Mastodawn

Since the Citrini piece is being cited as a catalyst for the selling today (see @[email protected] here: sherwood.news/markets/soft...), I stopped reading it when I got to this.

RE: https://bsky.app/profile/did:plc:pnx2fjuannbdpy3337ggthpp/post/3mfin4lx2622v

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George Pearkes Feb 23

This is the sort of basic, nuts-and-bolts "how does stuff work" that the piece gets completely wrong. When I come across this in any analysis, I check out. Even if they're getting everything else right, the conclusions have the be disregarded because they're building on a foundation that isn't level

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George Pearkes

OMG I had completely missed this. DFS was acquired by #$COF (transaction closed 5/10/25). Frankly incredible how badly informed this is, I have nightmares about getting something like this wrong in a quick earnings recap.

RE: https://bsky.app/profile/did:plc:tipctwkms2yg2wfbbg37exa5/post/3mfk2g4otpc2k

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George Pearkes Feb 26

If you want to hear a proper demolition of this silliness from @[email protected] and team at Lombard, I recommend: overcast.fm/+ABKrk97ikoM

The AI Doomsday Machine — Glob...

The AI Doomsday Machine — GlobalData TS Lombard: Perkins Vs Beamish

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does every AI scenario now lead to disaster? 2) Can we stop worrying about tariffs after the Supreme Court ruling? 3) Is the global monetary cycle now turning?