mikeocon333.bsky.social
@mikeocon333.bsky.social
Isn’t this also going on with AI now? We are officially in the compete away profits phase when valuations should adjust.
November 28, 2025 at 4:21 AM
🤣🤣🤣🤣
October 24, 2025 at 10:43 AM
Oh never
September 19, 2025 at 10:17 AM
Also kind of really dumb and stupid. Yikes!
August 28, 2025 at 11:42 AM
Did we expect any different outcome? Sort of sickening
August 16, 2025 at 1:08 PM
Why is someone getting fired for that “great” number?
August 6, 2025 at 9:20 AM
How does this look ex nvda
August 6, 2025 at 9:18 AM
How does this look ex nvda
August 6, 2025 at 9:17 AM
Think he doesn’t care any longer as reelection is out. There goes the auto lobby
July 24, 2025 at 9:54 AM
Don’t think so. Man is just trying to distract
July 13, 2025 at 9:42 PM
Using the signal app seems to be a huge red flag - wasn’t there another similar scandal with signal
April 25, 2025 at 11:00 AM
Liberation day = Independence Day
April 21, 2025 at 10:14 AM
Did DJT short the market? That’s the only conceivable explanation that makes sense
April 4, 2025 at 11:27 AM
This is going to be lost on so many
April 4, 2025 at 11:25 AM
They all had a plan and got punched in the mouth
April 4, 2025 at 11:24 AM
Completely illogical and irrational - why not sequence it even if you want to do it
April 3, 2025 at 12:29 PM
Aren’t economist covers usually strong contrarian indicators?
April 3, 2025 at 12:16 PM
Ooohh great finding - these are the early signs of the AI unwind
February 24, 2025 at 12:49 PM
This paper is bait and switch

Pedestrian findings and stale insights for that ambitious a title
February 24, 2025 at 12:47 PM
Looking forward to reading your complete case.

While I think I see some issues, not sure there is a similarly strong cause and effect connection with markets though

Dimons musical chairs comment comes to mind for some reason
February 10, 2025 at 6:30 PM