Author | Lightnews

RA Eckart @raeckart.bsky.social · 21h

"Not until you can cry for very specific reasons while voting"

RA Eckart @raeckart.bsky.social · 22h

Me, 2009, a truck driver: "This iPhone thing might catch on."
Financial media: "It's been out two years & it's a bubble."
Twitter: "Yea, it's so over. Don't invest in a sure short, bro."
Me 2023: (Retiring)

RA Eckart @raeckart.bsky.social · 1d

Here comes Andrew Ross Sorkin with 1929 right on time. And then we have dotcom. Wherein we compare 250 million dial up users to 8 billion highspeed users of today.

RA Eckart @raeckart.bsky.social · 2d

Well, you have to set something up in order for there to be a re-toppling

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RA Eckart @raeckart.bsky.social · 2d

Where's a man to go with 60 million tons of unsold soybeans?

RA Eckart @raeckart.bsky.social · 4d

Lol, looks like Florida plates & she's driving back for it

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RA Eckart @raeckart.bsky.social · 4d

In this case the TAM is much, much bigger than any of the past booms which were contained by a country's borders. Comparing $META CAPEX to U.S. GDP instead of global GDP makes this ratio look scarier than what it is.

RA Eckart @raeckart.bsky.social · 4d

These seem to be rolling through like thunderstorms

www.wsj.com/finance/blac...

Exclusive | BlackRock Stung by Loans to Business Accused of ‘Breathtaking’ Fraud

An entrepreneur tapped private-credit funds to finance his telecom businesses. Now the lenders say he defrauded them.

www.wsj.com

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RA Eckart @raeckart.bsky.social · 4d

Let them eat marble

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RA Eckart @raeckart.bsky.social · 4d

"You see what happens Larry (Fink)?"

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RA Eckart @raeckart.bsky.social · 4d

Ok, so a ghost

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RA Eckart @raeckart.bsky.social · 4d

Blackrock still a mystery

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RA Eckart @raeckart.bsky.social · 4d

Ironic that the Nuclear Option involves Republicans opening the House & then swearing in a Democratic congresswoman who will be the deciding vote to release the Epstein Files as a side-story. Open indeed, chop, chop!

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