Nathan Cook

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[Nathan Cook @Nathan_C_Cook]

New Newsletter: Ai, Things Just Got Cheaper https://t.co/CASyEtBVTu

[Nathan Cook @Nathan_C_Cook]

@ThinkAppraiser Pretty sure they already did this to close the gap of mbs to 10s-30s but not nearly enough of an impact as the long end continues to climb.

[Nathan Cook @Nathan_C_Cook]

@everytimeicash Repurchase agreements and much more relevant is securities lending

[FinancialJuice @financialjuice]

Fed's Goolsbee: The worst part of April CPI is services inflation.

[Nathan Cook @Nathan_C_Cook]

That was fun and its time has come to be done.

[Nathan Cook @Nathan_C_Cook]

The photonics rerate has officially started

[Nathan Cook @Nathan_C_Cook]

Depends on the person, goals and timeline. If wealth creation is the intent, brokerage structure can’t beat in my opinion. Flexibility is extremely valuable.

The assumption 72t and rule of 55 has policy risk.

Whats the tax rate of early retirees from an optimized cap gain strategy?

How can you leverage your money to make more money?

What is the opportunity risk value you are missing being locked in limited 401k options?

Theres a time and place but life isn’t optimal and liquidity #1 fills in gaps

[Andrew Schmitt @aschmitt]

CPO workshop at OFC taking place right now has people standing three deep at the walls.

[Nathan Cook @Nathan_C_Cook]

@Collins_D10 Top 3

[Nathan Cook @Nathan_C_Cook]

RT @zanehengsperger: if you work in a factory, get cracked at claude code, you have a baked in tribal knowledge moat that 96% of people don…

[Nathan Cook @Nathan_C_Cook]

@narmacnetworth Till vera rubin models get up and running

[Nathan Cook @Nathan_C_Cook]

@WarrenPies 🔥

[Nathan Cook @Nathan_C_Cook]

People will not let AI hit the purchase button.

They will let AI shop for them, load the cart, and have it driven to their house but the chances they give AI the power to hit buy is a sub .01% likelihood.

Layer 4 of the tech stack will thrive.

[Just Another Pod Guy @TMTLongShort]

If you’re a PM and none of your analysts were imaginative enough to describe a scenario like Citrini just did months ago at a minimum …as well as what the likely measures the govt would take to mitigate the probabilities in response… you are not properly equipped to deal with markets over the next 18-24 months and should seriously consider benchmark-hugging until you can clean house.

Linear thinkers will get rinsed. Over and fucking over.

The era of imagination and reflexivity has commenced.

[Nathan Cook @Nathan_C_Cook]

Some summarized thoughts on what I think AI is doing to the technology sector. https://t.co/DpVwFrPrdy

[Nathan Cook @Nathan_C_Cook]

AI pump before AI dump, 1st half needs to happen first

[nico @nicochristie]

I gave claude access to a full music DAW and it can create, edit, and remix songs surprisingly well

My dream is to make an album one day but these softwares are hard to learn

Feels like a multi-million dollar product if someone wants to run with it!

[Nathan Cook @Nathan_C_Cook]

@zanehengsperger Capital needed to be directed from the last stim, it is now on this stim but we are not close to where we need to be.

[Nathan Cook @Nathan_C_Cook]

Good luck !

You don’t make the resources thanks to ESG to have a viable domestic chems business.

[*Walter Bloomberg @DeItaone]

MACRON: US TARIFFS ON EUROPE ECONOMY ARE A ‘COERCION MECHANISM’

MACRON: CALLS US TARIFFS A 'GAME CHANGER', STRUCTURAL TURNING POINT

MACRON: EUROPE MUST PRESERVE KEY SECTORS INCLUDING CHEMICALS

[Nathan Cook @Nathan_C_Cook]

@_BlockTrader_ What does this mean for cyber?