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Dave

@davedaveson.bsky.social
834 followers 1.3K following 4.8K posts

"Formidable analytical chops" - Claude Dave/Davide

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Dave @davedaveson.bsky.social · 08/10/2026
The 2022 midterm elections.
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Dave @davedaveson.bsky.social · 08/10/2026
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Reposted by Dave
Matt Seybold @mattseybold.bsky.social · 08/10/2026
Social media is dying, with only the microvideo platforms retaining any active use. As recently as 2024 a third of students were on X, now zero.
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Dave @davedaveson.bsky.social · 08/10/2026
15x is still too high in a world where everyone knows Coke is the king of fizzy drinks. Pepsi is the Prince Andrew - It’s got no place in public life.
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Reposted by Dave
American Statistical Association History of Statistics @hos-asa.bsky.social · 08/10/2026
Edward Wright baptized #OTD 1561. In 1599 he proposes the median as a measure of central tendency & methods of variance estimation for navigational application. He is also the first (& so far only) Fellow of Caius College Cambridge to be granted sabbatical leave to be a pirate.
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Dave @davedaveson.bsky.social · 07/10/2026
I’m not
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Dave @davedaveson.bsky.social · 07/10/2026
The US mortgage market is overwhelmingly composed of mortgages with embedded 30 year calls - as detailed in the article.
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Dave @davedaveson.bsky.social · 07/10/2026
I'd not thought about this before. Mortgage pricing in these markets will actually be materially influenced by IV. Maybe even to the point where it would impact policy rates.
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Dave @davedaveson.bsky.social · 07/10/2026
this is correct
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Dave @davedaveson.bsky.social · 07/10/2026
[deleted - I was being thick]
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Dave @davedaveson.bsky.social · 07/10/2026
And you price the put in exactly the same way as you would any other.
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Dave @davedaveson.bsky.social · 07/10/2026
Ooh we’re about to get a lot of flags in the bios of the replies…
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Dave @davedaveson.bsky.social · 07/10/2026
The American cope for having such bad food that they have to pretend British food is worse has got so bad that they're now even fabricating meals to complain about when nothing on the menu didn't look appetising.
static.klipy.com
Michael Jordan: Stop It! Get Some Help! Meme
ALT: Michael Jordan: Stop It! Get Some Help! Meme
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Reposted by Dave
Toby Nangle @tobyn.bsky.social · 07/10/2026
🚨 I wrote a post about how US MBS are a (longstanding) part of the US Treasury doom loop machine. www.ft.com/content/a04e...
ft.com
How US mortgage bonds can trigger a ‘vicious loop’ for Treasury yields
One little cog in the bond market’s feedback machine
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Dave @davedaveson.bsky.social · 07/10/2026
static.klipy.com
Ranier Wolfcastle as McBain: That's The Joke!
ALT: Ranier Wolfcastle as McBain: That's The Joke!
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Dave @davedaveson.bsky.social · 07/10/2026
Maybe we’ll live in a world where people understand how Venn diagrams work.
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Dave @davedaveson.bsky.social · 07/10/2026
Prime Minister Truss? I’m done.
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Dave @davedaveson.bsky.social · 06/10/2026
Put down the crack pipe. Poland alone would be in Moscow by the weekend if Russia gave them an excuse.
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Dave @davedaveson.bsky.social · 06/10/2026
When the pun historians of the 23rd century review the Bluesky archives, they won’t believe this wasn’t a layup.
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Dave @davedaveson.bsky.social · 06/10/2026
Clover
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Dave @davedaveson.bsky.social · 06/10/2026
I’ve concluded that surviving 50m/s crosswinds can be achieved through a lot of stone or (presumably) having an engineering degree.
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Dave @davedaveson.bsky.social · 06/10/2026
And we’re just ignoring the lengthy period during 2021-2022 where it was substantially above the current level?
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Dave @davedaveson.bsky.social · 06/10/2026
*slaps roof of GB News propaganda boat* “This bad boy can fit so many…”
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Dave @davedaveson.bsky.social · 05/10/2026
make_no_mistakes.md
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Dave @davedaveson.bsky.social · 05/10/2026
Not to imply there is an equivalence in risk between the sexes, but I can tell you from very real personal experience that this is untrue. Some women will take advantage of a drunk man. The biggest difference is that, for obvious reasons, men don’t require the same emotional response to abuse.
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Dave @davedaveson.bsky.social · 05/10/2026
Waiting until being born is nine months wasted that you’ll never get back. Unless you had the clarity of foresight to select rich parents, it’s almost certainly financially unrecoverable.
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Dave @davedaveson.bsky.social · 04/10/2026
What you’re describing is a strategy for winning back Trump voters.
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Dave @davedaveson.bsky.social · 04/10/2026
No need to throw shade on the US like this.
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Dave @davedaveson.bsky.social · 04/10/2026
My real estate economics professor was a pretty hard core socialist, and he wouldn’t even entertain the idea. This was a man who was all in on land taxes.
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Dave @davedaveson.bsky.social · 04/10/2026
There’s a problem in that both the theory and subjective assessment of all attempts at rent control have lead to very limited literature. It would be like asking for funding research into the hypothesis that eating a kilo of foie gras every day would lead to weight gain.
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Dave @davedaveson.bsky.social · 04/10/2026
Something no woman has ever achieved.
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Dave @davedaveson.bsky.social · 03/10/2026
Losing your virginity to any piece of artistic media, rather than another human, would be weird at the best of times. Your case is just sad.
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Dave @davedaveson.bsky.social · 03/10/2026
Your latter point is correct, yet, once again, irrelevant. Your former point is baseless.
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Dave @davedaveson.bsky.social · 03/10/2026
Again, I don’t. Stop making stuff up.
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Dave @davedaveson.bsky.social · 03/10/2026
I don’t. Not relevant.
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Dave @davedaveson.bsky.social · 03/10/2026
If this is true then my strong advice is to swiftly delete this post. You’re either getting fired for sharing clients’ information or you’re admitting unauthorised access to computer material.
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Dave @davedaveson.bsky.social · 03/10/2026
This is so obviously false that I’m not going to waste my followers’ time refuting it.
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Dave @davedaveson.bsky.social · 03/10/2026
That is entirely a question of utility
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Dave @davedaveson.bsky.social · 03/10/2026
I find it extremely hard to believe that anybody making a fraction of $500k possesses a credit card. Anybody that far in to the income stratosphere would have zero utility from a credit card.
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Dave @davedaveson.bsky.social · 03/10/2026
Grow up
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Dave @davedaveson.bsky.social · 03/10/2026
When can the rest of us get in on Elon’s’ “fight for humanity”
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Dave @davedaveson.bsky.social · 02/10/2026
First this, next they’ll be withdrawing their investigation into Clarence Thomas showing Peter Griffin lewd pictures. Everyone is getting off the hook.
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Dave @davedaveson.bsky.social · 28/09/2026
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Dave @davedaveson.bsky.social · 27/09/2026
Heathrow airport has porters?!
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Dave @davedaveson.bsky.social · 27/09/2026
It’s happening
static.klipy.com
South Park Kids Argue About Being Gay
ALT: South Park Kids Argue About Being Gay
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Dave @davedaveson.bsky.social · 27/09/2026
The All In podcast is sufficient, thanks.
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Dave @davedaveson.bsky.social · 27/09/2026
They’ve played this game before. Cameras as banned in the kitchen for this reason.
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Dave @davedaveson.bsky.social · 27/09/2026
He’ll be fuming when he gets home and discovers how cheap long haul flights have become since he set off.
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Dave @davedaveson.bsky.social · 27/09/2026
We only hate the ones who voted for Trump.
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Dave @davedaveson.bsky.social · 27/09/2026
Maybe if we wire them some good faith money money they’ll get one up and running and we’ll receive 50% of all future profits.
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