Russell Lane

Pop!

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No weasel, but maybe a bubble. Nvidia posts earnings tomorrow. https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspxPeter Thiel’s hedge fund, Thiel Marco, revealed in its regulatory filing late last week that they had sold off all of their Nvidia holdings during the third quarter. As did SoftBank. The “Big Short” guy shorted Nvidia to the tune of $186M in the third … Read more

Weekend Music Thread #06 Kile Smith

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by russell I have a long time friend, Kile Smith, who is actually a living breathing composer. He heard a recording of the Brahms Requiem when he was a teenager and decided, without much other background or context other than playing some bass and singing in his high school chorus, that that was what he … Read more

People and poliltics

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My mother had three brothers. They came up in the Richmond Hill area of Queens, near the Jamaica rail yard. The brothers all married women from the neighborhood, and they were a very lively crew. Here they are in my grandparent’s living room, probably late 1940’s. They could make a game out of anything, and … Read more