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Wilberth

@wilberth.bsky.social
93 followers 165 following 211 posts

Mainly post about stocks and F1

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Wilberth @wilberth.bsky.social · 08/10/2026
Today I learned there is a place named Apalachicola which is exactly where I would put it in a map
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Wilberth @wilberth.bsky.social · 06/10/2026
The Russian institute worked on increasing virulence
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Daily Chartbook @dailychartbook.bsky.social · 05/10/2026
"U.S. natural gas production reached a record high in July 2026" -EIA
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San Diego Zoo Wildlife Alliance @sandiegozoo.bsky.social · 30/09/2026
Just a lil guy and his mulberry branch 🪾
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Mr. Joshua @pantspants.bsky.social · 29/09/2026
I think so. Not corded but more 2phone art:
Split-screen phone call scene. Peg, a call center employee at Dracula Costume Warehouse, takes a call from a customer. "Dracula Costume Warehouse, my name is Peg. How can I help you?" she says. On the other line we see our man in his Dracula costume with the teeth stuck in his mouth. He lets Peg know what the issue is, "Hay Pehg, I cahn't geht da teef oud."
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Wilberth @wilberth.bsky.social · 22/09/2026
LVMH is interesting at this price, trading at the lowest EV/EBIT multiple in ten years due to soft Chinese demand. I also like it as part of a non-AI portfolio.
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Wilberth @wilberth.bsky.social · 21/09/2026
$SKHY added to $SMH with a weight of about 4.8% through its regular September rebalancing. www.businesskorea.co.kr/news/article...
businesskorea.co.kr
SK hynix ADR Joins Major U.S. and Korean ETFs
As domestic and foreign exchange-traded funds (ETFs) containing SK hynix American Depositary Receipts (ADR) rapidly increase, market attention is focusing on c
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Wilberth @wilberth.bsky.social · 21/09/2026
Becoming Japan
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Barchart @barchart.com · 16/09/2026
BREAKING 🚨: U.S. Banks U.S. Banks are currently facing unrealized losses of $326.7 Billion 🤯 👀 Losses have grown each of the prior 2 quarters
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Mr. Joshua @pantspants.bsky.social · 13/09/2026
Ballpoint pen, copic marker, & a bit of crayon.  A fully grown man is in a tree fort high above the ground. A pack of river beavers have circled the tree and are beginning to chomp. He pleads with the beavers. “Beavers,” he says. “Let’s talk. I can get you logs.” It’s doubtful that a deal will be made. These beavers have had their sights set on this tree and there’s no guarantee that this man can deliver on his log promise. Big tree fall hard. Artist’s note: I like how the leaves turned out here.
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Mr. Joshua @pantspants.bsky.social · 06/09/2026
A chef approaches a table where 3 food judges are waiting to be served. Before setting down the plates he tells them, "Judges, I'm in no mood for constructive feedback. Praise or nothing."
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Librarian Capital @librariancapital.bsky.social · 05/09/2026
"India has passed receding Scotch whisky markets in the West" (FT) www.ft.com/content/0750... cc: $DGE $RI $BF.B
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Wilberth @wilberth.bsky.social · 04/09/2026
$CRBP I'm long. Guided data in September. HC conferences start next week. I think they will pre-announce today after close for data release on Tuesday. SKYE preclinical proved peripheral restriction works. Titration should lower AEs discontinuations.
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Randall Munroe @xkcd.com · 02/09/2026
Trade xkcd.com/3290/
Comic. [Person standing holding hammer above raised knee.] PERSON: Listen up, leg. I’ve been sending you rich, oxygenated blood for years, while you send me worthless used-up blood with no oxygen. Time to teach you a lesson about not ripping me off! [caption] Tariffs
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Randall Munroe @xkcd.com · 25/08/2026
The xkcd store has returned, with a variety of shirts, stickers, and posters! Check it out here: store.xkcd.com
The XKCD store IS BACK: store.xkcd.com. Art with common stick figure characters from xkcd.With new designs... (includes what if? dinosaur on top of plane sticker and shirts with "no thanks I'm in the control group" and problems vs. comparable universe comic)...and old favorites (includes shirts with compiling comic design, colors on this shirt pie chart, stand back I'm going to try science, and correlation comic)
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Wilberth @wilberth.bsky.social · 23/08/2026
They hate economist
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Wilberth @wilberth.bsky.social · 20/08/2026
Modest on X with a great post about AI duration mistmatch
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Randall Munroe @xkcd.com · 14/08/2026
Geology Building xkcd.com/3284/
Comic. [A college building labeled “Department of Geology” with a diagonal slash through center making it look uneven.] [caption] The administration regretted giving the geology department free rein to design their new building.
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vegavandal.bsky.social @vegavandal.bsky.social · 12/08/2026
We’re all just arguing about the price elasticity of frontier tokens at the end of the day. If it’s low, neos and the labs win. If it’s high, AMZN/MSFT do and neos go bankrupt.
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Wilberth @wilberth.bsky.social · 08/08/2026
The body is round
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Mr. Joshua @pantspants.bsky.social · 08/08/2025
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Wilberth @wilberth.bsky.social · 05/08/2026
Or you could put beer in both sides
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Wilberth @wilberth.bsky.social · 04/08/2026
It me
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Wilberth @wilberth.bsky.social · 04/08/2026
Absolute bonkers $VIX chart with $SPY up!!
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Barchart @barchart.com · 04/08/2026
Chinese Gold ETFs have seen 14 straight days of inflows, the longest streak since March 🚨
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Wilberth @wilberth.bsky.social · 22/07/2026
Somehow gold is up today despite oil and real rates up
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Robin Wigglesworth @robinwigglesworth.ft.com · 22/07/2026
It’s TSOM day! Gillian’s away this week, so to help me pick through the extraordinary life of Jesse “The Boy Plunger” Livermore, I’m joined by the big man himself, @robarmstrong.bsky.social m.youtube.com/watch?v=vsZI...
m.youtube.com
The trader who made $100mn in the 1929 Wall Street crash | The Story of Money
YouTube video by The Story of Money Podcast | Financial Times
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Wilberth @wilberth.bsky.social · 22/07/2026
The only deals happening are the ones round tripping revenue
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Wilberth @wilberth.bsky.social · 21/07/2026
Very good article about the AI models and how to think about the economics, may not agree on all his points but Ben opinion is always interesting. There is a huge incentive by everybody else to prevent AI models to become a duopoly. stratechery.com/2026/whos-af...
stratechery.com
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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Mr. Joshua @pantspants.bsky.social · 19/07/2026
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Michelle @trailtotoday.bsky.social · 12/07/2026
Turtleback tiles Artisans made the irregularly surfaced turtlebacks, a Tiffany Studios invention, by pressing glass into molds. #Turtle #PaintByWords #Stunday #Shapes #Abstractia #ColorADay #OrangeSun #SundayYellow #ECK #MobilePhotography #NYCPhotography #NYHistory
Tiffany Studios "Turtle-Back" piece features highly iridescent Favrile glass in hues of blue, green, and gold.This is a Tiffany Studios "Nasturtium" table lamp featuring a leaded glass shade and a mosaic turtleback tile base. Designer/Maker: Louis Comfort Tiffany / Tiffany Studios. Design Details: The shade is decorated with vibrant nasturtium flowers, while the bronze base is inset with iridescent green mosaic tiles. Location: This item is part of the collection at the New York Historical SocietyThis is a Tiffany Studios "Turtle-Back" desk lamp from approximately 1910, featuring a patinated bronze base and highly iridescent green Favrile glass tiles.The lamp is designed with prominent, rounded tiles known as "turtle-backs" that are often paired with small glass jewels on the base.This Tiffany Studios "Turtle-Back Tile" lantern features patinated bronze and iridescent Favrile glass.
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Wilberth @wilberth.bsky.social · 13/07/2026
The most important question is whether Mr. Tan behavior started after leaving Apple or whether he was doing it while at Apple
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Wilberth @wilberth.bsky.social · 10/07/2026
VIX just reached 6 month lows
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Count Binface @countbinface.bsky.social · 07/07/2026
On my way, Clacton.
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The Wall Street Journal @wsj.com · 07/07/2026
The Lalique Museum was robbed of $5 million in Art Nouveau jewelry on.wsj.com/3R1fdEs
on.wsj.com
Jewelry Thieves Strike Another French Museum
The Lalique Museum was robbed of $5 million in Art Nouveau jewelry
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Wilberth @wilberth.bsky.social · 05/07/2026
Marshalls twisted logic to not give him a penalty, they were never going to take the podium away from Lewis at the British GP
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Merriam-Webster @merriam-webster.com · 26/06/2026
We know a lot is going on right now, but we just realized that: cabinet/board/panel = things made of wood cabinet/board/panel = terms for organizations
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FinTwitter @fintwitter.bsky.social · 03/07/2026
SAMSUNG PUSHES FOR 20% QOQ DRAM ASP HIKE IN Q3 (ZDNET KOREA)
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FT Alphaville @alphaville.ft.com · 02/07/2026
as.ft.com/r/5af58a32-3...
as.ft.com
Yet another ‘quant tremor’ strikes systematic investors
The garbage rally roils quantitative investment strategies
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Mel Brooks @officialmelbrooks.bsky.social · 01/07/2026
Thank you so much for all of your happy birthday wishes. Honestly, I don’t really feel 100. I feel pretty good. I feel like I’m only 98!
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Wilberth @wilberth.bsky.social · 28/06/2026
Telly Savalas showing how to hold a gun and a cigarette on the same hand 💯
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San Diego Zoo Wildlife Alliance @sandiegozoo.bsky.social · 26/06/2026
Sharing this Andean cock-of-the-rock for the ornithology-techno enthusiasts 🧡
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Helen Branswell 🇨🇦 @helenbranswell.bsky.social · 25/06/2026
Who got Eli Lilly's experimental obesity drug, #retatrutide, under a "compassionate use" provision? Was it President Trump? The White House says no, but the questions persist. @lizzylawrence.bsky.social is on the case. www.statnews.com/2026/06/25/s...
statnews.com
Democrats press White House on who got special access to Eli Lilly’s new obesity drug
The unusual access to an experimental drug has captured the attention of the American public as well.
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iphawk @iphawk.bsky.social · 24/06/2026
China Semi ETF launched yesterday by Van Eck. $SMHC www.vaneck.com/us/en/invest...
vaneck.com
SMHC-VanEck China Semiconductor ETF (US) | Holdings & Performance | VanEck
Invest in China's domestic chip boom. VanEck China Semiconductor U.S. ETF (SMHC) tracks the 25 largest Chinese semiconductor companies - with sanctioned companies excluded by design.
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Wilberth @wilberth.bsky.social · 24/06/2026
Perfect timing to take advantage of the dip ,👨🏽‍🍳💋
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Wilberth @wilberth.bsky.social · 23/06/2026
Trump has Pulmonary Hypertension
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Lizzy Lawrence @lizzylawrence.bsky.social · 23/06/2026
EXCLUSIVE: Eli Lilly gave compassionate use access to retatrutide, their unapproved powerful obesity drug, to a 79-year-old man in April. The application was arranged by a top doctor at NIH, and cleared by the FDA. www.statnews.com/2026/06/23/e...
statnews.com
Eli Lilly gave extraordinary obesity drug access to a 79-year-old patient. Who was it?
Exclusive: STAT has learned that Eli Lilly and the FDA allowed a 79-year-old to gain extraordinary access to an experimental obesity drug through the agency’s “compassionate use” program.
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Chapps @chapps.bsky.social · 08/05/2026
Art of the ancient Americas may not be your thing, but you have to love this earthenware crab vessel. I'm sorry, I don't make the rules. 🦀 This is going into our imaginary museum replica store, pronto. #LACMA Colombia, Calima style, Ilama period, ca. 1500 BCE-100 CE. 🏺 1/ 📸 me
Earthenware crab vessel with two spouts flanking a round handle on its back. It's painted a reddish-orange color and its stumpy claws are closed in front of its cute little face. It's standing up on its six non-claw legs, which are also stumpy. Insanely adorable.
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Matt Bishop 🏳️‍🌈 🏁 @thebishf1.bsky.social · 09/06/2026
Remembering Felice Bonetto, born #OnThisDay in 1903, who chain-smoked a pipe, even sometimes at the wheel of a race car. Pic: in a Maserati A6GCM, aged 49, puffing away on his trusty briar, at the old Nürburgring, in ’52. He started 15 #F1 GPs, bagging 2 podium finishes.
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Wilberth @wilberth.bsky.social · 07/06/2026
#F1 Williams
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