Passed Pawn

Recovering Hedge Fund Addict / Macro, Markets and Venture / Chess Master / @MIT Engineering

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@deedydas Some schools play a lot of games to manipulate these numbers, NE is notorious for it, so selectivity is a tricky metric by itself.

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@ces921 He's a 2D function of stocks and rates innit

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@stevehou @Meta @SpaceXAI @OpenAI @AnthropicAI I agree, can see Meta, Google, etc, but doubt Openai and Anthropic given the cap tables, no?

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@EconBerger Interesting!

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@EconBerger @gbrew24 Probably, the question is if Iran really wants to play that game now, or if they can afford not to. They might feel they have more leverage this time, with less room for error in the energy markets.

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@EconBerger @gbrew24 Right, was the US just playing around before? If so, why?

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@abaddonic2 😬

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Is an attempted but failed TACO worse than no TACO?

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@VKMacro @DannyDayan5 Agree, that's my point, TACO doesn't work for them until true deterrence has been established

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@64bitmodeling It keeps getting weirder

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@17catspaw Good point

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@TurkeyMcNugget2 Could be?

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@dampedspring Making no difference at a macro level but tough for many small businesses

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They put tariffs at a level that is low enough to have literally zero impact on trade balance and re-shoring but high enough to create meaningful stress on American small businesses

Threading the needle innit

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@eliant_capital Another win for magazine cover capital

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@axel_lieber I thought it was because Unai Simon hugged Mark Carney

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They put tariffs at a level that is low enough to have literally zero impact on trade balance and re-shoring but high enough to create meaningful stress on American small businesses

Threading the needle innit

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@MGrizzlyBP21 Above my level 🧠

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@TXMCtrades While continuing to diminish one of the country's most valuable competitive advantages

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@agnostoxxx An instant classic 😅