Umami
@umamivalue.bsky.social
Mean reversion guy in a secular trend world.
$TSCO immediately started beating comps. Coincidence?
Ford ICE (inc. hybrid) F-Series sales YTD through November ('000s).
2021 663.51
2022 561.72
2023 656.54
2024 627.46
2025 759.52
Definitely a vibe shift tbh. But also shows that a certain kind of consumer has been VERY spendy this year in spite of what the indices say about confidence.
2021 663.51
2022 561.72
2023 656.54
2024 627.46
2025 759.52
Definitely a vibe shift tbh. But also shows that a certain kind of consumer has been VERY spendy this year in spite of what the indices say about confidence.
December 2, 2025 at 8:13 PM
$TSCO immediately started beating comps. Coincidence?
This remains a razor I use when evaluating the administration's approach to healthcare policy. There are a few direct ways it can put money directly in his pocket, and as such, it should remain a lower priority. However, the "punish enemies" push still drives negative revenue dynamics
A five-byline alert from NYT:
“.. Over the past few months, Mr. Witkoff and Sheikh Tahnoon had become both diplomatic allies and business partners, testing the limits of ethics rules while enriching the president ..”
@nytimes.com
www.nytimes.com/2025/09/15/u...
“.. Over the past few months, Mr. Witkoff and Sheikh Tahnoon had become both diplomatic allies and business partners, testing the limits of ethics rules while enriching the president ..”
@nytimes.com
www.nytimes.com/2025/09/15/u...
September 15, 2025 at 5:14 PM
This remains a razor I use when evaluating the administration's approach to healthcare policy. There are a few direct ways it can put money directly in his pocket, and as such, it should remain a lower priority. However, the "punish enemies" push still drives negative revenue dynamics
Reposted by Umami
Being 'too-online' is now a life disadvantage
September 15, 2025 at 2:51 AM
Being 'too-online' is now a life disadvantage
Endless Summer afternoon
September 13, 2025 at 9:45 PM
Endless Summer afternoon
My expectations were low, but damn
September 12, 2025 at 5:36 PM
My expectations were low, but damn
Reposted by Umami
Heyyyyyy comics folks!
In case you missed it, BOOM! Studios is hiring an Assistant Editor to join our rockstar team of dedicated comic editors. It's fully remote and open to folks with 1+ years of editorial or similar narrative experience! Come make great comics with us! bit.ly/42ooXLq #comicjobs
In case you missed it, BOOM! Studios is hiring an Assistant Editor to join our rockstar team of dedicated comic editors. It's fully remote and open to folks with 1+ years of editorial or similar narrative experience! Come make great comics with us! bit.ly/42ooXLq #comicjobs
Assistant Editor, BOOM! Studios (Open to Remote)
Assistant Editor, BOOM! Studios (Open to Remote)
bit.ly
September 12, 2025 at 4:07 PM
Heyyyyyy comics folks!
In case you missed it, BOOM! Studios is hiring an Assistant Editor to join our rockstar team of dedicated comic editors. It's fully remote and open to folks with 1+ years of editorial or similar narrative experience! Come make great comics with us! bit.ly/42ooXLq #comicjobs
In case you missed it, BOOM! Studios is hiring an Assistant Editor to join our rockstar team of dedicated comic editors. It's fully remote and open to folks with 1+ years of editorial or similar narrative experience! Come make great comics with us! bit.ly/42ooXLq #comicjobs
I will say the most surprising learning in the last 24hrs is how tight the integration was/is between those with their hands on the levers of power and those who I previously thought were just media people. Maybe I'm naive, but I was surprised by that.
September 11, 2025 at 6:13 PM
I will say the most surprising learning in the last 24hrs is how tight the integration was/is between those with their hands on the levers of power and those who I previously thought were just media people. Maybe I'm naive, but I was surprised by that.
many such cases
August 15, 2025 at 3:45 AM
many such cases
Reposted by Umami
/7 This administration, from top to bottom, is ABSOLUTELY capable of getting Maxwell to clear Trump and implicate Trump’s political enemies in exchange for some commutation or pardon of her sentence. If you say otherwise you’re a liar or a fool.
July 24, 2025 at 5:41 PM
/7 This administration, from top to bottom, is ABSOLUTELY capable of getting Maxwell to clear Trump and implicate Trump’s political enemies in exchange for some commutation or pardon of her sentence. If you say otherwise you’re a liar or a fool.
Reposted by Umami
He's gonna pardon Ghislaine and she's gonna say under oath Michelle Obama did January 6th.
July 22, 2025 at 2:42 PM
He's gonna pardon Ghislaine and she's gonna say under oath Michelle Obama did January 6th.
Hard to imagine a more aggressively backward view than this
I hope everyone working on LLMs has reckoned with their role in building a technology that, so far, has offered little to no benefit to humanity — while causing real harm by degrading art, undermining labor in creative industries, and straight up automating political propaganda
May 4, 2025 at 9:58 PM
Hard to imagine a more aggressively backward view than this
The Boeing deal was a proud accomplishment of the first term
Frustrated by Boeing’s massive delays in delivering a new Air Force One, President Trump has commissioned a smaller defense contractor to ready an interim presidential plane by year’s end.
Trump Wants a New Air Force One So Badly He’s Refurbishing a Qatari Plane
Frustrated by massive delays on Boeing’s work to deliver a new Air Force One, the president has commissioned a smaller defense contractor to ready an interim presidential plane by year’s end.
buff.ly
May 1, 2025 at 6:05 PM
The Boeing deal was a proud accomplishment of the first term
"China is doomed because authoritarian systems disincentivize providing accurate information to leaders when the news is bad"
Burgum: "Everybody I've met, whether it's at a coal mine or the border, law enforcement, the one thing they say is please thank President Trump from all of us."
April 30, 2025 at 5:31 PM
"China is doomed because authoritarian systems disincentivize providing accurate information to leaders when the news is bad"
Perfect time for a big Trump event as the market hits resistance and we can reload
April 29, 2025 at 11:58 PM
Perfect time for a big Trump event as the market hits resistance and we can reload
Monopoly test 😘
"Albertsons tells suppliers to eat the cost of tariffs: ‘We are not accepting cost increases’" fortune.com/2025/04/25/a...
April 26, 2025 at 3:19 PM
Monopoly test 😘
Musked
President Trump and Elon Musk promised taxpayers big savings. Now, as he prepares to step back from his presidential assignment to cut bureaucratic fat, Musk has said without providing details that DOGE is likely to save taxpayers only about 15% of what he originally pledged to save.
What Elon Musk Didn’t Budget For: Firing Workers Costs Money, Too
An expert on the federal work force estimates that the speed and chaos of Mr. Musk’s cuts to the bureaucracy will cost taxpayers $135 billion this fiscal year.
www.nytimes.com
April 25, 2025 at 12:56 PM
Musked
All companies should put out their earnings PR after market close. IDC if you do the call the next morning, that's fine.
April 24, 2025 at 9:01 PM
All companies should put out their earnings PR after market close. IDC if you do the call the next morning, that's fine.
Musked
Wife of wrongly deported Maryland man Kilmar Abrego Garcia forced into safe house after government posts address online
Wife of Kilmar Abrego Garcia moves to safe house after DHS posts address online
Homeland Security shared copy of protective order from 2021 revealing family’s address on social media
www.independent.co.uk
April 24, 2025 at 1:34 AM
Musked
Reposted by Umami
There are times when a decent person would quit rather than preside over a sick farce. This is one of those times.
One of the most shocking things I have read for a while:
t.co/lg46ijHLDF
t.co/lg46ijHLDF
April 23, 2025 at 4:46 PM
There are times when a decent person would quit rather than preside over a sick farce. This is one of those times.
Reposted by Umami
This 5-year anniversary passed a few weeks ago. Another classic.
April 23, 2025 at 5:38 PM
This 5-year anniversary passed a few weeks ago. Another classic.