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crassversion.bsky.social
Username stolen from the Power Broker.
270 posts 91 followers 552 following
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Xavier Marquez talks about the phenomenon of "flattery inflation" papers.ssrn.com/sol3/papers....

Crypto is the most obvious short in history right now?

TSMC is probably safer today. They’ll just cave after an extended blockade. There won’t be a long shooting war like Ukraine.

Macron says he’s prepared to open discussions about France providing a nuclear umbrella for all of Europe.

Why is US LNG not a short. I know I know global market for gas yadda yadda

We’re not doing Ian bremmer over here folks.

Make America 2009 Greece

@aoc.bsky.social please get this conversation started.

Can’t believe Dylan didn’t steal this part.

How can you not want to short a little Blue Owl

something like this

Here's a great example of a major company scrubbing any reference to diversity. In 2023, Coca-Cola said that 42% of its employees were women and 49% were people of color. In the 2024 10-K filed today, any reference to those numbers were gone.

can we just call him Benedict Donald?

In the reeducation camps for Zoomer POWs we will be showing this clip on repeat. youtu.be/aC3axYHlIW8?...

Most optimistic Ukrainian

Faygo West Lebanon, IN

Hits a little too hard.

End super voting shares. These guys are all invincible because they can use their companies for political whims and not economic ends. Zucc has relatively low equity stake in FB but still controls the votes.

I will wreak that hate upon him.

If you want to go crazy watch The Wind That Shakes the Barley right now.

Presented without comment. www.ft.com/content/a7c9...

Correct. I think a lot of people here are willing to take the pain of cutting off the flow of oil to the Midwest. Are Americans willing to take the corresponding pain? lol

The Tesla short from here is very simple. If he’s still doing this 6 months from now, you win. If he’s fired, you win. If he dies, everyone wins.