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Dr B

@internist.bsky.social
7.7K followers 17K following 8.5K posts

Never trump Blue dot in red state Block MAGA NO Crypto NO MAGA NO MAHA NO TRUMP No DM

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Reposted by Dr B
Carl Quintanilla @carlquintanilla.bsky.social · 3h
Four-byline alert: “.. Meta claimed that $4.1 billion of stock options exercised by Mr. Zuckerberg counted as a research expense ..” @nytimes.com $META www.nytimes.com/2026/09/30/t...
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 27/09/2026
GS: We Estimate That, Once Diesel Storage Is Full, Each Week of a US Diesel Export Ban Would Likely Be Associated With $0.3/gallon of Upward Pressure on US Retail Gasoline Prices
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Jesse Felder @jessefelder.com · 24/09/2026
‘By Jensen’s logic we ought at this point be shutting down OpenAI. Their software has repeatedly been shown to be reckless, and because they have consistently covered things up we cannot trust them. They seem neither competent nor trustworthy.‘ garymarcus.substack.com/p/i-think-th...
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Carl Quintanilla @carlquintanilla.bsky.social · 24/09/2026
Starting to see more notes like this one — from Morgan Stanley — forecasting a slowdown in consumption growth.
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Jesse Felder @jessefelder.com · 23/09/2026
“This is pretty simple physics. This would be the single largest, single-site energy source — heat source — on the planet and that includes volcanoes. And it’s in the middle of this ecosystem that’s already in a pretty advanced state of collapse.” www.bloomberg.com/graphics/202...
bloomberg.com
AI Data Centers Release Heat, Posing New Problem for Cities
As facilities to power AI grow larger and are built in clusters, they are spreading hot air beyond their property lines
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Carl Quintanilla @carlquintanilla.bsky.social · 23/09/2026
FEDWATCH: “.. there’s little standing in the way of a move toward 5.30% in the near term. But that’s not where the move should end. .. the technical upside for the 10Y now sits near 6.25%.”
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 23/09/2026
30yr yield touched its highest level since June 2004 today.. 5.424%
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Mike Kozak🎷🇨🇦🌈 @mikekozak.bsky.social · 22/09/2026
Of all the kakis of this insipid kakistocracy, this boob is by far the kakiest. Why not put him in change of the most challenging tech we've ever created?
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Mike Bloom @michaelbloom.bsky.social · 22/09/2026
After that, all I had to do was chant some crazy words I didn't know, surrender my soul over to Mark Zuckerberg and drink some pig blood. That night I was dining at SUR'
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ghostymcghost.bsky.social @ghostymcghost.bsky.social · 22/09/2026
Maybe some are comfortable handling their most sensitive of information over the same people that brought us the whole Cambridge Analytica fiasco. I’ll pass, thanks.
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Aleth @z20thcenturyman.bsky.social · 22/09/2026
Everyone rightfully ragging on this dude for the pointless 2nd subscription but I can't get over the part about "it made a podcast for me." Like WTF would that even be about and how is anyone this dumb. Mind blowingly low levels of humanity in this guy.
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Greg Sanderson @gregsanderson.bsky.social · 22/09/2026
Sounds great 😬 arstechnica.com/security/202...
arstechnica.com
Muse, Meta's extraordinarily privileged AI assistant, has a serious 0-day
A simple ClickFix attack is only one way to completely hijack the new agent.
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bemoangamble.bsky.social @bemoangamble.bsky.social · 22/09/2026
Langone is another Trump sycophant MAGAt billionaire who is never asked or questioned by legitimate reporters why they oppose mixed race, mixed ethnicity, mixed religion, mixed sexual orientation participatory republic democracy. They bankroll every Congressional act to thwart such a democracy.
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Carl Quintanilla @carlquintanilla.bsky.social · 22/09/2026
(Bloomberg) - Kroger Co. has stopped selling Red Bull and Boar’s Head products at many stores because the grocery chain isn’t accepting their price hikes. @bloomberg.com $KR www.bloomberg.com/news/article...
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Michael Derby @michaelsderby.bsky.social · 22/09/2026
Trump's July financial disclosure is live. While serving as president he had time to trade nearly 1200 times in the market during July. extapps2.oge.gov/201/Presiden...
extapps2.oge.gov
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Jesse Felder @jessefelder.com · 20/09/2026
‘Debt sold by a venture building a data center to be leased by Jane Street has quickly soured in secondary trading. Yields on the bonds have risen to around 11.3%, more than 2 percentage points above where the debt first sold in August.’ www.theinformation.com/articles/jan...
theinformation.com
Jane Street-Linked Data Center Debt Sours
Secretive Wall Street trading firm Jane Street has become famous in the past couple of years for its sizable AI-related spending, as it has struck big cloud deals to handle its AI computing needs and ...
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Jesse Felder @jessefelder.com · 20/09/2026
“People may not fully grasp just how wound up the market and the economy is in all of this,” said Jim Morrow, chief executive officer of the Boston investment firm Callodine Capital Management. “There are just so many things to unravel if it starts.” www.bloomberg.com/news/article...
bloomberg.com
AI’s Wobbly House of Cards Puts Markets and US Economy at Risk
The heads of America’s leading AI development labs have started a national conversation about tapping the brakes on a technology that’s offering so much promise for society, while at the same time sho...
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Catherine Rampell @crampell.bsky.social · 18/09/2026
What? A sudden 30% decline in national housing prices would be a sign we're in like a serious depression. After the housing bubble burst in 2006/2007, national house prices fell "only" 27% peak to trough fred.stlouisfed.org/series/CSUSH...
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Carl Quintanilla @carlquintanilla.bsky.social · 18/09/2026
$43.6 billion. @punchbowlnews.bsky.social
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Jesse Felder @jessefelder.com · 17/09/2026
‘Fears of mass joblessness or human extinction offer them a good reason to restrain spending without conceding that further improvements might prove uneconomical.’ www.project-syndicate.org/commentary/a...
project-syndicate.org
AI Firms’ Self-Serving Warnings
Brian Judge sees calls for a “pause” on development as a way to hype AI’s profit potential and reduce development costs.
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Carl Quintanilla @carlquintanilla.bsky.social · 17/09/2026
PANTHEON: “.. Home sales have been in the doldrums for nearly four years now, but the fresh climb in mortgage rates in recent months has pushed pending sales back to the bottom of their post-Covid range.” 😞
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Carl Quintanilla @carlquintanilla.bsky.social · 17/09/2026
“.. I think the next supply shock will be on food,” said Marie-Anne Allier, a bond manager at Carmignac in Paris. “I don’t think that’s priced in the market at the moment, especially as we expect it to be slow but persistent.” @bloomberg.com www.bloomberg.com/news/newslet...
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Carl Quintanilla @carlquintanilla.bsky.social · 16/09/2026
#ALsen
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Jesse Felder @jessefelder.com · 16/09/2026
‘The problem that they face is that they made a bet, the bet hasn’t worked, the open source guys are eating their lunch, they’ve just had a disastrous PR cycle with data centers and HuggingFace, and the markets don’t want to give them more money.’ www.cnbc.com/video/2026/0...
cnbc.com
Investors should be thoughtful about risk factors in upcoming AI IPOs: Elevation Partners' McNamee
Roger McNamee, Elevation Partners founder, joins 'Squawk on the Street' to discuss McNamee's thoughts on AI technology, how investors should consider the companies in this space and more.
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Jesse Felder @jessefelder.com · 15/09/2026
‘Once the Fed embarks on tightening, it generally continues for a while and yields continue to rise generally by more than a percentage point. Judging by history, we should brace for the 10-year yield to reach 6% before the Fed is done.’ www.bloomberg.com/opinion/news... by @johnauthers.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
The Shipping Tanker ETF is going through some things. $BWET
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
MELIUS: “.. Oh, Crap. .. The obvious concern here is whether Dario and his compatriots have killed the AI semis/hardware trade and made it so the 2 most important IPOs of the AI era have trouble getting out (and can't spend as much money on gear).”
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ABC News Australia @news.abc.net.au · 10/09/2026
Stunning feather discovered in fossilised dinosaur poo is first of its kind
abc.net.au
Feather discovered in fossilised dinosaur poo is first of its kind
A well-preserved feather discovered inside fossilised dinosaur faeces could help explain why ancestors of modern birds survived the mass extinction.
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Barchart @barchart.com · 13/09/2026
Real wage growth has now declined for 5 straight months 🚨
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. With Saudi oil now blockaded, Americans are about to discover why maintaining stability in the Middle East and not handing it to a consortium of Russia and Iran was always important.” @jayinkyiv.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. Medium term oil markets are increasingly recognizing the squeeze on Mideast oil supply is far from transitory. Mar '27 Brent at Iran War highs this week.” @bobeunlimited.bsky.social
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Carl Quintanilla @carlquintanilla.bsky.social · 13/09/2026
“.. Increasing prices is ‘the last lever we have,’ Campbell’s CFO said this week .. .. Cost-cutting measures couldn’t keep up, he added: ‘Unfortunately, that was not enough given the extreme amount of inflation that we are seeing right now.’” @bloomberg.com www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 12/09/2026
ALTMAN: “.. given everything happening with safety, right now would be an ill-advised moment to go public, and we don’t feel pressure on that.” @alyson.bsky.social @fortune.com fortune.com/2026/09/12/s...
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Carl Quintanilla @carlquintanilla.bsky.social · 11/09/2026
SCHWAB: “.. The vibepression continues: consumers' expectations for the economy fell in September to the second lowest level since 1980 per the UMich survey.”
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670rv @670rv.bsky.social · 11/09/2026
bsky.app/profile/just...
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Carl Quintanilla @carlquintanilla.bsky.social · 11/09/2026
RBADVISERS: “.. Normally, weak #ConsumerSentiment aligns with weak employment. Today employment is healthy yet sentiment is rock bottom. How will consumers feel whenever the next recession occurs???”
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Carl Quintanilla @carlquintanilla.bsky.social · 10/09/2026
“.. The market has called his bluff.” @bloomberg.com www.bloomberg.com/news/article...
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Carl Quintanilla @carlquintanilla.bsky.social · 10/09/2026
LEBAS: “.. the next round of buybacks is going to be up to $8bln and the markets are going to keep leading Bessent around by his nose until it gets really embarrassing.”
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Carl Quintanilla @carlquintanilla.bsky.social · 10/09/2026
“.. The Atlanta Fed calculates that as of May, a household would need income of $124,674 a year to afford a median-priced home … that is 45% more than the median household makes.” - Schwab
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Patrick De Haan @gasbuddyguy.bsky.social · 10/09/2026
the two-day rise in the national average price of gasoline, 17.6c/gal, is the largest 2-day rise since April. the national average price of gasoline now stands at $4.260/gal, according to GasBuddy data.
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Carl Quintanilla @carlquintanilla.bsky.social · 09/09/2026
“.. legislators or governors in more than 10 states .. have slammed the brakes on the [data center] tax breaks. The reversals underscore how state leaders who once welcomed the facilities .. suddenly treat them like a political liability.” @wsj.com www.wsj.com/politics/pol...
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Julia Coronado @jc-econ.bsky.social · 09/09/2026
Not a huge move but the ginormous US Treasury market is not impressed with the buyback announcement from "the house"
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Carl Quintanilla @carlquintanilla.bsky.social · 09/09/2026
“.. US diesel now fetching more than $200 per barrel. Highest print of the Hormuz crisis thus far.” (via Commodity Context) ⛽️
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Jesse Felder @jessefelder.com · 09/09/2026
’Official data shows steady growth and low unemployment, but misses how rising costs have left many Americans behind.‘ www.wsj.com/economy/cons...
wsj.com
Six Charts That Explain How Americans Really Feel About the Economy
Official data shows steady growth and low unemployment, but misses how rising costs have left many Americans behind.
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Mohamed A. El-Erian @elerianm.bsky.social · 09/09/2026
Staying with government bond yields, the US Treasury just paid 4.834% at issuance, the highest in almost twenty years (August 2007), despite strong demand at the auction. #economy #markets #bonds #yields
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Bob Burgess @bobburgess.bsky.social · 09/09/2026
"The most plausible explanation is that the bond market sees these moves as gimmicks that fail to address the underlying reason bond yields, and by extension borrowing costs throughout the economy, are rising."
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George Pearkes @peark.es · 09/09/2026
Starting to think it's not just about oil *COPPER HITS FRESH ALL-TIME HIGHS IN NEW YORK AND LONDON
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Patrick De Haan @gasbuddyguy.bsky.social · 09/09/2026
BREAKING: diesel history is about to be made. $6/gal nationally — never seen before, days away, it's now in the pipeline, unavoidable.
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Patrick De Haan @gasbuddyguy.bsky.social · 08/09/2026
average diesel prices in the U.S. now stand $2.19/gal higher, or ~60% above than a year ago, Canada also seeing a similar YoY rise. huge sting to the global economy that will be trickling down in the weeks ahead
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Jesse Felder @jessefelder.com · 08/09/2026
‘Models that keep scaling is crucial to the case for boundless AI demand. Without showing sufficient R&D spend the labs would just be priced as inferencers, where the economics do not justify the sort of valuations Anthropic and OpenAI are seeking.‘ blinks.bloomberg.com/news/stories...
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