Addicted to the triumph of the human spirit.
USA
Joined November 2007
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I can see that it is getting hard to trust the market recently. Yet the hypothesis about the big AI revolution still holds, IMHO. Also, keeping things in perspective for the long term.
Purely insane! #backyardultra
Go team USA 🇺🇸
BACKYARD ULTRA WORLD TEAM CHAMPIONSHIP LIVESTREAM / HOUR 11-21 youtube.com/live/8zSnx4Q5xZE…
Congratulations to $VRNS for getting acquired by Proofpoint. Data security in the age of AI has never being more important! proofpoint.com/us/newsroom/p…
The golden era of dev tools!
Super excited about this
Started doing interviews with amazing dev tool founders I respect
Starting with @BrendanFalk 😊
That’s a beautiful 50 miler - the Sonoma Fall Classic (Lake Sonoma 50) - 50milecharm.com/race-detail/…
I’m watching this struggle. Analysis from Claude. $TLT
🐻vs.🐂
Bearish on trend, bullish on momentum. If I have to pick one, the trend wins: the chart leans bearish until it proves otherwise.
Why bearish:
•The multi-year downtrend is intact, with lower highs and lower lows across the YTD chart.
•The price is still below the 82-88 zone where it kept failing all summer.
•Sellers faded today's gap up, which is a sign of weak conviction.
Why bullish:
•It bounced about 4% off the 77 low in days, and the +3% week is a strong reversal.
•It's deeply oversold after a 54% drawdown, so a relief rally is natural.
•A gap up on high volume (visible on the weekly chart) often signals a real catalyst, such as a shift in rate expectations.
A single sharp bounce inside a downtrend is common and often fails (a "dead cat bounce"). It becomes more convincing if TLT holds above ~79 and then clears 82. A drop back below ~78 would put the bearish case back in charge.
A fun alternative to the JFK 50 Mile, same state, same month - MD, November. The Stone Mill 50 Mile Run 50milecharm.com/race-detail/…
