Morgan³
@morgan03.bsky.social
Same guy from that other place. I chase around a Norwegian Elkhound (Loki). Also enjoy skiing, cycling, live music and good food. Formerly sold securities at JPMorgan and Goldman Sachs.
human rating ★★☆☆☆
human rating ★★☆☆☆
Pinned
Morgan³
@morgan03.bsky.social
· Nov 13
Just a reminder that my words here are considered trade secrets and confidential. They may not be copied, shared or even read by anyone. Thx
What’s really driving US power demand?
Industrial 26%
Residential 38%
Commercial 31%
Data Centers *5%*
Looking out to 2035, data centers could account for 35% of incremental power demand. Biggest power hog is expected to remain building electrification.
Industrial 26%
Residential 38%
Commercial 31%
Data Centers *5%*
Looking out to 2035, data centers could account for 35% of incremental power demand. Biggest power hog is expected to remain building electrification.
December 3, 2025 at 9:25 PM
What’s really driving US power demand?
Industrial 26%
Residential 38%
Commercial 31%
Data Centers *5%*
Looking out to 2035, data centers could account for 35% of incremental power demand. Biggest power hog is expected to remain building electrification.
Industrial 26%
Residential 38%
Commercial 31%
Data Centers *5%*
Looking out to 2035, data centers could account for 35% of incremental power demand. Biggest power hog is expected to remain building electrification.
www.bloomberg.com/opinion/arti... “Simply put, banks generally finance shorter durations while investors finance longer ones.”
Private-Credit Fears Are Based on Four Myths
In Charles MacKay’s 1841 book Extraordinary Popular Delusions and the Madness of Crowds, he highlights how mass human behavior can lead to irrationality: “They go mad in herds while they only recover ...
www.bloomberg.com
December 3, 2025 at 5:05 PM
www.bloomberg.com/opinion/arti... “Simply put, banks generally finance shorter durations while investors finance longer ones.”
After I left Goldman, I spent two months in Palm Springs on garden leave and read all of the Dune books. Including the shitty prequels. True story.
December 3, 2025 at 2:41 AM
After I left Goldman, I spent two months in Palm Springs on garden leave and read all of the Dune books. Including the shitty prequels. True story.
I found a guy on the Instagrams who only posts stuff about Dune (all 23 books). Of course I’ve been binging all his reels. The spice must flow after all…..
December 3, 2025 at 2:41 AM
I found a guy on the Instagrams who only posts stuff about Dune (all 23 books). Of course I’ve been binging all his reels. The spice must flow after all…..
Worth a read (and subscribing)
December 3, 2025 at 1:46 AM
Worth a read (and subscribing)
Is it ADHD if I’ve been meaning to go through a couple hundred emails and a pile of paper on my desk for the past month or so but look for any reason to keep putting it off? Asking for a friend.
December 2, 2025 at 11:16 PM
Is it ADHD if I’ve been meaning to go through a couple hundred emails and a pile of paper on my desk for the past month or so but look for any reason to keep putting it off? Asking for a friend.
Bull Sh*t decision out of Brussels
Brussels rejects Dutch request to dump manure on fields on.ft.com/48vjViL
Brussels rejects Dutch request to dump manure on fields
EU regulations limit the amount of nitrates that can be deposited by the country’s livestock sector
on.ft.com
December 2, 2025 at 2:30 PM
Bull Sh*t decision out of Brussels
I spent several hours at two malls today and came home with one pair of socks $ONON
November 29, 2025 at 3:22 AM
I spent several hours at two malls today and came home with one pair of socks $ONON
I’m at South Coast Plaza. Predictably it’s a zoo. Lots of people, not a lot of people with shopping bags. (I’ll bet everyone is waiting for us to leave to rush back into stores to buy their stuff) 🎅 🕎
November 28, 2025 at 11:38 PM
I’m at South Coast Plaza. Predictably it’s a zoo. Lots of people, not a lot of people with shopping bags. (I’ll bet everyone is waiting for us to leave to rush back into stores to buy their stuff) 🎅 🕎
Bounced over to the OG hellsite - the only thing Cliff Asness hates more than the private markets is Mike Green. Sad!
November 28, 2025 at 5:28 AM
Bounced over to the OG hellsite - the only thing Cliff Asness hates more than the private markets is Mike Green. Sad!
OH in the kitchen: “should we put whisky in the gravy?” - Grandma
November 28, 2025 at 12:23 AM
OH in the kitchen: “should we put whisky in the gravy?” - Grandma
Happy Thanksgiving to all my dear electric friends inside my phone. This one’s for you.
November 27, 2025 at 7:37 PM
Happy Thanksgiving to all my dear electric friends inside my phone. This one’s for you.
Sure the Gamble House is cool, but I come for the brickwork.
November 27, 2025 at 7:37 PM
Sure the Gamble House is cool, but I come for the brickwork.
Pecan crust always browns more than pumpkin beacuse you gotta bake it longer.
November 27, 2025 at 3:48 AM
Pecan crust always browns more than pumpkin beacuse you gotta bake it longer.
It’d be sweet if they could make some green……
I’ll show myself out.
I’ll show myself out.
Fast-casual salad chain Sweetgreen is struggling as its traffic and sales continue to fall and it reports millions in losses each quarter.
The company hasn’t figured out how to turn a profit.
The company hasn’t figured out how to turn a profit.
Why Americans are giving up on Sweetgreen
The fast-casual chain Sweetgreen's struggles are worsening.
cnb.cx
November 23, 2025 at 3:58 AM
It’d be sweet if they could make some green……
I’ll show myself out.
I’ll show myself out.
Happy 12th birthday to this guy. He still loves road trips, hikes and skiing with me. He’s the best.
November 23, 2025 at 1:57 AM
Happy 12th birthday to this guy. He still loves road trips, hikes and skiing with me. He’s the best.
Loki wanted steak for his birthday dinner
November 23, 2025 at 1:55 AM
Loki wanted steak for his birthday dinner
F* the Bruins | The War of the Rose Bowl www.nytimes.com/2025/11/22/u...
The War of the Rose Bowl
www.nytimes.com
November 23, 2025 at 1:42 AM
F* the Bruins | The War of the Rose Bowl www.nytimes.com/2025/11/22/u...
Crypto 0.4% of institutional asset allocation, (BofA Nov FMS) but record ‘25 retail inflows to crypto at $46bn, derivatives now $74% of crypto trading volume (HFS emphasis mine)….
November 21, 2025 at 5:39 PM
Crypto 0.4% of institutional asset allocation, (BofA Nov FMS) but record ‘25 retail inflows to crypto at $46bn, derivatives now $74% of crypto trading volume (HFS emphasis mine)….
Bet he didn’t see that one coming… | Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work www.nytimes.com/2025/11/19/a...
Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work
www.nytimes.com
November 21, 2025 at 3:49 PM
Bet he didn’t see that one coming… | Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work www.nytimes.com/2025/11/19/a...
Taking a peek again today 👀
Checking in on $MSTR $MSTY $BMNR et al into the close…
a man in a blue tank top is holding a small white dog in his arms .
ALT: a man in a blue tank top is holding a small white dog in his arms .
media.tenor.com
November 20, 2025 at 8:07 PM
Taking a peek again today 👀
Thank you NVDA,WMT and the Los Angeles Dodgers for saving Christmas.
November 20, 2025 at 2:32 PM
Thank you NVDA,WMT and the Los Angeles Dodgers for saving Christmas.
Checking in on $MSTR $MSTY $BMNR et al into the close…
a man in a blue tank top is holding a small white dog in his arms .
ALT: a man in a blue tank top is holding a small white dog in his arms .
media.tenor.com
November 19, 2025 at 9:13 PM
Checking in on $MSTR $MSTY $BMNR et al into the close…
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃
November 19, 2025 at 2:50 AM
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃