Recent content by Willy

I’m not sure valuations mean anything these days when so much capital is simply dollar cost averaging via retirement accounts and other vehicles that pump $$$ in regardless of prices.

Loeb’s shtick seems to be that if he throws enough “it’s an alien spacecraft” shit against the wall, eventually one will stick.

The more I think about it, the more I am convinced that AI is the answer to the Fermi Paradox. The reason we don't detect life in the cosmos is because intelligent life invariably creates artificial intelligence before creating technology allowing for interstellar travel, and soon after AI...

A 10 or 20 percent equity market pullback could very well cause a recession. The top 20% of earners are propping up the economy, and a good bit of that spending will stop when/if markets drop. Then, it gets interesting...

Interesting choice of words from UNC PR that the individual is a “college football fan” … not “a UNC fan.” To me, that is a massive difference. Is the individual simply looking for a team to invest in / become an equity partner? And it doesn’t matter who it is - as long as the ROI is there? It...

Big banks like JPMorgan Chase and Goldman Sachs are already using AI to hire fewer people https://www.cnbc.com/2025/10/15/jpmorgan-chase-goldman-sachs-ai-hiring.html

In the end, winning (or losing) matters. The media definitely smells blood (a story) and are circling. If Carolina was 4-1 and the same stories were coming out, we'd chalk it up to "Bill being Bill." But losing - especially the way we are losing - matters, and it's clear there are major...

I love Isbell, but for my money the best songwriter of that generation is Evan Felker.

https://www.amazon.com/Headshot-Betrayal-Sean-William-DeBevoise/dp/B08HTP4Q4G

This isn't exactly revelatory, but significant parts of economy will likely continue to do "well" as long as the equity markets do well. If spending is being propped up by the top 20%, and the top 20% have significant investments, and investments continue to do well, that class will likely...

I have a degree from Wake and am a big fan of the University. That said - they aren't doing this out of goodwill. There are business reasons. Namely, there is a looming demographic cliff, and I believe Wake is trying to position itself to be in a solid position when higher ed hits that cliff...

My hope is that the left retaliates against this cancel culture by reporting offensive right wing posts, which results in a death spiral of social media. People are too afraid to post anything controversial -> people stop posting -> people stop visiting -> dead internet theory -> end of social...

It's certainly reasonable that Robinson was entrenched in meme-culture. It seems very likely. However, the theory I've seen here is that Robinson was a groypher who killed Kirk because Kirk wasn't conservative enough, e.g., Robinson was ultra-conservative. That doesn't pass the smell test if he...

The groyper thing doesn't really make sense, assuming the trans roommate/significant other thing is true. CNN reported it this morning, so I assume it is. I believe groyphers are anti-trans/oppose LGBT rights/etc. That doesn't mean he was liberal. The simplest explanation is that he was likely...

Reminds me of Tommy Lee Jones in No Country for Old Men (and I'd argue that we are all old men here): "I was sheriff of this county when I was twenty-five years old. Hard to believe. My grandfather was a lawman; father too. Me and him was sheriffs at the same time; him up in Plano and me out...