Cape May Dave - proud vermin
@capemaydave.bsky.social
Born in the 60s. Cornell. Physics/Philosophy major. retired Wall St. derivatives trader. A guy who believes the US experiment in self-government is a less than 50/50 proposition going forward, but will die on that hill. #231273
Pinned
As @timothysnyder.bsky.social suggests - the fight against the coming fascism will be personal.
If you are not in the targeted groups, talk to those you know who are.
Let them know you are on their side.
Give them your cell #
Help them prepare.
If you are not in the targeted groups, talk to those you know who are.
Let them know you are on their side.
Give them your cell #
Help them prepare.
November 29, 2025 at 3:48 PM
With all of the wag the dog crazy coming from the White House it's worth remembering that the #Epstein Files are required to be released to Congress and hopefully the public on Dec. 19 in fully searchable form.
Do not be distracted.
www.bbc.com/news/article...
Do not be distracted.
www.bbc.com/news/article...
When will the Epstein files be released now that the Senate has agreed to make them public?
The House passed - and the Senate agreed to pass - a bill forcing the release of Epstein files, but legal hurdles remain.
www.bbc.com
November 29, 2025 at 11:07 AM
With all of the wag the dog crazy coming from the White House it's worth remembering that the #Epstein Files are required to be released to Congress and hopefully the public on Dec. 19 in fully searchable form.
Do not be distracted.
www.bbc.com/news/article...
Do not be distracted.
www.bbc.com/news/article...
November 29, 2025 at 1:09 AM
I used to think David Brooks was just an ignorant hack, so I stopped reading him.
Today I realized he's a willing collaborator.
If the fight to end slavery is consonant, in your writings, with Trump's immigrant concentration camps and Elon Musk's destruction of USAID you are a US NAZI.
Today I realized he's a willing collaborator.
If the fight to end slavery is consonant, in your writings, with Trump's immigrant concentration camps and Elon Musk's destruction of USAID you are a US NAZI.
November 28, 2025 at 8:11 PM
I used to think David Brooks was just an ignorant hack, so I stopped reading him.
Today I realized he's a willing collaborator.
If the fight to end slavery is consonant, in your writings, with Trump's immigrant concentration camps and Elon Musk's destruction of USAID you are a US NAZI.
Today I realized he's a willing collaborator.
If the fight to end slavery is consonant, in your writings, with Trump's immigrant concentration camps and Elon Musk's destruction of USAID you are a US NAZI.
#EconSky
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
Americans are holding onto devices longer than ever and it's costing the economy
Americans are holding onto devices longer than ever before, and while it may be consumer smart, it comes at a cost to work productivity and the U.S. economy.
www.cnbc.com
November 28, 2025 at 1:32 AM
#EconSky
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
Michael Burry's critique of the #AI bubble center on depreciation schedules. The NVDA chip buyers depreciate their chips over 4-6 years when 2-3 is more likely. Add in the lack of electricity and it's "malinvestment" writ large.
To wit:
www.cnbc.com/2025/11/23/h...
November 26, 2025 at 2:27 PM
#EconSky
At some point the #GOP will realize that #Trump is now actively trying to destroy them for their vote on the #Epstein files.
He knows the GOP will lose "like a dog" in 2026 if they don't pass Health Care tax credits.
He wants them to lose.
punchbowl.news/article/whit...
At some point the #GOP will realize that #Trump is now actively trying to destroy them for their vote on the #Epstein files.
He knows the GOP will lose "like a dog" in 2026 if they don't pass Health Care tax credits.
He wants them to lose.
punchbowl.news/article/whit...
Trump’s perilous path on health care
Trump appeared ready to roll out a health care proposal to address Obamacare subsidies, but the W.H.’s decision to pause underscores how difficult it’ll be.
punchbowl.news
November 25, 2025 at 1:05 PM
#EconSky
At some point the #GOP will realize that #Trump is now actively trying to destroy them for their vote on the #Epstein files.
He knows the GOP will lose "like a dog" in 2026 if they don't pass Health Care tax credits.
He wants them to lose.
punchbowl.news/article/whit...
At some point the #GOP will realize that #Trump is now actively trying to destroy them for their vote on the #Epstein files.
He knows the GOP will lose "like a dog" in 2026 if they don't pass Health Care tax credits.
He wants them to lose.
punchbowl.news/article/whit...
#EconSky
Just imagine that the #Fed while driving,as Chair Powell put it, in the fog, is assessing market reaction to an ease in December.
They have learned it's either full steam ahead bubble or bust.
Not an easy choice.
Just imagine that the #Fed while driving,as Chair Powell put it, in the fog, is assessing market reaction to an ease in December.
They have learned it's either full steam ahead bubble or bust.
Not an easy choice.
GOLD PRICED HIGHER BY 1.7% TO $4,134.48 PER OUNCE BECAUSE TRADERS EXPECT A FED RATE CUT IN DECEMBER. MARKET MOOD IMPROVED DUE TO DOVISH COMMENTS FROM FED OFFICIALS WALLER AND WILLIAMS, BUT INVESTORS ARE WAITING FOR US LABOR DATA TO VERIFY WEAKENING JOB NUMBERS. 📈💰
November 24, 2025 at 11:53 PM
Little did we know this was just the warm up act.
November 24, 2025 at 9:43 PM
Little did we know this was just the warm up act.
#EconSky
Calling @edzitron.com . So #AMZN says they are building a 2.4GW Data Center in Northern Indiana.
Indiana in total produces 9.5GW of electricity, with a heavy industrial draw up north. Electricity is mainly produced by fossil fuels.
This ain't like renting Venice for a wedding, Jeff.
Calling @edzitron.com . So #AMZN says they are building a 2.4GW Data Center in Northern Indiana.
Indiana in total produces 9.5GW of electricity, with a heavy industrial draw up north. Electricity is mainly produced by fossil fuels.
This ain't like renting Venice for a wedding, Jeff.
November 24, 2025 at 8:14 PM
#EconSky
Calling @edzitron.com . So #AMZN says they are building a 2.4GW Data Center in Northern Indiana.
Indiana in total produces 9.5GW of electricity, with a heavy industrial draw up north. Electricity is mainly produced by fossil fuels.
This ain't like renting Venice for a wedding, Jeff.
Calling @edzitron.com . So #AMZN says they are building a 2.4GW Data Center in Northern Indiana.
Indiana in total produces 9.5GW of electricity, with a heavy industrial draw up north. Electricity is mainly produced by fossil fuels.
This ain't like renting Venice for a wedding, Jeff.
#EconSky #Gemini3
Since #BerkshireHathaway bought #GOOG last week and the Fed reinvigorated hopes of a Dec rate cut AND the #Trump admin went into overdrive hiding any inflation data before the Fed meeting the #AI trade is back on.
Gmail also has Gemini summarizing everything in your inbox.
Since #BerkshireHathaway bought #GOOG last week and the Fed reinvigorated hopes of a Dec rate cut AND the #Trump admin went into overdrive hiding any inflation data before the Fed meeting the #AI trade is back on.
Gmail also has Gemini summarizing everything in your inbox.
November 24, 2025 at 7:46 PM
Reposted by Cape May Dave - proud vermin
#EconSky
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
Adam Tooze on the State of the Russian and Ukrainian Economies | Ones and Tooze Ep. 218
YouTube video by Foreign Policy
youtu.be
November 24, 2025 at 11:04 AM
#EconSky
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
#EconSky
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
Adam Tooze on the State of the Russian and Ukrainian Economies | Ones and Tooze Ep. 218
YouTube video by Foreign Policy
youtu.be
November 24, 2025 at 11:04 AM
#EconSky
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
A very useful discussion on the economics of the #Russia #Ukraine war from Adam Tooze whose work on the Nazi war economy is superb.
Wonky but very accessible.
youtu.be/18SOPb_Cx00?...
#EconSky #NVDA #AI
@nealkatyal.bsky.social defended NVDIA in front of SCOTUS.
The allegation was "that NVIDIA misled investors by downplaying the sale of its chips for crypto mining rather than gaming."
Misleading revenue sourcing, eh.
That learned 'em 🙃
www.scotusblog.com/2024/11/just...
@nealkatyal.bsky.social defended NVDIA in front of SCOTUS.
The allegation was "that NVIDIA misled investors by downplaying the sale of its chips for crypto mining rather than gaming."
Misleading revenue sourcing, eh.
That learned 'em 🙃
www.scotusblog.com/2024/11/just...
Justices debate particularity of complaint in NVIDIA securities fraud suit
The justices closed the November session on Wednesday with NVIDIA Corp v. E. Ohman J:or Fonder AB, a case arising out of the use of NVIDIA chips by crypto miners. […]
www.scotusblog.com
November 22, 2025 at 5:18 PM
#EconSky #NVDA #AI
@nealkatyal.bsky.social defended NVDIA in front of SCOTUS.
The allegation was "that NVIDIA misled investors by downplaying the sale of its chips for crypto mining rather than gaming."
Misleading revenue sourcing, eh.
That learned 'em 🙃
www.scotusblog.com/2024/11/just...
@nealkatyal.bsky.social defended NVDIA in front of SCOTUS.
The allegation was "that NVIDIA misled investors by downplaying the sale of its chips for crypto mining rather than gaming."
Misleading revenue sourcing, eh.
That learned 'em 🙃
www.scotusblog.com/2024/11/just...
November 22, 2025 at 12:22 AM
#EconSky #Apollo
"It is not only deglobalization. We are entering a global industrial renaissance."
Mr. Slok knows better.
Deglobalization in the sense of replication of capital production in multiple places MEANS degrading the value of capital stock.
www.apolloacademy.com/germany-now-...
"It is not only deglobalization. We are entering a global industrial renaissance."
Mr. Slok knows better.
Deglobalization in the sense of replication of capital production in multiple places MEANS degrading the value of capital stock.
www.apolloacademy.com/germany-now-...
Germany Now Imports More Capital Goods From China Than It Exports - Apollo Academy
Germany used to dominate the global production of machinery and technology-intensive goods. But that has changed in 2025. Germany now...
www.apolloacademy.com
November 21, 2025 at 9:21 PM
#EconSky #Apollo
"It is not only deglobalization. We are entering a global industrial renaissance."
Mr. Slok knows better.
Deglobalization in the sense of replication of capital production in multiple places MEANS degrading the value of capital stock.
www.apolloacademy.com/germany-now-...
"It is not only deglobalization. We are entering a global industrial renaissance."
Mr. Slok knows better.
Deglobalization in the sense of replication of capital production in multiple places MEANS degrading the value of capital stock.
www.apolloacademy.com/germany-now-...
Can't get on the #Cheney panegyric train. Obviously he was loved by his family and I give credit to every couple that stays married.
BUT
The through line from Nixon to W Bush to Trump includes Iraq and the overt use of torture authored by the Neo Cons including Cheney and Rumsfeld.
BUT
The through line from Nixon to W Bush to Trump includes Iraq and the overt use of torture authored by the Neo Cons including Cheney and Rumsfeld.
November 21, 2025 at 2:09 PM
Can't get on the #Cheney panegyric train. Obviously he was loved by his family and I give credit to every couple that stays married.
BUT
The through line from Nixon to W Bush to Trump includes Iraq and the overt use of torture authored by the Neo Cons including Cheney and Rumsfeld.
BUT
The through line from Nixon to W Bush to Trump includes Iraq and the overt use of torture authored by the Neo Cons including Cheney and Rumsfeld.
#EconSky #Epstein
@hcrichardson.bsky.social examines #Trump 's call to execute members of the opposition party for treason in today's letters.
Treason is a tricky word sometimes.
This act is very "guilty until innocent" looking.
McCarthy hearings stuff 😬
substack.com/inbox/post/1...
@hcrichardson.bsky.social examines #Trump 's call to execute members of the opposition party for treason in today's letters.
Treason is a tricky word sometimes.
This act is very "guilty until innocent" looking.
McCarthy hearings stuff 😬
substack.com/inbox/post/1...
November 21, 2025 at 1:57 PM
#EconSky #Epstein
@hcrichardson.bsky.social examines #Trump 's call to execute members of the opposition party for treason in today's letters.
Treason is a tricky word sometimes.
This act is very "guilty until innocent" looking.
McCarthy hearings stuff 😬
substack.com/inbox/post/1...
@hcrichardson.bsky.social examines #Trump 's call to execute members of the opposition party for treason in today's letters.
Treason is a tricky word sometimes.
This act is very "guilty until innocent" looking.
McCarthy hearings stuff 😬
substack.com/inbox/post/1...
#EconSky #Fed
Sotto voce, Fed's Williams: "I got a lot of calls from the big NY banks and they told me things will get ugly if the market keeps going down."
www.cnbc.com/2025/11/21/n...
Watch #BTC , if it keeps falling more general asset liquidation will continue.
Sotto voce, Fed's Williams: "I got a lot of calls from the big NY banks and they told me things will get ugly if the market keeps going down."
www.cnbc.com/2025/11/21/n...
Watch #BTC , if it keeps falling more general asset liquidation will continue.
New York Fed President Williams sees room for 'further adjustment' to rates
Williams said he expects the central bank can lower its key rate from here as labor market weakness poses a bigger threat than inflation.
www.cnbc.com
November 21, 2025 at 1:39 PM
#EconSky #Fed
Sotto voce, Fed's Williams: "I got a lot of calls from the big NY banks and they told me things will get ugly if the market keeps going down."
www.cnbc.com/2025/11/21/n...
Watch #BTC , if it keeps falling more general asset liquidation will continue.
Sotto voce, Fed's Williams: "I got a lot of calls from the big NY banks and they told me things will get ugly if the market keeps going down."
www.cnbc.com/2025/11/21/n...
Watch #BTC , if it keeps falling more general asset liquidation will continue.
#EconSky
Who knows. The US may be entering an #Epstein purge phase a la the McCarthy hearings.
"Are you now or have you ever been an associate of Jeffrey Epstein?"
How many big money investors will have to say, "yes" ?
Many.
Who knows. The US may be entering an #Epstein purge phase a la the McCarthy hearings.
"Are you now or have you ever been an associate of Jeffrey Epstein?"
How many big money investors will have to say, "yes" ?
Many.
I've been trading for 38 years. One never knows until the event which aspect of reality is being "efficiently" processed and influencing the price.
Perhaps the decline in bitcoin has people concerned about future consumer demand or perhaps foreign investors want to exit pre-Epstein investigations.
Perhaps the decline in bitcoin has people concerned about future consumer demand or perhaps foreign investors want to exit pre-Epstein investigations.
November 21, 2025 at 12:09 PM
#EconSky #NVDA #AI
Speaking of NVDIA revenue, how much of the revenue beat are chips smuggled through Singapore to China?
Might be quite a lot, but we have no detail this quarter.
Gift link: on.ft.com/3LN8TO8
Speaking of NVDIA revenue, how much of the revenue beat are chips smuggled through Singapore to China?
Might be quite a lot, but we have no detail this quarter.
Gift link: on.ft.com/3LN8TO8
November 20, 2025 at 10:17 AM
#EconSky #NVDA #AI
Speaking of NVDIA revenue, how much of the revenue beat are chips smuggled through Singapore to China?
Might be quite a lot, but we have no detail this quarter.
Gift link: on.ft.com/3LN8TO8
Speaking of NVDIA revenue, how much of the revenue beat are chips smuggled through Singapore to China?
Might be quite a lot, but we have no detail this quarter.
Gift link: on.ft.com/3LN8TO8