Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
CFTC Staff Issues No-Action Letter Regarding Reporting and Recordkeeping Requirements for Fully Collateralized Binary Options | CFTC
cftc.gov
The Soul of Maintaining a New Machine - First Draft | Books in Progress
books.worksinprogress.co
Recommended reading on energy, including books and reports on energy systems, transitions, OPEC history, Middle East politics, energy statistics, and more.
LinkScribble-based forecasting and AI 2027
open.substack.com
According to estimates from the World Bank Group, in coordination with the Inter-American Development Bank (IDB), the physical damage to Jamaica caused by Hurricane Melissa totals US$8.8 billion, which is equivalent to 41% percent of the country’s 2024 GDP, making it the costliest hurricane recorded in Jamaica’s history.
This is a textbook example of the “Era of the Ideological Investor,” where model-driven fundamental analysis becomes irrelevant once the government emerges as the largest sponsor of idiosyncratic dispersion in capital markets. The path to outperformance is no longer better spreadsheets—it is anticipation
