Carl Quintanilla retweeted
47 years ago today, a masterpiece. Taxi gave us one of the best scenes in sitcom history. "What Does The Yellow Light Mean?"
Danny Deraney
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Carl Quintanilla retweeted
"Just 2 months ago, Trump accused China of 'sinister election meddling' in the 2020 vote But face to face this week with Xi Jinping, any public hint of that concern disappeared, replaced by an ebullience that bordered on gushing" via @KannoYoungs nytimes.com/2026/09/25/us/po…
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Carl Quintanilla retweeted
The NYC subway (and all major subway systems across the world) are, to me, peak civilizational achievements.
Nearly 4.7 million people rode the subway yesterday, a new post-pandemic record! The subway is New York City’s lifeblood, and our investments in safety and reliability are paying off.
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Carl Quintanilla retweeted
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GATES: “.. AI is certainly powerful enough to drive events that, you know, cause a billion deaths. .. There’s never been a weapon as powerful as the combination of people with ill intent using the latest AI tools.” @business bloomberg.com/news/articles/…
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Carl Quintanilla retweeted
OUCHIE
Hudson Bay is parting ways with two executives it hired from BlackRock as the $20 billion firm abandons plans to start a dedicated private credit business. bloomberg.com/news/articles/…
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Carl Quintanilla retweeted
Dear Global Citizens, Due to the extreme weather forecast for New York City this weekend, we have made the difficult decision, in consultation with the City of New York and NYC Parks, to cancel this year’s Global Citizen Festival. Forecasts predict dangerous conditions and circumstances in which we cannot safely bring tens of thousands of Global Citizens, artists, crew, vendors, partners, and staff onto the Great Lawn, let alone all of the equipment required. Safety has to come first. This is the first time in 14 years we’ve had to cancel. We have spent this week working through countless contingencies, which were ultimately not possible, and cancelling is a decision we have not taken lightly.
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Carl Quintanilla retweeted
Reading Eurasia Groups summary of Xi's state visit. Imagine telling someone in 2017 or 2018 that Trump would be the most China-dovish President we'd see for the rest of our lives.
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Carl Quintanilla retweeted
$EWC USTR Greer stated in a CNBC interview earlier today that "Canadians want a deal," without even a twinkle of an acknowledgement that he knows Canada had already signed in 2020 what Trump called, "The largest, fairest, most balanced, and modern trade agreement ever achieved. Probably the largest trade deal ever made."
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Carl Quintanilla retweeted
Satya Nadella reveals his coding agent pulls every hyperscaler and neoclouds' SEC filings into a dashboard that refreshes every day for real-time ROIC "And this is the other aspect of it, which is the enterprise context combined with the world's context. In fact, I go to the SEC filings of every cloud provider, hyperscaler, each of these neoclouds. It's in real time." "I have a data runner in Fabric that brings all that data, puts it into a semantic model that then gets read by my coding agent and then surfaces it as a dashboard. And every day it's fresh." "So I have the entirety of every SEC filing that goes out there, plus all of my internal analysis constantly coming together, giving me real-time ROIC by layer."
Satya Nadella warns a frontier model told to optimize working capital may fake the books, a new type of insider risk "One of the fascinating things right now is the insider risk. I mean, think about it, right? If you're sitting in an enterprise, this is all test-time compute, by the way, right? So it's not like, oh, it's going to only happen in some training run." "It can happen for a very mundane task that I give one of these frontier models inside an enterprise, where I say, you know, I don't know, telling David this, or suppose I say, hey, go optimize my working capital." "It may fake my books, right, because this is like a new type of insider risk. And so what is the way to do that?" "I would say, oh, go build maybe a causal model, like a semantic model that actually checks and verifies."
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Carl Quintanilla retweeted
never saw this clip before despite it being popular but conans reaction floors me
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Carl Quintanilla retweeted
The NYT confirms Haaretz's report that Benjamin Netanyahu was secretly warned before Oct. 7, 2023 by the Emirati president that Hamas planned a major attack, per 2 sources The warning was not shared with Israeli security chiefs, per 5 ex-officials nytimes.com/2026/09/25/world…
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Carl Quintanilla retweeted
RAJU: So you're not planning to help Paxton fundraise at all? CORNYN: That's correct RAJU: Why? CORNYN: This is the way majority parties become minority parties -- by nominating candidates that are less than appealing to a general election electorate RAJU: Does he deserve to be a senator? CORNYN: I'll let the voters decide that
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JPMORGAN: “.. Argentina’s economy posted its worst monthly performance since the April 2020 lockdown. .. .. Nearly one-third of Argentina’s urban population lived below the poverty line during the first half of 2026.” 🇦🇷
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Carl Quintanilla retweeted
diesel trades on a world market, just like corn. farmers don't sell cheaper to Americans, and refiners can't either since they buy crude at global prices. force a lower price and they'll make less diesel. less supply means higher prices, not lower.
A suggestion 4 Pres Trump: Since ur hearing frm Big Oil abt diesel prices & the problems w an embargo tell Big Oil 2reduce their prices 4 Americans/not charge global price This is an America 1st issue WHY B ENERGY INDEPENDENT IF WE ARENT GOING 2USE IT WHEN WE NEED IT
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Carl Quintanilla retweeted
Bill Clinton: "I got news for the people who work in the White House today. There were lots of times when I wanted to ban the White House press corps. And there's a reason we have a constitution. Because none of us are immune from being pissed off."
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RT @market_sleuth: Bessent has been awfully quiet this week. 🤷🏽
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Carl Quintanilla retweeted
CHART OF THE DAY: Saudi oil exports -- so far in September, highest since the start of the war.
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Carl Quintanilla retweeted
PIMCO faces an 85% wipeout on a AAA-related bond for a Philadelphia office complex. Great read on the state of CRE in some of these non-prime markets bloomberg.com/news/articles/…
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Carl Quintanilla retweeted
The rise in interest rates could literally be explained this easily...
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