Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
The Damped Spring Report - "Shifts in growth, inflation, risk premium and positioning all lead to opportunities in markets"
The report discusses the shifts in growth, inflation, risk premium, and positioning in the market, highlighting opportunities and potential outcomes as Act 3 unfolds.
dampedspring.comHome - Emerging Market Skeptic
emergingmarketskeptic.com
Prediction Market Arbitrage: Using Option Chains to Find Mispriced Bets - Party at the Moontower
editormoontowermeta.com
Pool Survival Analysis
orange.surf
The United States could produce all its power by covering 2% of its land with solar panels - for comparison, we use 20% of our land for agriculture, so this would look like Nevada specializing in farming electricity somewhat less intensely than Iowa specializes in farming corn
Scott Alexander • Notes From The Progress Studies Conference
A User’s Guide to Restructuring the Global Trading System
The essay explores potential reforms to the global trading system, focusing on tariffs, currency policies, and their economic implications, particularly concerning American manufacturing, trade balances, and national security.
hudsonbaycapital.comI feel anxious that there is all this money around. Let's talk about it — EA Forum
Nathan Youngforum.effectivealtruism.org