Profile avatar
bancsutherland.bsky.social
Portfolio manager
259 posts 225 followers 325 following
Regular Contributor
Active Commenter
Posts 20 Comments 30

A huge setback that would only require that regulators watch a 19-minute Mark Rober video and read this week’s Bloomberg report to immediately implement.

submitted 2 days ago • 0 comments

Unreal. It is not going to be difficult for her attorneys to find an expert witness.

submitted 2 days ago • 0 comments

June futures, lol

submitted 2 days ago • 0 comments

Really need him to start adding “thank you for your attention to this matter!” to the tweets.

submitted 3 days ago • 0 comments

One month to July 4th -- concerned that with tariff impacts, we may be forced to endure paltry buy-1-get-3-free deals this year.

submitted 4 days ago • 0 comments

Every deal can look cheap, provided you make the comp a stock with a top percentile valuation. Like saying a guy isn’t tall because “hey, look at Manute Bol”

submitted 4 days ago • 0 comments

This is the era of “…what it's signaling is going to be different from a typical…” Seemingly applies to nearly every data point these days.

submitted 5 days ago • 0 comments

Minority Report, but for books.

submitted 8 days ago • 0 comments

The TACO trade was really predicated on everyone following Fight Club rules. Not a great development. www.nytimes.com/2025/05/27/b...

submitted 12 days ago • 1 comment

Hands strong enough to have built America’s railroads, yet nimble enough to build America’s iPhones

submitted 15 days ago • 0 comments

I vaguely remember a time when tariffs and UST yields were not the only two possible choices for the day’s market catalyst. IIRC, it was nice.

submitted 16 days ago • 0 comments

"distinct historical tradition" pulling up a chair alongside "stare decisis" and "the Constitution"

submitted 17 days ago • 0 comments

So far we've learned this model "may substantially increase the ability of someone w/ a STEM background to obtain, produce, or deploy chemical, biological, or nuclear weapons" and that it *often* resorts to blackmail when threatened with replacement. Not a typical product announcement, at least.

submitted 17 days ago • 0 comments

And it closed today at 4.912%. Kudos to Moody’s for the Friday evening timing, though, to really max out the potential news cycle on this.

submitted 20 days ago • 0 comments

It closed at 4.975% on Wednesday. www.bloomberg.com/news/article...

submitted 20 days ago • 0 comments

Sunday night professional me hates Friday afternoon professional me with the consistency of an atomic clock.

submitted 21 days ago • 0 comments

Walmart, re: margins, on Thursday’s earnings call: “We're committed to growing profit faster than sales. There isn't anything about this quarter or anything about this coming year that shakes our confidence about growing profit faster than sales over the term of our long-range plan.”

submitted 22 days ago • 0 comments

The December 2021 SEP projected about 75bps of hikes in 2022. Actual hikes in 2022 were 425bps. Views and actions will always change with the data. Get rid of the SEP.

submitted 23 days ago • 0 comments

Saying you can’t guide for the current quarter while maintaining the full year view. The manifesting approach to guidance.

submitted 24 days ago • 0 comments

We’ve rapidly progressed from “EOs are actually just fancy tweets” to “EOs are coins tossed in a wishing well”

submitted 27 days ago • 0 comments