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
#EconSky
To your point, despite the Federal Government being closed for most of this fiscal year, public debt outstanding has risen by more than $723B since Oct. 1. Much more, actually, since there have been large auctions lately.
Where is this money going?
To your point, despite the Federal Government being closed for most of this fiscal year, public debt outstanding has risen by more than $723B since Oct. 1. Much more, actually, since there have been large auctions lately.
Where is this money going?
November 27, 2025 at 1:26 AM
#EconSky
To your point, despite the Federal Government being closed for most of this fiscal year, public debt outstanding has risen by more than $723B since Oct. 1. Much more, actually, since there have been large auctions lately.
Where is this money going?
To your point, despite the Federal Government being closed for most of this fiscal year, public debt outstanding has risen by more than $723B since Oct. 1. Much more, actually, since there have been large auctions lately.
Where is this money going?
November 26, 2025 at 2:27 PM
A graph that might help
November 25, 2025 at 10:26 PM
A graph that might help
#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.
Unsurprising
November 22, 2025 at 4:02 PM
Unsurprising
This scene from Groundhog Day comes to mind when skimming Lizza's scribblings
November 22, 2025 at 3:58 PM
This scene from Groundhog Day comes to mind when skimming Lizza's scribblings
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...
November 20, 2025 at 3:17 PM
#EconSky #NVDA #AI #China
NVDA claims H2O chip sales to China were "insignificant".
How about H2O chip sales to Singapore?
What if US national security concerns stop this path and revenue growth stalls?
NVDA is right now trading at 25xsales (trailing) and at Huang's "half trillion", 10Xsales.
NVDA claims H2O chip sales to China were "insignificant".
How about H2O chip sales to Singapore?
What if US national security concerns stop this path and revenue growth stalls?
NVDA is right now trading at 25xsales (trailing) and at Huang's "half trillion", 10Xsales.
November 20, 2025 at 2:48 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
#EconSky #NVDA
Looking through the earnings statement (below):
$51B Revenue (of $57B) from data center biz (i.e. other AI)
Is the AI trade a circular financing game - looks like it.
***
And "off the charts" is just silly in a tech company release.
nvidianews.nvidia.com/news/nvidia-...
Looking through the earnings statement (below):
$51B Revenue (of $57B) from data center biz (i.e. other AI)
Is the AI trade a circular financing game - looks like it.
***
And "off the charts" is just silly in a tech company release.
nvidianews.nvidia.com/news/nvidia-...
November 20, 2025 at 1:45 AM
#EconSky #NVDA
Looking through the earnings statement (below):
$51B Revenue (of $57B) from data center biz (i.e. other AI)
Is the AI trade a circular financing game - looks like it.
***
And "off the charts" is just silly in a tech company release.
nvidianews.nvidia.com/news/nvidia-...
Looking through the earnings statement (below):
$51B Revenue (of $57B) from data center biz (i.e. other AI)
Is the AI trade a circular financing game - looks like it.
***
And "off the charts" is just silly in a tech company release.
nvidianews.nvidia.com/news/nvidia-...
#AI #GoogleAI
So I ask a simple question, "Did Trump sign the #Epstein bill yet"
And I get the responses below.
But yeah, let's put these programs in charge of the world.
cc @edzitron.com
So I ask a simple question, "Did Trump sign the #Epstein bill yet"
And I get the responses below.
But yeah, let's put these programs in charge of the world.
cc @edzitron.com
November 19, 2025 at 8:49 PM
#AI #GoogleAI
So I ask a simple question, "Did Trump sign the #Epstein bill yet"
And I get the responses below.
But yeah, let's put these programs in charge of the world.
cc @edzitron.com
So I ask a simple question, "Did Trump sign the #Epstein bill yet"
And I get the responses below.
But yeah, let's put these programs in charge of the world.
cc @edzitron.com
This scene captures his essence perfectly.
Clueless.
Clueless.
November 17, 2025 at 11:16 PM
This scene captures his essence perfectly.
Clueless.
Clueless.
Indeed.
The 80s were a pivot point.
The 80s were a pivot point.
November 16, 2025 at 1:53 PM
Indeed.
The 80s were a pivot point.
The 80s were a pivot point.
I seen this one.
November 15, 2025 at 4:48 PM
I seen this one.
Delaware Bay, Cape May NJ side
November 12, 2025 at 4:57 PM
Delaware Bay, Cape May NJ side
Just avoid feelings of late Rothko
November 11, 2025 at 8:05 PM
Just avoid feelings of late Rothko