SeekingPessimism

Value investor with questionable risk tolerance. SE professional, Christian, and economics layman.

Thirst was made for water; inquiry for truth - C.S. Lewis

[David Milliken @DavidMilliken]

@PauloMacro More like “ Oh CRAP !”

[SeekingPessimism @SeekPessimism]

@PauloMacro This absolutely just had a lot of prompt engineering or logical step reasoning to get this result. I.E. https://t.co/IkcAD8ORMY

However, some customer facing AI absolutely will have base prompts leaning towards some liberal bias, but that's all by prompting choice, not the tech.

[SeekingPessimism @SeekPessimism]

@hkuppy Il Pizzaiuolo in Florence was better than any pie I had in Naples. Enjoy the time!

[SeekingPessimism @SeekPessimism]

@PauloMacro Zuck agrees https://t.co/kgHuo3khuR

[KKGB @INArteCarloDoss]

The real test of the Fed’s inflation mandate is not now when the Board is dancing with cut dates while labor market has been extremely resilient and inflation (while volatile) have displayed some reversal discipline.

The real test will come when unemployment will start accelerating higher as inflation is still far from target.

If Fed proceeds with cuts then, it will show that they never really held any conviction around the 2% target, but maintained it opportunistically while they could.

[SeekingPessimism @SeekPessimism]

@mattdinniman For the Posse! 👸

[SeekingPessimism @SeekPessimism]

@RaisesQuestions @PauloMacro No no, the fact that you immediately called out the extreme difference in scale of Fed suggestions means you literally didn't get the tweet. Which is fine, but no need to be rude due to miscomprehension.

[SeekingPessimism @SeekPessimism]

@PauloMacro Love this gif whenever you post it, but this might be the most applicable scenario yet lol.

[SeekingPessimism @SeekPessimism]

@PauloMacro Any rationale on Sput over Yellocake PLC for the phys exposure? I'm on the YCA side of things so was curious if there a reason you preferred Sprott's trust.

[SeekingPessimism @SeekPessimism]

@Flight_Useful These have been my 3 majority holdings for a bit so glad I'm in good company ✈️

[SeekingPessimism @SeekPessimism]

@PauloMacro These recent tweets of yours I feel like have gotten more pushback than any of yours I can recall...

These are the type of perspectives I get behind 🍿

[TR Fight Stick @trfightstick]

🐙🕹️Get ready to lift the lid on the Octopus Arcade Fight Stick @indiegogo. Sign up for an Early Player Bonus now: https://t.co/Mv3xBReeFO

[SeekingPessimism @SeekPessimism]

@PauloMacro @PauloMacroo Over the course of the last year I've probably blocked 10+ of your alts.

I shouldn't be surprised X still has this problem, but still.

[Paulo Macro @PauloMacro]

Of course, this only shortens UST duration and pays the highest funding cost, exacerbating the fiscal stress that will ultimately feed back into a higher required TGA in the future, but that’s the next guy’s problem, isn’t it…
/Fin

[SeekingPessimism @SeekPessimism]

@PauloMacro It will be very interesting on what regulations are eventually put into place to insure battery health of EVs. As far as I'm aware (at least in US markets), this is up to the manufacturer currently. Reducing the life of these batteries could be quite the $$$ sink for consumers.

[Le Shrub🌳 @agnostoxxx]

Fintwit is that special place where they go long $2 trillion dollar companies without a worry in the world while at the same time being concerned that the US government won't be able to raise $100bn in Treasuries

Bless 🥹

[SeekingPessimism @SeekPessimism]

@PauloMacro Don't mean to just pat you on your cloudy back here, but your commentary over the last 6-12 months been super helpful in understanding what pieces you're watching and why.

Basically, just appreciate you using this as your diary mate. Cheers

[SeekingPessimism @SeekPessimism]

@uraniumSOL @PauloMacro You're hurting my U confidence friend.

[KKGB @INArteCarloDoss]

After all why not, why shouldn’t I do another $ 25 b in share buy-backs!

[SeekingPessimism @SeekPessimism]

@hscottpalmer @Zach28893846 @iamharaldur I *would hope* that conservatives normally are disagreeing on the degree of reparation or the manner of betterment for the system.

A lot of these issues come down to capitalistic or socialistic policy solutions. I truly think this is where the divide lies and will remain.