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Skeletor Capital

@skelecap.bsky.social
32K followers 223 following 423 posts

Equities, ex-credit, they keep forcing me to cover semiconductors, Final Fantasy, cats

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Max Dubler 🏳️‍🌈 @maxdubler.com · 02/08/2026
I think my most genuinely unpopular take is that a widely held and genuine consumer preference for cheaper, lower-quality goods, not private equity, is driving the decline in quality of consumer goods like clothing and housewares.
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Skeletor Capital @skelecap.bsky.social · 03/08/2026
I once again find myself delighted and despaired to be in the most American city on the globe: Brasilia.
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James Medlock @jdcmedlock.bsky.social · 12/04/2026
I’ve seen enough. God is 1) real 2) nonbinary 3) primarily motivated by a deep hatred of JD Vance
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Quantian @quantian.bsky.social · 12/04/2026
The thing about blockading Hormuz is that it is the logical conventional escalation option vs. running a massive bombing campaign or attempting amphibious invasions, to the point where I’m surprised they didn’t do it first week of March.
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Vandy, C.A. @cavandy.bsky.social · 13/03/2026
$AAPL great take on the new MacBook Neo, and how PC makers ignore it at their peril ie 8GB RAM is zippier on this machine running MacOS (not iPadOS) so they can keep costs down
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George Pearkes @peark.es · 20/03/2026
Since 1y BEI @ 5% chart is doing the rounds, a not of caution: short-term TIPS are *extremely* illiquid. To price breakeven inflation you match nominal UST with TIPS, which gives you an inflation "price". But if one leg of that is super illiquid....well you got some issues.
2006 - current chart of 1y inflation swaps and 1y breakeven inflation
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Skeletor Capital @skelecap.bsky.social · 13/03/2026
Glad to see @conorsen.bsky.social is still hustling.
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Us magazine @usweeklymag.bsky.social · 12/03/2026
Harrison Ford Admits to Listening to His Own Movie Soundtracks During Sex bit.ly/4cKtrCe
Harrison Ford Listens to His Movie Soundtracks During Sex
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Robert Evans (the Only Robert Evans) @iwriteok.bsky.social · 01/03/2026
This is hardly the primary issue, but I guess Khamenei isn't going to respond to my Twitter DMs asking if he liked anime.
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Isaiah Bishop @isaiahbishop.bsky.social · 07/02/2026
Honestly in an italy themed setting this would be great
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Skeletor Capital @skelecap.bsky.social · 06/02/2026
It's shocking that we have to keep learning that people just want (other) people to be relatively polite and act fuckin normal
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Skeletor Capital @skelecap.bsky.social · 02/02/2026
youtu.be/L3LbxDZRgA4?...
youtu.be
I Call This Enemy: The Sun (The Simpsons)
YouTube video by ThingsICantFindOtherwise
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Carl Quintanilla @carlquintanilla.bsky.social · 02/02/2026
China does Tesla a dirty. @bloomberg.com $TSLA www.bloomberg.com/news/article...
bloomberg.com
China Bans Hidden Car Door Handles in World-First Safety Policy
China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of de...
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Skeletor Capital @skelecap.bsky.social · 02/02/2026
Izanagi. A forbidden ARM processor that isn’t very good but if produced for no margin, provides cheap flops. One can only master this technique if one holds the power of both the American and the Japanese grifters
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Ben Collins @bencollins.bsky.social · 02/02/2026
Definitely seems like they destroyed the country on purpose.
Jeffrey Epstein emailing Peter Thiel: Finding things on their way to collapse was much easier than finding the next bargain. ... Return to tribalism. Counter to globalization. Amazing new alliances.
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Wario64 @wario64.bsky.social · 31/01/2026
Trails in the Sky 2nd Chapter - Gameplay Trailer www.youtube.com/watch?v=09Cp...
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Skeletor Capital @skelecap.bsky.social · 30/01/2026
Black hole mergers from LIGO are pulling at my brain because the mergers of event horizons and release of significant amounts of energy as gravitational waves (5% of combined mass) imply the possibility the underlying whatever that's behind the event horizon could be merging as well, which is a trip
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diego@estupido.fyi @estupido.fyi · 30/01/2026
presenting before the partners at skeletor capital 🤓📉: "...and that's why we anticipate mean reversion to historical trends in the $GOON index, starting around mid-Q2"
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Louis @louisevans.bsky.social · 30/01/2026
God has given humanity commodities markets as an object lesson of structural dynamics present but obscured in all markets
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Karthik Sankaran @rajakorman.bsky.social · 30/01/2026
File under “One problem with catching falling knives may be the Sharp Ratio.”
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Wealth of Nations @mpurves.bsky.social · 30/01/2026
markets were due to go through the warsh cycle
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Skeletor Capital @skelecap.bsky.social · 28/01/2026
Spanish language WhatsApp did a huge number on the population here. Throw in some old immigrant vs newly arrived immigrant disdain and knowledge of their own positive selection really occluded people's minds. Lot of people I know told me "I'll be fine, he's just going after the criminals."
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Skeletor Capital @skelecap.bsky.social · 28/01/2026
It's going to suck.
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vegavandal.bsky.social @vegavandal.bsky.social · 28/01/2026
Live look at Kristi Noem
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Tuffy @smtuffy.bsky.social · 27/01/2026
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Skeletor Capital @skelecap.bsky.social · 28/01/2026
Not to go all ESG mode but there's no way having your name associated with this stuff while the GOP is blowing it going into midterms is good for the LT appropriations outlook.
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vegavandal.bsky.social @vegavandal.bsky.social · 28/01/2026
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Skeletor Capital @skelecap.bsky.social · 28/01/2026
Maybe they were just trying to beat the cold when they invaded sovereign territory?! Also uh...not sure a warrant would have really covered this but hey
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Skeletor Capital @skelecap.bsky.social · 28/01/2026
My favorite video game culture and law analysis youtube channel and host of my favorite video on the platform: Why Do You Always Kill Gods in JRPGs (watch it) put out this rather thought provoking video essay that changed my mind on a few things. www.youtube.com/watch?v=zkgN...
youtube.com
Why Do Lawyers Want to Abolish ICE?
YouTube video by Moon Channel
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Skeletor Capital @skelecap.bsky.social · 11/01/2026
Subsidize infra and purchases will follow.
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Skeletor Capital @skelecap.bsky.social · 10/01/2026
We joke a lot about Japanification but Brazilification is an underrated current in American life.
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Helene Meisler @hmeisler.bsky.social · 10/01/2026
When you've lost Bill Ackman... Apparently he has some limits on state run economies.
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Skeletor Capital @skelecap.bsky.social · 10/01/2026
Maduro was brought on as an advisor.
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Owe Jessen @owejessen.de · 01/11/2025
Epic burn
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Skeletor Capital @skelecap.bsky.social · 07/01/2026
Not quite. Read this paper: www.ineteconomics.org/uploads/pape...
ineteconomics.org
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Skeletor Capital @skelecap.bsky.social · 07/01/2026
"Taking" Greenland is stupid and irrelevant. Sure territory is nice but we can simply do the following: 1) Ask to build a base (check!) 2) ask to build an even bigger base 3) ask to deploy even more SIGINT 4) pay for the extraction of minerals and pay up for exclusivity/MFN. This is cheaper.
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Skeletor Capital @skelecap.bsky.social · 07/01/2026
This is the point of a representative government. You may not like it, but this is what peak constitutional democratic republic looks like. A world in which unaccountable national parties dictate representatives can't form personal relationships and work together is the modern GOP-cubed everywhere
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Skeletor Capital @skelecap.bsky.social · 07/01/2026
GOP corn and soybean farmers: 🤨
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Scott 𐚁 🦇 Cave 🦇 @hellabarnes.bsky.social · 24/12/2025
Werner Herzog says:
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Skeletor Capital @skelecap.bsky.social · 16/12/2025
This resonates so much with me
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Skeletor Capital @skelecap.bsky.social · 16/12/2025
It's not really but that's less of a defense of this and an indictment of the rest.
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Solomon @solomonrmissouri.com · 15/12/2025
People will compensate you to know the truth and tell a lie
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Too Big to Fail @toobigtofail.bsky.social · 10/12/2025
I double-checked because I literally could not believe this was true, and he actually did say this. I wish I lived in the type of country where the press covered the current President's delusional fantasies with as much zeal as they covered the former President's age.
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Skeletor Capital @skelecap.bsky.social · 10/12/2025
Lol it's owned by his allies.
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Matt @tmtanalyst.bsky.social · 05/12/2025
Hey Bewkes - I guess the Albanian army won @skelecap.bsky.social
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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 04/12/2025
people will buy the dip ray. they’ll buy it on their phones. many won’t even realize why they’re doing it.
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Tuffy @smtuffy.bsky.social · 03/12/2025
Am I the only one who has no interest in what Noah Smith says or thinks about literally anything?
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