Dare Capital co-founder and CEO; receivables Factoring + Construction Factoring + Factoring as a Service & co-founder & managing partner @ https://xitter.cf/t.co/TjPF3MfH5y

Austin, Texas
Joined May 2009
Getting a lot of Whitman.... ~ JM Focus and intent.
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Oil is about to become deflationary.
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Few.
This is probably the best book list I’ve ever seen on this app, and it’s only got 27 likes, so often the best things get the least attention
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So far in the Great Information Freakout of October 22, we have: The entire internet and every user is at risk to a massive cyberattack, Quantum computing will soon break bitcoin and send it to zero, A company has devised a way to create pure and unlimited gold through fusion, There will never be a resolution to the war in Iran, And Democrats are on track to sweep the midterm elections and turn the United States into a communist country. Did I miss anything?
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The trucking market is moving from decisions made because trucks were "available and cheap" to a market where choices are made based on what is "defensible and practical."
Following the Lipe case against C.H. Robinson and Werner's Texas Supreme Court battle, the era of picking "cheap & available" trucks is over. Aaron Graft, Founder, Vice Chairman, and CEO of Triumph Financial, analyzes the profound impact of rising broker liability.
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Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
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Cole Harmonson retweeted
"Bonds firmly bid as AI sells off. We’ve seen this playbook repeatedly now… AI weakness reprices the capex cycle, takes some pressure off prospective issuance and increasingly becomes a growth shock. The reflexivity is striking. The very thing creating the equity problem is helping solve the rates problem." - Goldman Delta One
At some point the AI trade will realize that 10Y yields are the catalyst
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TRADERS NO LONGER FULLY PRICE IN FED RATE HIKE BEFORE END-2026
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The S&P 500 rose 0.6% to 7,757. The 10-year closed at 5.13%. Stocks are pricing growth. Bonds are pricing the discount rate. One of them has to give.
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Wake up. Every profession deemed white-collar, the middle class dream, is about to be decimated by AI, at a much faster pace than anticipated, with monstrous social consequences.
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I thought the 10Y was going to 6%... $TLT
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Anthony de Mello 🗣️ “A good way to discover your shortcomings,” said the Master, “is to observe what irritates you in others.” "Live your life as you see fit. That's not selfish. Selfish is to demand that others live their lives as you see fit." "Seek to change yourself, not other people. It is easier to protect your feet with slippers than to carpet the whole of the earth." "If people want happiness so badly, why don’t they attempt to understand their false beliefs? First, because it never occurs to them to see them as false or even as beliefs. They see them as facts and reality, so deeply have they been programmed." “As soon as you look at the world through an ideology you are finished. No reality fits an ideology. Life is beyond that. … That is why people are always searching for a meaning to life… Meaning is only found when you go beyond meaning." “People who want a cure, provided they can have it without pain, are like those who favour progress, provided they can have it without change.” “The world is full of sorrow. The root of sorrow is attachment. The uprooting of sorrow means the uprooting, the dropping of attachments.” "Sinners often speak the truth. And saints have led people astray. Examine what is said, not the one who says it." “Suffering occurs when you clash with reality. When your illusions clash with reality, when your falsehoods clash with truth, then you have suffering. Otherwise there is no suffering.” “All I can do for you is help you to unlearn. That’s what learning is all about where spirituality is concerned: unlearning, unlearning almost everything you’ve been taught. A willingness to unlearn, to listen.” “Think of a flabby person covered with fat. That is what your mind can become—flabby, covered with layers of fat till it becomes too dull and lazy to think, to observe, to explore, to discover. It loses its alertness, its aliveness, its flexibility and goes to sleep. What are these layers? Every belief that you hold, every conclusion you have reached about persons and things, every habit and every attachment. In your formative years you should have been helped to scrape off these layers and liberate your mind. Instead your society, your culture, which put these layers on your mind in the first place, has educated you to not even notice them, to go to sleep and let other people—the experts: your politicians, your cultural and religious leaders—do your thinking for you. So you are weighed down with the load of unexamined, unquestioned authority and tradition.” “When you come to see you are not as wise today as you thought you were yesterday, you are wiser today.” “Of what use is it to be tolerant of others if you are convinced that you are right and everyone who disagrees with you is wrong? That isn’t tolerance but condescension.” “To be properly wicked, you do not have to break the Law. Just observe it to the letter.” “Certainty is the culprit. The spiritual person knows uncertainty—a state of mind unknown to the religious fanatic.” “Most people end up being conformists; they adapt to prison life. A few become reformers; they fight for better lighting, better ventilation. Hardly anyone becomes a rebel, a revolutionary who breaks down the prison walls. You can only be a revolutionary when you see the prison walls in the first place.” “The neurotic is a person who worries about something that did not happen in the past. He’s not like us normal people who worry about things that will not happen in the future.” “You listen,” said the Master, “not to discover, but to find something that confirms your own thoughts. You argue, not to find the truth, but to vindicate your thinking.” "Another illusion is that external events have the power to hurt you, that other people have the power to hurt you. They don't. It's you who give this power to them." "Enlightenment is: absolute cooperation with the inevitable." “If you see through yourself, you will see through everyone.”
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Cole Harmonson retweeted
liz warren: we’re gonna stop the mayonnaise company from buying a hot sauce company elon musk:
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Replying to @DylanoA4
“The ordinary man places his life's happiness in things external to him, in property, rank, wife and children, friends, society, and the like, so that when he loses them or finds them disappointing, the foundation of his happiness is destroyed.” ~Arthur Schopenhauer
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Cole Harmonson retweeted
Jamie Dimon just said this in the JPMorgan Chase earnings release. It is a bit haunting: “The U.S. economy continued to be fueled by strong business investment and ongoing consumer spending. However, large fiscal deficits, sticky inflation, elevated asset prices, rising interest rates and geopolitical conditions continue to shift under the surface. These forces may be manageable, but we remain prepared for a wide range of outcomes.”
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The AI boom added $33 trillion to the S&P 500. Grocery bills kept going up. Aonic is the first I’ve seen that uses AI agents to cut the markup and sell at cost. @maxjmeier @AonicClub
AI has arrived. But the cost of almost everything keeps climbing. Today we launch Aonic Club, built on one idea: use AI to radically reduce the cost of living. Together, we can End the markup:
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We are about to witness one of the biggest disruptions in the history of the telecom and internet industry. For decades, telecom and internet giants have dominated the industry with limited competition, slow innovation, and increasingly mediocre service. SpaceX, $SPCX, is about to change that. This is a clear wake up call to the current giants of the industry. Evolve or you will be left behind.
BREAKING: Verizon stock, $VZ, falls -7% on news that SpaceX, $SPCX, is acquiring a spectrum license to become a major mobile carrier in the US.
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Cole Harmonson retweeted
AI Bros are stomping their feet and screaming that it’s perfectly normal for two multi-trillion dollar private companies to use different methodologies to calculate a fake accounting statistic to inflate perceptions of actual revenue. There’s a lot to unpack here.
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This is what crowd out looks like.
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How it feels trying to teach boomers how to use AI agents
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Don't turn away.
“People’s lives were destroyed with these shots.” We just published 1,000 pages of what people wrote to the CDC after taking Covid shots. What these pages reveal will leave you absolutely appalled. “This is ghastly… ” Bookmark this. Jeffrey Tucker: “I dare you to read this and be okay with it.” One entry came from a widow. “Hey, you’re writing my husband.” “I’m his wife.” “He’s dead.” “He took the Pfizer shot and he’s dead.” But the CDC kept writing back: “Do you want to follow up again?” Widow: “I told you he’s dead.” “His funeral’s tomorrow.” CDC: “We’d like to hear from you now.” “What’s been your experience with the Pfizer shot?” Widow: “Are you out of your mind?” “You killed my husband!” “What is wrong with you?” Another man’s entry was one of the creepiest things Jeffrey Tucker had ever read: “I feel like I have a hat on my head all the time.” “It’s driving me out of my mind.” “Nobody will help me.” @jeffreytucker @BretWeinstein @thedarkhorsepod @react19org
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