Swing-Trader that manages the risk first, and host of the best trading podcast! https://teapaw.org/t.co/PME7meyao1 Opinions are my own and not financial advice.
United States
Joined June 2009
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Ryan Mallory retweeted
The sickening stories keeping coming in…😢😢😢
SHAME ON YOU, @StubHub.
Imagine being a kid, a HUGE @Brewers fan, and finding out you’re going to see your team play in the WORLD SERIES! ⚾️💙💛
The excitement. The anticipation. The memories you’re already imagining making.
Now imagine having that excitement ripped away because a company sold your 3 tickets that you bought, that they apparently can’t deliver.
That’s exactly what we’re dealing with right now.
We purchased THREE tickets to the Milwaukee Brewers World Series for Game 1 last Tuesday(13th) through StubHub. We selected our section, our row, paid for our tickets, and received our order confirmation.
Everything was supposed to be set.
Then suddenly, StubHub tells us they’re “searching for replacement options” because they can’t provide the tickets we purchased.
ARE YOU KIDDING ME?!
How does a company accept someone’s hard earned money, confirm a purchase, and then turn around and say they can’t fulfill it?!
And their solution? We can request a refund while they continue looking for tickets.
THIS ISN’T ABOUT THE MONEY.
It’s about the experience. It’s about the memories. It’s about the excitement of a kid, his dad, and grandpa, who thought they were going to watch their favorite baseball team play on the biggest stage in baseball.
Look at the first picture. That’s the disappointment you’re creating, StubHub.
A refund doesn’t replace that moment.
And here’s what really bothers me…
StubHub advertises a “FanProtect Guarantee” and tells customers their orders are “100% guaranteed.”
Guaranteed WHAT, exactly?!
Because from where we’re sitting, that guarantee doesn’t feel worth much when you can’t deliver the tickets you sold us.
We did everything right. We purchased through a major ticket marketplace. We trusted the confirmation. We trusted the guarantee.
Now it’s time for StubHub to make it right.
We aren’t asking for anything extra. We want the three tickets we paid for, or comparable or better seats together, at no additional cost.
Stubhub…DO BETTER.
Please SHARE this. Not just for us, but for every fan who has trusted a ticket company with an experience that means so much more than the price of admission.
ℹ️Brandon Barker
Ryan Mallory retweeted
For the life of me, I have NO idea why anyone would want to be long bonds and notes. Until something fundamentally changes "they" will continue to hammer them.
That said-the 30yr needs to hold some place in between 103-106 or it will be very bad for our economy.
Ryan Mallory retweeted
Steak and shake out here literally trying to fix america. My new favorite restaurant but mile
Ryan Mallory retweeted
America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating.
Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground.
The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves.
It is time for a simple rewrite of the rules: We need to index the votes of index fund investors.
Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence.
True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over.
Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market.
We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.
Ryan Mallory retweeted
We’ve only had 72 days in session this year.
Under Republican leadership, this is the laziest & least effective Congress in American history.
Ryan Mallory retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Ryan Mallory retweeted
Surely Anthropic’s IPO must be paused until the claims of this “whistleblower” can be investigated.
Ryan Mallory retweeted
BREAKING: The Trump administration is seeking to rescind a rule that was put in place to stop private equity funds from bribing public officials, per Axios
Ryan Mallory retweeted
Someone needs to show this to Trump ASAP. He's in a very bad bubble, and he's receiving very bad advice.
It's not too late to change this policy.
Ryan Mallory retweeted
Today on X, my entire feed is DC lawmakers from both parties posting their fake outrage over the national debt.
How many times did they vote to increase the debt ceiling, expand government, and/or vote against cuts?
Ryan Mallory retweeted
SPX just outperformed QQQ in July by 6.45 percentage points.
It's the most SPX has outperformed QQQ since September 2008.
Here's a list of every year where SPX outperformed QQQ by at least 6 percentage points in any single month:
2000
2001
2002
2008
2026
Enjoy.
Ryan Mallory retweeted
🔴 ⚠️ BREAKING: US and Israel are preparing to bombard energy-related targets in Iran as soon as this weekend - CBS News
Ryan Mallory retweeted
So let's recap:
Citadel puts out bullshit opinion about Fed hiking rates, which everyone knew would not happen. Markets collapse, especially AI stocks.
Behind the scenes, as stocks collapse -- they are buying the heavily discounted book of Situational Awareness???!
Ryan Mallory retweeted
BREAKING: Citadel Securities said it expects the Federal Reserve to raise interest rates this week
Ryan Mallory retweeted
CHIP STOCKS DROP ON CHINA DUV REPORT
ASML and U.S. chip equipment stocks fell after a report said a state-backed Chinese firm has begun mass-producing domestic DUV lithography machines.
Investors fear the breakthrough could reduce China's reliance on ASML and other Western suppliers, weakening future sales and undermining the long-term impact of U.S. export restrictions.
Readers added context they thought people might want to know
No Chinese company is mass-producing domestic DUV lithography machines; prototypes from firms like Shanghai Yuliangsheng are in testing at SMIC with mass production targeted for 2027 at earliest. tomshardware.com/tech-industry/… blog.aifutures.org/p/a-forecast-o…