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@veldt.dev
Leopard meets face.
Yeah, I saw those as well.

Will export the raw data from nearby stations and work on this over the weekend, seems fun.
December 5, 2025 at 4:15 AM
Cool yeah would be interested if you find anything neat. I rummaged through IRIS and found a few small events at stations around 16:06UTC but nothing definitive, and I don’t know how to correlate an epicenter manually myself.
December 5, 2025 at 4:01 AM
Hey @ai6yr.m.ai6yr.org.ap.brid.gy - do you mind checking if you can even still see those events? They’re missing from my view.
December 5, 2025 at 3:07 AM
The alert system is pretty awesome - quakes are detected + validated in seconds, and issue alerts that travel near light speed while the quake itself travels much slower.

BART is hooked into this system to apply brakes on trains prior to an earthquake hitting.
December 4, 2025 at 4:20 PM
Based on relational algebra.

Languages change, math doesn’t.
November 28, 2025 at 4:07 AM
Sorta - they negotiated down to €5m but still didn’t want to do it. Sorta a non-story here.
November 20, 2025 at 7:34 AM
Bad BGP
November 18, 2025 at 2:36 PM
No. It’s Halloween weekend and people had other plans.
November 2, 2025 at 11:37 PM
Strong negative correlation with gold/real assets in the same time.

Market sees dollar devaluation and inflation pressures rising, so pivot to other stores makes sense.

Miran seems deadset on easing into stagflation
October 16, 2025 at 7:31 PM
Unrelated, but the 13% headline expense ratio on BIZD is bonkers.

I know VanEck’s take is only like 0.50% and the rest is from the underlying AFFE, but crazy to see it broken out like that. That’s a lot of drag even if the BDC just breaks even on their actual loans.
October 9, 2025 at 6:58 PM
The system can endure massive nominal debt as long as everyone believes in the money-goodness of it.

When some node (repo, private credit redemption, stablecoins) ceases to be accepted, the speed and opacity of NBFI linkages begins the collapse in the collateral plumbing.

Probably not consumer.
October 7, 2025 at 5:28 PM
High equity and private-asset valuation are the collateral base of the shadow system right now.

When those marks reverse, leverage will collapse faster than traditional banking because there’s no deposit insurance or central bank available to back things up when optimism falters.
October 7, 2025 at 5:24 PM
David graeber explained the endgame best.

1. credit expansion
2. the abstraction & monetization of everything
3. inequality, rent extraction, and social strain
4. Crisis, moral delegitimization of debt, restructuring.

Repo chains are long now, and fall apart with one counterparty failure.
October 7, 2025 at 5:21 PM
There’s money creation coming from everywhere, even NBFI

Elevated valuations raisingthe collateral base of firms/funds allowing margin extension. Euphoria easing credit, lowering funding costs and raising debt issuance, making rollovers easy. Cross-leverage between debt and equity positive loop.
October 7, 2025 at 5:16 PM
Uncertainty abounds. Even Cost Plus - which cuts out the PBM entirely - has no idea

bsky.app/profile/cost...
Hi! We haven't had any word about changes on our drugs yet, but when there are changes we will let all of our customers know with enough time to plan.

If you'd like to keep an eye on specific pricing, go to costplusdrugs.com/medications/ to see each medication's price.
Available Medications | Mark Cuban Cost Plus Drugs Company
Find your medications online. Browse medications alphabetically. Select your medications. See drug prices. Filter by condition.
costplusdrugs.com
September 29, 2025 at 4:14 PM
Not very classified if it’s being published by ABC
September 29, 2025 at 3:58 PM
I use a no fee, no frills rewards card from Bank of America that pays 2.75% cash back across the board with no extra frills.

Not sure what the selling point on an almost $1k card where I have keep track of all the random partnerships.

Sure the value might be higher but lots more overhead.
September 23, 2025 at 2:29 AM
Re-reading the speech, he claims another -0.2% of r* from $900b in loan “pledged” from East Asian countries.

Ain’t nothing binding about those pledges, and frankly I doubt they gave any real affordance to them other thank scoring some points with the administration for backing up their fed cuts.
September 22, 2025 at 5:27 PM
He claims r* to be 1.2% lower, but .5% of that he says comes from $380b/yr deficit reduction. This is unrealistic for so many reasons, and to apply full elasticity on r* immediately on that hunch is crazy.

Tariffs will increase capex domestically -> higher demand -> higher prices -> lower imports
September 22, 2025 at 5:24 PM
It was mildly infuriating to me that he kept saying he was using CBO research for his figures, but then the citations for his most controversial points were CEA.

Crazy amount of consideration for forward-looking political, and non-monetary inputs, and using them as basis for rate decisions.
September 22, 2025 at 5:17 PM
He claims the neutral rate to be close to 2% - but wouldn’t commit explicitly to agreeing with a 2% inflation target - which would bring the real rate to essentially 0%.

Coupled with his 2% GDP forecast, I don’t understand how demand could possibly not far outrun supply.
September 22, 2025 at 5:06 PM
Notably, the question was “Are you committed to a 2% target”, which he deftly avoided agreeing with.
September 22, 2025 at 4:56 PM
Knowing nothing about either sport, looks like you could fit a lot more people playing on the second pic.

Naively, seems like a better use of space
September 3, 2025 at 4:14 AM