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peark.es
George Pearkes
@peark.es
44K followers 830 following 73K posts
No longer Bluesky’s only resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto, For The Crown | American via Canada, not Scottish. *ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG 📍 CLT
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peark.es
George Pearkes @peark.es · Sep 5
NORMAL MEN HOUSEKEEPING NOTE

We're doing some stuff behind the scenes, but it shouldn't impact your feed. If you have any issues accessing episodes, let us know. You shouldn't have to re-subscribe or anything, but if you need to here's the link.

New ep should be out as usual middle of next week.
Normal Men Podcast | Free Listening on Podbean App
Normal Men is four guys talking about the news. We want to help explain what's happening in the world around us and have some laughs along the way. And we think
www.podbean.com
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peark.es
George Pearkes @peark.es · 9h
Dog lmao
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Reposted by George Pearkes
followtheh.bsky.social
Tom Hearden @followtheh.bsky.social · 9h
In related nonsense $ASTS announced an offering last night and finished <up 2.5%>
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peark.es
George Pearkes @peark.es · 9h
oh yeah, ludicrous technology for about a dozen different reasons
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Reposted by George Pearkes
librariancapital.bsky.social
Librarian Capital @librariancapital.bsky.social · 10h
"China’s Golden Week tourism shows little sign of spending splurge" (FT)

"Retail sales rose 3.3% in the first 4 days of the holiday y/y" (per state media)

Nomura: "relatively soft mobility & consumption activities"

Mostly negative anecdotes

$EL $RCO
China’s Golden Week tourism shows little sign of spending splurge
From Shanghai Disneyland to gambling hub Macau, holiday travellers wary about country’s economy prospects
www.ft.com
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peark.es
George Pearkes @peark.es · 10h
well I'm not technically on vacation, I'm in Portugal while my wife and daughter vacation.
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peark.es
George Pearkes @peark.es · 10h
My official assessment: lol, lmao as well.
JOBY US Equity 96)Actions 97)Export 98)Settings Financial Analysis 39) Joby Aviation Inc ASC 842 Periodicity Quarters Cur FRC (USD) 1) Key Stats 2) I/S 3) B/S 4) C/F 5) Ratios 6) Segments 7) Addl 8) ESG 9) Custom 10) Shared 11) BBG Adj Highlights 12) BBG GAAP Highlights 13) Company Model 14) Earnings 15) Enterprise Value 16)EV Ex Operating … In Millions of USD 2025 Q4 Est 2025 Q3 Est 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 3 Months Ending 12/31/2025 09/30/2025 06/30/2025 03/31/2025 12/31/2024 09/30/2024 06/30/2024 03/31/2024 12/31/2023 09/30/2023 Market Capitalization 8,974.1 4,751.5 6,375.4 3,607.0 3,640.8 3,780.5 4,643.4 4,480.8 - Cash & Equivalents 991.0 812.5 932.9 710.0 825.0 923.9 1,032.3 1,112.5 + Preferred & Other 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 + Total Debt 30.9 31.6 37.6 31.7 30.1 31.0 30.7 30.0 Enterprise Value 8,014.0 3,970.6 5,480.1 2,928.7 2,845.8 2,887.6 3,641.9 3,398.2 Revenue, Adj 4.8 0.0 0.0 0.0 0.1 0.0 0.0 0.0 1.0 0.0 Growth %, YoY 8,632.4 25.0 -46.4 — -94.7 — — — — — Gross Profit, Adj — — — — — — 1.0 0.0 Margin % — — — — — — 100.0 — EBITDA, Adj -131.6 -129.4 -158.1 -154.2 -140.4 -147.8 -135.6 -137.4 -120.1 -120.3 Margin % -2,739.4 -369,797.1 -1,054,073.3 — -255,269.1 -527,828.6 -484,292.9 -549,560.0 -11,637.7 — Net Income, Adj -161.3 -158.1 -424.4 -26.3 -162.0 -140.8 -115.5 -94.6 -115.3 1.5 Margin % -3,358.1 -451,837.1 -2,829,647.0 — -294,579.6 -503,010.1 -412,639.1 -378,348.0 -11,175.8 — EPS, Adj -0.19 -0.19 -0.54 -0.04 -0.23 -0.21 -0.17 -0.14 -0.17 0.00 Growth %, YoY 16.01 6.63 -217.16 73.68 -31.92 — 25.24 26.32 -14.42 — Cash from Operations -106.6 -111.0 -120.5 -110.3 -98.8 -106.6 -83.3 -80.2 Capital Expenditures -18.2 -17.7 -12.1 -15.0 -15.4 -9.9 -8.5…
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peark.es
George Pearkes @peark.es · 10h
I mean yeah I would too?

*JOBY AVIATION LAUNCHES OFFERING OF STOCK
5y OHLC price chart of JOBY
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peark.es
George Pearkes @peark.es · 11h
I mean sorta, WIC is also a massive subsidy to farmers.
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peark.es
George Pearkes @peark.es · 11h
the issue isn't a plaintiff it's SCOTUS giving anyone (and I do mean anyone) standing to sue
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peark.es
George Pearkes @peark.es · 11h
yeah it's redistribution, just not..that kind of redistribution
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peark.es
George Pearkes @peark.es · 11h
to be clear I am deeply distressed but this is a great post Matt
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peark.es
George Pearkes @peark.es · 11h
LOLOLOLOL
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Reposted by George Pearkes
mford.bsky.social
Matt Ford @mford.bsky.social · 11h
Trump and Vought just re-invented ship money from first principles
peark.es
George Pearkes @peark.es · 11h
Well that's not how appropriations work at all

*WHITE HOUSE TO TRANSFER TARIFF REVENUE TO FUND WIC: LEAVITT
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peark.es
George Pearkes @peark.es · 11h
This is a fair question (the answer is no) but I am begging people to just quickly check out U.S. Const. art. I, § 9, cl. 7 because it's really not about counting dollars.
a pound of flax @oatsmemento.bsky.social · 11h
dumb question, but: are we making enough in tariff revenue to fund these programs?
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peark.es
George Pearkes @peark.es · 11h
I don't know why you're declaring this in present tense Rich
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peark.es
George Pearkes @peark.es · 11h
not sure what you mean
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Reposted by George Pearkes
rahaeli.bsky.social
rahaeli @rahaeli.bsky.social · 11h
Why? Because people only report their enemies, and they report a lot of things that aren't actionable in the hopes of getting their enemies in trouble. The standard industry assumption is that between 90-95% of user reports are reports of non-actionable content.
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Reposted by George Pearkes
rahaeli.bsky.social
rahaeli @rahaeli.bsky.social · 11h
People once again need to internalize that "generative AI" is a small subset of machine learning, that machine learning is a critical tool that you cannot run a site without past a certain volume Bluesky has long since exceeded, and that it is FAR more reliable than user reporting.
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peark.es
George Pearkes @peark.es · 11h
Well that's not how appropriations work at all

*WHITE HOUSE TO TRANSFER TARIFF REVENUE TO FUND WIC: LEAVITT
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peark.es
George Pearkes @peark.es · 11h
DELL is doing this, today's guide committed to raising the dividend 10% per year through fiscal 2030 (12m ending Jan 2030)
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peark.es
George Pearkes @peark.es · 11h
I'm not actually convinced she ruined her finances!
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peark.es
George Pearkes @peark.es · 11h
yes but Mercedes unit sales <> all higher income consumer spending despite their typical correlation!
peark.es
George Pearkes @peark.es · 11h
Headed out for one of those amazing European meals! 👍👍👍
Jamie Oliver Pizzeria in Chiado
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