On a trading day when interest rates are moving markets, I look at rising rates in 2026, hazard a guess as to why they are rising, and make a stab at explaining the resilience of equities in the face of rising rates, with nary a mention of the Fed. bit.ly/4gXR1vT
I use this Vinod Khosla tweet with apologies to Vinod, since tweets are often out-of-context or emotive, to launch a discussion on the trade-off between scaling up and building business models (profitability) that every business faces. bit.ly/3SCYLLD
It is easier for some businesses to scale up than others, with larger and growing total markets, concentrated industry structures, low inertia and low capital intensity all lending an assisting hand. bit.ly/3SCYLLD
Aswath retweeted
Time to give away some FSU swag 🤩
Repost, like, and follow for your chance to win this sweet card lot including 4 autographs 🖊️ of Seminole greats.
One winner to be drawn on 6/21. 🎰
Good luck!
Aswath retweeted
Here’s how the rankings are manipulated with teams like Tennessee and Missouri.
Alabama is #10
BYU is #11
Miami is #13
“Alabama has to stay ranked high because of their FOUR ranked wins!”
Half of Alabama’s ranked wins are Tennessee and Missouri. Those two teams are a combined 0-6 vs. ranked opponents and have beaten ZERO bowl eligible teams.
Let’s simply replace Tennessee with a team like 7-3 Louisville (who beat #13 Miami, Pitt, and James Madison), and replace Missouri with a team like 7-3 Arizona (who just beat #25 Cincinnati on the road last week).
If you make those two little changes, Alabama suddenly now has just 2 ranked wins.
With Arizona ranked, BYU now also has two ranked wins. With Louisville ranked, Miami’s loss to them is no longer to a “horrible unranked team!”
So now you’d have:
8-2 Alabama with 2 ranked wins
9-1 BYU with 2 ranked wins
8-2 Miami with a Top 10 win over Notre Dame
BYU clearly jumps Alabama (should already be ahead of some Top 10 teams)
Then what you’d have to take into consideration is that Miami beat Florida State, while Alabama lost to Florida State by 14. Miami likely jumps Alabama too.
With just a small change to #20 and #22, taking out Tennessee and Missouri (who have ZERO wins over bowl eligible teams), and replacing them with Louisville and Arizona (who have FIVE wins over bowl eligible teams), the resumes and CFP cases of teams ranked #10-#13 change drastically.
Aswath retweeted
Amazing 📸 taken by my husband @BobMonstre (for @Warchant) of Duce Robinson's one handed moss 🤌!
Aswath retweeted
Moss of the Day xitter.cf/fsh733/status/19847957…
Aswath retweeted
Just a completely unacceptable decision by FSU's administration.
NEWS: FSU issues statement on the job security of head coach Mike Norvell
247sports.com/college/florid…
Aswath retweeted
I need yall who are bringing up NIL to keep that out of my mentions. Mike has lost to 10 teams with smaller NIL budgets. He loses consistently with more money and more talent. The program is done responding and climbing for him.
Aswath retweeted
If you still love Norvell, I respect that — he’s a great person. But love has nothing to do with what we’re seeing. This is about winning and losing. The numbers don’t lie, and they’re not good across the board. Sorry, Coach Norvell. 😔
Aswath retweeted
You have all the answers you need.
He's just not cut out to coach at Florida State. Is what it is.
Aswath retweeted
Didn't attend Tennessee. Couldn't afford it. Hell, I couldn't afford any school, really.
I got to experience playing life on hard mode. 100 hour weeks for decades to build a Tennesee company.
Back then, I'd go to the campus bookstore and buy the books and study things I needed to know. Eventually went to ETSU at 26 for business. Dropped out 2 years later because my company needed my full attention.
I never got to attend my dream school, but my kids will, and I'll eventually leave 7 figures to the school when I pass to make sure others have a shot.
Aswath retweeted
Moving the ball to the tuck doesn’t mean it isn’t under control. He’s got it established in his fingertips with both feet down.
Aswath retweeted
This will go down as the most controversial play of the entire College Football season… the call on the field was TOUCHDOWN… was there enough here to clearly overturn? Florida State officially lost the game because of this play
Aswath retweeted
I just want to remind everyone that this was a real thing.... He's got that drip, alright....
Probably needs penicillin.
Aswath retweeted
FSU got 55 snaps out of nose guard Darrell Jackson, who chose to return to school. That huge. Just for him to be able to play that many snaps at a high level.
Alabama's center is regarded as maybe the best in the SEC, and he had the second-worst PFF grade on Alabama's offense.
Aswath retweeted
Frontier Airlines worker refuses to let a man check into his flight, taunts him as he tries rushing so he doesn't miss his flight.
Man: "I paid for a ticket."
Worker: "You didn't pay $25 for an agent assist fee. Hello? And you thought you was gonna get on your flight. And you thought you was gonna get on your flight. And you thought you was gonna get on your flight. And you thought you was gonna get on your flight. And you thought you was gonna get on your flight. And you thought you was gonna get on your flight. And you thought you was gonna get on your flight."
Infuriating.






















