Daddy, former Wall Street (reformed), seeker of asymmetrical risk, uncover the unknown, valuation matters, idea generation, and Oxford comma preservationist.
Wasatch Back
Joined February 2021
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Seems like nobody on the ground was killed? Amazing.
nitter.gq/Osinttechnical/status/…
.@Eagles fans have had enough of the Tanner McKee experiment.
It's not all his fault, these are terrible circumstances, but he's obviously not good enough to overcome it.
SPAC-ey-McSpacface retweeted
NEW: Russian forces lost ground on the battlefield in October 2026 for the second month in a row. Russian forces continue to sustain significant personnel losses while losing ground, and Russia’s current force generation system continues to recruit fewer soldiers than needed to replace these losses. These factors likely explain Putin’s turn to a new theory of victory that relies on using long-range ballistic missiles and jet-powered drone strikes to hammer Ukraine into surrender over the winter.
Full assessment below⬇️
SPAC-ey-McSpacface retweeted
SAY HIS NAME: Ryan O’Shea
Ryan, a college student in Connecticut, was K*LLED in a car crash caused by an ILLEGAL ALIEN.
The driver, Guillermo Carmona-Lopez, is a twice-deported Mexican national who was let in under Obama.
Every. Single. Day.
Vote like your life depends on it!
h/t @BorderHawkNews
SPAC-ey-McSpacface retweeted
Parents, PLEASE check your kids’ Halloween candy. I just found a Snickers bar filled with Nathan MacKinnon's Olympic Gold Medal wide open miss
Minnesota kicker just made a 60 yard FG right down the middle to beat #4 Indiana. With about 5 yards to spare.
We'll be seeing that kid in the NFL.
Accidental Landlords - People who failed to sell their home, so they rented it instead.
A growing issue, partially self-inflicted as sellers refuse to lower their prices in a difficult selling environment.
Data via @ParclLabs
SPAC-ey-McSpacface retweeted
Dear frontier AI employees,
when leaving audio logs around the office, please remember to intermix:
1) reports of what happened
2) tragic personal anecdotes
3) creepy forebodings
4) the locations of useful access keycards and passwords
This will greatly help the protagonist.
Because all wars are best fought with one hand behind your back.
nitter.gq/financialjuice/status/…
SPAC-ey-McSpacface retweeted
The World Will End If Nvidia Misses Earnings
quoththeraven.substack.com/p…
SPAC-ey-McSpacface retweeted
As SPAC NAV discounts have widened and T-bill yields have increased, SPAC arbitrage yields have risen to 5.4%, now rivalling the yield of the bond index for the first time this year.
The entire market jumps 1% because one company may IPO. This is not the healthy signal you think it is.
SPAC-ey-McSpacface retweeted
I can’t believe The Economist put this out…
Rape and sexual assault by nationality:
Afghanistan - 7x the British rate
Middle East - 4x the British rate
North Africa - 4x the British rate
Sub Sahara - 3x the British rate
SPAC-ey-McSpacface retweeted
HE'S NOT SIGNING chants have broke out in Van.
Canadian fans are unhinged.
SPAC-ey-McSpacface retweeted
Mark Scheifele's got some pretty insane knowledge and can name every player's stick and tape details 🤯
Watch the 2026 @TimHortons NHL #HeritageClassic TOMORROW at 7 PM ET on @Sportsnet, @TVASports, & @NHL_On_TNT!
SPAC-ey-McSpacface retweeted
Certified #HockeyGuy.
Michael McCarron paid for buddy’s beer that he knocked over 🍻