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davenadig.bsky.social
Financial Futurist, Music Nerd. New content at Nadig.com. And playlists. And hot ETF takes. And Nerdery. And Woo.
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This, exactly

Yup.

I'm just going to leave this here: More people have measles than than there were trans athletes competing in the NCAA. Like, a lot more.

Man, the insides of these things are gonna keep analysts employed for a while. Just say no eh?>

Via ADHD Memes

Democrats clearly have email lists. That’s a powerful way to reach people. What if they used those lists to share information, rather than beg for money? If you don’t trust the information environment, create one with the tools you have. Stop fundraising and start informing.

Worst. Episode. EVER.

I gotta admit: everytime I see an AI image in a post or a substack, I cringe and my first reaction is to immediately move along. AI has lots of use cases, but I'm soooo tired of ersatz art already. I don't need your picture of a dog bursting through a pile of money, or your SciFi Crypto take.

Part 2 of my White Hat/Black Hat piece from Friday. This is all metaphysics, woo and analysis. No ETF tickers in sight. Welcome to the semantic war. davenadig.substack.com/p/the-metaph...

Quality.

🎶 I don’t care if Monday's blue. God is dead. Or if Tuesday is utterly desaturated to the point where all choice is arbitrary, Wednesday too. Thursday, I will not make an effort to conjure you in my thoughts. I find you stupid and weak. It’s Friday, I’m in love. 🎶

Who you trust matters. In life. In the world. In markets. Even in ETFs. And it's a black hat world now. open.substack.com/pub/davenadi...

If you think tariff revenue is going to replace tax revenue, see Torsten after class: www.apolloacademy.com/challenging-...

it would be really easy for Google/Apple to use AI, in its current state, to look for spam/scams in our text messages and emails, and give us tools to declutter these inboxes. it hasn't happened because silicon valley is insanely out of touch and spends 7 days a week smelling their own farts

Really excellent piece from @zohar.bsky.social today: whatiscalledthinking.substack.com/p/the-illegi...?

This is the EASY one, kids.

We just had our first client request to divest them of any $DJT or $TSLA in their portfolio. I bet we will have many more.

EXCELLENT drop here.

News update. It’s very cold.

AI will never be able to do macro data refinement.

Just for my Bluesky friends (and with a h/t to @1900hotdog.bsky.social) ... I'm pretty happy with this mashup for the next issue of my zine.

from “Parable of the Talents” by Octavia Butler

This is a quote ascribed to Napoleon Bonaparte, who launched a coup against the French Republic and installed himself as First Consul and later Emperor of the French Empire. So, yeah, things are going great.

Headlines from today: Vice President Vance Accuses European Leaders of Censoring Free Speech White House Bars Associated Press From Spaces Like Oval Office and Air Force One