I'm disappointed. I'm also ddubbert_ny on threads.

Joined December 2009
43 Photos and videos
David Dubbert retweeted
> save $15M a year by cutting a screwworm monitoring program > screwworm outbreak almost immediately > $1B to combat it Government efficiency
The Trump administration has announced they'll need to spend an estimated $1 billion to combat the New World Screwworm.
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David Dubbert retweeted
OK, there were two potentially rational strategies (with proponents of both in violent disagreement) 1) Don’t start a war at all 2) Start and continue a war until you clearly win I’m not arguing for either here. But starting a war, reducing a cancer but not killing it always being the worst idea possible, and then stopping by doing your best Obama-deal imitation, seems to be the worst possible strategy. If Dr. Strange went through millions of scenarios he’d say “this is the only one we lose in.” Oh, and while the agreement is to stop fighting, there is nothing close to an agreement on Iran’s nuclear program which, uh, WAS THE WHOLE FREAKING POINT. Trump actually says something like “they don’t even want a nuclear weapon anymore.” If anyone believes that they aren’t merely dumb they are “call the Guinness people (the world record ones not the brown ale ones though they might be useful too) we have found the dumbest person” dumb. Trump doesn’t believe that. Yes the Iranian terrorists wouldn’t take a nuke if we built it for them now. Right. Why is this happening? Hard to be precise. Doing this to appease the woke right whose ire you underestimated is just disgusting cowardice. Doing it to drive oil prices down before the midterms is grossly incompetent as you really didn’t know oil prices would soar? Really? Nobody in war planning knew that? That’s new information to you? And if you care about the midterms so much why’d you endorse the disgusting “disqualified in any rational world” (yes, along with Platner) Paxton in Texas putting it play? None of this makes any sense at all. Horrible. Just horrible.
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Ah yes, the leftist internet, where providing a good life for your kids makes you a bootlicker. Really winning the hearts and minds, there…
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David Dubbert retweeted
Are you telling me my tax dollars are being sent to rebuild all the shit that Pete Hegseth blew up also with my tax dollars
BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News. This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all. If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.
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People often ask me for advice about getting started in finance and "The road to snatched is long and full of ouchies" is about the best advice i can offer for that or anything else in life. That, and go where you are valued.
The road to snatched is long and full of ouchies. Got this though! 💖💖💖
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David Dubbert retweeted
Truly wild that this weekend we have a UFC white on the south lawn for Trump's birthday Late Roman Empire stuff
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Fuckin Twitter still has the juice!
Things most Americans agree on: Groceries cost too much. Tariffs suck and make no sense. Congress and Presidents shouldn’t trade stocks. The debt is a mess. The border should be secure, but legal immigration is good. Endless wars are stupid, especially ones that nobody wants and have never been explained. Americans are exhausted. AI is like my new best friend that also might be trying to take my job, my ability to think for myself, and my humanity in the process. Yo like I love you, but WTF, but I still love you. Diversity is actually awesome! The opposite is boring AF. Canadians are super fucking cool. Mexicans are chill. Putin isn’t a good guy looking out for America’s best interest. Rocky IV and Miracle are great movies. Good neighbors are a blessing. Freedom of religion and coexistence without having to blow each other up is probably a good idea. We all question, are we alone in the universe? We all fuck up along the way. Epstein didn’t hang himself. The Trumps and Epstein were best friends for decades. It’s like Bert trying to tell us Ernie was just an acquaintance in the same social scene on Sesame Street back in the day. The Cowboys suck. Go Birds! Things we’re told to fight about: Me. Laptop. Vaccines. Transgenders in sports. Pronouns. That’s the joke.
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You could end up with another Trump
do not ever wish for your opponents to be shitty because they might just win
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David Dubbert retweeted
Pope Leo XIV: "Among these ideologies, I consider particularly insidious the one that suggests that every person must earn or justify his or her own worth, to the point of attributing greater value to those who are more efficient or effective. From this perspective, persons end up being reduced to a means of achieving results, a resource to be used and exploited, and are no longer recognized as a proper end in themselves who should never be instrumentalized. The value of persons, however, does not depend on what they achieve or produce. There are rights that apply to everyone simply by virtue of being human, and no human power can legitimately deny or arbitrarily limit them." #MagnificaHumanitas
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David Dubbert retweeted
Something must be done. This is a national tragedy. This is worse than the national team no longer qualifying for the World Cup. This is even worse than the death of Italian Cinema. Ferrari *is* Italy. Jony Ive can make slabs. He can't make cars. Give the job back to Pininfarina.
🚨 | BREAKING! Ferrari has just revealed its first fully electric car, the Luce.
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Couldn’t fuckin agree more
getting tired of this sort of discourse. if you're really that smart then your inability to simplify your language is a skill issue *on your part* in a myriad of ways (social incompetence, inability to distill something to its core which highlights your own lack of understanding)
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David Dubbert retweeted
May 24
Not a trader: You can’t beat the market. EMH. 1 year as a quant trader: EMH is the dumbest thing academia ever came up with. Markets are obviously inefficient. 3 years as a quant trader: JFC. Every edge is crowded, every signal decays, and the market is basically efficient the moment I try to trade it.
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David Dubbert retweeted
“Just wait till the Boomers die and then we’ll run the country.” Ummm what do you think all the spy cameras and data centers are for? Why are all new cars starting in 2027 gonna scan your eyeballs? Do you really think the demonically evil people in charge don’t have a plan? The surveillance state prison is being built all around you and the response is “oh I’ll just wait for the boomers to die.” People, please wake up the hour is late.
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David Dubbert retweeted
Doesn’t matter if it’s a true story or totally made up, this is the best thing you’ll read all day.
I flew to Osaka with a 14-page activist letter, a translated copy of my proposed slate of independent directors, a slide deck on capital allocation reform, and what I believed, at the time, was a clear and reasonable demand: that the company, which was sitting on cash equal to 180% of its market cap, return a portion of it to shareholders through a special dividend. I had been working on this campaign for nine months. I had hired a Tokyo-based proxy advisor. I had built a 6% position through patient accumulation. I had, by every framework I understood, done the work. The chairman, who was 81 years old, received me in a tatami room above the company's headquarters, which sat over a soba restaurant that had been in the same family for four generations. He was wearing a navy suit. He bowed at an angle I could not, with my Western training, accurately reciprocate. He gestured for me to sit on a cushion. I sat. A woman of approximately his own age entered, silently, and placed a small ceramic cup in front of me. The cup contained tea. The tea was lukewarm. I did not yet know that the lukewarm tea was the entire negotiation. I began with the deck. I had prepared it carefully. I had translated the headers into Japanese. I walked him through the capital structure, the unproductive cash, the historical return on equity, the peer comparison, the proposed dividend. He listened. He did not interrupt. When I had finished, he said, in soft but clear English that I had not been told he spoke, "Thank you for traveling so far." Then he stood up, slowly, and gestured for me to follow him. We walked down a set of wooden stairs that creaked in a way I cannot adequately describe, through a hallway lined with black-and-white photographs of men I did not recognize, and into a small workshop attached to the back of the building. In the center of the workshop was a lathe. It was old. It was, the chairman explained, the original lathe his grandfather had purchased in 1923 to manufacture the first product the company had ever sold, which was a specific kind of brass valve fitting used in steam locomotives. The locomotive industry had been gone for 60 years. The lathe was still running. "My grandfather operated this machine," he said. "My father operated this machine. I operated this machine, as a child, before school. The factory you visited yesterday produces components that descend, in an unbroken line of design, from the work that began on this lathe. The cash you wish me to distribute is the result of one hundred and one years of refusing to do anything that would shorten the life of this company. I cannot distribute it. I am not, in the deepest sense, the owner of it. I am the custodian of it. The owner is not yet born." I did not have a response. I had prepared for many possible responses from him. I had not prepared for this one. We returned to the tatami room. The tea was refreshed. It was, again, lukewarm. The chairman asked me about my family. I told him about my wife, my two children, my parents in suburban Connecticut. He listened with what appeared to be genuine interest. He asked the ages of my children. He nodded gravely when I told him. He asked whether I had ever shown my children the work I do. I had not. He asked whether I would, when I returned. I said I would consider it. Four hours passed. I was served, at various points, three more cups of tea, a small dish of pickled vegetables I did not recognize, and a single piece of mochi that the chairman's assistant placed in front of me with both hands. Nobody mentioned the activist letter again. Nobody mentioned the dividend, the directors, the deck, the proposal, or the 6% position. We talked about the cherry blossom season, which was apparently late this year. We talked about American baseball, which the chairman had followed since 1962. We talked about a poet I had never heard of, whose work he recited a single line of in Japanese and then translated for me, slowly, into English, and which I have, in the three years since, been entirely unable to locate again. At the end of the meeting, he stood. He bowed. He thanked me, again, for traveling so far. He said he hoped I would visit again, perhaps with my family, perhaps in the spring, when the city was at its best. He did not, at any point, acknowledge the proposal. He did not decline it. He did not engage with it. He simply, through a series of small and almost invisible movements that I am still trying to understand three years later, allowed the proposal to dissolve into the air of the room, until by the time I left the building, it had ceased to exist as a thing that had been said. I flew home the next morning. I withdrew the campaign two weeks later, in a quiet letter to the proxy advisor that cited "ongoing discussions" and was technically not a withdrawal at all but was understood, by every party who received it, to be one. The position I sold over the following six months at a small loss. The chairman is still alive. The lathe is still running. The cash is still on the balance sheet. I cannot, even now, explain what happened in that room. I went in as an activist, with a deck, a translator, and a six percent position, and I came out as a guest who had been thanked, very politely, for visiting a man's home, and who, somewhere in the four hours between the first cup of tea and the last, had been quietly, gently, irreversibly, and without a single raised voice or harsh word, defeated. I think about him often. I do not think he thinks about me at all. This is, in some sense I am still working out, the entire lesson.
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The New PJs (1/4)
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The Atlantic Forest once covered 15 percent of Brazil's land area. By the 20th century, more than 88 percent of it was gone. What remained was the most threatened major forest biome on Earth, also one of the most biodiverse: more endemic species per square kilometer than almost anywhere. Species found nowhere else, compressed into fragments. And then, something began to turn. Brazil's Atlantic Forest Restoration Pact brought together hundreds of organizations with a single target: restore 15 million hectares by 2050. Restoration has been happening at scale, with natural regeneration recovering degraded land faster than most models predicted. Forest cover in the Atlantic Forest biome has been increasing for the first time in centuries. The species are returning. Golden lion tamarins, once nearly extinct at fewer than 200 individuals, now number more than 3,700, almost entirely through habitat protection and restoration in the Atlantic Forest. Jaguars, tapirs, peccaries, and hundreds of bird species have recolonized restored areas. The Atlantic Forest is not saved. But it is growing again. The direction has reversed. #nature #conservation #restoration #reforestation
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This is art
May 15
I put a prompt injection into my LinkedIn bio and recruiters are messaging me in Old English and calling me Lord.
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David Dubbert retweeted
I don't understand the grave dancing on QVR's downfall. It's tough to build any business and sad to watch a few bad months sink 5 years of hard work. I hope everyone there lands on their feet. I really don't get the pile-on against @bennpeifert personally. He's contributed tons of education to the discourse on options/volatility on this hellsite. You can dislike his politics/personal choices without cheering his downfall.
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David Dubbert retweeted
Remember when they said Trump would get us into a full-blown war with Iran? Times like these should make us all realize how lucky we were to have Trump, his strength and his resolve.
Community note
Trump got us into a war with Iran. en.wikipedia.org/wiki/Timeline_…
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David Dubbert retweeted
100% They have lot level surveillance on trades. They'll track down a small time local spoofing 10 lots like a bloodhound. I guess we'll just have to wonder forever about these trades. Disillusioned? It's not left/right. It's Epstein class vs all
It would take the CFTC about 5 minutes to figure out who this was and whether there was any misconduct, assuming they want to.
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