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drogen.bsky.social
Founder and CIO at Starkiller Capital a quant driven digital assets investment firm, Founder at Estimize, even I don’t agree today with everything I’ve ever tweeted www.starkiller.capital
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If you’re really concerned about the economic consequences of below replacement birth levels, which the techno-libertarians seem to be, then you should fight really hard for all of the above immigration increases, skilled, unskilled, whatever

The future is simply a policy choice, we just need politicians willing to be brave for the right ones

The market might like this policy least because it leaves everyone in constant fear they ratchet it up

It won’t happen this way because the chaos and confusion at the point, but if Trump just announced his final tariff policies on day one, regardless of what they were, markets would probably digest it and we’d move on by March.

lol where are they gonna find 500,000 people to build homes

Apple intelligence is such an enormous failure I can’t even ask it to find and bring up an email with a specific word in it from a specific person because that email lives in Gmail not apple’s native email app

While a lot of sentiment indicators are broken, it’s impossible to look at this chart objectively and say there’s equal political stupidity taking place The new admin’s stated policies are explicitly inflationary, even the Fed believes so Dems basically had it right here the entire way

my issue to the "Dems should have treated Big Tech differently" debate is -- what did Dems accomplish in the Biden administration in regulating tech? it just seems like there was a ton of loud noises and no one actually reined anyone in, pretty much the worst of both worlds

Who conceived of this anti tech anti innovation stance? They saw concentrated power and though “why don’t we go toe to toe with this” It wasn’t just philosophically dumb it was strategically even dumber

Why is productivity growth exploding now ask the people who think AI is mostly nonsense

lol at the fact the NYT chooses to publish this NOW and not many months ago

Blinken and Biden get a B for the Middle East, a C- for Ukraine (only because the MAGA faction gets an F), a B+ for China, and an overall B- for allowing world events to be dictated to us instead of having the balls to shape the future vs being scared of escalation theory

Did a hostile takeover of my HOA about 18 months ago after seeing it was a complete shit show Some very simple administrative efficiency and we lowered dues by 28% The world is full of lazy bullshit and people taking advantage of that laziness

Boy do I hope this is Nikileaks channeling JPow telling the market they went too far with the hawkish shot over Trump’s bow

Absolutely not, he’s basically Mika but younger, he’s a milk drinker, you’re never winning the cup with him as your 1C

Reality is the Rangers will likely attain the worst outcome possible, they win a bunch of games after the trade deadline where they ship away the entitled veterans and miss playoffs by a few points getting a shitty draft pick that won’t even help them this cycle

I feel like people have (rationally) given up on trying to hold the NYT and others responsible for shit like “falsely suggested” because they know they have no agency to change behavior in the same way the NYT gave up a long time ago trying to hold Trump accountable for anything for the same reason

There are only really two plausible explanations Either The team really has quit in protest of Drury (less likely) The D core can’t make a breakout pass and there’s a negative feedback loop from that which put them in an unrecoverable flat spin (more likely)

This is all true, but also, online dating apps do suck, they are intentionally inefficient markets that prey on men by intentionally being inefficient pieces of shit

At this point the only real question is how many weeks/months/years do you wait for this man to find his game, and what happens if he never does, what if he’s just done, wouldn’t be the first 30+ year old center to fall off a cliff What if he’s still this bad next year?

So the Fed has become explicitly political in its policy/communication, the market is now only pricing in 1.3 cuts next year, and the bond market can’t catch a bid because the Fed keeps scaring it If Trump doesn’t deport 10m people and enact onerous tariffs lots of people are off sides here

The war in Gaza has the lowest civilian to combatant casualty ratio in modern urban warfare, this is a fact Not only is it not one of the deadliest by absolute numbers, it was the MOST humane by execution But hey, that doesn’t make a good narrative for NYT writers who want to impact policy

Do republicans have a functioning majority in the house???

Don’t forget to make offerings this holiday season to the one true god, ruler of the universe, his noodliness the Flying Spaghetti Monster, may you and your family be touched by his noodly appendages

I don’t think telling people that Musk is the real president is a winning message if you want them to oppose the incoming administration I don’t think there’s a human on earth who believes Trump is more competent or well adjusted than Musk Just something to think about

Also grocery prices

It’s funny that liberals rightfully identified that we are now living in a post truth world, but then throw their hands up in the air and exclaim “how do they get away with it!!!” when people take advantage of that exact thing to further their own goals

The winning is the end result of primarily possessing the puck in the offensive zone more than your opponent, it is the single most correlated variable to winning, everything else builds up to that, and then you just finish chances and save pucks at a replacement level and you win hockey games

You wonder whether anyone in that front office or behind the bench knows what a 5v5 xGF% even is

It begins

When Kakko scores 65 points next season with a 55% xGF and a massive plus rating it will cement Drury’s legacy and end his career after trading two cost controlled wingers for peanuts

Two things can be true Kakko needed to up his skating and willingness to bring the puck to the middle on the rush Kakko got an incredibly raw deal in terms of his coaches, the system the team plays, and how he was utilized from day one Rangers bungled another important asset

Focusing on draft position 5 years after the draft is a fool's errand. They turned the Zibanejad line into a shutdown line a la Sasha Barkov in Florida, then nuked it because they shot 4% over a month or so. Could've had their own Barkov line. Instead, we got Will fucking Borgen. #NYR

Harris was the epitome of an NPC to young people while Trump is the id of Instagram rich I still don’t think people appreciate just how much social media has scared young people into not wanting to be an NPC

😂😭😭😭

When was the last time the Rangers had an odd man rush, I honestly can’t remember, that’s how long it’s been for this team, that’s how dysfunctional they’ve become

Americans deserve to get what they vote for You absolutely can not say they didn’t know what they were voting for this time

The reality is that if Drury thought this roster was capable of winning Lavi would have been fired weeks ago a la Edmonton last year The fact that he’s still here says everything about what Drury thinks of the players in the room, and he’s not wrong

Mika not Cuylle on the ice for the 6v5 again says everything you need to know about the nature of the management of this team right now Rotten all the way up and down