harassment, when in finance the bar is roughly a low as the third layer of hell. Not a serious thinker or even a decent person!
Companies like Centene and Molina don’t do employer sponsored insurance - their only other “pool” would be Medicaid, which…
December 18, 2025 at 3:32 PM
Companies like Centene and Molina don’t do employer sponsored insurance - their only other “pool” would be Medicaid, which…
Yes exactly - your individual circumstances are a different evidence base that others don’t have access to, but we all access and can refer to population level statistics. Again, I linked to EPI which will connect a different set of pop-level statistics that will match your individual circumstance.
December 18, 2025 at 12:55 PM
Yes exactly - your individual circumstances are a different evidence base that others don’t have access to, but we all access and can refer to population level statistics. Again, I linked to EPI which will connect a different set of pop-level statistics that will match your individual circumstance.
I provided a direct link to evidence that supports your point, and says precisely the opposite of “affordability is a scam”. Who is helping your cause here, and who is hurting?
December 18, 2025 at 12:53 PM
I provided a direct link to evidence that supports your point, and says precisely the opposite of “affordability is a scam”. Who is helping your cause here, and who is hurting?
We live in a society man. And they aren’t lying, just using a different evidence base.
December 18, 2025 at 12:49 PM
We live in a society man. And they aren’t lying, just using a different evidence base.
Using population-level statistics obfuscates individual circumstances, but it’s also the best way we have to understand big broad concepts like “the economy”. But if you’re looking for other statistics to support your support your feelings about the economy, there’s EPI: www.epi.org/blog/the-mis...
The missing piece in the affordability debate: Higher paychecks
This op-ed was originally published on MS NOW. Read the full piece here. Affordability—or the lack of it—is dominating the public discourse. “Affordability, affordability, affordability: Democrats’ n...
www.epi.org
December 18, 2025 at 12:48 PM
Using population-level statistics obfuscates individual circumstances, but it’s also the best way we have to understand big broad concepts like “the economy”. But if you’re looking for other statistics to support your support your feelings about the economy, there’s EPI: www.epi.org/blog/the-mis...
Instead of condescending, could you point to the evidence for your conclusion? Is there a category of inflation you have in mind, for instance?
December 18, 2025 at 12:39 PM
Instead of condescending, could you point to the evidence for your conclusion? Is there a category of inflation you have in mind, for instance?
So Lincoln?
December 17, 2025 at 3:49 AM
So Lincoln?
They are absolutely scaling up production. Micron has doubled capital expenditures last year and will drop another 20% increase next year, SK Hynix is going even further. Samsung is a little harder to tease out but similar.
December 15, 2025 at 9:18 PM
They are absolutely scaling up production. Micron has doubled capital expenditures last year and will drop another 20% increase next year, SK Hynix is going even further. Samsung is a little harder to tease out but similar.
What does it mean if they all move to Malaysia etc (www.reuters.com/world/asia-p...)? Maybe good if you capture the return on capital, maybe bad if your factories are now depreciating way too fast?
Xpeng in negotiations partner with EPMB to start EV production in Malaysia
Xpeng said on Friday that it is in negotiations to partner EP Manufacturing Bhd (EPMB) to begin mass electric vehicle production in Malaysia in 2026 as it ramps up global expansion.
www.reuters.com
December 13, 2025 at 6:41 PM
What does it mean if they all move to Malaysia etc (www.reuters.com/world/asia-p...)? Maybe good if you capture the return on capital, maybe bad if your factories are now depreciating way too fast?
Pair that with student loans going delinquent (undischargable in bk) and you’ve got a real fucking mess for the like 20th-60th income percentile as a consumer.
December 13, 2025 at 4:17 PM
Pair that with student loans going delinquent (undischargable in bk) and you’ve got a real fucking mess for the like 20th-60th income percentile as a consumer.
Reaction shows you where the issue is - algos took it to +3% immediately, immense leg down since as people digest overnight. If people are starting to bring some scrutiny to the party, look out!
December 12, 2025 at 12:39 PM
Reaction shows you where the issue is - algos took it to +3% immediately, immense leg down since as people digest overnight. If people are starting to bring some scrutiny to the party, look out!
One way to interpret this: figure isn’t all that different from strong disapproval figure on immigration www.pewresearch.org/race-and-eth...
Majorities of Latinos Disapprove of Trump and His Policies on Immigration, Economy
78% of Hispanics say Trump’s policies harm their group, but views of the president and policies differ widely by how they voted in 2024.
www.pewresearch.org
December 11, 2025 at 9:54 PM
One way to interpret this: figure isn’t all that different from strong disapproval figure on immigration www.pewresearch.org/race-and-eth...
“If they were able to do this in a cost-efficient way” is a caveat that comes up a lot with Rivian, and so far the answer across any number of technical areas is “No”.
December 11, 2025 at 5:19 PM
“If they were able to do this in a cost-efficient way” is a caveat that comes up a lot with Rivian, and so far the answer across any number of technical areas is “No”.
Auto dealers, famously trading at 14x EBITDA. Contortions!
December 9, 2025 at 2:34 AM
Auto dealers, famously trading at 14x EBITDA. Contortions!
Unfortunately market got there first - JPM at unprecedented P/B, even Citi is back over 1
December 8, 2025 at 4:22 PM
Unfortunately market got there first - JPM at unprecedented P/B, even Citi is back over 1
Or pair it with a short of WFC, I don’t think they have the juice and trading at 1.7 book.
December 7, 2025 at 7:34 PM
Or pair it with a short of WFC, I don’t think they have the juice and trading at 1.7 book.
Relative to JPM at 3x tangible book it looks attractive, but it’s traded below book for many years for good reason. If you have to own a big bank it would be my pick (unless you’re able to look internationally at BNP Paribas), otherwise I think there’s better value elsewhere.
December 7, 2025 at 7:32 PM
Relative to JPM at 3x tangible book it looks attractive, but it’s traded below book for many years for good reason. If you have to own a big bank it would be my pick (unless you’re able to look internationally at BNP Paribas), otherwise I think there’s better value elsewhere.
FISV has new management saying the right things, value looks right. Not like a ridiculously strong buy at these levels but I’m interested
December 7, 2025 at 7:28 PM
FISV has new management saying the right things, value looks right. Not like a ridiculously strong buy at these levels but I’m interested