John
@jdevans79.bsky.social
Finance turned product guy, former airline employee with a latent passion for all things aviation and weather.
Reposted by John
What the actual F is happening
very odd that the Post would write up someone’s speciation as if it’s news. What are we doing here
November 26, 2025 at 11:45 PM
What the actual F is happening
Reposted by John
One sign of a bubble is when the major players do gimmicks to hide the cost of the bubble.
If the thing was clearly a good value, they'd just say "look at us investing in this valuable thing," rather than this obvious shell game to avoid booking the cost of building a data center.
If the thing was clearly a good value, they'd just say "look at us investing in this valuable thing," rather than this obvious shell game to avoid booking the cost of building a data center.
Meta’s data-center accounting gets the Jon Weil treatment:
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
November 24, 2025 at 12:02 PM
One sign of a bubble is when the major players do gimmicks to hide the cost of the bubble.
If the thing was clearly a good value, they'd just say "look at us investing in this valuable thing," rather than this obvious shell game to avoid booking the cost of building a data center.
If the thing was clearly a good value, they'd just say "look at us investing in this valuable thing," rather than this obvious shell game to avoid booking the cost of building a data center.
Reposted by John
Comedy is legal again
Holy shit. So Elon decides it would be nice to know what region of the world people are posting from. So they add that little feature.
2 hours later they figure out that many Trump supporters with millions of followers are posting from other countries. Surprise!
That "feature" is now gone.
2 hours later they figure out that many Trump supporters with millions of followers are posting from other countries. Surprise!
That "feature" is now gone.
November 23, 2025 at 10:34 PM
Comedy is legal again
Reposted by John
Only someone this wealthy would so flippantly suggest you uproot your life, sell your house, pull your kids out of school, quit your job, request a transfer — all to save 50 basis points on CPI. 🤡
Bessent: "You know the best way to bring your inflation rate down? Move from a blue state to a red state. Blue state inflation is half a percent higher."
November 23, 2025 at 4:05 PM
Only someone this wealthy would so flippantly suggest you uproot your life, sell your house, pull your kids out of school, quit your job, request a transfer — all to save 50 basis points on CPI. 🤡
Reposted by John
The Lame Duck in His Labyrinth:
Trump Is About to Get More Dangerous, Not Less.
www.againstallenemies.net/p/the-lame-d...
Trump Is About to Get More Dangerous, Not Less.
www.againstallenemies.net/p/the-lame-d...
The Lame Duck in His Labyrinth
Trump Is About to Get More Dangerous, Not Less.
www.againstallenemies.net
November 23, 2025 at 4:01 PM
The Lame Duck in His Labyrinth:
Trump Is About to Get More Dangerous, Not Less.
www.againstallenemies.net/p/the-lame-d...
Trump Is About to Get More Dangerous, Not Less.
www.againstallenemies.net/p/the-lame-d...
Reposted by John
Local police officers and sheriffs in Mobile, Alabama, are abducting a man from the waiting room of a car dealership mechanic shop on behalf of ICE/DHS. During the kidnapping, he is administered an unidentified sedative.
November 23, 2025 at 3:57 PM
Local police officers and sheriffs in Mobile, Alabama, are abducting a man from the waiting room of a car dealership mechanic shop on behalf of ICE/DHS. During the kidnapping, he is administered an unidentified sedative.
Reposted by John
“.. ‘Some people better get fired on Monday for the gross buffoonery we just witnessed over the last four days,’ Bacon wrote ..”
@mediaite.com 🤡
www.mediaite.com/media/news/c...
@mediaite.com 🤡
www.mediaite.com/media/news/c...
November 23, 2025 at 3:55 PM
“.. ‘Some people better get fired on Monday for the gross buffoonery we just witnessed over the last four days,’ Bacon wrote ..”
@mediaite.com 🤡
www.mediaite.com/media/news/c...
@mediaite.com 🤡
www.mediaite.com/media/news/c...
Reposted by John
Elon Musk donated $277 million to Trump so he could steal the federal government’s data, dismantle the nation’s infrastructure, and stop foreign aid from going to nonwhite people. It’s a quid pro quo breathtaking in scope, corruption, and damage, & completely unprecedented in American history.
Bye bye, “DOGE”.
It no longer exists as a “centralized entity”, according to the Office of Personnel Management.
@reuters.com
www.reuters.com/world/us/dog...
It no longer exists as a “centralized entity”, according to the Office of Personnel Management.
@reuters.com
www.reuters.com/world/us/dog...
November 23, 2025 at 3:29 PM
Elon Musk donated $277 million to Trump so he could steal the federal government’s data, dismantle the nation’s infrastructure, and stop foreign aid from going to nonwhite people. It’s a quid pro quo breathtaking in scope, corruption, and damage, & completely unprecedented in American history.
Reposted by John
Trump’s rise was not some accidental aberration. The forces that made it possible for him to take over on the Right won’t simply disappear as we are entering the Twilight of the Trump era. There are no “moderates” left in a position to recapture the Republican Party.
November 23, 2025 at 3:19 PM
Trump’s rise was not some accidental aberration. The forces that made it possible for him to take over on the Right won’t simply disappear as we are entering the Twilight of the Trump era. There are no “moderates” left in a position to recapture the Republican Party.
Reposted by John
If you’re wondering why MTG is waiting for January 5 to resign….it’s always about the money
November 22, 2025 at 2:38 AM
If you’re wondering why MTG is waiting for January 5 to resign….it’s always about the money
Reposted by John
People who advocate for electing the president by popular really are saying that federalism shouldn't matter - largely because they like the way that big cities would control elections. (For now.) This is dumb, especially now, when federalism has been a godsend.
A thread.
/1
A thread.
/1
November 22, 2025 at 1:33 AM
People who advocate for electing the president by popular really are saying that federalism shouldn't matter - largely because they like the way that big cities would control elections. (For now.) This is dumb, especially now, when federalism has been a godsend.
A thread.
/1
A thread.
/1
Reposted by John
I mean…good, right?
*LEAVITT: TRUMP DOES NOT WANT TO EXECUTE MEMBERS OF CONGRESS
November 20, 2025 at 7:16 PM
I mean…good, right?
Reposted by John
Bro, we just want the planes to take off and land, on the agreed-upon schedule, can you focus on that?
Trump's Transportation Secretary on how to improve air travel:
"People dress up like they're going to bed when they fly... We want to push people as we come into a really busy travel season, help people out, be in a good mood, dress up"
"People dress up like they're going to bed when they fly... We want to push people as we come into a really busy travel season, help people out, be in a good mood, dress up"
November 20, 2025 at 11:13 PM
Bro, we just want the planes to take off and land, on the agreed-upon schedule, can you focus on that?
Reposted by John
Trump is using CBP to monitor the movements of pregnant women by car from states that ban abortion into states where it is legal. To what purpose? Well, that's obvious. And it's dystopian. It's the ultimate Big Brother.
Border Patrol is monitoring US drivers and detaining those with 'suspicious' travel patterns
The U.S. Border Patrol is monitoring millions of American drivers nationwide in a secretive program to identify and detain people whose travel patterns it deems suspicious.
apnews.com
November 20, 2025 at 1:48 PM
Trump is using CBP to monitor the movements of pregnant women by car from states that ban abortion into states where it is legal. To what purpose? Well, that's obvious. And it's dystopian. It's the ultimate Big Brother.
Reposted by John
Page One in Iowa.
November 20, 2025 at 11:25 AM
Page One in Iowa.
Reposted by John
My mistake has been trying to explain what "fascism" is to people who don't care what it is.
So I'm going to try something else. Let's do this as a practical thought exercise.
If America *were* fascist *today* - what would you have to do differently in your daily life? /1
So I'm going to try something else. Let's do this as a practical thought exercise.
If America *were* fascist *today* - what would you have to do differently in your daily life? /1
November 16, 2025 at 3:12 AM
My mistake has been trying to explain what "fascism" is to people who don't care what it is.
So I'm going to try something else. Let's do this as a practical thought exercise.
If America *were* fascist *today* - what would you have to do differently in your daily life? /1
So I'm going to try something else. Let's do this as a practical thought exercise.
If America *were* fascist *today* - what would you have to do differently in your daily life? /1
Reposted by John
This is insane. This is *literally* doing the same mechanics of the housing crisis and 2008 recession but to create debt to finance construction of AI data centers
www.nytimes.com/2025/11/08/b...
www.nytimes.com/2025/11/08/b...
November 10, 2025 at 5:10 PM
Reposted by John
👇🎯 Also, no free & fair elections: bsky.app/profile/mcop...
Jeff is right. No one knows. Least of all the “moderate” Senators pretending it’s 1990s-style politics as usual, instead of life under competitive authoritarianism.
Jeff is right. No one knows. Least of all the “moderate” Senators pretending it’s 1990s-style politics as usual, instead of life under competitive authoritarianism.
I've typed out and deleted half a dozen posts about what all this means going forward, and the truth is, I don't know. No one really knows. We're in uncharted waters in so many different ways. Anything could happen ranging from textbook 2026 election to completely unprecedented turnover.
November 10, 2025 at 2:24 PM
👇🎯 Also, no free & fair elections: bsky.app/profile/mcop...
Jeff is right. No one knows. Least of all the “moderate” Senators pretending it’s 1990s-style politics as usual, instead of life under competitive authoritarianism.
Jeff is right. No one knows. Least of all the “moderate” Senators pretending it’s 1990s-style politics as usual, instead of life under competitive authoritarianism.
Reposted by John
“.. The economy is increasingly dependent on ‘three narrow, interconnected 'A-pillars':
1) affluent consumers
2) artificial intelligence-fueled investment
3) asset price gains”
@bloomberg.com
www.bloomberg.com/news/article...
1) affluent consumers
2) artificial intelligence-fueled investment
3) asset price gains”
@bloomberg.com
www.bloomberg.com/news/article...
November 10, 2025 at 12:15 PM
“.. The economy is increasingly dependent on ‘three narrow, interconnected 'A-pillars':
1) affluent consumers
2) artificial intelligence-fueled investment
3) asset price gains”
@bloomberg.com
www.bloomberg.com/news/article...
1) affluent consumers
2) artificial intelligence-fueled investment
3) asset price gains”
@bloomberg.com
www.bloomberg.com/news/article...
Reposted by John
Delta leading in cxls so far this morning at 10% of mainline ops, and long lines for departure in multiple airports.
Yesterday airlines started with fewer and eventually cxld more. Will be interesting to see if this number grows today or if they can hold it steady.
#avgeek
Yesterday airlines started with fewer and eventually cxld more. Will be interesting to see if this number grows today or if they can hold it steady.
#avgeek
November 9, 2025 at 4:35 PM
Delta leading in cxls so far this morning at 10% of mainline ops, and long lines for departure in multiple airports.
Yesterday airlines started with fewer and eventually cxld more. Will be interesting to see if this number grows today or if they can hold it steady.
#avgeek
Yesterday airlines started with fewer and eventually cxld more. Will be interesting to see if this number grows today or if they can hold it steady.
#avgeek
Reposted by John
Quickly...
Rule of Thumb: 60 airplanes per hour per runway. 1 min. takeoff. 1 min. arrival. (Lots of exceptions. "Heavy" aircraft being a big one.)
The "Z" facilities (ZTL = Atlanta Center) are American. The "C" facilities are Canadian.
Planes all over North America waiting to depart for EWR.
Rule of Thumb: 60 airplanes per hour per runway. 1 min. takeoff. 1 min. arrival. (Lots of exceptions. "Heavy" aircraft being a big one.)
The "Z" facilities (ZTL = Atlanta Center) are American. The "C" facilities are Canadian.
Planes all over North America waiting to depart for EWR.
November 9, 2025 at 4:29 PM
Quickly...
Rule of Thumb: 60 airplanes per hour per runway. 1 min. takeoff. 1 min. arrival. (Lots of exceptions. "Heavy" aircraft being a big one.)
The "Z" facilities (ZTL = Atlanta Center) are American. The "C" facilities are Canadian.
Planes all over North America waiting to depart for EWR.
Rule of Thumb: 60 airplanes per hour per runway. 1 min. takeoff. 1 min. arrival. (Lots of exceptions. "Heavy" aircraft being a big one.)
The "Z" facilities (ZTL = Atlanta Center) are American. The "C" facilities are Canadian.
Planes all over North America waiting to depart for EWR.
Reposted by John
Reposted by John
So did all the rich people move out of NYC yet?
November 9, 2025 at 1:16 AM
So did all the rich people move out of NYC yet?
Reposted by John
If you’re trying to catch up on what went down with #SNAP late last night at #SCOTUS, here’s my attempt to read the breadcrumbs on the “administrative stay” issued by Justice Jackson—and why a justice so critical of the Court’s grants of emergency relief to Trump still granted temporary relief here:
190. SNAP WTF?
A very quick explainer on why Justice Jackson issued an "administrative stay" in the SNAP case late on Friday night, and on what's likely to happen next
www.stevevladeck.com
November 8, 2025 at 12:18 PM
If you’re trying to catch up on what went down with #SNAP late last night at #SCOTUS, here’s my attempt to read the breadcrumbs on the “administrative stay” issued by Justice Jackson—and why a justice so critical of the Court’s grants of emergency relief to Trump still granted temporary relief here:
Reposted by John
Here’s an easy way to find out how to donate to your local food bank this weekend. 🇺🇸
@feedingamerica.org
give.feedingamerica.org/a/donate
@feedingamerica.org
give.feedingamerica.org/a/donate
November 7, 2025 at 11:56 AM
Here’s an easy way to find out how to donate to your local food bank this weekend. 🇺🇸
@feedingamerica.org
give.feedingamerica.org/a/donate
@feedingamerica.org
give.feedingamerica.org/a/donate