Pinned
iphawk
@iphawk.bsky.social
· Jun 27
Liberation Day 2.0 is going to be electric!
I agree with most, disagree with some. Easy take is if you make $130k it should be a lot easier to thrive in 2025, not just tread water.
open.substack.com/pub/michaelw...
open.substack.com/pub/michaelw...
Part 2: The Door Has Opened
A discussion on the real word has begun. It's about time
open.substack.com
November 30, 2025 at 7:43 PM
I agree with most, disagree with some. Easy take is if you make $130k it should be a lot easier to thrive in 2025, not just tread water.
open.substack.com/pub/michaelw...
open.substack.com/pub/michaelw...
Finally enabled multiview to watch NFL games. This should go over well when my wife sees it.
November 30, 2025 at 6:36 PM
Finally enabled multiview to watch NFL games. This should go over well when my wife sees it.
Executives should be first to be downsized and replaced by AI.
A study by Dayforce shows 87% of executives use AI for work, compared to 57% of managers and just 27% of employees.
I think this explains the massive disconnect we see in how CEOs talk about AI versus everyone else. It also raises the question of how useful it truly is for frontline work?
I think this explains the massive disconnect we see in how CEOs talk about AI versus everyone else. It also raises the question of how useful it truly is for frontline work?
Execs are embracing AI more than their employees are, new research suggests
Research from HR software company Dayforce suggests that executives are leaning into AI far more than their employees.
www.businessinsider.com
November 29, 2025 at 6:23 PM
Executives should be first to be downsized and replaced by AI.
The labor market is easy to explain: 10,000 boomers retire every day. Their positions are not being backfilled by Zoomers. Productivity amongst young Xers and Millennials is exploding to fill the gap and being left alone to actually get work done.
November 29, 2025 at 4:43 PM
The labor market is easy to explain: 10,000 boomers retire every day. Their positions are not being backfilled by Zoomers. Productivity amongst young Xers and Millennials is exploding to fill the gap and being left alone to actually get work done.
Very less baggy.
I would be careful with ultra bearish takes as there is a lot of confusion between awful sentiment into pretty good Q3 earnings results + Fed Rate cutting cycle + $400B mega cap opex + TGA liquidity firehose.
I might be very baggy this morning.
I might be very baggy this morning.
November 26, 2025 at 11:05 PM
Very less baggy.
I am curious how many problems could be solved by GenX and Millennials stopping enabling bad Boomer behavior and just saying no to everything.
November 25, 2025 at 9:20 PM
I am curious how many problems could be solved by GenX and Millennials stopping enabling bad Boomer behavior and just saying no to everything.
Nvidia ripping green is now the new funniest scenario after all the bears came out.
November 25, 2025 at 4:42 PM
Nvidia ripping green is now the new funniest scenario after all the bears came out.
Ruben Gallego seems to be on the right track. Big late GenX / Early Millennial energy.
Dude just calls a spade a spade. Refreshing.
Dude just calls a spade a spade. Refreshing.
November 25, 2025 at 1:49 PM
Ruben Gallego seems to be on the right track. Big late GenX / Early Millennial energy.
Dude just calls a spade a spade. Refreshing.
Dude just calls a spade a spade. Refreshing.
Sept Retail Sales = Softish
US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4%
US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4%
US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3%
US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%
US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4%
US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4%
US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3%
US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%
November 25, 2025 at 1:32 PM
Sept Retail Sales = Softish
US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4%
US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4%
US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3%
US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%
US SEPT. RETAIL SALES RISE 0.2% M/M; EST. +0.4%
US SEPT. RETAIL SALES EX-AUTO RISE 0.3% M/M; EST. +0.4%
US SEPT. RETAIL 'CONTROL GROUP' SALES FALL 0.1% M/M; EST. +0.3%
US SEPT. RETAIL SALES EX AUTOS, GAS RISE 0.1% M/M; EST. +0.4%
Google squashing Nvidia was not on my 2025 Bingo card.
November 25, 2025 at 1:23 PM
Google squashing Nvidia was not on my 2025 Bingo card.
Lots of interesting takes on this article. My wife and I do well, but its impossible to ignore the invisible costs just keep rising. Even though we are making more money yoyoyoy our excess savings isn't moving up and other than adding childcare $$$ our expenses have not changed materially.
Mike Green is writing some amazing stuff at the moment. It's not in the delta, it's in the level and the cost structure. Read this and you will understand Angrynomics on a new level: www.yesigiveafig.com/p/part-1-my-...
Part 1: My Life Is a Lie
How a Broken Benchmark Quietly Broke America
www.yesigiveafig.com
November 24, 2025 at 6:24 PM
Lots of interesting takes on this article. My wife and I do well, but its impossible to ignore the invisible costs just keep rising. Even though we are making more money yoyoyoy our excess savings isn't moving up and other than adding childcare $$$ our expenses have not changed materially.
I did a quick search of Tesla "AI Related" patent filings. They do exist. The problem is they are old & or many came from their Deepscale acquisition.
Perplexity has a pretty cool new patent tool in beta that helped. The Gemini results are pretty awesome:
Perplexity has a pretty cool new patent tool in beta that helped. The Gemini results are pretty awesome:
November 24, 2025 at 5:25 PM
I did a quick search of Tesla "AI Related" patent filings. They do exist. The problem is they are old & or many came from their Deepscale acquisition.
Perplexity has a pretty cool new patent tool in beta that helped. The Gemini results are pretty awesome:
Perplexity has a pretty cool new patent tool in beta that helped. The Gemini results are pretty awesome:
Finally seeing some of this in my area.
U.S. HOMEBUYERS SPOT BIG DISCOUNTS THIS FALL Zillow reports homebuyers are seeing some of the largest price cuts in years. In October, typical listings were discounted by $25,000, reflecting a market slowly balancing. Sellers, mindful of affordability pressures, are increasingly
November 24, 2025 at 3:12 PM
Finally seeing some of this in my area.
The Buy Google / Sell Everything else AI trade is happening.
November 24, 2025 at 2:48 PM
The Buy Google / Sell Everything else AI trade is happening.
Burry launching a paid substack newsletter is probably pretty bullish.
Imagine clearing $100m and then doing furu things.
Imagine clearing $100m and then doing furu things.
November 24, 2025 at 11:35 AM
Burry launching a paid substack newsletter is probably pretty bullish.
Imagine clearing $100m and then doing furu things.
Imagine clearing $100m and then doing furu things.
Reposted by iphawk
Imagine advertising on Twitter.
November 23, 2025 at 2:44 PM
Imagine advertising on Twitter.
The barbershop finds out you work in finance and you become the most popular person real fast.
November 22, 2025 at 3:49 PM
The barbershop finds out you work in finance and you become the most popular person real fast.
Reposted by iphawk
donald trump endorsed zohran mamdani before chuck schumer lmao
November 21, 2025 at 9:01 PM
donald trump endorsed zohran mamdani before chuck schumer lmao
Reposted by iphawk
Reposted by iphawk
New meme format just dropped:
November 21, 2025 at 9:10 PM
New meme format just dropped:
Slightly less baggy.
I would be careful with ultra bearish takes as there is a lot of confusion between awful sentiment into pretty good Q3 earnings results + Fed Rate cutting cycle + $400B mega cap opex + TGA liquidity firehose.
I might be very baggy this morning.
I might be very baggy this morning.
November 21, 2025 at 7:36 PM
Slightly less baggy.
I would be careful with ultra bearish takes as there is a lot of confusion between awful sentiment into pretty good Q3 earnings results + Fed Rate cutting cycle + $400B mega cap opex + TGA liquidity firehose.
I might be very baggy this morning.
I might be very baggy this morning.
November 21, 2025 at 3:48 PM
I would be careful with ultra bearish takes as there is a lot of confusion between awful sentiment into pretty good Q3 earnings results + Fed Rate cutting cycle + $400B mega cap opex + TGA liquidity firehose.
I might be very baggy this morning.
I might be very baggy this morning.
