Widge retweeted
Isn’t it just amazing how Jensen Huang instantly goes from visionary genius to oblivious buffoon at the first mention of criminal activity? $NVDA
Widge retweeted
Earnings And The Midterms | Traders Edge Ep. 168 teapawt.net/i/broadcasts/1DxLdZBbO…
Widge retweeted
This appears to be hitting $SPCX today. An Israeli company has allegedly been spying on Starlink users, Reuters reports. Researchers at TrendAI, a defense firm, found that an Israeli ad tech company has been targeting users of Starlink's satellite internet service, likely to spy on them, Reuters reports, citing six people familiar with the matter. TrendAI, a unit of Trend Micro, determined that Israeli company Discover-Tech was one of the largest sources of digital ads shown to SpaceX's Starlink users, and the ads were likely used to geolocate or surveil them, the sources told Reuters.
Widge retweeted
I am growing weary of claims that AI is supporting the economy. As I see it, the economy is being floated on a big fat glob of debt--humongous glob of debt. It will end poorly, IMO.
Widge retweeted
So We're Running This War (CLIP)- Tucker Carlson
My conversation with @TuckerCarlson is now up on Patreon, Substack, and YouTube. Please consider becoming a paid subscriber to watch now.
Widge retweeted
God bless y'all.
If you actually see this, we probably ain't gonna make a difference, but we can at least sleep at night. Heroes.
Godspeed.
Widge retweeted
One more thing on this topic, all the green energy and nuclear power in the world is not gonna drive a truck across a country until that truck is electric and charging from a supercharger. Until that happens, diesel is the only way objects move around the world once they make it off the boats and trains.
Widge retweeted
Up for a chill afternoon at the community pool? The noise, natural gas odor and awesome view guarantee a good time.
@TravisREMindset
@UnicusResearch
Widge retweeted
Inflation up, gold down, Spanish pop and a midnight run through the straits of Hormuz with @TgMacro on his Macro Dirt podcast: youtu.be/qkvup-an2fM?is=OZbk…
Widge retweeted
Inflation is Still the Problem
Rational Dissent Episode 014
Post-COVID structural shifts like deglobalization and tariffs have permanently eliminated the cheap goods deflation that previously offset services inflation, leaving the U.S. settled in a 3% inflation world where a 5% nominal growth rate justifies matching 5% interest rates.
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Available on YT, Spotify, Apple Podcasts, Overcast, etc.
Chapters
00:00 Introduction: Inflation Reality vs. Consensus
02:22 Nominal GDP Framework and 5% Yields
06:36 Core PCE, China, and the End of Goods Deflation
11:15 Protectionism, Tariffs, and the BYD Example
15:02 Why We Are Stuck in a 3% Inflation World
23:38 Rising Inflation Volatility and Remote Work
28:13 Monetary Policy: Why the Fed Must Focus on Nominal GDP
32:37 Closing Remarks
Widge retweeted
While at Texas, Steve McMichael filled in at kicker and went 8/10 on extra points and 2/3 on field goals. Then he won a Super Bowl, joined the Four Horsemen, got ejected from Wrigley Field by Angel Hernandez for calling him blind, and made the Hall of Fame. That’s a career.
Widge retweeted
Cheap on paper for a reason. Capital misallocations, profits are fragile, & the future of autos rewards scale & software execution. That is not in Ford’s wheelhouse. Avoid.
Widge retweeted
AI Agents are now accessing people's bank accounts and transacting independent of user instructions...what could possibly go wrong?
Widge retweeted
a friend in Connecticut- was given the option to lock in a $5.50/gal heating oil price (a $150 one time premium)
she believed what she’s hearing in the news-the price was going to come down
told her to lock it asap- 1 week later it was $6.50/gal with a $250 premium lock
Widge retweeted
Do commodities (other than crude) still matter teapawt.net/i/broadcasts/1mxPaZoBl…
