Lex Mutatio @lexmutatio
Macro - Geopolitics - Technology - Finance. Let the games begin! Earth Joined May 2014-
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government wants to pick the winners and have an interest in making whatever they fund look the part of their agenda they will surely stipulate diversity requirements and so forth if you take the money and will play favourites ethnically on who gets the money they don't have another playbook
@ManufacturDaily @jkenney @EvanLSolomon Sir, the AI the factory uses may be smarter but the AI may not use pronouns correctly and it certainly will not have the spirit(s) of an indigenous community. Who would buy anything from that factory?
@evrgn11112231 He will readily agree that his growth assumptions is not where his expertise is.. you have to plug in your own assumptions, he gives you the model he thinks makes the most sense to price it using your own plugs.
@ddebow He doesn’t actually believe it, he would likely spontaneously combust if he tried to muster through it.
@AB1001_disciple how many DMs you going to get on that scratched out name lol
“smartest man in Canada” oy vey
@JohnnyH5643 @Mobash1125 @citrinowicz if you read ground forces to be a full scale land invasion then that’s your own bias talking, I didn’t say that
@JohnnyH5643 @Mobash1125 @citrinowicz Thank you for your midwit analysis. Telling me everything I already know from public sources.
@JohnnyH5643 @Mobash1125 @citrinowicz Thank you for your opinion
Just some questions Did Israel have any chance of getting most of their hostages back from Gaza? Did Israel have a chance against massive ballistic and drone attack from Iran, Hezbollah, Houthis? Did Israel have any chance of decapitating top leadership and nuclear scientists literally twice without even one plane downed? Did Israel have any chance of taking out most of Hezbollah, especially many in one swoop in the pager and walkie talkie operation? Did Israel have any chance of blowing up Syria’s misspoke arsenal in Syria with special forces without losing a soldier? List goes on That’s Israel. Now add America. You are using old methods as a baseline. There are new capabilities we know nothing about and there is surely a plan the question is whether Trump wants to execute it. It seems he does not.
@JohnnyH5643 @Mobash1125 @citrinowicz Ok johnny
@Mobash1125 @citrinowicz Most of Iran doesn’t give a shit about the regime, they just don’t have weapons or training Israel and US have had decades to think about this so yes, I think they can figure it out despite the challenges
@Mobash1125 @citrinowicz Sure they can, but it requires troops on the ground. It’s about appetites, not capability.
also, I literally wrote “overlooked hedge” not necessarily the “best hedge” which for most people I’d agree is just cash was just highlighting there are times where low iv boring stocks have hidden beta and buying puts on them can way outperform in some circumstances when that beta is mispriced
@Merridew__ I was specifically mentioning a major crash, not hedging exposure, you’re arguing past me
@Merridew__ Yes, I’m long a spec so it probably still shits the bed.
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