If you have any high conviction zero's, fishhooksmccarthy2@gmail.com
Joined February 2017
- Tweets 18,417
- Following 678
- Followers 6,705
- Likes 38,789
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31 Jul 2020
31 Jul 2020
No jail time for one of the biggest frauds and destruction of wealth in the last decade. Hell, not even an O&D ban for Pearson.
And you wonder why fraud is rampant.
An SEC run by @AlderLaneeggs would not coddle grifters like this.
sec.gov/news/press-release/2…
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Yeah because electricity was barely a thing
RECENT🚨Record-breaking monster El Niño is forming. The last time it was this strong in 1877, it killed 60 million people world wide.
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Upper 20s St Capital retweeted
the current director of national intelligence is a guy who two years ago received a trophy declaring he “Fucks Only The Young” at an (oddly dildo focused) event he organized dedicated to the conspiracy that Bed Bath and Beyond never actually went bankrupt
Jun 2
Breaking: President Trump chose Bill Pulte to be acting director of national intelligence. Pulte is currently the head of the Federal Housing Finance Agency. on.wsj.com/3PR8nRC
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Upper 20s St Capital retweeted
Jun 2
this is why prediction markets are worthless
truth is up to some arbiter, who also has a conflict of interest
Jun 2
I was just scammed for $500K by Polymarket.
I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".
Here's what happened:
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So the Strait is going to be closed for a while, lol
Jun 2
*RUBIO: FRACTURED IRANIAN REGIME IS HAVING COMMUNICATIONS ISSUES
*RUBIO: IT CAN TAKE UPWARD OF 6 DAYS TO GET RESPONSE FROM IRAN
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Upper 20s St Capital retweeted
Jun 2
I was just scammed for $500K by Polymarket.
I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".
Here's what happened:
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What a world where Trevor Milton is pardoned and Andrew Left is in jail.
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Upper 20s St Capital retweeted
Jun 2
Short Seller Andrew Left Found Guilty of Securities Fraud: BBG
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Has anyone ever seen @MebFaber and @Jkylebass in the same room at the same time?
Hey Grok what about a picture of what Meb looks like after Berhskire Hathaway buys one of his stocks
(honestly AI you're pretty good here...lol)
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Upper 20s St Capital retweeted
May 29
And again, and again, and again, the market proves to be more flexible and adaptable than the engineers, extrapolating, with their calculators expect. When prices change, behaviour changes. Believe in substitution, in elasticity, in human ingenuity, that is, in the market, and you will get a closer approximation than all doom-mongers. For this of course, a market must exist (e.g., does not apply to the fertility collapse).
May 29
CHART OF THE DAY: On Apr 16, the IEA made a headline-grabbing warning: Europe had "maybe 6 weeks or so of jet fuel left." It's week seven; the planes are still flying. Since those headlines, European wholesale jet fuel prices have fallen ~30% to a ~3-month low.
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The goal post on AGI has been lowered so far. This is 100% useful and worth paying for the ability to do though.
I don't know who needs to hear this but AGI is already here.
$FDS just made unstructured data available via MCP and I asked it to read four transcripts for $VEEV, update me on what's going on, tell me if the story is getting better or worse, and whether numbers are going up or down.
If this response isn't AGI, I don't know what is.
Claude costs $240 / year. $FDS MCP costs $1,500-2,500 / year.
Claude has serious COGS underneath that $240. $FDS MCP has de minimis incremental COGS.
And people are bearish on important SaaS with critical data?
Now I wonder if semis third deriv just turned negative... If all the big LLMs hit AGI within the next 12 months, the focus might shift to efficiency pretty hard.
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How does one seize crypto holdings? Isn’t the whole point that you can’t do that?
May 29
*BESSENT: HAVE SEIZED ABOUT $1 BLN OF IRANIAN CRYPTO HOLDINGS
*BESSENT: WE THINK IRAN WAS STEALING $400M - $500M A MONTH
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Upper 20s St Capital retweeted
May 28
💄🐷
Apr 28
Thoma Bravo's Sophos has $2.6bn of debt coming due by 3/27.
Biggest loan which is S 350 bps trades at $96.5
Debt/EBITDA is trending to 9X according to Moody's
Chatter is new deal is happening at S 550-600 bps.
What is the bull case for buying this loan at S 600 bps?
I am seriously asking.
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Upper 20s St Capital retweeted
May 28
the deal is approved
all we need now is the approval of the two approvers
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This is actually the perfect answer. The opening is so good and the movie as a whole is sooo bad.
May 27
The opening of Spectre (2015) is so good it almost tricks the brain into thinking the entire movie is about to be a masterpiece. That Día de los Muertos tracking shot through Mexico City is pure Bond flexing for five straight minutes.
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Upper 20s St Capital retweeted
May 27
Take me back man. Adam Silver has ruined the game I loved
When Kobe and Carmelo Anthony met in the NBA playoffs 🔥
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So uh, what if not a single world record gets broken at the enhanced games? lol
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Upper 20s St Capital retweeted
I think we need to build this.
I designed this below image, representing Lewis and Clark on the Mississippi in the style of Argonath.
At $1 Billion or more, I think it can be done.
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