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Spatch1003

@spatch1003.bsky.social
147 followers 310 following 1.3K posts

Finance by day, history and parenting by night

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Spatch1003 @spatch1003.bsky.social · 5h
Welcome the club! We have fun parties where we debate XLOOKUP vs INDEX(MATCH), reminisce about the joy when Office let you run Excel in two different windows so you could use it on dual monitors, and gossip about people using their mouse (how scandalous!). (It’s too late for me but save yourself!)
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
Wow, that is shocking! He even took us out to dinner at a restaurant where he ordered an awful goose for the table that was the greasiest, fattiest thing I have ever eaten; once again, hitting the mark of “American stereotype of an English aristocrat.” And London has so many excellent restaurants!
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
I met him once when he was running his EM fund before he became an MP. I can’t remember anything about his stock picks, but his personality was such an over-the-top “American stereotype of an English aristocrat” that I thought it had to be an act for the first half hour of the meeting.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
I would have thought he’d have learned the lesson after 2000 and the Iraq War, or 2016 and Covid, but apparently even 2024 and USAID isn’t enough for that turd.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
It’s clear that the guy hasn’t learned his lesson yet. So until he has, further reinforcement is necessary.
He was beginning to believe that the Trump administration was "a joke," and that the Democrats were no better. "Everything is
broken,
" Jack said.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
Yeah! It’s not like their biggest song ever said both parties are the same, came out right before an election, performed it across the street from the DNC, and then a Republican “won” by 500 votes in Florida.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
They also cannot understand the joy of opening the dryer - expecting a load of thousands of small children’s outfits (including 17 socks that will somehow lack a match) - only to instead find a load of 10 large, fluffy easy-to-fold towels.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
I look forward to this site’s reaction to a Democratic trifecta in the US in 2029 compared to an RN led France, Reform led UK, and AfD led Germany. Maybe some countries aren’t pariahs that will need to undergo a century of shame and instead we just need to get on with crushing the far right?
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
I invest in private funds as my day job and I would never invest in one with my personal money (unless it was some special deal where I got to invest alongside my institution) because I know the quality of the groups that would take money from 401k plans and I’d rather have an index fund.
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Spatch1003 @spatch1003.bsky.social · 04/10/2026
One benefit of a career in finance is learning to compartmentalize stress and anxiety, whether it’s a day every long is down and every short is up or a night the country is deciding if it’s doubling down on fascism. So, instead of watching results come in, I shall be watching Pacific Rim.
static.klipy.com
Gipsy Danger Jaeger in the Rain
Alt: Gipsy Danger Jaeger in the Rain
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Spatch1003 @spatch1003.bsky.social · 02/10/2026
If she had said the words in the exact way Tyler Austin Harper wanted and smiled the right way and not made him feel like she was smarter than him, then he would have believed that she wasn't a warmonger rather than make veiled accusations that she was one.
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Spatch1003 @spatch1003.bsky.social · 02/10/2026
Hydrofoiling ekranoplanes. So awesome.
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Spatch1003 @spatch1003.bsky.social · 02/10/2026
I believe they’ve already demanded an apology for her speech at the 2024 DNC where she covered up for the pro-genocide wing of the party or something. And if we object to her crippling her campaign that way, it just means that we’re islamophobic or something and want to murder children.
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Spatch1003 @spatch1003.bsky.social · 01/10/2026
It's likely more pronounced with SpaceX than Anthropic or OpenAI given how recently the latter two have raised their capital; SpaceX, however, has 10 or even 20 year old funds sitting on huge paper gains and the investors need cash to pay pension liabilities, endowment-funded scholarships, etc.
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
The best is the response of Vinod Khosla to the CEO of Factory after he made the allegation, calling Factory “a struggling second tier competitor.” I mean, not so bad, right? But, guess who invested more money in Factory 2 weeks ago and led their Series C 6 months ago? Khosla, of course!
Vinod Khosla tweetFactory latest round from mid September - Khosla participatedKhosla led Factory Series C
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
LOL, the VCs on Twitter are fighting (but it’s a day that ends in “y”, so what else is new). Factory is accusing an advisor of stealing strategic plans and getting a job at competitor Cognition. Our old islamophobic friend Shaun Maguire goes nuclear…maybe literally in his own mind?
Shaun Maguire tweets
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
Unusual Whales is a hack account that constantly implies Pelosi is insider trading when her husband just buys calls on tech stocks (guess what? that's been an awesome trade) so I'm not at all surprised it frames Dems blocking a voter ID bill in this way.
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
Honestly, young Republicans these days are probably more evil than the old ones.
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
I really want these guys to lose massive amounts of money as a minority shareholder in a founder controlled, Texas domiciled company where the court tells them "oops, nothing we can do" after some act of blatant fraud that a Delaware court would have stopped.
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
I’ll give a “hell yeah” to that.
USS Hornet CV-8
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
It’s too bad. They still have the old war game pieces and tools from the ‘20s and ‘30s in the vault, or at least they did back 20 years ago when I was there. Alas, they wouldn’t let me play with them...I mean engage in serious historical research with them.
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Spatch1003 @spatch1003.bsky.social · 30/09/2026
In fact, there seem to be entire GenZ dominated subreddits that think the ACA was nothing but big payoff to the insurance industry and is the sole reason HC costs are increasing (not realizing that the rate of cost inflation slowed dramatically post ACA).
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Spatch1003 @spatch1003.bsky.social · 29/09/2026
Will they let you do old school wargaming on the tile floors?
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Spatch1003 @spatch1003.bsky.social · 29/09/2026
Yup. We need to avoid “race to the bottom” mechanics like unlimited founder control, Texas listings where minority shareholders have no rights, toothless independent directors, etc. It’s good for capital markets and good for democracy to have limits on the power of trillion dollar company CEOs.
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Spatch1003 @spatch1003.bsky.social · 27/09/2026
Given that only 50% of Disney Star Wars movies finished with the same director they started with, I wouldn’t worry about getting to attached to this one. And I think only 1 of the 6 started filming with a shooting script, so I wouldn’t even assume any details they throw out will show up.
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Spatch1003 @spatch1003.bsky.social · 26/09/2026
2024 proves that sufficient numbers of Americans are utter morons and, as long as they have the right to vote, Obama will be 100% correct about this. There is not a majority in this country for rational, material politics.
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Spatch1003 @spatch1003.bsky.social · 26/09/2026
Here’s how I would think about the RI GOP: the RI Democratic Party combines the competence of the FL Dems with the incorruptibility of the IL Dems and the unity of the NY Dems. RI Republicans are nevertheless such unlikable SOBs that they’ve lost every statewide election in the last 20 years.
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Spatch1003 @spatch1003.bsky.social · 26/09/2026
Promentory is such an incredible piece of music.
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Spatch1003 @spatch1003.bsky.social · 26/09/2026
See, this is a rookie move. Your asteroid magnets should be placed at a Lagrange point for easy access, not on your planet for death inducing catastrophe.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
My favorite way to annoy Confederate sympathizers: telling them that Lincoln would have almost certainly won a free election in 1860 in South Carolina where he was on the ballot and then waiting to see how long it takes them to get it.
Table with South Carolina population in 1860 showing 300k free population and 400k slave population
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
Awkward silence ensues when someone asks what exactly Rusty's dad has been doing in the desert when he was off with the army.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
And, please, if you are going to give Harrison Ford a dump truck of money to reprise his role of Han Solo give us at least 1 scene of the OT Big 3 together again! Just 1! That plus some cool CGI of X-wings was all I really hoped for. Oh well. At least I got some of the 2nd in TFA with decent music.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
I don't like the direction TFA and TLJ started off the ST, but I think Trevorrow's treatment would have gotten us to an okay conclusion in line with that theme. But a unified trilogy should have explored this theme and showed how to go from fighting against something to also building something new.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
But, it felt completely hollow. Neither the Big 3 of the ST nor the Big 3 of the OT had anything to do with the assembly of the fleet. It was pure Lando ex machina. It had all the triumphant music of the Ride of the Rohirrim but none of the heart. I was just bored in the theater watching it.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
That's the theme of the ST, and as typical with the ST, I can't tell if that was an unintentional accident or something intentional where they completely botched the execution. The culmination of the ST should have been the scene in TROS where the fleet arrives and TFO guy says "it's just people."
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
We all thought that the pods using the same risk system would be our doom…instead it was merely the doom of traditional risk-parity.
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Spatch1003 @spatch1003.bsky.social · 25/09/2026
Also, only one of them is going to have to regularly prove they are against war with Iran…and it somehow won’t be the person who was VP of the administration who went to war with Iran.
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Spatch1003 @spatch1003.bsky.social · 24/09/2026
Yeah, I was hoping for an overperformance this time. But even if we grab 51 Senate seats by taking Texas and miss Kansas by 2%, we'll still be inundated with stories about how Dems can't speak to Middle America and have to moderate their message.
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Spatch1003 @spatch1003.bsky.social · 23/09/2026
SpaceXAITeslaParamountWB incoming? Optimus robots need Data's training data and compute from orbital DCs to function. Don't doubt it, just buy the stock lemmings.
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Spatch1003 @spatch1003.bsky.social · 23/09/2026
In addition to sparking laughter at finding joy in spending my “leisure time” making my own clothes and growing my own food (how medieval peasant of me), it’s also funny how the article gets demolished by the last decase of advancement in battery technology.
Article quote: renewable energy cannot sustain an energy intensive global society of high end consumers
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Spatch1003 @spatch1003.bsky.social · 22/09/2026
Here's hoping for enough consecutive cycles of pain that, just like in the 1930s, Republicans lose enough Senate seats that they just abolish certain leadership positions because they don't need them/can't fill them.
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Spatch1003 @spatch1003.bsky.social · 22/09/2026
It's absolutely ridiculous. It surely must have the highest percentage of children as a % of total fliers and yet it ranks in the bottom half of my "flying with kids" experience list. The kids just need a little bit of space to jump and roll before they'll be stuck on a plane for 3 hours.
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Spatch1003 @spatch1003.bsky.social · 19/09/2026
From the perspective of a practitioner, the vice versa often looks very similar to ensuring there is sufficient endowment assets to support future generations of students and keeping the payout % in an appropriate range. It’s a genuinely difficult question to solve.
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Spatch1003 @spatch1003.bsky.social · 19/09/2026
That’s nothing. Do you know that the US government used to pay mercenaries to serve in the Chinese military? The government even went so far as to pay them bonuses for each “kill”!
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Spatch1003 @spatch1003.bsky.social · 19/09/2026
Oliver Hazard Perry frantically looks for a downvote button.
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Spatch1003 @spatch1003.bsky.social · 18/09/2026
Having managed one of those “hedge funds in a funny hat” that beat benchmarks and could increase payout rates in recent years, their existence comes in handy in providing stability when the federal government suddenly blocks grants or a global pandemic cuts off huge sources of ancillary revenue.
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Spatch1003 @spatch1003.bsky.social · 18/09/2026
At the very least you know that even if Republicans stay home or even flip, some Dem heavy county will screw up their ballot construction and lose the Dems a bunch of votes thereby coating us an election…for the third fucking time!
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Spatch1003 @spatch1003.bsky.social · 16/09/2026
Memo. Disney CEO Josh D’Amaro as J. Jonah Jameson saying Get Me More Movies of Spiderman
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Spatch1003 @spatch1003.bsky.social · 16/09/2026
Every M4A supporter on Reddit is convinced that eliminating the health insurance companies will allow you to pay for UHC in the US with no cuts to health care worker salaries and no increase in wait times. It’s no different than the right belief in govt waste, but this time it’s capitalism.
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Spatch1003 @spatch1003.bsky.social · 15/09/2026
She’s also an idiot and makes it seem as though the only power of the governor is to sit there and sign legislation that then gets vetoed. It seems like control of all executive agencies might have an impact on the day to day life of transgender individuals!
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