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Out From The Past

@outfromthepast.bsky.social
194 followers 59 following 994 posts
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TINSTAFL @psyoptionality.bsky.social · 5h
Return. www.youtube.com/watch?v=Z4QM...
youtube.com
William Beckmann - "Volver, Volver" (LIVE at The Grand Ole Opry)
YouTube video by William Beckmann
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TINSTAFL @psyoptionality.bsky.social · 6h
Don’t get me wrong. Your ideas and analysis are the best I have found. I think you have reflexes in this game from a long time at it. I know I don't have them. Plan on going for your one option strategy though. www.youtube.com/watch?v=kIzs...
youtube.com
I'm Just a Simple Nigga
YouTube video by Nick Hustles - Topic
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r1ng1ngbell.bsky.social @r1ng1ngbell.bsky.social · 6h
You must not be the baby of the family. Youngest child = most competitive child of the family. 😂😂😂 Work is over. Bar’s parking lot is full for karaoke night! m.youtube.com/watch?v=C2UL...
m.youtube.com
YAZOO: Bad Connection (Extended Edit)
YouTube video by JC Zefsconet
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Día Uno Divertido @dia1fun.bsky.social · 12h
youtu.be/1TdV-3-9ITM
youtu.be
Larnelle Harris sings I WANT TO BE A STAR
YouTube video by Raven66
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Día Uno Divertido @dia1fun.bsky.social · 12h
Unsolicited tip - if u love endurance exercise + consumption thru reading (over listening / podcasts) Stationary spin has become my fav form of multitask exercise Can crank HR above 180, keep it above 140, and focus
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Keubiko 🇨🇦 🇺🇸🏳️‍🌈🏳️‍⚧️🇺🇦 💪 @keubiko.bsky.social · 23/07/2026
Only 1 of the 3 frontier models were trained on CUDA. Two years ago that was 3 of 3. Only OpenAI remains. I used to believe in the CUDA moat but no longer do, medium term.
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Out From The Past @outfromthepast.bsky.social · 03/10/2026
Rank all major global asset categories by their tails Play there If you just wait for equities You can wait and wait and wait Explore Be curious
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Why no learn? @magicminto.bsky.social · 03/10/2026
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Out From The Past @outfromthepast.bsky.social · 03/10/2026
Not sustainable as oil falls apart. Nobody will keep paying $25 to $27 a barrel Was $1 a month ago
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Out From The Past @outfromthepast.bsky.social · 03/10/2026
LNG=HBM Competition for Space: LNG carriers are a major source of competition for drydock space. They can take up to 100 days in drydock, roughly double the time of a conventional vessel, effectively halving a yard's capacity for other ship types
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
Dont let it be known that im happy with this silliness
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
Arbing They are paying 1.2mil a day to rent the vlcc Going through SOH with signalling off with military escorts Transfer oil to smaller aframax and suezmax ships in oman Going back picking up 2 million more barrels and repeating No sense to pay 1.2 for full 30 days aframax/suezmax tied to this
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
%
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Barracuda Capital @barracudacap.bsky.social · 02/10/2026
COVID had a big impact als well on the timelines. BMY screwed CVR holders, but all is fair play in love and war. youtu.be/AKiVttFnqkY?...
youtu.be
Dire Straits - Your Latest Trick (Video)
YouTube video by DireStraitsVEVO
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/4fJkHko3XIs...
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/Q0QOhBYSOQs... youtu.be/5JNCBMRH5lc... The TD3C rates are literally cornered by Sinokor and Dynacom tho
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/GfVW_d_ufK4...
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/i1IX4Dusi9k... SUEZMAX AVG TCE +130k to 448 New ath
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/gNdpSl_xSJc...
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
youtu.be/qYE7EAUL3_c...
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
Which ticker
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
Suregeon generals warning:3x to be employed only after you have been getting hosed owning the 2x
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
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Why no learn? @magicminto.bsky.social · 02/10/2026
The money is in the meh’ing(tm)
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TINSTAFL @psyoptionality.bsky.social · 02/10/2026
Has a whole series on screws. All good. www.youtube.com/watch?v=yzMU...
youtube.com
Where DO screws come from?
YouTube video by Machine Thinking
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dhauge3x @dhauge3x.bsky.social · 02/10/2026
Ok but the Returns…
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
z:cbrs going to zero
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sukcap.bsky.social @sukcap.bsky.social · 02/10/2026
I have lost more money in buying puts “capping the downside” vs being short a stock/call!
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
Thread Checker
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Blockchain Report @blockchainreport.bsky.social · 02/10/2026
Firmus Grid sets IPO price at A$11/share, valuing it at ~A$43.7B. This large offering aims to fund GPUs & a Batam AI data center project, a strategic pivot from its 2019 Bitcoin mining roots. Listing on ASX Oct 23rd. #crypto #blockchain #news
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Zubiqo @zubiqo.bsky.social · 02/10/2026
Firmus is targeting a massive A$43.7B Australian IPO this October, aiming to raise A$7.1B at A$11 per share for its AI data centers. Pitching a A$60B enterprise value when you carry A$30B in debt for unbuilt facilities is a dangerous bet that AI spending never cools down.
zubiqo.com
Nvidia-Backed Firmus Seeks Massive A$43.7B Valuation in Australian IPO
Firmus Technologies is aiming to raise up to A$7.1B on the ASX with a massive A$43.7B equity valuation.
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RESISTOCRAT @3luesky.bsky.social · 02/10/2026
Trump: “Grok, what happens if I bomb Iran?” Grok: “The regime will instantly collapse and people in the streets will be cheering your name.” Trump: “Just as I suspected…ready the troops!”
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Out From The Past @outfromthepast.bsky.social · 02/10/2026
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Día Uno Divertido @dia1fun.bsky.social · 02/10/2026
😂
static.klipy.com
Angry Gorilla Standing Up
ALT: Angry Gorilla Standing Up
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Cake of Canola Oil @cake-of-canola-oil.bsky.social · 02/10/2026
Shipping CEOs talking confidently in the midst of world first VLCC rates and limited floating stock…is about as close to calling the top of the market as I can see happening. I’m not short. Yet. www.lloydslist.com/LL1158596/So...
lloydslist.com
Some tanker bosses see boom lasting for years, not months
<p>Tanker executives have a tradition of talking their books when speaking on conference panels, but it’s hard to be a cynic in the crowd when spot rates are this astronomically high</p>
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
Baggy everywhere z:lulu dead for a generation
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Musings, Sometimes @musings-sometimes.bsky.social · 01/10/2026
Naked shorting
static.klipy.com
Bert Kreischer: Pants Off Dance
ALT: Bert Kreischer: Pants Off Dance
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
Buying puts is not shorting Shorting is unlimited loss*
static.klipy.com
Will Smith: OK, I Understand
ALT: Will Smith: OK, I Understand
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Tomas Hirst @tomashirstecon.bsky.social · 01/10/2026
Do not be one of these people.
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
if i read this chart correctly. The top 10 will fall 80% over the next decade and stay there?
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
AI and degen indexing has killed speculation
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Vincent @vincentfreeman.bsky.social · 01/10/2026
Doesn’t feel like anyone’s even close to crying
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nemo-is-noone.bsky.social @nemo-is-noone.bsky.social · 01/10/2026
AMD seems a definite loser to me. But sure if AI ends, everything crashes. The Chinese AI hype didn’t top until UniTree IPO though, robotics only just started in the U.S.
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
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vegavandal.bsky.social @vegavandal.bsky.social · 01/10/2026
You price cyclicals like MU on book value. Eventually it goes to 1x. It is 12 now. Thanks for coming to my TED talk.
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Out From The Past @outfromthepast.bsky.social · 01/10/2026
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