$IONQ $RGTI $QBTS $QUBT Sabine Hossenfelder (German Martin Shkreli) laying out the bear case on quantum. Enjoy. youtu.be/MukMOZ0J-Ww?si…

Slide Insurance: A House Of Cards In Hurricane Alley We have taken a short position in shares of Slide Insurance $SLDE manateeresearch.com/2025/09/30/sli…

Today many of us remember and mourn the loss of our friend Matthew Fine who passed away four years ago today. He was 43. He was a one of a kind intellect, student, writer, podcaster, comedian, and investor. He was a devoted friend and son. I still learn from him when I relisten

Resurfacing this for reasons that should be clear to people following the SPAC world… 🤦‍♂️

Down to Business.⚾️🐻

Took a while but sell side is finally coming around on $ASTS. How many times are they going to tell shareholders they don't need money and then raise new capital? Does anyone realize how many times launches have been delayed? Or that Starlink is going to eat them?

October 7th fell on the final day of Sukkot. What should have been a day of joy for Jews everywhere became one of overwhelming grief. When I reflect on October 7th, I am reminded of the words of Associate Justice Robert Jackson, who served as the Chief Prosecutor at the

$ASTS Look forward to the details of the agreement when an 8-K is eventually filed.

In many ways the effect of the crash on embezzlement was more significant than on suicide. To the economist embezzlement is the most interesting of crimes. Alone among the various forms of larceny it has a time parameter. Weeks, months, or years may elapse between the commission

You just can’t hate the Ivy League enough. Hat tip DTWD

This sign has lost the plot. If “Fair is Fair” means CA matching TX in gerrymandering, then fairness is based solely by mimicry. Justice loses its compass. Two wrongs don’t make a right no matter how neatly the maps are drawn. Can’t have it both ways & keep the moral high ground.

Welcome home. 🎗️

“But these ideas are popular with young people.” So? What does that prove? The question isn’t whether an idea is popular with kids or young adults, but whether it’s good and true. Treating popularity as a moral compass — or as a mandate for the rest of society to radically

The company she joins is Aviato which recently pivoted to a military drone rental booking platform.

This week, we start the Torah anew with Bereshit (In the Beginning). Today across the world, Jews also read the Haftarah from Isaiah, Chapter 42. Reading the text from the Haftarah, I was in awe. I think of the twenty hostages who finally returned from captivity in Gaza. B"H 🎗️

This was the greatest moment in legal history

Since $ASTS never filed their definitive agreement with Verizon on an 8-K, the new prospectus out is the first time details have been filed with the SEC. The language boxed in red is unchanged from previous filings, and it's possible they failed to revise it in error.

Shame on everyone who called $OKLO a paper reactor.