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sjr05d.bsky.social
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Wonder if this post ‘22 divergence is a regression to the historical mean or if this is a new step wise change?

It seems like the more educated a party gets the more rigid and dogmatic it gets — probably because college grads are more ideological and consistent. At least it makes for a good midterm coalition.

The IRS was a simple test for DOGE: was it really interested in efficiency and state capacity? If so, you support the tax enforcement, the biggest ROI in govt. Or did it want to minimize parts of the state that bothered billionaires? We have our answer. open.substack.com/pub/donmoyni...

Pretty telling that the comparison here is “someone scolding you via a video you saw on Facebook that you found annoying” and “complete disregard for legal protections and long standing peaceful cooperation between nations”. It’s actually pretty accurate to how conservatives view the world

He has concepts of an executive order

The brief era of text-based internet news supremacy gave us generally tightening labor markets, a decline in inequality, policymakers focused on full employment, and no financial crises. I will miss it.

Maximize the life stage you’re in. Always.

In the past several years January has set the tone for markets for the year. 2020: Covid in Asia 2021: ARKK/meme stocks 2022: stocks down, bonds down 2023: stocks up big 2024: NVDA, momentum up big 2025: Trump grifting, MSFT/META capex budgets, DeepSeek concerns

Nate Burleson to NFL fans: "Resist the urge to fall for the narrative that we're tired of seeing [the Chiefs] win, that we might be fatigued of watching KC go to the Super Bowl... You are witnessing greatness. And just be happy that you are alive to be there to see it." 🏈🎙️

From Europe, I wonder if it's a big market for Tesla?

Feels like the partisan divide has shifted to fact-checked, expert-driven media vs algorithmic scrolling media.

Mr. Brightside is now classic rock

(🧵) A preview of Inauguration Day: a brief thread. Here is what we know about what will happen.

The electorate’s perceptions are driven more by the medium (and how it captures their attention) than the message is one of my takeaways!

Mostly going to follow the economic news out of the admin and try not to follow the day to day Trump show in a “control what you can control” kind of way. And will just check on this number from time to time.

Modern society… Not only do you need resources to fight tragedies but you also have to fight constant misinformation. The LA fires are a lot like the flooding in NC. A rich backdrop for misinformation to rot away people’s trust.

Big win for Vlad

RIP President Jimmy Carter

I missed this one from Cliff Asness back in September on social media and markets www.aqr.com/Insights/Per...

People sometimes make fun of science that sounds stupid and random. Meanwhile, a study of lizard saliva turned into a peptide medication, which was turned into a diabetes medication, which was turned into a GLP1 weight loss drug, that just became the first therapy every approved for … sleep apnea

I don’t follow the falcons very closely but I was absolutely torched by Cousins in fantasy earlier this year. Curious what happened? He seemed to have a slow start, went red not, and now in a slump again.