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Leader, Entrepreneur, teacher & Coach @ccraider_sports | @curearthritis | @northeastern AI, physics , Quantitative Research, Running and Investing
Amesbury, MA
Joined September 2013
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Brendan M retweeted
O’Keefe seems likes he’s been at CC for 8 years. And I mean that in the best way possible. Just how it comes across when you’re a 4 year contributor in multiple sports. Not many high school athletes can match that! What an athlete. 💯
O'Keefe's kick is on the way...AND IT IS GOOD!!!
He drills the 29-yard try, and Central Catholic (@CCRaider_sports) seizes a 52-51 lead with five seconds remaining! @BosHeraldSports @Murray_Jack_
Brendan M retweeted
France and Italy had many years to get fiscal policy under control. Instead they bent the ECB to their will. Supposed hawks like Isabel Schnabel, Joachim Nagel and Klaas Knot were only too happy to go along. The inevitable result is where we are today....
robinjbrooks.substack.com/p/…
Brendan M retweeted
Data center lead times getting beyond control
As shared by Cushman & Wakefield / Hyundai Securities, it’s not down to GPUs or even memory.
- Copper, aluminum: ~4–10 weeks
- Most HVAC / chillers: ~15–30 weeks
- UPS, LV/MV switchgear: ~35–60 weeks
- Generators: up to ~100 weeks
- Pad-mounted transformers: up to ~115 weeks
One can construct building faster than getting the transformer that powers it.
#DataCenters #AIInfrastructure #SupplyChain
ALT Made with AI
Brendan M retweeted
My eyes were wet from start to finish. I thought of being little in a big world & watching my son's first tries at this mad game. ESPN's Open to the NHL season is beautiful. I didn't expect to cry today-this is stunning. There's nothing like this sport. We at ESPN love the sport as you do. ❤️ Enjoy.
Brendan M retweeted
Anthropic IPO prospectus leaked to Reuters
Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus.
The prospectus details how the company has grown sharply in the last year — while also posting wider losses. Revenue grew 12-fold in 2025 to nearly $4.6 billion, even as the company lost more than $8 billion on an operating basis, excluding writedowns of various liabilities mostly tied to previous fundraising, according to the documents, reported here for the first time.
reuters.com/business/finance…
Brendan M retweeted
🚨 Premier League chaos 😂
Enzo Maresca has barely been at Manchester City for 3 months, Enzo Fernández for 25 days… and they’re already dealing with 114/115 charges. 💀
Meanwhile, Rio wants his 7th PL medal, Gerrard is still stuck in 2014, and Arteta is still thinking about those title races. 😂🏆
@godaresai
Very weak outlook for the $SPY
All seven of the main models engines are in near-unanimous disagreement with a sustained S&P 500 rally over the next 20 days, with the concordance score sitting at -0.7151 — essentially at its lowest point in a year.
What makes today notable is not just the extreme reading but the timing: the score crossed its own median today on an unusually large single-day move, suggesting the consensus across models shifted sharply rather than drifting.
A reading this low has only been matched once in the past year (the recorded low is -0.7163), so the current level represents a genuine statistical extreme.
#QuantitativeResearch #MarketStructure #EquityStrategy #ModelSignals
Brendan M retweeted
Interesting perspective from Torsten Slok at Apollo today. It complements my Telegraph piece last week about whether economists are properly accounting for the inflationary impact of the great unbundling, and the growing customer preference, especially in banking, to stop being the product.
In this case Slok identifies a financial stability risk associated with everyday normies finally figuring out what they’re actually worth and not being ripped off. Though it’s a bit depressing if true, since it implies financial stability is entirely dependent on most people being a mug. [Tho I think monetary and finance scholars have always known this.]
Brendan M retweeted
ANOTHER BANK JUST FAILED…
California’s Nano Banc just failed. Shut down Friday. FDIC appointed receiver.
That makes SIX U.S. bank failures this year, versus two in all of 2025.
California cited years of mismanagement at Nano. Beyond this bank, I’m watching lenders heavily exposed to commercial property.
The FDIC itself has flagged high interest costs and vacant buildings making property debt harder to refinance and repay.
If borrowers can’t pay, losses eat through bank capital. That’s how more failures could follow, one balance sheet at a time.
Sunwest is taking most deposits and selected assets. Customers keep access, while the FDIC insurance fund faces an estimated $114 MILLION loss.
And this is Sunwest’s SIXTH FDIC-assisted acquisition.
Brendan M retweeted
Sports media is still completely mystified why hockey players care about all star games and pre season games.
It's because they are the only professional athletes who have invested personal pride for the least amount of money.
Pre season hockey is more entertaining than the regular season NBA.
Hockey players are the last professional athletes who actually care about their sport.
For all of you out there with hysteria regarding rates, THIS IS A NORMAL
OCCURRENCE when the Fed is not pumping like a drunken sailor. This is a good thing. Normal economy’s are not typically addicted to debt like the last 18 years.
And most people who are posting on here about high rates either 1) doing it to sound smart (when they are not) or b) their truly are morons and think this post 2008 period is real economics.
Traders are pushing this as it has been virtually impossible to make money trend following in the UST futures. They are getting while the getting is good.
#rates #fed
