retired corp finance professional, learning python, backtesting proprietary timing models. Fintwit tourist, macro poser, economic hack, permabear experiences.
my 5th wheel traveling
Joined May 2009
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loss of propulsion most likely. What was her last port call? If a US port then this is a Jones Act waiver vessel .....
Jones Act Waiver ship? Jones Act has a fucking high safety standard as ships can do alot of damage if not run safely!
Was a USCG licensed captain and pilot!
Dramatic Footage Shows Canal Ferry Colliding With Tanker Near Port Of New Orleans zerohedge.com/markets/dramat…
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sportsguy 🐍 retweeted
Billy Horschel paid a wonderful tribute to Dan Hicks after his round at the Austin Championship:
“Yeah, Dan, it's tough because I grew up watching tons of golf on TV and Dan was one of those announcers that everyone knew. He did such a great job of what he did. When I got out on Tour, he was great to me early on. I remember winning the FedExCup and talking to him afterwards and seeing him.
“Through the years we've exchanged messages and everything. I remember he sent me a beautiful message I think shortly after my wife and I talked about her addiction to alcohol and her being in rehab. His wife, Hannah, is an unbelievable woman herself. Those are sportscaster royalty right there, and what they've both done in their careers.
“It's sad that we've lot a member of the PGA Tour, a member of the media that was so well respected amongst his peers, amongst the players. I've never heard anyone say a bad word about Dan Hicks. I don't know what more else to say. He was such a great guy. It's tough to think that at 64 years old that he's no longer going to be with us, he's no longer going to be on NBC, the voice of NBC golf calling shots and giving his beautiful -- just what he's done and the way he covered golf and the way he called it.
“He was such an unbelievable person and broadcaster. We're going to miss him. It's a great hole that we've got to fill and I'm not sure we're going to have anyone that can fill that anytime soon because, like I said, he was just amazing at what he did. It's sad that he's no longer with us.”
Well said, Billy. It’s a very sad day for the sport.
@BillyHo_Golf @PGATour
sportsguy 🐍 retweeted
Norway now has more than 2,000 underwater AI laser robots shooting lice off its salmon
they're made by a company called Stingray, and they already guard more than 50 million salmon and trout 24/7
the reason is sea lice, tiny parasites that latch onto salmon and feed on them
as few as 11 can kill a small fish, and one pen can hold 150,000 salmon
the usual fix is pumping the fish out and blasting them with warm water or water jets to knock the lice off
but the handling is so rough that Norway's fish health report ranks it the top cause of death in full-grown farmed salmon
so instead, Stingray puts a robot inside the pen that hunts lice one at a time, all day:
> two cameras watch every salmon that swims past
> AI checks two frames to make sure it's really a louse
> then a green laser fires from up to 2 meters away
> the salmon's scales reflect the beam, so the fish swims off fine and the louse is dead
we now live in a world where AI lasers do pest control on your dinner lmao
sportsguy 🐍 retweeted
If you didn’t have Jensen having an affair with a Chinese spy in your DCF model I’m sorry but you’re not gonna make it.
sportsguy 🐍 retweeted
>Bern, Switzerland
>High trust, High requirement, White.
>Cleanest river in Europe
>People literally use it as free transport
"If only we imported a million indians"
Said nobody, ever.
sportsguy 🐍 retweeted
Caddie Pet Peeves.
Don't tell me your 7 iron goes 180 yards. We're at sea level.
You don't need 20 golf balls. There are no ponds at Carnoustie. Contrary to popular belief, you don't lose many balls here. Leave the spares in the hotel. Scotland sells them.
We use pounds sterling in Scotland. Please tip in pounds if you can. I can't spend dollars here, and changing them means half an hour out of my day and losing a chunk to exchange fees. If you've only got dollars, that's fine, but please factor that in. Your $100 isn't worth $100 to me.
Beers are fine, but drink them. I didn't come to work to carry 4 warm beers on an extended tour of Carnoustie.
Don't smash the putt 4ft past the hole and then say it didn't break. Bullets don't break, sir.
If you don't have a caddie and ask my advice, tip me at the end. I've spent a lifetime learning this course and you want that for free?
Golfers, what are your pet peeves?
🤖 Made with AI
sportsguy 🐍 retweeted
I spoke with a colleague a couple days ago. I asked him if the elections went the way that he wanted because he was rushing home to get the election results on Tuesday.
He said "yes, I'm a Democrat".
I went on the ask about our Governors race and I mentioned Steve Hilton and he didn't know who that was.
I went on to inform him that Steve ran on a platform of 1) first 150k of income not taxed 2) eliminate the $800 annual fee for small businesses of which I am one and 3) capping vehicle registration at $73 per vehicle.
He had no idea of any of this and when I asked him what Baccaria was bringing to the table for the middle class...he had no answer.
He said that he just hates Trump. Sad and pathetic 😪
sportsguy 🐍 retweeted
I have high confidence that we are seeing the early innings of 00/01 - the real economy will probably be a-okay, the financialized economy needs to get pulverized. This will drag on the wealth effect (obviously). Fed will probably provide some padding.
sportsguy 🐍 retweeted
When does monetary policy lose its power?
In two cases:
1/ Fiscal dominance
Due to large government debt (especially concentrated in the short-end), Fed cannot meaningfully raise rates to fix inflation, as high rates will blow up the budget and make the deficit worse.
2/ Interest rates hit zero lower bound
When rates hit zero, monetary policy isn't as effective at stimulating the economy as fiscal.
The Fed can run QE programs and expand the monetary base, but in order to have an impact, that money needs to be spent in the real economy.
This can be done via bank lending or fiscal spending - both of which are outside Fed's control.
The first one is the product of too much debt.
The latter is an inherent limitation of monetary policy.
sportsguy 🐍 retweeted
Im in Aerospace, just my perspective.. about todays plane crash in Florida.
Icing and moderate turbulence lead to a phenomenon called Mach tuck. It is common in Learjet 60’s and older Learjet’s. Essentially, you exceed the maximum airspeed at altitude and it is unrecoverable to the point that you continue to speed up while not being able to produce lift with your wings.
Further description: your coefficient of lift eventually moves too far behind the wing making it impossible to produce lift, this causes the aircraft to lose altitude like a falling dart, in turn gaining airspeed and crashing.
All Pilots are aware of this, some just push too close to the maximum speed threshold, and when you experience clear air turbulence or other factors like icing that would push you too far past the maximum speed threshold without the capability to control the wing normally, this happens.
Long story short...icing changes the shape of the wing critically and adds weight to plane (double whammy, but mainly airflow issue over the wing), Learjets are vulnerable to over speed situations because of the type of wing is small, sleek, and unforgiving in the name of efficiency and performance, mix all of that together with moderate turbulence which can fluctuate your airspeed, this causes the aircraft to enter Mach tuck over speed condition. The result is a lawn dart scenario that you see here. Very sad.
sportsguy 🐍 retweeted
Fui piloto de Citation, un jet privado pequeño que aún tengo (aunque hace 15 años que no vuelo más como piloto). Curiosamente, desde el piso 42 de nuestro apartamento en Miami que está en Edgewater cerca del aeropuerto, vimos una tormenta enorme: rayos incesantes durante horas, lluvias intensas y vientos fuertes. En medio de eso me enteré de la noticia del Learjet 60 (N722BD) que se estrelló al norte de Miami y vi los videos del impacto impresionante, casi vertical.
Esta es mi teoría de lo que pasó (la investigación oficial lo confirmará o no, pero la comparto): según los datos de vuelo y radar y la transmisión de radio que es un horror de escuchar, el avión entró directo al núcleo de una celda severa a FL350, con tops cerca de 47.000 pies. Subió un por el updraft fuerte y luego se descontroló por completo: overspeed, bank de 60° y descensos de más de 20.000–32.000 fpm hasta estrellarse (descender a más de la velocidad indicada destruye un avión por eso hay un arco verde y rojo). Este accidente es muy raro pero bien un patrón parecido al del Air France 447 en 2009 en el que desaparecieron más de 200 pasajeros y tripulación en el Atlantico y a otros accidentes donde se penetra o se acerca demasiado a núcleos de tormentas intensas . Los radares mostraban claramente esas celdas; en jets ligeros la regla es desviarse con buen margen, no atravesarlas, esto puede ser error de la mujer que pilotaba. Lo que hacen las tormentas al cambiar la temperatura exterior, es que los aviones no se sustentan más yendo a la misma velocidad. Se lo llama el coffin corner. O que se hagan muy difíciles de mantener controlados.
Cerca del trópico las tormentas suelen ser mucho más altas (tops que fácilmente superan los 45.000–50.000 pies) por la gran cantidad de humedad y energía disponible. Es decir que las tormentas son más altas que el techo de los aviones, que no hay manera de evitarlas por encima. Por eso, en general, es más tranquilo volar rutas como Madrid–Nueva York (donde se puede rodear o pasar por encima de la convección con más margen) que Madrid–Buenos Aires, donde el ecuador y la zona de convergencia intertropical generan celdas más potentes y altas que obligan a desvíos más frecuentes y cuidadosos y hay más tormentas altas.
sportsguy 🐍 retweeted
Axios putting out an emergency call to its creative writing team according to my anal onomous sources (figure it out)
"We need a believable Iran peace deal story by 6 am... huge bonus if we use your story... 100 million in stock futures riding on it...GO!'
"
sportsguy 🐍 retweeted
Tech had a tough October, but is a testimonial to market resilience that the S&P 500 was down less than 1% for the month. The equity risk premium for the index rose to 3.79%, and with the 10-year rate dropping to 4.94%, the expected return for US stocks stands at 8.73% at the start of November. Damodaran.com
sportsguy 🐍 retweeted
I have finally updated my $SPCX model after digesting recent results and speaking with the brilliant team at Sequoia, especially @shaunmmaguire (thank you for your time). I think this will prove to be very conservative and am excited for the future of the company
sportsguy 🐍 retweeted
So, basically, 500 million Europeans expect 300 million Americans to protect them from 120 million Russians who can’t even defeat 40 million Ukrainians while those 500 million Europeans don’t even realize they are being conquered by 2 billion Muslims who claim they are being persecuted by 8 million Israelis. Is that about right?
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