this one’s a bit self correct then?
30.06.2025 23:11
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this one’s a bit self correct then?
just used this thread to sound smart at my job ty sir
Trade and the End of Antiquity featured in today's Chartbook Top Link.
memes, tariff at risk and high beta vs low beta (eg junky) names are up the most today and those would be my thematic factor decomposition of tsla returns.
i look at credit spreads and think they’re tight but also think about how true final stage EM-ification could see corp $ debt at lower abs yields than tsy… esp if selectively default (vs the “print more” that some assume guarantees the principle)
imagine
a) having the vision to have $140bn to invest in AI since 2017
b) getting shook out of a $5bn NVDA position in 2019 that would have made the fund++
c) being flat after having been in a 3Y drawdown
this is a good idea
finally
there was nothing wrong with t3 and we should go back
we should go back
lol
hear the larger “this not a sov spiral” point but spread it to german bonds to see impact - EUR growth/ inflation pxing came off a lot in that time
I see Ian Bremmer's account has arrived at Bluesky
we should go back to t+3, at the very least
The Salmon hats are back. An empire shall fall
i agree tbh - kill zombie corps.
i’m AI skeptical but it has helped me write lang i don’t speak. best to ask for small discrete pieces.
project plan gen -> level down components gen -> level down functions/ scripts (one by one) that i can debug indv
can’t do whole hog, but can get you plan and pipes for u to connect
really gets the ol noggin joggin
Everyone's like "The Phantom Menace was bad because the conflict was about space tariffs," but this is wrong. The Phantom Menace was bad because it didn't care about the space tariffs.
pls fix axis label format
from april 24.
39:00 he talks about policy and sounds hawkish/ comes out against yellen funding w more bills since 22
my q tho - what was the alternative? issue notes and steepen the curve w stocks already down 20+?
great way to cause the debt panic that you so fear
youtu.be/xENnM4WNWus?...
shockingly competent pick. he knows his stuff; the soros/druck/Duquesne guys are good.
folks forget tho, it’s not like he gets to determine the deficit - that’s for congress.
certainly helps to have a patriotic and competent set of hands (he’s no gaetz/gabbard)
youtu.be/kSBkxsstbVg?...
what signs are you seeing? they’ve often looked cheap the past decade
me spending my daily $30 at rigor hill market
we gotta get Peter Zeihan on bluesky he’s always complaining about twitter and i like his maps - this one showing why russia is so interested in places like Abkhazia (2008), Crimea (2014), and Ukraine (2022)
@peterzeihan.bsky.social
still outperforming the panthers tho
nah all good elon is cutting $2tn of spending. 4.20% surplus secured.
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