Pete (@thanium) header
Pete (@thanium) profile picture

No bio. In the bigger scheme of things I don't really matter.

Joined August 2012
Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)Photo by Pete (@thanium)
Pete retweeted
Some of the best lyrics and some of the scariest outcomes oh bioy
1
1
6
1,985
Turns out the Talking Heads have the best music to capture the mood: - Road to Nowhere - Burning down the House - Psycho Killer
11
ANTHROPIC IPO ODDS PLUNGE AS TECH SELLOFF DEEPENS Anthropic's chances of going public in 2026 have fallen below 60% on Kalshi, down from nearly 90% before the midterms. Investors are reportedly targeting a $1.5T–$1.6T valuation for the Claude developer, down from earlier estimates near $2T. Despite the tech selloff, prediction-market traders still expect an IPO within months. Sources: Kalshi, The Wall Street Journal
7
hey @jason cobie is trusted. take the bet
4
1
160
13,634
This tweet was brought to you by ICE Inc and NASDAQ Inc.
US MIDTERMS HISTORICALLY SIGNAL STRONG STOCK MARKET GAINS The S&P 500 has gained an average of approximately 7% during the fourth quarter of midterm election years, according to Deutsche Bank strategist Parag Thatte. Over the past 23 midterm election years, the index posted fourth-quarter gains in 21, an impressive 91% historical success rate.
18
The barrage of angry, profanity-laden replies only reveals how many people completely missed the point of my post. I'm not going to 'feed the trolls' by responding individually but I'll clarify my intended point here for anyone who cares. First of all, my post was commenting on a TREND, not this specific incident. I emphasized that in the OP. The trend that concerns me is pro pilots losing sight of the foundational rule to AVIATE (fly the airplane) first, and to de-prioritize ATC comms in an emergency unless there's something the controller can actually to do help rectify the emergency. The vast majority of posts calling me ignorant because the person posting thought I didn't understand she was the Pilot Monitoring were timestamped after I clarified that point unambiguously in my first reply . And by the way, to all you 'experts' who called me stupid for not knowing 'she was the PNF', just FYI the industry stopped using the phrase 'Pilot Not Flying' in the mid-2000s. Pilot Monitoring is the current phraseology, and I was well aware of her role. All the posts about how the situation was unrecoverable by the time of her final transmissions completely missed the point. Yes, the situation was obviously beyond recovery by the later transmissions. That's completely beside the point. It was clear they were icing up and trying to climb out of it when she requested FL370. Nobody here has any way of knowing exactly WHEN it become unrecoverable. All we know for sure is that she was talking to ATC most of the time, when there was absolutely nothing to be gained by doing so. Her attentions should have been laser focused on what if anything still COULD be done to save the airplane. Instead she was talking to ATC, pointlessly, far too much. Had she instead been focused on assisting the PF, would that have changed the outcome? From the sounds of things, probably not. But again, that's completely beside the point I was making. I never suggested the upset was recoverable or that she could have performed some miracle maneuver to recover the airplane. All I said was that narrating the developing emergency on ATC frequency to a controller who couldn't possibly do anything help was the LAST thing she should have been doing. One last time: My post was about a TREND, and although this situation probably wasn't recoverable, being distracted by ATC comms at a time like that evidences poor training to me. Another YT vid I saw recently had a flight instructor screaming "MAYDAY MAYDAY MAYDAY. WE'RE IN A SPIN - WE'RE IN A SPIN - WE NEED HELP *QUICKLY*!!!" That one was recoverable. And the absolute last thing the CFI should have been doing was talking on the radio, which served no purpose whatsoever. My opinion stands on the TREND of too many pro pilots losing sight of the prime directive of Aviatiate-Navigate-Communicate. As for all of you who somehow conflated that and thought I said she was the PF or that she could have recovered had her attention not been distracted, sorry, but you made that story up in your heads. That's not what I wrote so I'm not going to defend myself against all the silly attacks accusing me of things unrelated to my post.
83
4
4
106
30,638
KOSPI double bottom? @TechCharts
35
Time to get Charlie back on @ErikSTownsend ?
With the action this week, which Nomura's McElligott said resulted in a "traumatic risk-management unwind" that saw 124 pair trades stop out on the firm's Long/Short monitor including 47 greater than three standard deviations, 26 greater than four and 6 greater than five. As ZH notes "a 5-sigma move is supposed to happen roughly once every few thousand years in a normal distribution." McElligott: To me, a lot of this "Stop-Out / Capitulation" is about Crowding in what had been an unusual year of widespread "High Sharpe Winners" as the "Gifts That Kept Giving" in both -Carry and -Trend....but now, particularly with the abject "Performance Pain" now occuring late in the year during Q4... Traders are now simply forced or incentivized to "Survive Drawdowns" and avoid having their Capital culled ahead of the new year PNL turn...so it's "De-risking and Shut-It-Down" -mode even if some juicy looking trades are there. ZH: as McElligott shows, the "Reversing" flag is now lit up across nearly every asset class on Nomura's trend monitor: Treasuries across the curve, EUR rates, JGBs, SOFR futures, the S&P, the Nasdaq 100, copper, cocoa, sugar and half the G10 FX board. zerohedge.com/markets/glass-…
1
3
140
Replying to @jimiuorio
Start here
5
3
43
3,537
Replying to @Alyosha745
Too kind Sir JJ.
1
1
293
Every single time! bitcoin:native
13
hung parliament prevents excessive spending
I've seen people discuss how bearish it'd be if Republicans lose midterms I'm not sure it is, it'll become infinitely harder for Trump to do dumb shit (Like the Iran war) And he might have to walk back dumb shit he's done Markets up on a Dem sweep wouldn't surprise me
19
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.”
11
52
6
307
19,400
doesn't matter. Pretty sure MS was also positioned SHORT before they issued this report....
Honestly, I can’t help but laugh whenever I see this kind of modeling. How many people can actually predict what will happen beyond 2027 with any accuracy? Is there even any point in building these models in the first place? Especially the idea of “forecasting” demand… I think it’s utterly absurd.
28
This is what happens when you vote for open borders…
BREAKING: The town hall of Limoges, built in 1873, didn’t survive today’s riots. The building’s spire has now collapsed
1
17
1,034
Mo Lester
Top 25 worst Nicknames in Sports History 1. Lester Hayes - "The Molester" 2. George Carter - "Dirty Dingus" 3. Onterrio Smith - "The Whizzanator" 4. Larry Johnson - “Grandmama” 5. Glen Davis - “Big Baby” 6. Jared Lorenzen - “The Hefty Lefty” 7. Mark Sanchez - “The Sanchize” 8. Scottie Pippen - “No Tippin’ Pippen” 9. David Beckham - “Golden Balls” 10. LeBron James - “King James” 11. Ty Cobb - “The Georgia Peach” 12. Joe Bryant - “Jellybean” 13. Nate Archibald - “Tiny” 14. André Racicot - “Red Light” 15. Eric Esch - “Butterbean” 16. Anthony McFarland - “Booger” 17. Shaquille O’Neal - “The Big Aristotle” 18. Dennis Awtrey - "Moose Breath" 19. Mark McGwire - “Big Mac” 20. Adam Dunn - “Big Donkey” 21. Chris Bosh - “The Boshtrich” 22. Paul Pierce - “The Truth” 23. Joe Jackson - “Shoeless” 24. Freddie Mitchell - “Fred Ex” 25. Charles Barkley - “The Round Mound of Rebound
15