Categories For later read

7 days 30 days All time Recent Popular
1/x As we’ve been calling for since Nov, today we finally got our 2 ‘Georgia Peaches’🍑 precisely on schedule, as we’ve called for since Aug, & the underlying rotation has confirmed now for months, this matters. This is a historic turning point. It matters not only https://t.co/BFxKGrI1Oo


2/x for this year, but for the economic trajectory of America & likely the macroeconomic regime of the developed world for the coming decade. That said, contrary to popular belief, the market does not move based on news in the short term if the positioning doesn’t allow it to.

3/x & our old friend Gary the 🦍 & his sidekick Vanna are positioned to have this market pinned through 1/11. So, as explained ad nauseam, the election news, though fundamentally important, won’t matter to the index itself in the ST. As predicted, the largest moves from the GA

4/x runoff INITIALLY have come from factor rotation. This should continue to be the case, as the street is oversupplied IVol & the index is pinned. This not only allows for idiosyncratic risk moves in constituents, but it actually FORCES extreme noncorrelation & rotation, as we

5/x have witnessed now for the past 2 days. This Vol compression will be increasingly difficult to break free from until 1/11-1/15, but the window of weakness is coming...soon the final hedges from the ‘election hump’ in Nov will expire with the Jan monthly options. Once the
1/
There is an entire industry of guys like this whose only goal is to front as "speaking truth to power" while they build a brand. "Social Justice"
*IS* the cool thing.


2/
I did an entire thread on how these sort of people monetize Social Justice on the one hand, and the turn around and accuse anyone who disagree with their ideas and methods of being in it for power and


3/
Books like "White Fragility" and "how to be antiracist" sell millions of copies...because that's where the money is and this guy thinks anyone who would say "this recent cultural view that progressive Christians are adopting is bad theology" is in it for money and power...


4/
Ibram Kendi wrote "how to be anti-Racist and had an ad deal with McDonalds.

Does Ameen think he's in it for the money?


5/
Nikole Hannah-Jones said "Capitalism is the motor thay drove slavery" and then, this is not a joke, did a lecture series on emancipation *SPONSORED BY SHELL OIL*

Will @Ameen_HGA be accusing her of chasing power?
My friends, I am expanding to Gab, though I will continue to post here. This place has become too insufferable, too fake, too hemmed in, and I have found it is harder to speak earnestly to you, because to be earnest breaks my heart

When I look around me, I feel mostly contempt. I'm supposed to say contempt is a bad emotion, that it eats you alive inside, that it's noble to set these things aside and focus on the positive–but I'm not here to say what I'm supposed to


Trump is gone and we are all still processing that. I haven't had much to say on this topic because I prefer to watch things unfold than pretend to understand a complex social situation where I have no inside information.

We feel angry and betrayed after this loss, but it's not that we lost Trump the man, it's that we lost Trump the symbol. He represented a rising American nationalist consciousness, that's what we don't want to let go

Any lingering hope I had for America is gone. This is not my country any more. Maybe it hasn't been for a while, but that last trace of belonging is gone. There are still people here who are my people, but this is not our country
This is definitely a cry for help ... see Gematria below... https://t.co/MoMT21EYD5


https://t.co/A4OTVf76W1


This is what the nurses and doctors are really expressing 👇


They are the “sacrificial offerings”


We are reminded to contribute to have faith
I’m guessing these responses really reflect people’s weighted averages (age*current average effort fraction) though I kept it simple and asked for just averages.


I suspect a healthy weighted average should be ~ (age-20)/2. So a 30 year old should be at 5, a 40 year old at 10, a 50 year old at 15 etc.

Standard deviation should be ~average/3 maybe, so distribution spreads as you age and accumulate projects and get better at them.

Other things being equal, people get good at starting in their 20s, at follow through in 30s, at finishing in 40s.

No point learning food follow through until you’ve found a few good starts to bet on. No point getting good at finishing until a few projects have aged gracefully.

I’m in the 7+ range myself. Probably 8-9. Slightly less than healthy for my age.

I suspect most self-judgments on being good starters/follow-through-ers/finishers are really flawed because of the non-ergodicity of project management skill learning. You can’t learn good practices for the 3 phases in an arbitrary order. On,y one order actually works.