Paul Heckman
@pheckman.bsky.social
alright, let's give this a try...
nah I just mean there are neglected AI themes say last 6 months like power I think are oversold/rotated out of that could use some attention instead of everyone just chasing the memory theme dragon
February 2, 2026 at 5:16 PM
nah I just mean there are neglected AI themes say last 6 months like power I think are oversold/rotated out of that could use some attention instead of everyone just chasing the memory theme dragon
so much for the thematic AI rotation I was looking for
ah well...
ah well...
February 2, 2026 at 5:00 PM
so much for the thematic AI rotation I was looking for
ah well...
ah well...
chance it's small cap equity positive
let's see. maybe not outright at the open tom
let's see. maybe not outright at the open tom
February 1, 2026 at 11:31 PM
chance it's small cap equity positive
let's see. maybe not outright at the open tom
let's see. maybe not outright at the open tom
I may even watch the first 5 minutes of the next "besties" podcast to gauge their general mood
February 1, 2026 at 11:22 PM
I may even watch the first 5 minutes of the next "besties" podcast to gauge their general mood
oren cass in the NYT today on it...I mean, why? that's a top 3 closer outta the bullpen on this for the NYT?
weak sauce
weak sauce
January 31, 2026 at 4:27 PM
oren cass in the NYT today on it...I mean, why? that's a top 3 closer outta the bullpen on this for the NYT?
weak sauce
weak sauce
Closed pretty decent?
I do wonder if we get an AI rotation to a different momentum group starting next week or so
I do wonder if we get an AI rotation to a different momentum group starting next week or so
January 30, 2026 at 10:53 PM
Closed pretty decent?
I do wonder if we get an AI rotation to a different momentum group starting next week or so
I do wonder if we get an AI rotation to a different momentum group starting next week or so
Seems more likely powell sticks around if warsh gets voted in right. And voting board members simply just less likely to follow the chair like they did jp?
Not an ideal situation but seems manageable tbh if I understand it all correctly
Not an ideal situation but seems manageable tbh if I understand it all correctly
January 30, 2026 at 1:45 AM
Seems more likely powell sticks around if warsh gets voted in right. And voting board members simply just less likely to follow the chair like they did jp?
Not an ideal situation but seems manageable tbh if I understand it all correctly
Not an ideal situation but seems manageable tbh if I understand it all correctly
& also gave me an excuse to rewatch this a few times. my take for best cameo in film history
"Thanks Boss"
youtu.be/DZE7OchG3DY?...
"Thanks Boss"
youtu.be/DZE7OchG3DY?...
Bruce Springsteen in "High Fidelity"
YouTube video by terilip
youtu.be
January 28, 2026 at 11:24 PM
& also gave me an excuse to rewatch this a few times. my take for best cameo in film history
"Thanks Boss"
youtu.be/DZE7OchG3DY?...
"Thanks Boss"
youtu.be/DZE7OchG3DY?...
sorry rather he was the 2nd player here. 1st player this time was Cohen. let's see who else
January 26, 2026 at 5:15 PM
sorry rather he was the 2nd player here. 1st player this time was Cohen. let's see who else
not exactly a novel thought but spidey sense telling me it's coordinated, and there'll be more players stepping in to post on it here on some time frame
let's see
let's see
January 26, 2026 at 5:07 PM
not exactly a novel thought but spidey sense telling me it's coordinated, and there'll be more players stepping in to post on it here on some time frame
let's see
let's see
jury's still out but *might* be an unstable unreliable individual
seriously just need one more year of confirmation be back in '27
seriously just need one more year of confirmation be back in '27
January 24, 2026 at 4:50 PM
jury's still out but *might* be an unstable unreliable individual
seriously just need one more year of confirmation be back in '27
seriously just need one more year of confirmation be back in '27
right.
I can definitely see the annoyance factor.
risk factor would seemingly be ice & people not used to the ice (driving) and municipal services not used to handling it
otherwise just kinda annoying
I can definitely see the annoyance factor.
risk factor would seemingly be ice & people not used to the ice (driving) and municipal services not used to handling it
otherwise just kinda annoying
January 24, 2026 at 4:09 PM
right.
I can definitely see the annoyance factor.
risk factor would seemingly be ice & people not used to the ice (driving) and municipal services not used to handling it
otherwise just kinda annoying
I can definitely see the annoyance factor.
risk factor would seemingly be ice & people not used to the ice (driving) and municipal services not used to handling it
otherwise just kinda annoying
is that good or bad?
you don't strike me as a guy who gets too panicky on anything above 0 but idk
you don't strike me as a guy who gets too panicky on anything above 0 but idk
January 24, 2026 at 3:54 PM
is that good or bad?
you don't strike me as a guy who gets too panicky on anything above 0 but idk
you don't strike me as a guy who gets too panicky on anything above 0 but idk
throwback to 2012 somehow ended up at a party at the guy who directed that vids apt in brooklyn. where...he was showing all the mac miller vids he directed
not a great party tbh. had a rooftop, though
not a great party tbh. had a rooftop, though
January 23, 2026 at 6:01 PM
throwback to 2012 somehow ended up at a party at the guy who directed that vids apt in brooklyn. where...he was showing all the mac miller vids he directed
not a great party tbh. had a rooftop, though
not a great party tbh. had a rooftop, though
rfk Jr number is just pure pain to see
January 23, 2026 at 5:29 PM
rfk Jr number is just pure pain to see
starting to think this guy isn't all that reliable...
give me 1 more year though to make up my mind. first 9 seem dubious
give me 1 more year though to make up my mind. first 9 seem dubious
January 22, 2026 at 6:29 PM
starting to think this guy isn't all that reliable...
give me 1 more year though to make up my mind. first 9 seem dubious
give me 1 more year though to make up my mind. first 9 seem dubious
*momentum theme maybe
January 21, 2026 at 10:44 PM
*momentum theme maybe
Never sell momentum in a general bull market where the fed isn't actively working against you...?
idk
idk
January 21, 2026 at 10:41 PM
Never sell momentum in a general bull market where the fed isn't actively working against you...?
idk
idk