Weekend at Bernie’s… from the other place.
x.com/shayan86/sta...
Weekend at Bernie’s… from the other place.
x.com/shayan86/sta...
You troll incels. You aren’t one!
I love you, dude! It’s awesome!
Correct take.
Can this be a solution?
This is (for the global economy) the bearish view on Iranian strategy.
www.ft.com/content/93b7... Iran is playing a long game
office coming into HQ with a two-toned dress shirt that ONLY MDs would wear. I was like, “bro, I wouldn’t wear that here”.
IBanks are hierarchical organizations with founding myths of shared suffering especially in M&A. I slept under my desk as an analyst.
I was employed by the WASPiest of institutions where we were given a dress code in training.
I vividly remember being shocked by an analyst from a satellite
Correct take.
Legit shout out. Unpleasant parallels to Argie.
Great tale, strong recommend
Kinda worried the CIA reached out to the IRGC to explore options and was told to piss off.
Worried the IRGC, for the time being, controls the off-ramp. Not POTUS.
We picked a fight with a meth addict and they might decide to teach us not to go kicking people on the street.
Putting well resourced nerds on a Ket and ‘roids regimen probably isn’t great for society.
Found it interesting that Charlie Sheen only went on his “Tiger Blood” rampage when he went on the juice.
Kinda wonder if some of those creeps are now running some big companies…
Incel trolling from this guy is immense. It’s giving “popular but nice jock who somehow is in your AP math class” energy.
Maybe it’s a Gen X thing but when I was in high school there’d be threats of physical violence against creeps which kept the social order. Kinda like enforcers in ‘80s NHL.
Oh shit. I assume this feeds through to TIP CPI principal adjustments?
As a TIP holder just hoping it doesn’t vary too much from what the actual CPI would have been…
Vol market is saying risk of much longer conflict with echo if supply destruction. The vol surface is much more bearish supply than spot.
Vol market pricing a 16pct chance oil is up 55 pct in three months. Fat wings.
Skew is upward sloping and was bid. Probably not enough.
Precious metal price action in the run up to a potential Iran event is interesting. Sort of surprised the Admin is willing to risk higher oil prices into the midterms.
It is going to be an interesting 2 weeks.
Slow moving train wreck that will most likely accelerate if oil prices surge.
Correct take.
Was sitting in Dulles and saw Cornhole being played on TVs in the airport bar. I was like, “Americans will watch anything”.
Hope AI doesn’t farm us as food stuffs. In biomass terms, chickens are super successful. In average quality of life terms, not so much.
FTW
Can't stop, won't stop.
P(4D Chess | No SPR fill) = prolly kinda low.
Amazing. So so cool.
BoJo made the UK a piffling irrelevance through Brexit.
There is no “g” in badminton.
plenty of sport to choose from this weekend, recommend this for fans, not often you get this level easily available on TV: BBC Sport - Badminton, 2026 All England Badminton Championships share.google/jMMEIVgCVau2...