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Funny how central forms are to these unproductive industries.
Your weekly reminder that China is not going to “pause AI”
Your weekly reminder that China is not going to “pause AI”
The beatings will continue until Boeing improves.
True
Whatever you do, don’t talk about Hong Kong. This is why I am long Singapore.
isn’t it glorious? aren’t markets grand? 500 years ago, someone would have had to die to re-align relative wealth this much.
isn’t it glorious? aren’t markets grand? 500 years ago, someone would have had to die to re-align relative wealth this much.
I already miss roon
Attention attention We are fucked no matter who wins the election And gold is going up no matter who wins the election
This is the largest bank in the world. When I asked where the ‘T’ went, guy just mumbled “Evergrande” and shook his head.
What is it called when growth slows and inflation grows? The end of the cycle.
For enterprise AI applications, it’s becoming clear that data and, more specifically, unified data is critical to success. Big opportunity and opening for new applications.
Turns out we only need like 50 hedge funds.
If “Beijing” shuts the company down rather than sell it, that would prove it was a Trojan horse all along. QED
If “Beijing” shuts the company down rather than sell it, that would prove it was a Trojan horse all along. QED
Imagine thinking the solution to climate change was more "local gardens" and not less Chinese coal. x.com/cloverhogan/st…
Imagine thinking the solution to climate change was more "local gardens" and not less Chinese coal. x.com/cloverhogan/st… https://t.co/CwaBHm4udZ
The only way to fight robots...is with more robots. spectrum.ieee.org/how-to-stop-ro…
What if AI passed the Turing test and *nothing happened*? No economic acceleration. No end times. No lift off. Would AI doomers accept the empirical falsification of one of their sacred cows?
What if AI passed the Turing test and *nothing happened*? No economic acceleration. No end times. No lift off. Would AI doomers accept the empirical falsification of one of their sacred cows?
Unrealized capital gains tax is how democrats turn into republicans
Why don’t we start w a 25% tax on unrealized inheritances and go from there.
Why don’t we start w a 25% tax on unrealized inheritances and go from there.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceAndy Constan @dampedspring
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2 Followers 423 FollowingMartin Shkreli (e/acc.. @MartinShkreli
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3 Followers 32 FollowingBob Elliott @BobEUnlimited
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227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Jim Bianco @biancoresearch
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140K Followers 263 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzMichael Green @profplum99
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83K Followers 918 Following Author of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, and NIGHT MOVES (coming soon). Writer, investor, electronic music curator. MFA.ShortSeller @ShortsellerST
30K Followers 2K Following Follow/Set Notifications! ChartsForCharity- Lehman Brothers, Raymond James, JackShu HF (since 1987) - #CfC (100% FREE) here; https://t.co/CHgZyG97qoMichael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿Conks @concodanomics
133K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.ʎllǝuuop ʇuǝɹq @donnelly_brent
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137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Danielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJJosh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsementsDavid Rosenberg @EconguyRosie
261K Followers 337 Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.Darius Dale @DariusDale42
81K Followers 909 Following 42 Macro LLC — the leading Macro Risk Management service on Global Wall St. advising on trillions in client AUM. Not investment advice.Alexander Stahel 🇺.. @BurggrabenH
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434 Followers 524 Following Always Learning ✍ Speculator & Global Macro “There are no evil thoughts except one; the refusal to think.” ~ ARChina Law Translate /.. @ChinaLawTransl8
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14K Followers 180 Following Trend, value, quality, carry, and volatility... Strength is made perfect in weakness. See the pinned tweet for compound return generators.∿ 𝕚𝕥’𝕤 �.. @robotson
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20K Followers 11K Following Lapsed computational social scientist. Blasphemous orthodox jester with Discordian allegiances, nerdy habits, burrito affinities, and a big computer. 🇺🇸Maximilien Robes @unclearirony
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5K Followers 499 Following In hedge funds, fee reduction is the purest form of alpha.Christina Qi @christinaqi
25K Followers 422 Following Hedge Fund CEO 2012-2020 | CEO @DatabentoHQ | Board of MIT, Invest in Girls, Forbes | クリチーネキです😂 | 1日に70億ドルを取引したヘッジファンドCEO | MITの理事会 | 🇨🇳系🇺🇸人 | #中二病vers and lukas (podca.. @versandlukas
4K Followers 46 Following A schizo podcast hosted by @vers_laLune and @schizo_freq 🦝 https://t.co/VFaQe12Kyo https://t.co/MjN2zOAIt6Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.Paul McLeary @paulmcleary
35K Followers 2K Following National security and military journalism for @politico. #LetsGoBuffalo sufferer, also at [email protected]#BREAKING "Eat those balls!" - Hundreds gather in Union Square to watch a man eat an entire jar of cheese balls! As he ran around the cheering crowd, high fiving with orange cheeseball hands, one fan asked if he'll run for president. Chesseball man said he'd go home to throw…
I disagree.
Faustian Spirit Pioneer Praxian
Seems pretty bad.
Because TikTok is controlled by the Chinese Communist Party, they suppress topics that are politically sensitive in China. 🧵
@elonmuskADO X should be the holding company that owns Twitter and Twitter should be Twitter.
You can fly round trip from NYC to Toronto (which takes 1 hour 45 minutes, straight there) for 45% of what it costs to take a train from NYC to Toronto (takes 12 hours, 28 minutes, with a train transfer), but sure, take away all of the plastic straws instead, that’ll fix it
This is what I hear “You are not treating me like an equal. Equality is what’s fair and fair is my right. Therefore I will stand up against this inequality.” Go talk a few millennials. There are tons of em. See how smart they are. Priced out of the American dream. And…
BREAKING: At the University of Southern California, the students involved with the encampment have reclaimed Alumni Park. Two Days ago, 93 students were arrested there. "Down with Zionism, down with American Imperialism!" "Non-Students can find a way in! I will say that. I'm…
"We show in our paper that the behavior of LLMs is consistent with Bayesian learning and explain many empirical observations of the LLMs using our model." Very interesting paper mapping LLM behavior to Bayesian learning: arxiv.org/pdf/2402.03175
databases were as much of a leap forward as GPT4 level LLMs are
Why do these 40+ year old speakers in front sound so much better than the new speaker behind them? Likely some survivorship bias but in general I think older sound systems sound better. Can’t think of any other type of electronic device where the 40 y/o one is better than new.
New DHS AI Safety and Security Board includes CEOs of OpenAI, Anthropic, Google, Microsoft, Nvidia, AMD, AWS, IBM, Cisco, Adobe, Delta Air Lines, Occidental Petroleum, and Northrop Grumman. Sure does look like regulatory capture to me. Almost none with any AI safety credentials.
This morning the Department of Homeland Security announced the establishment of the Artificial Intelligence Safety and Security Board. The 22 inaugural members include Sam Altman, Dario Amodei, Jensen Huang, Satya Nadella, Sundar Pichai and many others.
@abcampbell Love this. 60/40 works. We know it. Timing is indeed everything. Now do residential real estate, multi family and industrial. Just this time with fewer buyers and structurally higher rates.
it’s crazy how it’s literally always easier to start a completely new excel file than make a single change in an existing one
In order to redistribute money from the rich to the poor instead of making everyone poorer evenly. Inflation tax is regressive.