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modestyblaisee.bsky.social
Modesty
@modestyblaisee.bsky.social
Vance speech May 28, 2025

Bitcoin $107,802

Now $67,047, down $40,755 -38%

All 'cause being a contrarian doesnt pay
February 18, 2026 at 4:21 AM
We have carl quin,pearkes,ivanthek,econreposter and a few other solid macro guys
Stellar FT journalists.
Quality is here
Quantity is there
However huge effort to weed out 98% trash posts
This is a good example of why I find Bluesky exhausting and not worth cross posting. You could write a piece that carefully lays out the evidence, and the first (and 2nd-4th) replies are Big Mad that you didn't just write the piece they wanted. X has its problems — many, many problems — but ...
Well look at that.

If only the media had reported realistically about the economy in 2024, would we even be in this position?

But bothsides, amirite?
February 18, 2026 at 3:33 AM
bsky.app/profile/did:...

I follow this list
Very well curated
Zero issues i have here
February 18, 2026 at 3:30 AM
S M H
February 18, 2026 at 12:15 AM
WD announced intentions to divest its remaining SanDisk shares with plans to complete the sale by roughly one year after the SanDisk separation

SanDisk was spun off as an independent company in February 2025 with WD retaining a minority ownership stake but no longer consolidating SanDisk’s results
February 17, 2026 at 10:36 PM
February 17, 2026 at 7:54 PM
S I
Industrial policy, again: "India’s Solar Manufacturing Excesses Turn a Boom Into a Glut" share.google/1G4IP2zA9flV...
February 17, 2026 at 7:52 PM
February 17, 2026 at 7:32 PM
Reposted by Modesty
A friend working for laptops company said "in 3 years half the memory market is Chinese, in 10 years all of it"
February 17, 2026 at 6:52 PM
February 17, 2026 at 6:21 PM
7 Years later

Love it or list it?
February 17, 2026 at 4:16 PM
When you measure stocks in real money, the picture is brutal:

• U.S. stocks: ~75% decline since 1999
• European stocks: nearly 88% down since 2000

Want to see what's next for stocks? Read Robert Prechter's January Theorist - Free: tinyurl.com/ytnuckfc
February 17, 2026 at 4:10 PM
February 17, 2026 at 6:39 AM
Z.ai and me
February 17, 2026 at 4:13 AM
Let the Chinese in
February 17, 2026 at 3:53 AM
Cornerer/short squeezer/hoarder

Always loses
February 17, 2026 at 1:32 AM
$46

Pete
February 17, 2026 at 1:16 AM
The Fool and His Money, by Louis Dalrymple

A stock promoter sitting atop a ticker-tape machine sells overinflated stocks to an unsuspecting public.
February 17, 2026 at 1:01 AM
178 years ago today

youtu.be/kA9uaBqvRtA...
February 17, 2026 at 12:42 AM
Baked in collapse
February 17, 2026 at 12:31 AM
No comment
February 17, 2026 at 12:13 AM
Movie and music streaming interfaces is the zeroing of their biz

No one has the time for nonsense in the age of AI slaying

Algos are toast
February 16, 2026 at 11:45 PM
February 16, 2026 at 11:40 PM
Silver Prices Slide More Than 3%, Falling to $74.94 per Ounce
February 16, 2026 at 4:07 AM
CU
February 16, 2026 at 3:53 AM