Musings, Sometimes
@musings-sometimes.bsky.social
Sometimes I muse.
A man's man in the streets, an options trader in the sheets.
Foul-mouthed. Christian.
A man's man in the streets, an options trader in the sheets.
Foul-mouthed. Christian.
Pinned
Reminder that I will still follow you and engage in friendly informative banter with you here even if we disagree profoundly on things (foreign policy, religion, or anything in between).
I'm here because there are interesting people like you (yes you) and I want a good time.
I'm here because there are interesting people like you (yes you) and I want a good time.
On the auspicious occasion of the birth of my Lord and Savior, I'd like to personally say that I love him, I love humanity, and hope we all can follow more in his (real) footsteps in the year to come.
Merry XMas to you and yours!
Merry XMas to you and yours!
Merry Christmas From Sydney! 🎄🌴
We attended a lovely service last night and sang my favorite Christmas carol (O Holy Night)— feel free to share the powerful anti-bigotry lyrics with any Christians in your life who need the reminder:
We attended a lovely service last night and sang my favorite Christmas carol (O Holy Night)— feel free to share the powerful anti-bigotry lyrics with any Christians in your life who need the reminder:
December 25, 2025 at 3:21 AM
On the auspicious occasion of the birth of my Lord and Savior, I'd like to personally say that I love him, I love humanity, and hope we all can follow more in his (real) footsteps in the year to come.
Merry XMas to you and yours!
Merry XMas to you and yours!
Reposted by Musings, Sometimes
What a terrible take. Christmas is inseparable from Paganism
Christmas is a non religious holiday. I stand by that.
December 25, 2025 at 12:25 AM
What a terrible take. Christmas is inseparable from Paganism
Another banger from Stan.
This didn't make it in, but I tried telling the reporter that the reason students use LLMs with impunity is that 70% of faculty are temporary, contingent workers who require perfect student evals to continue having a job.
Cheating is a problem we chose to have and pretend to be mad about.
Cheating is a problem we chose to have and pretend to be mad about.
Does anyone else bristle at this framing? WSJ says blue books are “torturing” students with hand cramps, and “nobody likes them.”
Listen, students have been outsourcing everything to AI and cheating their way through college. Blue books should be celebrated as a return to authentic human learning.
Listen, students have been outsourcing everything to AI and cheating their way through college. Blue books should be celebrated as a return to authentic human learning.
December 24, 2025 at 8:55 PM
Another banger from Stan.
Regardless about how you feel about Sam Dogen of Financial Samurai/FIRE fame, I think this writeup hit a nerve for me.
Work life is always going to be a tradeoff with family and children, unless you're a psychopath billionaire.
Work life is always going to be a tradeoff with family and children, unless you're a psychopath billionaire.
Went Back To Work And Could Only Last Four Months: Here's What Went Wrong
After 12 years of FIRE (financial independence retire early), I went back to work. Unfortunately, I only lasted four months. Here's my story of what went wrong. I purposefully waited months to release...
www.financialsamurai.com
December 24, 2025 at 8:47 PM
Regardless about how you feel about Sam Dogen of Financial Samurai/FIRE fame, I think this writeup hit a nerve for me.
Work life is always going to be a tradeoff with family and children, unless you're a psychopath billionaire.
Work life is always going to be a tradeoff with family and children, unless you're a psychopath billionaire.
Reposted by Musings, Sometimes
It's the true Reason for the Season.
Really.
Really.
December 24, 2025 at 5:26 PM
It's the true Reason for the Season.
Really.
Really.
This has to be the most hilarious thread I've read on BlueSky in a while, I was practically rolling on the floor for a bit!
welcome to the Second Annual Bluesky Christmas Eve Snowball Fight!
please drop a take in the replies and I or someone else will be along to belligerently interpret whatever you said in the worst possible light
please drop a take in the replies and I or someone else will be along to belligerently interpret whatever you said in the worst possible light
it’s Christmas Eve morning and apparently Bluesky is in a fightin’ mood today.
please drop a take in the replies and I or someone else will be along to belligerently interpret whatever you said in the worst possible light
please drop a take in the replies and I or someone else will be along to belligerently interpret whatever you said in the worst possible light
December 24, 2025 at 4:56 PM
This has to be the most hilarious thread I've read on BlueSky in a while, I was practically rolling on the floor for a bit!
Denis Leary's finest performance
December 24, 2025 at 4:02 PM
Denis Leary's finest performance
Reposted by Musings, Sometimes
AI euphoria may be blinding Washington to the effects of its policies on the rest of the economy:
"This thing is so large that it’s breaking people’s mental models of how the economy works, and they’re making mistakes as a result"
www.bloomberg.com/news/feature...
"This thing is so large that it’s breaking people’s mental models of how the economy works, and they’re making mistakes as a result"
www.bloomberg.com/news/feature...
AI Data Center Boom Threatens Trump’s Manufacturing Revival
Spending on factory construction is down 2.5% so far this year, while that for data centers is up almost 18%.
www.bloomberg.com
October 24, 2025 at 11:01 AM
AI euphoria may be blinding Washington to the effects of its policies on the rest of the economy:
"This thing is so large that it’s breaking people’s mental models of how the economy works, and they’re making mistakes as a result"
www.bloomberg.com/news/feature...
"This thing is so large that it’s breaking people’s mental models of how the economy works, and they’re making mistakes as a result"
www.bloomberg.com/news/feature...
One of my worst picks in 2025 was that the Dollar would truly rebound from the doldrums of August/September.
The meme-ing of precious metals tied to USD debasement is a little overblown, but markets aren't necessarily rational near term.
The meme-ing of precious metals tied to USD debasement is a little overblown, but markets aren't necessarily rational near term.
December 23, 2025 at 9:39 PM
One of my worst picks in 2025 was that the Dollar would truly rebound from the doldrums of August/September.
The meme-ing of precious metals tied to USD debasement is a little overblown, but markets aren't necessarily rational near term.
The meme-ing of precious metals tied to USD debasement is a little overblown, but markets aren't necessarily rational near term.
Reposted by Musings, Sometimes
(If you're a new follower, I've been calling for a grand commoditization of the AI food chain for a while.)
December 23, 2025 at 7:54 PM
(If you're a new follower, I've been calling for a grand commoditization of the AI food chain for a while.)
Folks, I think I'm getting pretty good at shit-post prompting in ChatGPT. I call this one "Broccoli-haired Zoomer gym culture"
December 23, 2025 at 8:54 PM
Folks, I think I'm getting pretty good at shit-post prompting in ChatGPT. I call this one "Broccoli-haired Zoomer gym culture"
A good thing to note. I'm perpetually in the "I don't know" camp on a lot of things for the distinction outlined by El-Erian. The risk posture of Private Equity is really what determines path forward, and whether they choose to chase blue-chip alpha or (traditional) countercyclical VC alpha.
The private credit explosion continues:
According to the Financial Times, “private credit firms snapped up nearly 14 times as much consumer debt this year as in 2024, piling into riskier areas such as credit cards and buy now, pay later debt.”
This shift raises interesting questions, ...
1 of 4
According to the Financial Times, “private credit firms snapped up nearly 14 times as much consumer debt this year as in 2024, piling into riskier areas such as credit cards and buy now, pay later debt.”
This shift raises interesting questions, ...
1 of 4
December 23, 2025 at 7:09 PM
A good thing to note. I'm perpetually in the "I don't know" camp on a lot of things for the distinction outlined by El-Erian. The risk posture of Private Equity is really what determines path forward, and whether they choose to chase blue-chip alpha or (traditional) countercyclical VC alpha.
BREAKING 🚨: Cheese 🧀
Cheese has fallen to its lowest prices in 5.5 years 📉📉
Cheese has fallen to its lowest prices in 5.5 years 📉📉
December 23, 2025 at 5:30 PM
Reposted by Musings, Sometimes
“Rear admiral” is a nickname you’d give a girl at BYU
December 22, 2025 at 9:22 PM
“Rear admiral” is a nickname you’d give a girl at BYU
I really like this writeup. It's a little hand-wavy, but it encapsulates what I think is a good long term view of making junior devs a hot commodity again.
Companies need to change mindset. Good software can't be all about speed, it has to be about investment and learning too.
Companies need to change mindset. Good software can't be all about speed, it has to be about investment and learning too.
The Bet On Juniors Just Got Better
Why genies can make hiring juniors more profitable, & what you need to change to get there
tidyfirst.substack.com
December 22, 2025 at 6:32 PM
I really like this writeup. It's a little hand-wavy, but it encapsulates what I think is a good long term view of making junior devs a hot commodity again.
Companies need to change mindset. Good software can't be all about speed, it has to be about investment and learning too.
Companies need to change mindset. Good software can't be all about speed, it has to be about investment and learning too.
PSA: not being an outspoken technophile doesn't make you a technophobe.
December 21, 2025 at 11:18 PM
PSA: not being an outspoken technophile doesn't make you a technophobe.
A good article with a short thread to boot.
Anecdotally, I'm better off than my parents were at my age and even before. But similarly, the precariousness of that existence has me worried, even with all my ducks in a row
Anecdotally, I'm better off than my parents were at my age and even before. But similarly, the precariousness of that existence has me worried, even with all my ducks in a row
It's unquestionable that young people today are richer than their 1960s counterparts, but the big difference in precarity. A good job requires living in a metro area with a housing shortage. A child requires an even more expensive home in a functional school district. A college degree requires debt.
These Young Adults Make Good Money. But Life, They Say, Is Unaffordable.
www.nytimes.com
December 21, 2025 at 8:44 PM
A good article with a short thread to boot.
Anecdotally, I'm better off than my parents were at my age and even before. But similarly, the precariousness of that existence has me worried, even with all my ducks in a row
Anecdotally, I'm better off than my parents were at my age and even before. But similarly, the precariousness of that existence has me worried, even with all my ducks in a row
Reposted by Musings, Sometimes
My work here is done...
December 21, 2025 at 4:21 PM
My work here is done...
Reposted by Musings, Sometimes
Look at this graph.
Vacant office buildings in NYC are being converted to housing at an unprecedented pace. Nearly all projects include affordable units.
This didn't happen by accident. It's the result of policy change (City of Yes, State tax incentives etc).
Let's keep this going.
Vacant office buildings in NYC are being converted to housing at an unprecedented pace. Nearly all projects include affordable units.
This didn't happen by accident. It's the result of policy change (City of Yes, State tax incentives etc).
Let's keep this going.
December 21, 2025 at 3:46 PM
Look at this graph.
Vacant office buildings in NYC are being converted to housing at an unprecedented pace. Nearly all projects include affordable units.
This didn't happen by accident. It's the result of policy change (City of Yes, State tax incentives etc).
Let's keep this going.
Vacant office buildings in NYC are being converted to housing at an unprecedented pace. Nearly all projects include affordable units.
This didn't happen by accident. It's the result of policy change (City of Yes, State tax incentives etc).
Let's keep this going.
I absolutely despise statements like this. This is LinkedIn-level, sales-bro bullshit.
Using any AI tool is effectively a natural language prompt. Everyone knows how to use this, some choose not to.
It doesn't make you an expert, bro.
Using any AI tool is effectively a natural language prompt. Everyone knows how to use this, some choose not to.
It doesn't make you an expert, bro.
December 21, 2025 at 3:34 PM
I absolutely despise statements like this. This is LinkedIn-level, sales-bro bullshit.
Using any AI tool is effectively a natural language prompt. Everyone knows how to use this, some choose not to.
It doesn't make you an expert, bro.
Using any AI tool is effectively a natural language prompt. Everyone knows how to use this, some choose not to.
It doesn't make you an expert, bro.
Albeit cosine similarity is used in pretty much all LLMs and trig wouldn't really be a thing without the Pythagorean theorem
December 21, 2025 at 2:24 PM
Albeit cosine similarity is used in pretty much all LLMs and trig wouldn't really be a thing without the Pythagorean theorem
I find Dustin Moskowitz's commentary here on most things tiring and not particularly useful.
I can get the same info from a number of other follows, but not wrapped in a social media addicted CEO's douchieness.
I can get the same info from a number of other follows, but not wrapped in a social media addicted CEO's douchieness.
December 21, 2025 at 2:21 PM
I find Dustin Moskowitz's commentary here on most things tiring and not particularly useful.
I can get the same info from a number of other follows, but not wrapped in a social media addicted CEO's douchieness.
I can get the same info from a number of other follows, but not wrapped in a social media addicted CEO's douchieness.
What a mensch! Chag Sameach to one and all!
It was such a joy to celebrate Hanukkah with Mandy, Kathryn and their son, Gideon. As Jewish New Yorkers across our city prepare to light candles and mark the seventh night today, I wish you and your families a Hanukkah full of light and love.
youtu.be/KIxAKyioXng
youtu.be/KIxAKyioXng
Happy Hanukkah
YouTube video by Zohran Mamdani for NYC
youtu.be
December 21, 2025 at 1:05 AM
What a mensch! Chag Sameach to one and all!