Practical Macros by Ahaan Menon
this NVDA rally has gone from "incredibly impressive" to actually scaring me a bit. not for AI safety reasons. I'll explain.
I'm lucky enough to be an early investor in @CoreWeave, one of the most incredible startup stories I've ever seen. one of the most interesting things about proximity to CW is simply having a pulse... See more
I believe that long-term rates, e.g, 30-year rates, will rise further from here. As such, we remain short bonds through the ownership of swaptions.
The world is a structurally different place than it was. The peace dividend is no more. The long-term deflationary effects of outsourcing production to China are no more.... See more
Bill Ackmanx.com
this NVDA rally has gone from "incredibly impressive" to actually scaring me a bit. not for AI safety reasons. I'll explain.
I'm lucky enough to be an early investor in @CoreWeave, one of the most incredible startup stories I've ever seen. one of the most interesting things about proximity to CW is simply having a pulse... See more