Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 24/08/2026Since I am being called "so fucking dangerous" let's walk through what my argument and its evidence actually is. First, I am not saying fascism, the ideology, is ancient (it isn't) but that the emotions which fuel it are: fascism is ancient (pre-historic!) emotions colliding with modern society. 41944104
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 24/08/2026I want to expand on this in a short thread. Fascism sucks. It is also not going away: it is an effectively permanent part of modern representative politics because it is an effectively permanent part of human nature. We have to be prepared to push back against it, basically forever. 631829399
Reposted by Richard SchwarzSarah E. Bond @sarahebond.bsky.social · 20/08/2026Them: Aliens 👽 built the pyramids. Science: Here is a computational framework for evaluating an edge-integrated, multi-ramp construction model of the Great Pyramid of Giza that shows Egyptians excelled at math & engineering. Them: But aliens? Science: Again, no. www.nature.com/articles/s40...nature.comA computational framework for evaluating an edge-integrated, multi-ramp construction model of the Great Pyramid of Giza - npj Heritage Sciencenpj Heritage Science - A computational framework for evaluating an edge-integrated, multi-ramp construction model of the Great Pyramid of Giza 1028970
Reposted by Richard SchwarzPeter Thal Larsen @petertl.bsky.social · 15/08/2026In this weekend’s newsletter I wrote about a striking speech by the CEO of Norway’s giant sovereign wealth fund which reflects the anxious mood in the senior ranks of many of the world’s largest money managers. 519262
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 12/08/2026“Structuring credit is a natural part of the system,” Michael Burry said on Substack. “Structuring unnatural credits to prolong momentum late in the bull phase is where the worry comes in.” www.wsj.com/tech/ai/why-... 411432
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 04/08/2026...this is such a hilarious send up of all of the baroque stratagems and tricks that show up in ancient military literature (thinking both Mediterranean and China), I love it. 313122
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 04/08/2026For the curious, the term for 'clever trick in war' is a 'strategem' and multiple ancient writers wrote books listing them, most notably Frontinus and Polyaenus, whose works are both titled Strategemata ('Strategems'). Read those, pick one that fits the situation and go for it. 1433115
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 20/07/2026Flirting with $120 for the first time since July 2025. 1122030
Reposted by Richard SchwarzDowntown Josh Brown @downtownjoshbrown.bsky.social · 20/07/2026Last year only 16% of US adults read a book. 57% placed a sports bet. You have no f***ing excuse for not getting rich in America over the next ten years. These people literally cannot think straight. You should be running circles around them. 2942391
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 14/07/2026“What’s happening.” - Burry 13410106
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 16/07/2026“.. hard to overstate how critical $ORCL is to the entire AI narrative. No big company has levered itself (figuratively and financially) more .. the stock's horrendous trading performance underscores heightened anxiety about how it can profitably build all the infrastructure ..” - Vital Knowledge 1732065
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 16/07/2026‘It is a little sobering to see correlations plunge to an even greater extent than they did in the late stages of the dot-com bubble.‘ blinks.bloomberg.com/news/stories... 111428
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 17/07/2026$MU down 20% since this piece: 420940
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 17/07/2026(Bloomberg) - US executives are selling shares at the second-fastest pace in more than 20 years, a classic red flag .. 👀 @bloomberg.com www.bloomberg.com/news/article... 32838384
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 06/07/2026“.. roll-ups typically don’t work well in reverse.” @wsj.com $MSTR www.wsj.com/finance/inve... 719024
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 30/06/2026“.. the company must convince investors that it can service its dividend payments, considering its legacy software business brings in comparatively little revenue as Bitcoin dominates its balance sheet.” @barrons.com $MSTR www.barrons.com/articles/str... 112939
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 30/06/2026‘BofA Global Research's proprietary Bubble Risk Indicator, which scores assets on a scale of 0 to 1, with 1 signaling extreme bubble-like price action, stands at 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector.’ www.reuters.com/legal/transa... 29629
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 01/07/2026“.. The SOXX itself is a pure form of overvaluation in an index, a form that is rarely seen and never so easily recognized as such,” he said. @wsj.com $SOX $CAT www.wsj.com/finance/stoc... 1116450
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 24/06/2026“.. He says there are parallels between the general calm that prevailed in the subprime mortgage market before the blowup of Lehman Brothers Holdings Inc. and markets today, where corporate yield premiums remain at historically low levels.” @bloomberg.com www.bloomberg.com/news/article... 817253
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 24/06/2026‘There is a liquid secondary market in GPUs which gives a real time window on demand and supply. The price that GPUs can be rented by the hour in the spot market has fallen notably in recent weeks.’ blinks.bloomberg.com/news/stories... 110524
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 25/06/20262024 high: $543 Today's low: $86.62 712024
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 25/06/2026‘LLMs have become commodities, price wars have been significant, profits for the LLM providers have been elusive. Yesterday a new Chinese, open-source model came out that might make all of this drastically worse.’ garymarcus.substack.com/p/the-genera... by @garymarcus.bsky.socialgarymarcus.substack.comThe Generative AI Fizzle™Disclaimer: Anything can happen at anytime in the market; I don’t give stock picks, and as the saying goes, the market can remain irrational longer than you can remain solvent. 613938
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 27/06/2026“.. what does it say when even Masa thinks it’s too far out there?” @wsj.com $SPCX www.wsj.com/tech/why-one... 35554121
Reposted by Richard SchwarzQuantian @quantian.bsky.social · 15/01/2026$MRNA superior pipeline outweighs their cash burn problems $BF/B oversold on booze negativity, will inflect up after inventory destocking cycle ends $3723.JP massive cash pile and remaster success will drive back catalog sales, there you go that’s one stock pitch for every kudos your ao3 fic has 7834
Reposted by Richard SchwarzQuantian @quantian.bsky.social · 25/06/2026For everyone’s edification: Dan Benton’s rules for technology investing, from during the tech bubble. 611516
Reposted by Richard SchwarzGOLIKEHELLMACHINE @golikehellmachine.com · 18/06/2026tbf russia appears to also be self-immolating in addition to being immolatedbsky.app 934716
Reposted by Richard Schwarz(((Tendar))) @tendar.bsky.social · 12/06/2026The Pro-Russian AfD laughed when German chancellor Friedrich Merz praised the heroic fight of the Ukrainian people for independence, which he immediately used to call out the treasonous character of the AfD, and wishing them „farewell to Moscow“. 24950201
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 08/06/2026Going to just pick one part here to take up which is the Rousseauian notion that agriculture leads to land ownership which leads to warfare. If that were true, we'd expect non-agricultural societies (hunter gatherers especially) to be relatively peaceful. Instead, they're hyper-militarized. 1/ 23697155
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 05/06/2026“.. the world’s most valuable digital currency has now tumbled 18% during its six-day losing streak ..” @barrons.com $IBIT www.barrons.com/articles/cry... 45497140
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 03/06/2026As Peter Lynch famously joked about what "IPO" stood for: "It's Probably Overpriced" 1234471
Reposted by Richard SchwarzLuis Villa @lu.is · 01/06/2026To put it another way: if the official position of the Android and Linux kernel teams is “we, some of the world’s best coders, can’t safely use C” then the bar under CRA’s requirements of “safe by design” should be nearly impossible to meet for mere mortals when using C. 1125
Reposted by Richard SchwarzLuis Villa @lu.is · 01/06/2026In a CRA webinar last week, I commented it is possible that C/C++ are a per se CRA violation, since C/C++ are insecure by design. An attendee replied "but C/C++ is what embedded use" and I said, more or less, "tough". Here's @gregkh.bsky.social on it: www.zdnet.com/article/rust...zdnet.comRust will save Linux from AI, says Greg Kroah-HartmanNow that doesn't mean Linux stable kernel maintainer Greg Kroah-Hartman thinks Rust is magic. 3113
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 28/05/2026“.. We’re approaching unheard of inventory levels. .. I mean really, really low levels. .. You can debate whether that’s going to hit, those really low levels, in two weeks or three weeks. Once you get to that point, then you’ll see price shoot up.” @cnbc.com $XOM www.cnbc.com/2026/05/28/o... 66984440
Reposted by Richard SchwarzBeijingPalmer @beijingpalmer.bsky.social · 25/05/2026he just like me for real 438526
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 23/05/2026‘The bezzle is not that AI is useless. The bezzle is that the market is capitalizing the most expensive phase of AI adoption as if it were normal and indicative of future demand.’ michaeljburry.substack.com/p/the-hereti... by Michael Burrymichaeljburry.substack.comThe Heretic’s Guide to AI’s Stars Part III: Tracepalooza & the BezzleAI Demand, Offshore Financing, & Compression Too 412530
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 21/05/2026GOLDMAN DESK: “.. Short exposure in US macro products (Index + ETF) on our Prime book has now risen above the levels seen before the Iran ceasefire and is at a 10-year high. .. Squeeze risk at the index level is real.” 412218
Reposted by Richard SchwarzJesse Felder @jessefelder.com · 14/05/2026‘One of the telltale signs of an asset price bubble is high margin debt among institutional and retail investors. Check. FINRA reported that margin debt provided by broker-dealers hit $1.3 trillion for the first time in April, up 53% from a year ago.’ sakonnetresearch.com/margin-debt-... 211936
Reposted by Richard SchwarzCarl Quintanilla @carlquintanilla.bsky.social · 15/05/2026CAPITAL ECON: “.. The closure of the Strait of Hormuz is draining global oil inventories fast. Inventories could reach critical levels by end-June, setting the stage for Brent at $130-140pb, if not higher. And don’t expect US producers to ride to the rescue.” 19384150
Reposted by Richard Schwarz𝕋𝕙𝕖 ℍ𝕚𝕤𝕥𝕠𝕣𝕪 𝕠𝕗 ℂ𝕙𝕚𝕟𝕒 ℙ𝕠𝕕𝕔𝕒𝕤𝕥 @thoc.bsky.social · 14/05/2026not that Xi's actually read it, either, but still... 516631
Reposted by Richard SchwarzA penitent who is loud @loudpenitent.bsky.social · 15/05/2026Specifically, the music festival took place near kibbutz Re'im. It was a local Israeli version of an ongoing trance music festival coinciding with an Israeli holiday related to Sukkot & Simchat Torah, both major Jewish holidays. This is a pretty ordinary gathering! en.wikipedia.org/wiki/Nova_mu...en.wikipedia.orgNova music festival massacre - Wikipedia 1678
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 12/05/2026Yeah, Trump can't TACO unilaterally, he needs Iran to let him and they aren't likely to. Going back to my go-to clip for this entire mess: 519723
Reposted by Richard Schwarz"Online Rent-a-Sage" Bret Devereaux @bretdevereaux.bsky.social · 12/05/2026As others ( @brasidas.bsky.social ) have pointed out, this is a bet that the price shock will be so extreme as to compel opening. The problem with that reasoning, as I see it, is that war does not obey the logic of markets. It has its own logic and there may be no peace to be had at any price. 1855379
Reposted by Richard SchwarzKeir Giles @keirgiles.bsky.social · 09/05/2025It's 9th May. When I first posted this over on "the other place" in 2020, I was vilified and castigated by trolls, vatniks, genuine Russophiles and actual Russians in pretty much universally the same terms. It was fascinating to watch the reaction change over time each year I reposted it. 14433112
Reposted by Richard SchwarzJane Natoli 🥑🚲🍍 @wafoli.bsky.social · 05/05/2026This is a damning chart. Gonna have to dismantle these prediction markets posthaste. We need leaders who will do that 128980
Reposted by Richard SchwarzChrisO_wiki @chriso-wiki.bsky.social · 04/05/20261/ Oil prices will rise to at least $140 per barrel by June if the Strait of Hormuz is not reopened by July, and will not return to pre-Iran War levels before 2028 even in a best-case scenario, predicts Goldman Sachs. It warns of price surges and major economic impacts. ⬇️ 1429684
Reposted by Richard SchwarzChrisO_wiki @chriso-wiki.bsky.social · 03/05/20261/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. It could go much higher. As one analyst says, once oil stockpiles are functionally exhausted by the end of May, "price increases become exponential rather than linear." 20373112
Reposted by Richard SchwarzChrisO_wiki @chriso-wiki.bsky.social · 02/05/20261/ The world faces a catastrophic cliff-edge shortage of oil due to the Strait of Hormuz blockade in the next four weeks, analysts warn. This will cause a deep recession, fuel rationing, the shutdown of entire industries, and oil prices potentially as high as $370 per barrel. ⬇️ 32618220
Reposted by Richard SchwarzGreg the Sorcerer @gregthesorcerer.bsky.social · 30/04/2026This kind of mixed use urban planning is illegal in America 220155273931