Leo JC 🇺🇦

Econ Phd Candidate

[Leo JC 🇺🇦 @EconRefugeeJC]

@Venti_Proxy @lexi_labs 有的商场和高速路也要😂

[0xCrypto Tied @CryptoTied]

🚨卧槽！Anthropic 自己也在用 Obsidian 知识图谱管理公司知识

Anthropic内部使用的一个超大规模 Obsidian 知识图谱。

图谱包含 8893 个节点、4729 条链接，结构极其复杂和密集，从远处看像一个知识星系。

里面有 Marginalia Collection、Glossary Backbone、Comparative Grammar MOC、Oral History Transcripts、Field Notes Archive 等大量结构化内容，还有一个中心 Master Index 串联起 9000+ 文档。

这已经不是简单的个人 second brain，而是 Anthropic 用来管理公司创新、历史、术语、翻译研究等核心知识的系统级知识图谱。

更值得注意的是：连 Anthropic 自己都在用 Obsidian + 复杂知识图谱来组织内部知识，这对做知识管理、第二大脑、或者想构建企业级知识系统的人来说，是一个很强的信号。

[Asa @app_sail]

https://t.co/zr7WQaKdbs

[Serenity @aleabitoreddit]

I don't post dollar amounts because they don't matter.

What matters is return %. Speaking of that...

YTD: 3840.39%.

I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.

Do you remember these thesis anon?

1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU

They're all up 100-1000%+, because...

1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.

I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.

Then use that to get more by selling expensive subscriptions rather than through market returns.

So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.

TLDR: Market returns in terms of percentages matter the most to validate a thesis.

Not the dollar amount made.

[Mehmet Songur @mehmetsongur_]

İktisat ile veri biliminin kesişim noktası.
Sargent & Stachurski'den 2221 sayfalık ve ücretsiz bir hazine:
"Intermediate Quantitative Economics with Python"
Hem öğrenmek hem de öğretmek için harika bir rehber.

🔗 https://t.co/ykmIOPHy9i

[逸尘 @gengdaJ]

https://t.co/1DKkDVEtC6

[Tw93 @HiTw93]

https://t.co/NqTIdZ6hCY

[数字生命卡兹克 @Khazix0918]

https://t.co/R7jxglREBs

[Mr.RC｜𝟎𝐱𝐔 @MrRyanChi]

https://t.co/uGuy7PFTBk

[Xiao Tan @tvytlx]

https://t.co/i4jBHevGEi

[Ihtesham Ali @ihtesham2005]

I accidentally discovered how to compress a semester of learning into 48 hours.

A grad student at MIT showed me his NotebookLM setup. I thought he was just organized. Then I watched him pass a qualifying exam on a subject he'd never studied before.

Here's exactly what he did:

First: he didn't upload a textbook.

He uploaded 6 textbooks, 15 research papers, and every lecture transcript he could find on the subject.

Then he asked NotebookLM one question:

"What are the 5 core mental models that every expert in this field shares?"

Not "summarize this." Not "explain this topic."
Mental models. The stuff that takes professors years to develop.

But the next part is what broke my brain.

He followed up with:

"Now show me the 3 places where experts in this field fundamentally disagree, and what each side's strongest argument is."

In 20 minutes he had a map of the entire intellectual landscape of the field:
the debates, the consensus, the open questions.

Most students spend a full semester just figuring out what those debates even are.

Then he did something I've never seen before.

He asked:

"Generate 10 questions that would expose whether someone deeply understands this subject versus someone who just memorized facts."

He spent the next 6 hours answering those questions using the source material. Every wrong answer triggered a follow-up:

"Explain why this is wrong and what I'm missing."

By hour 48, he could hold a conversation with his thesis advisor without getting destroyed.

The tool didn't change. The questions did.

Most people treat NotebookLM like a fancy highlighter.
These students are using it like a private tutor who has read everything ever written on the subject.

The difference between a semester and 48 hours isn't the amount of content.

It's knowing which questions to ask.

[Leo JC 🇺🇦 @EconRefugeeJC]

@uk0900 so hot

[ChrisO_wiki @ChrisO_wiki]

1/ X's algorithm was changed in mid-July 2024 to systematically boost Republican-leaning accounts and Elon Musk's own account following his endorsement of Donald Trump, according to a newly released computational study of engagement from the Queensland University of Technology.⬇️

[Ben Moll @ben_moll]

How should we tax capital gains due to rising asset prices? On realization? On accrual? Or should we perhaps tax wealth?

The existing public finance literature has a big hole making it unsuitable for thinking about these issues: it doesn't model asset prices!

🧵 on a new paper:

[外汇交易员 @fxtrader]

财政部：2023年，企业所得税收入41098亿元，同比下降5.9%。个人所得税14775亿元，同比下降1%。
印花税3784亿元，同比下降13.8%。其中，证券交易印花税1801亿元，同比下降34.7%。
全国政府性基金预算收入70705亿元，同比下降9.2%。其中国有土地使用权出让收入57996亿元，同比下降13.2%。
全国政府性基金预算支出101339亿元，同比下降8.4%。

[Chris Blattman @cblatts]

Just hired a 21yo for their first job. What basic professional advice do they need? Here's what I tell all my new staff, but perhaps you can add. I'll start small.

1/ Use an online calendar. Have a foolproof system of reminders, so you never forget a deadline or obligation.

[Leo JC 🇺🇦 @EconRefugeeJC]

@lilaoshizuikeai 过于幽麦了🤣

[Gita Gopinath @GitaGopinath]

New IMF analysis shows that geopolitical preferences increasingly drive the geographic footprint of foreign direct investment. Fragmentation of FDI could lead to output losses of about 2% of global GDP—roughly equivalent to the annual output of France. https://t.co/4TEh1XromR

[Florin Bilbiie 🇪🇺 🇺🇦 @FlorinBilbiie]

1/n "HANK Made Easy" Lecture notes/slides on Macro Policies in THANK (Tractable HANK). Having had to cancel several courses, I am sharing publicly the slides I use to teach TANK and (T)HANK
https://t.co/pBQuNQf3an

[Lukasz Rachel @LukaszRachel]

The debate on 🇷🇺 oil & gas ban to #StopFundTheWar & #StandWithUkraine is important. 🇺🇦🌻

I put together a list of arguments against the ban, debunking them 1-by-1 (a "myth buster")

Hope it's constructive & useful 4 all involved.

PDF here:

https://t.co/L26ZGfX9IK

16 myths: