Sublime
An inspiration engine for ideas
The most iconic photos and memes in history.
A thread 🧵: https://t.co/twhB03k8Pp
Watch out for “topic slip.”
Ray Dalio • Principles: Life and Work
Shermichael Singleton and Scott Jennings give CNN's Abby Phillip a lesson on economics and the difference between dynamic and static projections.
"This is basic economics." https://t.co/wmrrfXwpWz
Thomas Hernx.com
Burry is all in on China
Last week he reported that he upped his stake in 3 Chinese stocks
JD $JD - added 100%
Baidu $BIDU - added 66.7%
Alibaba $BABA - added 29%
David Tepper, who is extremely bullish on China, owns all three of... See more
Funny from a Bloomberg interview Matt miller this week actually citing the Taylor Rule when questioning Miran
Wow actual data based discussion of monetary policy
Imagine if we had done that with Powell in 2021 when he was on crack & ignored every rule by the greatest level ever... See more
Non Farm Payrolls are total garbage so I asked Grok:
“Hey Grok, go look at the Bureau of Labor Statistics website for their non farm payrolls data. Tell me how many times their original forecasts have been revised since Jan 2020. And, of those revisions, how many times the data was revised up versus down. Categorize... See more
Chamath Palihapitiyax.com
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P