Cassandra yawning @NOC40

UK fund manager, skier, cyclist, wine lover London Joined July 2009

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Cassandra yawning @NOC40

23 hours ago

Seems like a lot of countries struggling to beat Iran these days

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Cassandra yawning @NOC40

a day ago

@fejau_inc And yet the equity still trades at a premium to mNAV. Saylor should issue more common

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על כל דמעה של אמא ישראלית, אלף אמהות לבנוניות צריכות לבכות. לבנון כולה צריכה לבעור! עם כל הכבוד לאמריקאים, ישראל חייבת להבהיר לעולם כולו שדם בנינו וביטחון אזרחנו איננו הפקר. לבנון כולה צריכה לבעור. חובתנו העליונה היא להגן על אזרחי ישראל ועל חיילי צה״ל, והמחויבות הזו קודמת לכל

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Cassandra yawning @NOC40

4 days ago

I thought an MOU wasn't the same thing as a deal?

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Paulo Macro @PauloMacro

5 days ago

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Cassandra yawning @NOC40

4 days ago

@kjoules Black rain in Moscow today too

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Cassandra yawning @NOC40

5 days ago

@fejau_inc a bit disingenuous missing out the fact that STRC went XD on the 15th? Doesn't change the numbers that much but does change the look of the correlation a lot

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Cassandra yawning @NOC40

5 days ago

Unprecedented rate of draws. Bad things start happening some time in July. Is this why Trump is folding?

jck✨ @Alea_

5 days ago

🛑 OIL: We are down to our last 7.9 *billions* barrels...🤣

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Cassandra yawning @NOC40

5 days ago

@Alea_ Cushing, not OK

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Cassandra yawning @NOC40

5 days ago

@dickbut @Rory_Johnston in this instance 20 is actually equivalent to zero, so the axis makes sense

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Cassandra yawning @NOC40

6 days ago

@Carcosa61 @AVATION_PLC I love the fact that she's got 2 artificial horizons and no yoke or sidestick. Quite a reach to the (3?) engine thrust levers too. Also I'd never have thought of putting an artificial horizon on the overhead panel!

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Cassandra yawning @NOC40

a week ago

Why do they call the advertising breaks between the 1st & 2nd, and 3rd & 4th quarters a "hydration break"?

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Cassandra yawning @NOC40

a week ago

@SamSpecht80 @eurofounder New heart valves are free in Europe

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Cassandra yawning @NOC40

a week ago

@Etherealize_io oooh, yeah, who doesn't love stablecoins earning -5%/a real

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Cassandra yawning @NOC40

a week ago

$SPCX is on 100x revenues, so it should buy $TSLA on 15x, as that would be accretive to sales

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Citrini @citrini

2 weeks ago

I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.

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Cassandra yawning @NOC40

2 weeks ago

@robin_j_brooks @RemindMeOfThis in 1 month

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Cassandra yawning @NOC40

2 weeks ago

Today I watched as the security guard even walked to the far end of the store so he didn’t need to get involved, even though it was obvious what was going on. When will the government do something about this? @UKLabour @mtpennycook

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Cassandra yawning @NOC40

2 weeks ago

Almost every day I go into my local Sainsbury’s there will be a gang of 2-4 youths who will just brazenly wander in and steal stuff. I've asked the security guards what they can do, but they say their hands are tied as they’re not allowed to even touch the offenders.