TV producer. Love all sports. Bleed Rutgers Scarlet. Opinions my own.
New York
Joined April 2009
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tim andreacci retweeted
Nir Kaissar, founder of Unison Advisors, discusses a potential political policy shift toward the AI buildout due to the 'blue wave' from the midterms bloom.bg/4eOAlGI
tim andreacci retweeted
With Election day on Tuesday, US voters head to the polls and are faced with multiple headwinds regarding affordability. Everything from high gas prices, to increasing insurance costs, to out-of-reach housing prices, to elevated electricity bills, to eye-watering prices on grocery shelves.
Guests on “Bloomberg Money” discuss the challenges ahead for American politicians, and the country as a whole bloom.bg/4syt17H
tim andreacci retweeted
"Need a landing zone for capex estimates." That's PIMCO's Lotfi Karoui discussing hyperscalers and their plans for spending.
Meta has agreed to spend $825B in the future on various AI-related projects bloom.bg/48fCszz
tim andreacci retweeted
"We are 5 million homes in deficit... The American dream is running past us."
Brown Harris Stevens CEO Bess Freedman discussing the dynamic between mortgage rates and US housing supply bloom.bg/4iotZjA
tim andreacci retweeted
Bitcoin is raw financial energy. Strategy transforms it into Digital Credit.
At noon today, I joined @TimSteno and @CarolMassar on Bloomberg @Crypto to discuss Bitcoin’s bull market setup, AI and scarcity, and the future of Digital Credit.
00:48 - Bitcoin bull market setup: headwinds rotating into tailwinds
01:55 - AI, scarce capital, and assets robots cannot create
03:05 - Digital Capital, Digital Credit, and Strategy’s outperformance
04:16 - Bitcoin as raw financial energy
06:32 - Strategy as a structured finance company: Bitcoin, dollars, equity, and credit
08:49 - Bull market strategy: acquiring Bitcoin and issuing Digital Credit
10:20 - Investor time horizons: money markets, $STRC, $BTC, and $MSTR
12:26 - Strategy’s advantage: high-performance Digital Credit built on high-performance capital
tim andreacci retweeted
'Digital credit is the product... We are not a holding company, we're doing things with the capital.' Michael Saylor says he's 'disappointed' in MSCI, which may remove his company from its indices this Friday bloom.bg/4hNQqwY
tim andreacci retweeted
WHAT THE HELL IS SIRIANNI DOING?? YOU'VE A 10 PT LEAD.......TAKE THE DAMN FG! GEEZ, #DECISIONMAKINGNICK
tim andreacci retweeted
"[Paramount] is a fundamentally hard story to invest in. It is a generally declining business." That's Janus Henderson's John Lloyd sharing his view on buying Paramount's debt bloom.bg/4y08hqL
tim andreacci retweeted
"I think we are close to the peak of the 10-year [yield]."
That's economist Stephanie Roth speaking on "Bloomberg Real Yield" after the US 10-year yield surged on Thursday to the highest level since 2002 bloom.bg/4xT9Arh
tim andreacci retweeted
As he looks to become the next Warren Buffett, Bill Ackman is now taking a page from the likes of Brookfield and Blackstone bloomberg.com/news/articles/…
tim andreacci retweeted
"ETFs should come with a drink ticket and a players card at this point.. There's been so many leveraged ETF closures this year that Spirit Halloween is going to open up temporary locations in the vacant tickers." - @SGHWealthMgmt w/ a colorful rant against hot sauce on ETF IQ yesterday w/ @scarletfu
tim andreacci retweeted
Ok this is starting to feel like a f*cking disaster.
The CEO of Anthropic just published an article admitting AI is already building the next generation of AI by itself.
He says within 6 to 12 months a rogue swarm could take over the entire internet and cause hundreds of billions of dollars in damage.
And what makes it scarier, Elon Musk just backed up everything Dario said.
All of this dropping just days after Jacob Coxon went viral with his warning about AI and the extinction of humanity.
Tell me this timing isn't strange.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
tim andreacci retweeted
A message from Harry Kalas that remains as impactful today as it was when he first delivered it 25 years ago ❤️💙
tim andreacci retweeted
Points are more valuable than cash back, says @thepointsguy Brian Kelly.
"What I dislike is when people have premium credit cards and then redeem them for gift cards or statement credit. That is a losing strategy" bloom.bg/3SRTrDI
tim andreacci retweeted
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BREAKING: The NBA has ruled on the Los Angeles Clippers in for salary cap circumvention investigations on Kawhi Leonard after yearlong probe -- stripping the franchise of 5 first-round picks, issuing a $30 million fine to owner Steve Ballmer and suspensions for Ballmer, Lawrence Frank and Gillian Zucker, sources tell ESPN.
Kawhi Leonard will have to pay $700,000 in restitution for improper benefits by the Clippers for his uncle and former business rep, Dennis Robertson. No contract void or suspension for Leonard. And Robertson -- who was fired by Leonard in June -- is being banned by the NBA from all business dealings.
tim andreacci retweeted
Here’s certificate for a share issued for the First Index Investment Trust (later renamed Vanguard 500) 50yrs ago- the passive industry equiv of Mickey Mantle rookie card. On display at NYSE at event this morning hosted by Vgrd to mark occasion. Lot of legends in the room.
tim andreacci retweeted
"I'm a big believer in dollar-cost averaging." That's @NelaRichardson discussing her personal investing strategy on on Bloomberg Money bloom.bg/3SRTrDI