Lime Bike McQueen

Pitch an unnecessary sequel:

Schindler's honey-do list

I'll stay in treasuries for the time being, tyvm.

I used to view markets as messy but ultimately Democratic. And this is probably true when people who are savvy at manipulating market dynamic using oversized positions don't exist. But they do. So markets are a scale where all thumbs are welcome and the bigger the better.

One: those 100 analysts are going to be cut to 50 by AI by the end of the year. (Just my skeptcism)

Two: You don't know anything but "just keep buying bro, trust me"

Three: you're asking me to be somebody's exit liquidity

So when. I ask this kid about recession-resilient holdings, or avoiding anything that has to do with Elon (for example), his response is that they have 100 analysts in New York and that I can blacklist up to 10 stocks that I don't want to fuck with.

That's not cutting the mustard

So these guys that Fidelity have on the payroll are some fresh faced kids who don't know what they're talking about, but are confident in markets. Always up, over time. It's like a religion. Well, I've quit more than one religion after I've seen under the hood.

The new buyers offset your selling, adding liquidity to the market where you would be drying it up with your sales. They provide liquidity for you in order to exit at the current price. You get cash, and they get to hold that bag that you believe will dwindle in value. They give "exit liquidity"

So what you're need is people buying while you sell. This keeps the market static and, by appearance, healthy. So if you have a shit ton of money (as a massive stockholders does) you can fund a hype campaign to get people buying in to what you want to buy.

So I'd like to introduce you to the idea of "exit liquidity". That's where you want to get out of a position and you hold a lot of it. If you dump all of it then it goes progressively down the more you sell, because you own so much of it. And this causes other holders to dump.

But what I also learned is that people will start to spook and figure out how to log in to their Fidelity accounts and shift their retirements when the market starts to go to hell in reality, and not just in fundamentals.

His responses were "It's sounds like you're trying to time the market" and "time IN the market timING the market" (yuk yuk yuk). These are truisms when the market is pumping on people buying index stocks 26 times a year with their paychecks. The market will go up.

I got into that the market is only high on AI and if you exclude that then everything else is flat, it's a bubble that's ready to pop, I was thinking of moving to gold but now that's pu ped and maybe it's on the late side. He listed to all of that with measured humor.

Lately, Fidelity has been offering 1 on 1 consultations with their agents, trying to get people back on the hook. My concern was something like this: "I've gotten burned enough to where I think everything in the market is shaky and ready to collapse. I need a reason to get religion again."

I moved my 401k to treasuries last year. This sounds like ime a savvy investor, I've actually been playing in the "advanced settings" under the hood and shooting myself in the dick. But in this case it was probably a good move.

Day something like 30 for using AI at work to try and build something. Every prompt is a new Gish Gallop. Just nonstop blather and sycophancy.

This is not a product or service, this is intellectual junk food.

Accusations against Jake Lang trying to meet up with an underage girl are UNVERIFIED. I repeat, the accusations are UNVERIFIED.

We only get gas through them, I wonder if they're pumping those, too

I was gonna say "the only president in my memory who is known for audibly shitting himself is currently in office" but he wears diapers, so I guess I have to concede here

I knew it

This is one of those "the less you know, the less you are able to think, the more this makes sense" moments. True Dunning-Kreuger energy.

Graph from NetBlocks showing network connectivity in Iran from February 24, 2026, to March 8, 2026. The y-axis represents normalized connectivity, ranging from 0% to 100%, and the x-axis represents the dates. The green line representing Iran's connectivity normal most of the time period, with a sharp drop on the morning of February 28. The drop in connectivity aligns with nation-scale internet blackout imposed during joint military strikes by the US and Israel. The minimum and current connectivity levels are indicated as 1% and 1%, respectively. The chart has a dark background with a red horizontal arrow labeled 'SHUTDOWN', indicates the period of disruption and includes the NetBlocks logo in the lower left corner.

⚠️ Update: It's Sunday morning in #Iran where the internet blackout continues into its second week, with the incident entering its ninth day at hour 192.

Though technical infrastructure remains operational, only a heavily controlled domestic intranet is available to residents.

If the economy is like a pinball machine then there are a few people who have the coins and position to play it while the rest of us are inside, dancing around and paid when we get hit by the ball

But imagine how much better Kamala would feel right now

If you're in congress now and not pushing a war powers act or a declaration of war then nobody should vote for you next time. This is not the time for cowardice.

I wonder what the brainwashing looks like right now for the "I voted for this!" crowd.

"End Times" Evangelicals won the nude jell-o wrestling tournament in the white house and have seized control. Trump has dementia and is easy to manipulate. They're sending our kids to their deaths.

I just drafted a three part skeet and went to see if I could find some satellite imagery, came back and the skeet was gone. Apparently it doesn't just auto-draft and the app just says "fuck it, we ain't gonna save that" before it just times out.

Heartbreak has a way of solidifying into disappointment. After awhile, that's all you expect.

Same economics as T-Mobile Park, different population