#PantaRhei • Guaranteed Human (with all its merits and flaws)

Joined November 2015
Photos and videos
#inflation measure since the 1970s in #Knicks terms.
Average MSG costs the last time the Knicks won a championship: -Ticket for a NYK game- $5-$15 -A beer $0.75 -A hotdog $0.50 -A pretzel $0.40 -Cup of coffee $0.25 -Peanuts $0.50
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Michael P. Bornemann retweeted
When the US strategic reserve draws end and the loans need to be repaid plus 20%, it will put upward pressure on the oil price All of the price insensitive selling not only ends but it completely reverses and begins to pressure commercial inventories
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You might like this 👇@classiccarguru1 🤙
⭐️🇩🇪LEGENDEN🇩🇪⭐️BMW's Studie "GARMISCH" [1970] gilt als verschollen. Es existieren nur brauchbare Fotos aus dem Archiv des damaligen Designers Marcello Gandini (Bertone). Anhand dieser Bilder rekonstruierte BMW den "Garmisch". Debut: "Concorso d'Eleganza Villa d'Este" in 2019.
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Michael P. Bornemann retweeted
Saturday Poll. The next 100 points for the S&P?
66% UP
34% DOWN
348 votes • Final results
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Didn't they teach history in Ohio? 🤦‍♂️ #JDVance #Vance #veep @VP
JD Vance: If you go back to WW2 or every major conflict in human history, they all ended with some kind of negotiation.
Community note
World War II ended with unconditional surrenders by Germany on May 8, 1945, and Japan on September 2, 1945, rather than negotiation. en.wikipedia.org/wiki/Unconditi… archives.gov/milestone-docu… nationalww2museum.org/war/topics/end…
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⭐️🇩🇪LEGENDEN🇩🇪⭐️BMW's Studie "GARMISCH" [1970] gilt als verschollen. Es existieren nur brauchbare Fotos aus dem Archiv des damaligen Designers Marcello Gandini (Bertone). Anhand dieser Bilder rekonstruierte BMW den "Garmisch". Debut: "Concorso d'Eleganza Villa d'Este" in 2019.
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Electric Propaganda 🤷‍♂️
Verbrenner verbrennen 60 mal häufiger als E-Autos (normalisierte Daten)
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⚠️👇 no amicus briefs accepted in the #Comey case. #POTUS 86-47
JUST IN: Judge handling latest (86-47) prosecution of former FBI Director James Comey doesn't want any friends....of the court. Judge Louise Flanagan (GWBush/NCED) won't accept amicus briefs. Doc: storage.courtlistener.com/re…
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Michael P. Bornemann retweeted
🤔🥴🙄
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This 👇👇
"This Sunday night’s UFC spectacle on the South Lawn...captures something about this moment in our history. It's vulgar, violent, commercial, grandiose, tacky, and it dishonors a place once thought worthy of care and respect. In other words, it’s Donald Trump." open.substack.com/pub/thebul…
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Ever wondered about the size of the bubble? Best explanation I've seen in a long time here 👇 😮🧐 c/ @SchiefenHg
The bubble is so big we can't even fight a war
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No worries - just exercising! 👇⚠️ c/ @GinieSigonney
Hamburger Flugplatz Das Militär zeigt sich ‼️
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Michael P. Bornemann retweeted
Maserati auf der Stadtmauer von Lucca.
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Michael P. Bornemann retweeted
Latte macchiato in den Gassen von Lucca,
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Michael P. Bornemann retweeted
Alte, weisse Männer in alten, weissen Autos.
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Recommended reading 👇🔥
“The United States is cashing out its insurance policy in order to maintain the illusion of abundance. But the abundance illusion has not changed the underlying physics. It has simply compressed the timeline for when the physics reasserts itself.” 👇🏼 carlyle.com//carlyle-compass…
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Another indicator flashing 🔴‼️
Global Junk Debt Flashes Warning on Growing Risk of Stagflation Global investors now require about 6.4 percentage points of extra yield to own high-risk CCC rated bonds over other junk notes that sit just below investment grade, the largest premium in 14 months, Bloomberg indexes show. Credit funds are bracing for even greater stress in higher-risk loans and private credit where debt from a $2 trillion leveraged buyout boom is concentrated. “As growth slows and refinancing costs remain elevated, stresses are emerging – most visibly in segments of private corporate credit and middle market direct lending,” Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn wrote in the firm’s latest annual secular outlook. Lower-quality credit such as leveraged and private direct lending will experience significantly higher losses ahead, they warned. (Bloomberg)
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…and the #Vola *Jeannie* has [finally] escaped from the bottle 🔥🔥👇👇🤙
“The chamber of dispersion has been opened, the beast of volatility has awakened, and the season of chaos is at hand.” 👇🏼 acadian-asset.com/investment…
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👇👇 interesting
“Jeff Bezos believes that AI is going to lead to unprecedented productivity gains. Internally, Amazon employees mock the company’s AI tools, refer to its output as “slop,” and joke about the company’s failed attempt to motivate employees to use AI tools effectively.” 👇🏼 404media.co/sloppenheimer-am…
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