I still hold two league hockey records: most time spent in the penalty box, and I was the only guy to ever take off his skates and try to stab somebody

West Coast
Joined June 2020
The sad part is plastic surgery deletes the exact features that made them interesting to look at. What’s left is an AI slop looking face. Npc behavior at its worst.
Honestly speaking everyone’s brain is so fried that there needs to be an authoritarian style ban on ALL cosmetic procedures. Jennifer Lawrence literally had the perfect face and still went under knife just to end up looking like Lena Dunham???
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PE groups whose whole strategy was levered beta realizing the mark to market is cooked
BREAKING: Odds Fed "hikes" rates this year surges ahead of FOMC meeting today 84% chance.
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One of the most attractive cities in the country - in a wonderful location with mountain views, forests nearby, not far from the Ocean - is collapsing simply because of dumb people and bad policies. The people of Portland are doing this to themselves.
Portland’s Royal Sonesta: bought for $108.3M in 2016. Now reportedly sold for $6.83M for 220 rooms—just $31,000 per key. A staggering 93.7% price collapse. This is what happens when government fails at public safety, downtown disorder spirals, Measure 110’s consequences go unaddressed, and Multnomah County’s mental-health system fails people in crisis. Tourism doesn’t thrive where visitors feel unsafe and downtown businesses struggle to survive. Portland didn’t get here by accident. Policy choices have consequences—and taxpayers, workers, businesses, and property owners are paying the price. @mitch4portland @pnwpolicyangel @TeacherTiff4PDX @kanalforpdx @MayorKWilson
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Deutsche bank HR training: is Deutsche bank brat, answer me Me: *spitting blood* Fuck you
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I don't care about the synergies. I'm rooting for this so I can see a Tesla ad filmed on the actual moon.
🤝 Paid partnership
BREAKING: Elon Musk to merge Tesla and SpaceX in a $3.7 trillion mega-deal 70% chance it happens before 2028
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The Weathermen @Kalshi
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Chet retweeted
Many years ago managing partner loops me into call with him and the Associate below me to go over cash flow forecast and debt amendment (we were blowing thru covenants) while I was about six cocktails deep after skiing in Breckenridge. Was a rough one...tbf was on a defined vacation but didn't matter 🫪.
MD: “Where are you? there's wood to chop” Me, three martinis deep at lunch:
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Today we’re launching markets on Business Sector KPI’s. Kalshi originally launched KPI markets to provide investors with direct exposure to the underlying events that move stocks. If you had a thesis on Tesla’s Q4 car deliveries, instead of just buying or shorting the stock as a proxy, these markets enabled you to trade directly on the number of deliveries. But what if your thesis isn't about a single company, but rather a broader, sector-wide trend? If you are bullish on the adoption of robotics, delivery apps, or content streaming, you could buy a basket (ETF) of individual stocks in each sector, but in doing so, you become exposed to the external variables that influence stock prices. Our new Sector KPI markets enable users to trade on aggregated performance. For example, if you have a view on the mobile adoption of AI, you can now trade on the combined monthly downloads for Claude, ChatGPT, Gemini, and Grok. We have KPI markets for aggregated credit card spend, point of sale data, and foot traffic, with more to come. These markets offer a new way to express an opinion and, of course, hedge risk.
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MD: “Where are you? there's wood to chop” Me, three martinis deep at lunch:
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Wall Street spent decades building ways for big corporations to hedge risk. Prediction markets bring that power to small businesses. From restaurants to farmers to tourist towns, suddenly you can insure against events no insurance company would touch.
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I find it poetic that longevity requires giving up life's pleasures, one by one, until there's nothing left
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Sometimes I’ll drop in on a random car show and the most chad old men are there flexing the coolest cars you’ve never seen
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It was beautiful. 150 years old. Burnt to the ground by barbarians.
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My dad is a psychopath. In the McDonalds drive through, the lady asked him if he could pull the car forward to wait in a parking spot because the food isn’t ready. He said “no.” ?? lmao
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Only 10 oysters deep and suddenly I’m confident I would have prevented 9/11 if I was on the plane. It really is just like chasing inspiration with a club. Hemingway was right.
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This is not performative. I feel a certain way about oysters… A way that can only be described through experience. Any other stupid questions?
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Farming was considered the most respectable profession in ancient Rome (owning land, self reliance). Actors were considered unworthy of respect (seek approval from the crowd). In 21st century America, it's the other way around.
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When your alma loses a big football game
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Have you tried to make it funny? It’s so bad at creativity. Hopelessly bad at true wit
claude can basically do anything for you now. literally anything.
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Finance in general is increasingly becoming oversaturated. If you are in college I recommend doing something else. Ideally something nobody is talking about.
Finance recruiting has gotten absurd. Freshmen are networking and prepping for junior year IB internships. Many PE firms recruit analysts as soon as they start in banking. It makes sense for the firms, but definitely attracts more weirdos.
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