CHT

CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held.
🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊

[CHT @PrometheusCHT]

Advocating for: Humanism, universalism, liberty, free inquiry, reason, rationalism, open society, secularism, pluralism, truth-seeking and science.

Supporting: the Enlightenment, the West, Israel and Iranian freedom.

Arguing against all tyrannies of mind & state: Islamism, fanaticism, totalitarianism, pseudoscience, Marxism, intersectionalism, historicism, scientism, and all dogma that fears criticism.

[where_is_hardo @where_is_hardo]

Six days before going to print for the London show! Sneak preview of the works in this exhibition:

[cloud goes up, cloud goes down @88888sAccount]

radicalised yet?

[CHT @PrometheusCHT]

@88888sAccount FFS.

[EM Credit Hedge Fund @em_credit_fund]

Brazil local rates exhibiting the technical trading pattern known as:

'Sepukku of longs and shorts'

-175bps post 1st round
+300bps since.

[Cura @h79sharesunder]

$SBB..
Märkligt.. Är detta enda analytikern? (förutom Arctic)

[CHT @PrometheusCHT]

Perhaps an explanation for the metaphor of bulls and bears...

[CHT @PrometheusCHT]

@VKMacro Yeah, I figure that's what co-pilot is all about too. Platform / distribution.

[Dr. Maalouf ‏ @realMaalouf]

This year alone, more Christians have been killed by Muslims in Nigeria than Gazans in three years of war.

Not a single Muslim or pro-Palestinian activist has protested like they do for Gaza. Weird.

[WarMonitor🇺🇦🇬🇧 @WarMonitor3]

Jordan has just bombed Southern Syria Islamic extremist hideouts who were involved in the terrorist attack last week on the Greek Church.

[Gavin Baker @GavinSBaker]

I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.

Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.

$100b plus in year-end ARR looks possible again.

[Jordan Nanos @JordanNanos]

People seem to forget how unprecedented this is

[CHT @PrometheusCHT]

This is incredible.

A must read for the math + science + history curious amongst us...

[Stephen Wolfram @stephen_wolfram]

My mathematician daughter was browsing in a used bookstore this weekend ... and found this:

https://t.co/1LVakXKOdd

[Titania McGrath @TitaniaMcGrath]

Today I’m wearing my keffiyeh jacket to show my solidarity with Gaza.

Hand-finished in cashmere-and-silk bouclé, £3,250.

[Dr. Ilia Bouchouev @IliaBouchouev]

If you believe in fading extreme positioning (I do, see below) then the way to play it now is natgas. In all prior episodes 200k net shorts was a flow bottom, at these levels shorts don't have much dry powder left.

https://t.co/UPDbd12Ugu

[CHT @PrometheusCHT]

@EmilyPitthombre He may not have stolen the election, but ad hoc adjustments on the say of are certainly not kosher.

[CHT @PrometheusCHT]

Where are we in the four stages of denial here?

Obviously many ideologues will reluctantly arrive at this step, while reality forces them to reckon with the confronting empirical evidence.

[Henry Curr @ecurrnomics]

The Economist's estimate of Britain's age- and sex-standardised conviction rates for sexual offences by the offender's nationality
https://t.co/mSYmDKU0D8

[Drew Pavlou 🇦🇺🇺🇸🇫🇷🇺🇦🇹🇼 @DrewPavlou]

The Economist admits that third world immigrants commit sex crimes at a much higher level but say it’s nothing to worry about because it’s “hardly an epidemic.” Good to know.

[Jim O'Shaughnessy @jposhaughnessy]

"Let us just summarize the matter by saying that stupidity has murdered and imprisoned more geniuses (and more ordinary people), burned more books, slaughtered more populations, and blocked progress more effectively than any other force in history. It may be no exaggeration to say that stupidity has killed more people than all the diseases known to medicine and psychiatry." ~Robert Anton Wilson, "Prometheus Rising"

[Zineb Riboua @zriboua]

I largely agree about the danger, but as I was reading this, I couldn't help thinking about the staggering contradiction. At the opening ceremony of the Paris Olympics on July 26, 2024, a beheaded Marie-Antoinette appeared to the music of Gojira (a band I actually really like), accompanied by the revolutionary refrain “Ah! Ça ira, ça ira, ça ira, les aristocrates on les pendra” (“The aristocrats, we will hang them”). People all over the world watched the performance. The French Republic has a bloody history, and whatever the more radical ambitions of some May ’68 thinkers, violence has an undeniable place in its political tradition. It just does. Which is why far-left groups that glorify “revolutionary violence” consider themselves heirs to that very heritage, and Jean-Luc Mélenchon is pretty open about his attachment to it as well. So simply insisting that violence has no place in French political battles, in my opinion, misses a much deeper political problem. The question is what that violence seeks to accomplish and against whom. Condemning it is certainly necessary to preserve the state's monopoly on legitimate force and maintain some degree of social cohesion. But without understanding the resentment directed at the Republic itself, such condemnations tell us very little about the political forces driving it.

https://t.co/FD6RhwkpiA