iiinova — where your digital self keeps evolving

Dead Armadillo @deadarmadillo.bsky.social · 06/10/2026

Fear of doinks in away-domes, ever since Ty France’s hit in Milwaukee…?

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Dead Armadillo @deadarmadillo.bsky.social · 06/10/2026

Be sure to wear your Medico della Peste gear while writing.

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Dead Armadillo @deadarmadillo.bsky.social · 05/10/2026

(N.b., The $28.70 is on the 2% alone....)

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Dead Armadillo @deadarmadillo.bsky.social · 05/10/2026

I think I did the math. If the strategy generates 23% annual returns, $100 invested will generate $213.95 over 8 years; providing investor ~9.97% CAGR (i.e., "maybe 10% returns" because you're real lucky). Meanwhile, the $100 will generate ~$28.70 in fees during the same 8 years of lockup.

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Dead Armadillo @deadarmadillo.bsky.social · 03/10/2026

“Is water wet?” What the hell sort of question is this? There are two legal accountability systems in this country presently The no-consequences track for the very-rich, and the “justice” track for everyone else.

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Dead Armadillo @deadarmadillo.bsky.social · 01/10/2026

My technical analysis is a little shoddy, but I think that H&S top measured from that neckline implies a target price of -$150/share.

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Dead Armadillo @deadarmadillo.bsky.social · 01/10/2026

No. But I believe the "high cost" conforming loan limit is currently $1,249,125. N = 360 PV = -1$,249,125 FV = 0 I/Y = 7.6/12 ≈ 0.6333 PMT = $8,819.76/month "Normal" conforming loan of $832,750 will "only" cost you $5,176.23/month.

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Dead Armadillo @deadarmadillo.bsky.social · 30/09/2026

She had options; they have no future.

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Dead Armadillo @deadarmadillo.bsky.social · 30/09/2026

I want to send this duration request! If you are entertaining requests, I would love to know where all the AI-issued debt is ending up.

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Dead Armadillo @deadarmadillo.bsky.social · 30/09/2026

This is cool. I especially like your "Active managers by maturity year" heatmap.

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Dead Armadillo @deadarmadillo.bsky.social · 29/09/2026

Democratic candidates for federal office should commit publicly to the following: "We believe markets are the best arbiter of malinvestment: accordingly, we pledge never to provide public funds to distressed AI companies. Backstopping private investment returns is not a 'national security' issue."

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Dead Armadillo @deadarmadillo.bsky.social · 29/09/2026

Democratic candidates for federal office should commit to the following pledge: "We believe markets are the best arbiter of malinvestment: accordingly, we pledge never to provide public funds to distressed AI companies. Backstopping private investment returns is not a 'national security' issue."

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Dead Armadillo @deadarmadillo.bsky.social · 28/09/2026

Opened our initial position on TIPS when they crested 3.0%. Just added to it. Appreciate the head’s up.

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Dead Armadillo @deadarmadillo.bsky.social · 28/09/2026

Niners & Cards playing like they're pissed off about the dismissive pre-season focus on Seattle & LA. And I am here for it.

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Dead Armadillo @deadarmadillo.bsky.social · 26/09/2026

If I deliberately “meddle” with a govt. website, presumably the government is going to make me face the legal repercussions. These AI companies should be held to the same goddamned standard: perhaps not with “time,” but gigantic civil penalties.

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Dead Armadillo @deadarmadillo.bsky.social · 25/09/2026

I don't think it unfair-minded to suggest that had an Obama or Biden administration pursued this ruling with an identical fact pattern, the ruling would have been either 3-6 or 0-9 against.

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Dead Armadillo @deadarmadillo.bsky.social · 25/09/2026

"Definitely".... If I had a nickel for every lie he's spewed....

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Dead Armadillo @deadarmadillo.bsky.social · 24/09/2026

I've sometimes wondered whether her polling was accurate, while the Trump campaign's cheating was overwhelming....

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Dead Armadillo @deadarmadillo.bsky.social · 18/09/2026

Caveat: assuming there’s jet fuel….

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Dead Armadillo @deadarmadillo.bsky.social · 18/09/2026

I will definitely circle back when we schedule. I’m 100% omnivore - I will eat anything that is properly prepared. Headed to Singapore in December with the family for 3 nights - figure we will explore the night market there. Have another two nights in Hanoi & another in Siem Reap. Psyched to eat.

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Dead Armadillo @deadarmadillo.bsky.social · 18/09/2026

Our youngest leaves for college next fall. Then, we are getting in some long-delayed travel eating. Japan has been top of my extended food-destinations, but your patter here makes me ramp China. Eating great food is the best.

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Dead Armadillo @deadarmadillo.bsky.social · 16/09/2026

He & Governor Newsom share the same hairdresser.

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Dead Armadillo @deadarmadillo.bsky.social · 14/09/2026

University administrators must make recourse to exploited adjuncts to defend lavish salaries. They are in league with tenured professors whose professional status is a function of publication, and inversely related to teaching. Surplus grad students are like grease to the wheels. It’s grotesque.

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Dead Armadillo @deadarmadillo.bsky.social · 11/09/2026

We have a silly rescue cat. A stray kitten - maybe 6 weeks old when she showed up in our back yard flea-ridden, starving & lost. Saving a fellow desperate mammal has rewired my brain for the better. Working from home, I go find her several time a day to scratch her head & remind her she is home.

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Dead Armadillo @deadarmadillo.bsky.social · 11/09/2026

Omg. Those two will live happily ever after together because of that moment. So fantastic.

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Dead Armadillo @deadarmadillo.bsky.social · 10/09/2026

Especially against a QB as stupid as Drake Maye.

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Dead Armadillo @deadarmadillo.bsky.social · 08/09/2026

Just let 'em try their LIV mischief with tennis, amirite?! I dare 'em. I double-dog dare 'em....

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Dead Armadillo @deadarmadillo.bsky.social · 08/09/2026

They will honor applications that arrive 1 second late....

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Dead Armadillo @deadarmadillo.bsky.social · 08/09/2026

Can you share your dredge? Also, that’s a modest quantity of oil. What type did you use? We make the drive for ad hoc to go every few months - I think he double dredges, which is also how we do it when we do.

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Dead Armadillo @deadarmadillo.bsky.social · 06/09/2026

1,000 years from now, when they are digging up ground to build a museum about Viking museums, guess what they’ll stumble upon?

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Dead Armadillo @deadarmadillo.bsky.social · 06/09/2026

Bush-Baker were incredible. Let’s ignore the Chicken Kiev speech… we can’t make perfection the enemy of exceptional coherent policy. Can you fathom the current horrow-show of miscast self-dealing midwits navigating reunification & the end of the Soviet Union? The notion makes me shudder.

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Dead Armadillo @deadarmadillo.bsky.social · 02/09/2026

OMG. Yes - this! I watched the video just now for the first time since whoevenknowswhen precisely to see that. Weird seductive moment from my teen years.

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Dead Armadillo @deadarmadillo.bsky.social · 01/09/2026

I'm old enough to remember my CFA material on ethics, and rules against trading or causing to be traded on material non-public information. It was a simpler time. Maybe everyone's gotten all better at mosaic 'n stuff...?

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Dead Armadillo @deadarmadillo.bsky.social · 30/08/2026

Friends saw him Tuesday at the Greek in Berkeley. I couldn’t make the show with them and would love your ticket but am 400 miles north. Fight on.

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Dead Armadillo @deadarmadillo.bsky.social · 28/08/2026

He pulls the dented thermos out in this scene to test Anna Kendricks’ reaction to it: to see if she knows what it is, and thereby, who he is. To assess whether she is a threat. That use is why he keeps it with him… not for emotional attachment reasons associated with his ex-mentor/cellmate.

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Dead Armadillo @deadarmadillo.bsky.social · 28/08/2026

Your reaction seems… prompted.

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Dead Armadillo @deadarmadillo.bsky.social · 24/08/2026

I would enthusiastically watch a reality TV show where the US-Canada trade negotiators meet weekends on prime-time and its broadcast live. It would afford a y-u-u-uge civic lesson and expose which of the two parties operates in bad faith.

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Dead Armadillo @deadarmadillo.bsky.social · 18/08/2026

Around 2022, after the umpteenth unscheduled PG&E multi-day blackout, we added (non-Tesla) batteries to our solar system. Running a business out of our home made the decision obligatory. Those in the sunbelt who can afford solar + batteries should install such systems… yesterday.

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Dead Armadillo @deadarmadillo.bsky.social · 18/08/2026

Show your math, please, professor. Table at top of page 37 of Alphabet's 2025 10-K here: s206.q4cdn.com/479360582/fi... Reported 2025 effective tax rate of 16.4%. 2025 tax provision of $26.656B against 2025 op. inc. of $129.039B (p. 49, ibid). $26.6B/$129.0B ≈ 20.62% > "4.9% of their profits"

s206.q4cdn.com

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Dead Armadillo @deadarmadillo.bsky.social · 18/08/2026

Wait, wut? Authentically curious. Corporation purchases product from abroad suddenly subject to a tariff. Rather than paying $XYZ for product, they pay that + tariff. Shows up in COGS. No different than if offshore raises product cost by [+ tariff] because unionization or whatever. Wut deduction?

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Dead Armadillo @deadarmadillo.bsky.social · 17/08/2026

Thanks for looking this up. Totally fun! I lived in SaMo for about 5 years: my girlfriend lived in an apartment near Montana & 4th, so really close to that address. She was an awesome girlfriend... been my wife of +25 years.... ;)

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Dead Armadillo @deadarmadillo.bsky.social · 17/08/2026

You look sharp. What color are your shorts?

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