Morgan³
@morgan03.bsky.social
Same guy from that other place. I chase around a Norwegian Elkhound (Loki). Also enjoy skiing, cycling, live music and good food. Formerly sold securities at JPMorgan and Goldman Sachs.
human rating ★★☆☆☆
human rating ★★☆☆☆
Pinned
Morgan³
@morgan03.bsky.social
· Nov 13
Just a reminder that my words here are considered trade secrets and confidential. They may not be copied, shared or even read by anyone. Thx
OH in the kitchen: “should we put whisky in the gravy?” - Grandma
November 28, 2025 at 12:23 AM
OH in the kitchen: “should we put whisky in the gravy?” - Grandma
Happy Thanksgiving to all my dear electric friends inside my phone. This one’s for you.
November 27, 2025 at 7:37 PM
Happy Thanksgiving to all my dear electric friends inside my phone. This one’s for you.
Sure the Gamble House is cool, but I come for the brickwork.
November 27, 2025 at 7:37 PM
Sure the Gamble House is cool, but I come for the brickwork.
Pecan crust always browns more than pumpkin beacuse you gotta bake it longer.
November 27, 2025 at 3:48 AM
Pecan crust always browns more than pumpkin beacuse you gotta bake it longer.
It’d be sweet if they could make some green……
I’ll show myself out.
I’ll show myself out.
Fast-casual salad chain Sweetgreen is struggling as its traffic and sales continue to fall and it reports millions in losses each quarter.
The company hasn’t figured out how to turn a profit.
The company hasn’t figured out how to turn a profit.
Why Americans are giving up on Sweetgreen
The fast-casual chain Sweetgreen's struggles are worsening.
cnb.cx
November 23, 2025 at 3:58 AM
It’d be sweet if they could make some green……
I’ll show myself out.
I’ll show myself out.
Happy 12th birthday to this guy. He still loves road trips, hikes and skiing with me. He’s the best.
November 23, 2025 at 1:57 AM
Happy 12th birthday to this guy. He still loves road trips, hikes and skiing with me. He’s the best.
Loki wanted steak for his birthday dinner
November 23, 2025 at 1:55 AM
Loki wanted steak for his birthday dinner
F* the Bruins | The War of the Rose Bowl www.nytimes.com/2025/11/22/u...
The War of the Rose Bowl
www.nytimes.com
November 23, 2025 at 1:42 AM
F* the Bruins | The War of the Rose Bowl www.nytimes.com/2025/11/22/u...
Crypto 0.4% of institutional asset allocation, (BofA Nov FMS) but record ‘25 retail inflows to crypto at $46bn, derivatives now $74% of crypto trading volume (HFS emphasis mine)….
November 21, 2025 at 5:39 PM
Crypto 0.4% of institutional asset allocation, (BofA Nov FMS) but record ‘25 retail inflows to crypto at $46bn, derivatives now $74% of crypto trading volume (HFS emphasis mine)….
Bet he didn’t see that one coming… | Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work www.nytimes.com/2025/11/19/a...
Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work
www.nytimes.com
November 21, 2025 at 3:49 PM
Bet he didn’t see that one coming… | Newly Discovered Bach Pieces Are the Fruits of Decades of Detective Work www.nytimes.com/2025/11/19/a...
Taking a peek again today 👀
Checking in on $MSTR $MSTY $BMNR et al into the close…
a man in a blue tank top is holding a small white dog in his arms .
ALT: a man in a blue tank top is holding a small white dog in his arms .
media.tenor.com
November 20, 2025 at 8:07 PM
Taking a peek again today 👀
Thank you NVDA,WMT and the Los Angeles Dodgers for saving Christmas.
November 20, 2025 at 2:32 PM
Thank you NVDA,WMT and the Los Angeles Dodgers for saving Christmas.
Checking in on $MSTR $MSTY $BMNR et al into the close…
a man in a blue tank top is holding a small white dog in his arms .
ALT: a man in a blue tank top is holding a small white dog in his arms .
media.tenor.com
November 19, 2025 at 9:13 PM
Checking in on $MSTR $MSTY $BMNR et al into the close…
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃
November 19, 2025 at 2:50 AM
I’ve just been told to buckle up for DWTS tonight. No I don’t have a say in the matter. 💃
Fascinating to see the wave of AI era traders rebranding as crossover credit specialists, expressing it through $ORCL CDS on the two hell sites.
November 19, 2025 at 2:02 AM
Fascinating to see the wave of AI era traders rebranding as crossover credit specialists, expressing it through $ORCL CDS on the two hell sites.
Happy $NVDA Earnings Day Eve to all who observe either directly or through a derivative name or via picks & shovels or just a large cap index $VOO
November 19, 2025 at 1:51 AM
Happy $NVDA Earnings Day Eve to all who observe either directly or through a derivative name or via picks & shovels or just a large cap index $VOO
Heading into the close…
November 17, 2025 at 8:34 PM
Heading into the close…
“Stuffed” is such a charged word. What if the birds went willingly? | Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge www.nytimes.com/2025/11/15/u...
Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge
www.nytimes.com
November 16, 2025 at 1:22 AM
“Stuffed” is such a charged word. What if the birds went willingly? | Man Who Stuffed Parakeets in His Pants Faces Smuggling Charge www.nytimes.com/2025/11/15/u...
I can’t remember when it wasn’t raining ☔️ 🤔
November 15, 2025 at 4:34 AM
I can’t remember when it wasn’t raining ☔️ 🤔
Now I just need a watch to pay the 15% on…
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
November 14, 2025 at 2:50 PM
Now I just need a watch to pay the 15% on…
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
*US TO LOWER TARIFF RATE ON SWISS GOODS TO 15%, GREER SAYS
AI-driven productivity could be deflationary, but if the benefits are captured narrowly while labor is displaced broadly, the result is lower demand, weaker wage growth, and a structurally trickier macro environment — not a rising-tide-lifts-all-boats cycle like the internet.
November 14, 2025 at 7:01 AM
AI-driven productivity could be deflationary, but if the benefits are captured narrowly while labor is displaced broadly, the result is lower demand, weaker wage growth, and a structurally trickier macro environment — not a rising-tide-lifts-all-boats cycle like the internet.
Productivity Can Be Deflationary — But That Doesn’t Automatically Mean “Good”
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
November 14, 2025 at 7:00 AM
Productivity Can Be Deflationary — But That Doesn’t Automatically Mean “Good”
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Even if AI pushes productivity higher, deflation is only “good” if:
• workers share in the benefits (higher real wages), or
• prices fall broadly
Historically, big tech cycles (internet, mobile, cloud) pushed prices down and boosted real wages.
But AI may break that pattern.
Two potential outcomes:
But AI may break that pattern.
Two potential outcomes:
November 14, 2025 at 6:58 AM
Historically, big tech cycles (internet, mobile, cloud) pushed prices down and boosted real wages.
But AI may break that pattern.
Two potential outcomes:
But AI may break that pattern.
Two potential outcomes:
AI-driven productivity creates a macro contradiction:
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
November 14, 2025 at 6:55 AM
AI-driven productivity creates a macro contradiction:
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.
• If AI truly justifies the current capex boom and valuations, it must produce massive efficiency gains.
• Massive efficiency gains almost require labor displacement.