Just Another Bear (@anotherbearcap) header
Just Another Bear (@anotherbearcap) profile picture

Just Another Bear

@anotherbearcap

Views only my own | This note is legal tender for all debts, public and private | An economy is just people doing favors for each other | DMs open to follow

Joined October 2014
  • Tweets11.6K
  • Following1.1K
  • Followers780
484Media
Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)Photo by Just Another Bear (@anotherbearcap)
If you are complaining about prices in a tweet, your second sentence must be a call to raise corp and individual taxes and/or cut SS + the deficit. Otherwise your complaints cannot be taken seriously. FWIW snap & medicaid recipients aren't the problem.
5
366
Looking at the Oracle 2030 bond reaction vs. the stock reaction. Hmm.
1
1
480
Ironically, - a quick fix to all of France's problems may simply be to ban face coverings in public.
2
179
It's honestly quite jarring. If an adult changed like this, you would probably ask them to seek help.
Simon Sarris (@simonsarris) profile pictureSimon Sarris
@simonsarrisOct 26
every baby is a continuous person and yet years 0-4 are like going through 1000 micro personalities sometimes you just wake up to a whole new baby
1
10
637
Am I reading this right, that ANT has raised 108bn from convertible notes?
junkbondinvestor (@junkbondinvest) profile picturejunkbondinvestor
@junkbondinvestOct 26
Anthropic's balance sheet and cash flow statement presented without comment. What rate would you lend to them at (on unsecured basis)? $ANT
Image from junkbondinvestor (@junkbondinvest)
Image from junkbondinvestor (@junkbondinvest)
4
19
5,932
Me, sowing: "Kiddo - never give up. Keep trying, there is always a way." Me reaping, at bedtime: "fuck, what have i done"
1
11
431
Why is NVDA down...isn't massive equity issuance by hyperscalers good for picks and shovels?
4
14
3,496
Awesome.
Irrational Analysis (@insane_analyst) profile pictureIrrational Analysis
@insane_analystOct 22
Image from Irrational Analysis (@insane_analyst)
5
233
H/t Locked account. "So you think the world is short compute and demand for compute is unlimited?" "yup" "So you're buying Coreweave 2031 maturities hand over fist, right?"
Image from Just Another Bear (@anotherbearcap)
1
10
464
Prices for daycare and restaurants need to be much higher.
Sean Gates CFP®, EA (@seanfgates) profile pictureSean Gates CFP®, EA
@seanfgatesOct 18
Our daughters first day care shut down due to financial issues. Even though they were charging us $1,900 a month. The replacement one just got sued for a kid having broken bones under their care. With pages of violations threatening to shut them down. Brutal business....
2
448
The grifters on here are annoying but there is another type of guy that drives me up the wall - the type that's never wrong, and if they were wrong, it's because they cut their winners too early.
6
277
Logged onto IG for the first time in like 5 months. Man that's just one incredible dopamine reward hacking machine. So toxic. IMO, much worse than sports gambling. I hope everyone involved is proud of what they created.
5
298
In the early 2010s, bond selloffs were sharp, super painful (felt like everyone was long) and then they were over, and we continued to grind lower in yield...for years. Can contrast that with today.
1
3
137
Oracle isn't going to go bankrupt by 2030 right??
1
2
413
I know AI isn't showing up in the productivity stats, but.... is this kind of thing showing in the productivity stats?
Dario Perkins (@darioperkins) profile pictureDario Perkins
@darioperkinsOct 13
..........
Image from Dario Perkins (@darioperkins)
2
167
Just had a questionable one. Couldn't help me. Then claimed it could. Then claimed it could again.
Waterworld Capital (@WaterworldCapi1) profile pictureWaterworld Capital@WaterworldCapi1Oct 5
Literally my first ever experience dealing with AI customer service just now. Shocked I never experienced it in the wild till now. It worked fine.
1
4
282
But realistically -- all these feel really solvable.
1
49
Hanging around toddlers and hearing stories of my childhood, I’ve come to the conclusion that I was actually quite gifted as a young child. This has caused me two sources of stress: 1. I can’t believe I wasted that gift on predicting on financial market movements. 2. It has
1
1
10
2,989
made me somewhat uncomfortable about being “proud of my success” - was I always going to succeed no matter what? Was it always pre-determined that I would find most things easy?
2
6
447
The funniest thing about 100K AmEx Debt -- Aren't the Trump's all billionaire's? What's 100K between family?
3
395
yeah...all this means is an incremental 20B of security issuance.
Warren Pies (@WarrenPies) profile pictureWarren Pies
@WarrenPiesOct 8
So, let's say combined lab ARR is actually $126B vs $146B... The annualized growth rate for 2026 is 577% instead of 724%. I get the danger of relying on non-GAAP metrics, but IF THIS IS ACCURATE, it is not "popping anything."
1
2
307
Load more