Tim St. George

[Tim St. George @SwimdaddyTim]

@jimiuorio And what do Republican local candidates for state office have to do with Epstein? The amount of $ that Republicans are being outspent here has to be 99%.

[Tim St. George @SwimdaddyTim]

@KobeissiLetter What no one talks about is all of the pirating of the content. Whole subdivisions in Florida (and all over the country) take it through a side channel of a fire stick. They think it’s legal because the fire stick is sold by Amazon. Netflix is losing a fortune to this theft.

[David Marsh @SwimCoachMarsh]

Duke Swimming Couple Alyssa Marsh & Max St. George Tie the Knot at University Chapel https://t.co/hKeN5EjnlH

[Otavio (Tavi) Costa @TaviCosta]

This chart is a good reminder that the mining industry is generating profits on a scale no other sector in the market can even come close to matching.

https://t.co/8dCwbGBa2W

[Tim St. George @SwimdaddyTim]

@jimiuorio Yep

[Tim St. George @SwimdaddyTim]

@adamtaggart The U.S. government is spending $1 trillion?

[Tim St. George @SwimdaddyTim]

@wesbury Amen!

[UnveiledChina @Unveiled_ChinaX]

The veil of diplomatic politeness has completely dropped, exposing a raw, behind-the-closed-doors clash over the future of Asian security.

In a major diplomatic leak first revealed by Japanese media outlets Kyodo News and Yomiuri Shimbun, Chinese President Xi Jinping directly targeted Japanese Prime Minister Sanae Takaichi during his private summit with Donald Trump in Beijing. Citing anonymous diplomatic sources, the bombshell report states that Xi explicitly condemned Takaichi’s defense policies, blasting her military buildup as a dangerous "revival of new militarism" that directly threatens regional peace.

Xi’s outburst was a blatant attempt to break the Western line of defense. The Chinese leader paired his attack on Takaichi with heavy criticism of Taiwanese President Lai Ching-te, explicitly pressuring Trump to abandon both leaders in a clear effort to drive a wedge between Washington and its closest Asian allies. However, the divide-and-conquer strategy backfired. Instead of capitulating, Trump defended Takaichi as a "great leader" and signaled that U.S. backing for Japan's security stance remains unshakeable.

Proving the strength of the alliance, Trump called Takaichi straight from Air Force One immediately after leaving Beijing to brief her in detail on the exchange. This unprecedented personal attack on a sitting Japanese Prime Minister shows just how deeply Takaichi's hawkish defensive posture—including her willingness to militarily support Taiwan in a crisis—has unnerved Beijing. By trying to isolate Tokyo and Taipei on the world stage, Xi's private maneuvering has achieved the exact opposite, demonstrating that the U.S.-Japan security alliance is more vital than ever.

#UnveiledChina #SanaeTakaichi #TrumpXiSummit #JapanDefense #USJapanAlliance #TaiwanStrait #Geopolitics #NationalSecurity

[Brett Caughran @FundamentEdge]

A big pivot from Ken Griffin on AI:

“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.

And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.

These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.

When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”

This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

[Tim St. George @SwimdaddyTim]

@jimiuorio Are those net losses?

[Tim St. George @SwimdaddyTim]

@SwimCoachMarsh デイビット、おめでとう👍

[Tim St. George @SwimdaddyTim]

@jimiuorio @MarchMadnessMBB Yes!

[Tim St. George @SwimdaddyTim]

@TaviCosta And how can we consider Hong Kong, China and Korea as “emerging markets”?

[Tim St. George @SwimdaddyTim]

@profplum99 My son made NCAA’s his senior year at Duke in the 100 Back. People outside of swimming have NO clue how hard it is to get in. About 32 swimmers per event. Many are national champions/olympians from other countries.

Congrats and enjoy the ride!

[fred hickey @htsfhickey]

Just have to laugh at the headline. "Jensen Huang says $660 billion capex buildout is sustainable." As if he could or would say anything else. No one has benefitted more than Jensen from the massive malinvestment binge. Say anything else and the house of cards collapses.
https://t.co/lOsMFUA2cT

[Tim St. George @SwimdaddyTim]

@adamtaggart Crazy coincident but I just finished my first round of prep (but not my first colonoscopy). Second round tomorrow morning. Glad to have a bidet toilet seat 😎!

[Tim St. George @SwimdaddyTim]

@TaviCosta $109. Insane.

[Elica Le Bon الیکا‌ ل بن @elicalebon]

Chills all over my body. This is Tehran right now, the masses screaming “azadi azadi azadi” (freedom freedom freedom). For reference, 48 hours ago, @PahlaviReza issued a directive to take to the streets today at 8pm (it’s now around 11pm). The video was viewed almost 90 million times. The population of Iran is about 90 million. They heard his word and poured into the streets, unafraid.

To everybody that said the people of Iran don’t want regime change—echoing the regime’s propaganda that this was American imperialism or a “Zionist psy-op”—it’s time to disappear into the bushes like Homer.

The Iranian people have trampled every lie under foot. They are coming for the terrorists.

Stand back. It’s go time.

[𝐍𝐢𝐨𝐡 𝐁𝐞𝐫𝐠 🇮🇷 ✡︎ @NiohBerg]

BREAKING:

The people of Tehran are burning down regime buildings right now. The crowd is MASSIVE.

[Tim St. George @SwimdaddyTim]

@jimiuorio The lack of relative performance by the miners tells me there is still a lot of skepticism in this bull run. Wall of worry.