November 21 2025 Besties live from the Venetian Epstein Files release 427-1 vote to release them If Trump was guilty then the material would have been out already? He is the most investigated, most litigated person out there - so why didn’t the Biden administration release the files when they were in power? One theory could be that the Dems are also culpable? Claims that there were a 1000 women victimized on the island - if true its even more horrifying than earlier thought The release of the files is about the agreements between folks in power and the folks who vote for them/want something in return? Downstream effects - JFK files, Martin Luther King files, Amelia Earhart files, UFO files, etc - hopefully Need more transparency Maybe Epstein was a spy or worked with agencies - this is speculation The big question is where did all his money come from Leon Black from Apollo apparently gave Epstein $168M for tax advice once The best estate lawyers in the US will charge $5...
November 14 2025 Michael Burry AI short Media reporting of $900M vs $9M might have affected the short/long positions? Conspiracy Theory: Was the reporting in on it? His thesis might be apparently around difference in reporting on how depreciating assets might work That the Hyperscalers claiming 2x increase in depreciating schedule (artificially?) 2020/2021 is when these schedules started changing (extending) Friedberg checked with friends at folks in some of these places and apparently GPUs/TPUs are still being used 7-8 years later so maybe the schedules ARE correct? Shorting is just somebody’s ability to cry “fire” in a crowded theater - its hard to claim fraud in 2025 for well run public companies Palantir Very successful Markets - voting matter today and weighing matter in the future (as Warren Buffett has said in the past) Some folks are shorting Palantir too! Palantir is valued high because its well run AND unique - so there is a lack of credible competitors at...