Dave Collum ✓
@DavidBCollum · Cornell University · joined 22 Nov 2011
Prof of Organic Chem @Cornell. Libertarian. Complacency Bubble believer. Conspiracy Theorist. Plato's caveman. Opinions and ideas expressed are not my own.
155 613Followers
2 695Following
87 268Posts total
728.1KViews on collected posts
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@DavidBCollum What's interesting is it's level above the top band looks about like March 2000, but everything just feels so much overvalued than the the peak of dotcom bubble, over a much broader swath of industries, not just tech
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@DavidBCollum Its denominator is the USD.
Fuck the technicals.
The market stopped valuing discounted cash flows as earnings and distributions and instead said: “fuck it! The USD goes down, we have to get more valuable.
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@DavidBCollum Oh, Lord, yes, not including inflation in any price chart is malbehavior.
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I really don't like semi-log plots. This one is mind numbing. Look at how high it is right now. Importantly, look at the price of the S&P would be if it found the bottom of the channel? (It also suffers from a lack of inflation correction, which to me means some economist should
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Nice synopsis of the absence of widespread corruption in government (tongue in cheek)...
https://t.co/7x8UuRSFB2
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H/T to @RudyHavenstein substack for this one. PEG ratio has never been this lost, so buy everything. But wait: they are using five-year forward growth estimates. They are, in vernacular, lying retards. (The technical term is...the same!) https://t.co/Hg02WrtI0c
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JP serves up great parody...I think it is parody...I'm not sure now that you mention it...
https://t.co/wXFTLIjEZM
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@DavidBCollum Not everything is the fault of boomers.
Nobody blames boomers for creating the current situation. The issues started long before boomers were even born.
We blame boomers for choosing to blissfully ignore the issues because you got your retirement package.
You k
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@DavidBCollum How would you say the boomers did at continuing America?
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You guys who default to "everything is the fault of the boomers", this boomer thinks you're retards. Try a little nuance in your thinking.
Sincerely,
A Suck-Ass Boomer
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89% of Americans believe our government is corrupt. The important part of this, who are the 11% that don't and what's it like inside their heads? https://t.co/T5FZWmOy01
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17:02
Here's how the White House is running cover for Netanyahu saying he manipulated Trump into starting the war AND Massie reading the names of Epstein co-conspirators. Seems 100% honest... https://t.co/RYUL7nF0VS
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8:14
Summary offered by a friend generated by AI that I think nails it:
Summary: Dave Collum’s 2025 Year in Review
Author & Purpose
David B. Collum, a Cornell chemistry professor who also writes on politics, markets, and culture, offers his Year in Review as a personal and
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@DavidBCollum I don't think many realize this, but your work is likely going to be a historic record. At this point, I am considering you a historian of today's age. You are doing a great service for the future. Merry Christmas Dave.
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Here it is, after several near-death experiences and attempted auto-excerebrations, my 2025 Year in Review...
https://t.co/Wp2x9KI0sq
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Against accounts of the same size
13 posts from the last 90 days, next to the 100K–1M follower range. shown far beyond its own audience, and the audience reacts.
Median views6 669this account5 983median for 100K–1M
Reach, %4.29%this account1.49%median for 100K–1M
Engagement, %1.83%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 6 669 | 5 983 | 1.11× |
| Reach (views ÷ followers) | 4.29% | 1.49% | 2.88× |
| Engagement rate | 1.83% | 0.93% | 1.97× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
13.6K28 Dec
61.9K3 Sep
60.3K6 Sep
69.5K7 Sep
1.5K
980
2.6K
15.6K
6.9K
8.4K
6.7K20 Sep
91
74
34
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.62%28 Dec
6.30%3 Sep
7.62%6 Sep
1.83%7 Sep
3.78%
12.35%
12.35%
0.76%
0.98%
1.02%
0.99%20 Sep
1.10%
0.00%
2.94%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes73.4%10 157 in total
Reposts12.1%1 669 in total
Replies5.1%704 in total
Quotes0.9%119 in total
Bookmarks8.5%1 182 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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