Categories For later read

1/x Well you can\u2019t say I didn\u2019t warn you... We\u2019ve been eying that 3770.5 level and the 1/5-1/13 window for many weeks. To get it a day early, @ the lowest edge of the upper range, tells me that there\u2019s understandable concern over the impending outcome of the runoff. As I\u2019ve said https://t.co/BxG2DzdXqt pic.twitter.com/ki4sYprwIH
— Cem Karsan \U0001f950 (@jam_croissant) January 5, 2021
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 doesnât allow it to.
3/x & our old friend Gary the đŚ & his sidekick Vanna are positioned to have this market pinned through 1/11. So, as explained ad nauseam, the election news, though fundamentally important, wonât 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 âelection humpâ in Nov will expire with the Jan monthly options. Once the
I think it is relatable to what we have experienced. I was working on other things as well... https://t.co/U7mS9QyjFD

I was working on something before the election that became the election...
— Werise (@We_Have_Risen) January 7, 2021
Color revolutions are real and we just witnessed one live and direct...
1. pic.twitter.com/2u4rDGvl9N
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.
How many are \u201crich young rulers\u201d when it comes to social and cultural power and capital but want to hold on to those riches instead of seeking to give it up to help the vulnerable? Many are going away, yet, I don\u2019t think they are going away with much sorrow
— Ameen (@Ameen_HGA) December 27, 2020
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
1/
— Wokal Distance (@wokal_distance) September 3, 2020
While activists disrupt, dismantle and deconstruct everything from art to tech, Corporations are going woke.
Why? Because despite the woke rhetoric about "income inequality," there is ZERO ideological conflict between wokeness and capitalism. None.
I'll explain
A thread\U0001f9f5 pic.twitter.com/1ofvzUrwwV
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?

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 positiveâbut I'm not here to say what I'm supposed to
Conviction is easy when you have someone to hate. Hatred is the glue that holds societies together at scale. It's hard to agree what is good, easy to agree who to hate. It's not wrong to define yourself by what you oppose, but it does cause a problem if that thing stops existing
— Zero HP Lovecraft (@0x49fa98) September 29, 2020
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

hospitals are oh so busy https://t.co/33AZ8sI0lk
— \U0001f496 \u271d\ufe0f \u2728KRAKEN WARRIOR of LIGHT\u2728 \u271d\ufe0f \U0001f496 (@truwesti) January 2, 2021
https://t.co/A4OTVf76W1

This is what the nurses and doctors are really expressing đ

They are the âsacrificial offeringsâ

We are reminded to contribute to have faith

Poll: where is the temporal center of gravity of all your live projects based on average age of start-dates?
— Venkatesh Rao (@vgr) January 17, 2021
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 youâve found a few good starts to bet on. No point getting good at finishing until a few projects have aged gracefully.
Iâm 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 canât learn good practices for the 3 phases in an arbitrary order. On,y one order actually works.