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[Mohamed A. El-Erian @elerianm]

US futures are signaling a stock selloff led by tech at the open, with the Nasdaq currently indicated down nearly 3% (CNBC chart below).
Interestingly, a highly respected market veteran just suggested on a financial television show that investors should “hedge stocks with stocks.”
This unusual statement highlights two developments that risk being taken too far: a further erosion of confidence in government bonds as an effective hedge for equity risk, and cash losing its attraction as a hold due to inflation.
#markets #investing #investors #bonds #stocks

[Сarm1ne @carm1nee]

https://t.co/4wp5qB2TcP

[Сarm1ne @carm1nee]

the CEO of the world's largest sovereign wealth fund manages $2 trillion and owns 1.5% of every listed company on earth

a look inside how the world's largest fund actually thinks about markets - how he thinks about markets across 9,000 companies

why doing nothing is the hardest and most profitable strategy - and why 80% of predictions from the smartest people in the world are dead wrong

"who here thinks differently - who thinks they're weird" - less than 10% raised their hands - "you guys we'd love to hire you - the other 90%? you're never going to make much money"

bookmark & watch the full podcast ↓

[Сarm1ne @carm1nee]

co-founder of a $600 billion firm started with $10,000 of his own money at age 32 - thirteen years later he made the largest leveraged buyout in history - $25 billion

the untold origin of how KKR was built from nothing - why getting rejected by his own firm was the luckiest break of his life - and how one lunch meeting with a stranger changed everything

"if this fails we don't want to be the ones known to have brought down the banking system - we have to make this work"

"they offered us $250 million just to give them two more weeks to decide - we didn't blink - absolutely not - we're not in the fee business - we want to own this company"

"don't congratulate us when we buy a company - any fool can overpay - congratulate us when we sell it"

bookmark & watch the full conversation ↓

[Rossst.03 @Rossst_03]

John Tsitsiklis, MIT professor:

"Jane Street pays $950,000 a year for quants who know how to put Markov chains and stochastic processes to work in the markets"

the lecture is free, it's been on MIT's site for over a decade, and a professor patiently walks through exactly what markov chains are: a way of describing how a system moves between states, where the probability of the next state depends on the one you're in right now. transition matrices, multi-step forecasts, the long-run distribution. it's the same math the thread builds on, taught from first principles, long before anyone called it a quant edge.

and that context is worth holding onto, because it gently reframes the title. a markov chain is a genuinely useful tool, but it's a memoryless one by design, since it assumes the future depends only on the present and not on everything that led there. so it was never really built to "win every single trade." what it actually does is quieter and more honest: it gives you the probability of the next regime, which helps a lot with sizing and risk, without ever being a crystal ball.

and to its credit, the thread says as much. it tells you the assumptions break down, that the real regimes are often hidden, that the property is only an approximation. those caveats are the most valuable part, and they're the easiest to skim past on the way to the headline.

so it's worth learning, really. just go in knowing what it promises and what it doesn't. this math has been free and public for more than a century, and the edge was always in how you apply it, the data you feed it, and the discipline to size it, far more than in the matrix itself.

[Anatoli Kopadze @AnatoliKopadze]

Anthropic engineers just showed how they build a full app from scratch, using a loop of agents

40 minutes from the team behind Claude Code

they used three agents: one to plan, one to build, one to judge, cycling until the app actually works

the winners won't have the smartest model, they'll have the best loop

watch it, then read the full guide on how to actually use loops below

[Dennis Dick, CFA @TripleDTrader]

"I tried ChatGPT out and it gave me the wrong answer." "AI has produced nothing."
"These AI stocks are all going to crash."

Here's why you're wrong! This video was produced by AI, in less than a day, with a $100 budget. https://t.co/tj3q0UV51Q

[Riley West @rileywestreel]

Monica Lam (Stanford Professor):

"AI writes shallow reports for one reason, you ask it ONE question. Our method asks dozens, like a journalist, and the same chatbot starts writing articles 25% better organized than top AI."

paper presented at a leading AI research conference, her Stanford lab (OVAL) unveiled STORM - a method already used by 70,000+ people to generate Wikipedia-grade, fully-cited articles on topics it has never seen.

the secret formula: 6–8 expert perspectives + cited expert interviews + ruthless outline + grounded section-by-section writing + blind-spot red team = a report you can actually trust.

watch the full breakdown to copy all 5 prompts into Claude.

save this post so the formula is ready when you need it.

[bodila @51bodila]

Soros, Druckenmiller, Bessent bet $5 billion against the Bank of England - they spent $15 billion and raised interest rates twice in one day to stop them

it didn't work - they made over $1 billion in 24 hours

this is the full story of Black Wednesday from the other side - how the UK lost everything trying to stop them

interest rates went from 10% to 15% in a single day - the market saw it as desperation - and attacked even harder

"we were on to the kill - this was an act of desperation - an invitation to double up "

the prime minister's driver told him "it hasn't worked sir" - he heard it on the radio before the ministers knew "

now Soros is worth $7 billion - Druckenmiller manages $3 billion - Bessent is the US Secretary of the Treasury

bookmark & watch today ↓

[Anuj @anujcodes_21]

🚨Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[Сarm1ne @carm1nee]

co-founder of KKR bought Safeway for $5.6 billion with just $126 million of equity and turned it into a 50x return

one of the rawest investing masterclasses ever recorded - from getting sent alone to meet Roy Disney as a 23 year old summer trainee to building a $758 billion empire

"I am scared to death to be sitting with Roy Disney - he said you know a lot about my business - I want you to spend the day with me - most analysts haven't even read my annual report"

"he never asked if I was a partner or a summer trainee - all he cared about was that I cared about his company"

"I said I'm going to have to let you go - he said you can't let me go because you'll lose the McDonald's account - I called McDonald's - he laughed"

bookmark & watch the full conversation ↓

[Jami @expertwith_AI]

My girlfriend asked why I was smiling at my phone at 3AM.

I lost my job last week.

Rent due in 4 days.

No backup plan.

Then I found a 33-year-old nerd who turned $1,000 into $946,207 trading Bitcoin with a trick he stole from hurricane forecasts.

No finance degree. No trading desk. Just a method every meteorologist uses and every trader ignores.

The method: meteorologists never forecast tomorrow with a single model. They run 31 and count the votes. He applied that exact framework to Bitcoin.

Built a Claude agent that reads every 5-minute BTC candle and feeds it into MiroFish simulator running 31 parallel prediction paths.

Trade only fires when 28 out of 31 models agree.

Below 26 votes? Trade dies instantly.

The agent moves faster than any human trading desk:

→ Collects market data 24/7 without breaks
→ Runs continuous simulations inside MiroFish engine
→ Operates fully autonomous with zero manual input
→ Every trade executes only when consensus hits threshold
→ Every dollar captured is pure market inefficiency exploit

That is the entire edge.

Not prediction. Consensus.

Position sizing follows Kelly criterion. Signal fires or it does not. Most signals fail the vote count, so the system stays flat most days.

He spent years learning that certainty is a scam and consensus is the only edge that matters.

You only need Claude + device + 1 hour per day.

Giving this free for 24 hours.

To get it:

1. Comment the word Claude
2. Like and retweet this
3. Follow me @expertwith_AI so I can DM you

Save this post. Build the consensus system this week. Start with $200. Scale on evidence.

[Rahul @sairahul1]

Anthropic engineer: "You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

Loops.

Most builders are doing this wrong:

No memory file, so every loop starts from zero.
No sub-agent split, so one agent tries to do everything.
No stop condition, so loops run forever and bill you in your sleep.

Most builders are missing at least two of the three.

Watch the video first.

Then read this - everything you need to know about Loops in 2026, in one place.

Bookmark this before it gets buried.

[Anatoli Kopadze @AnatoliKopadze]

https://t.co/eq0oL4fIaR

[Adt @Adit_Ac]

@AnatoliKopadze @threadreaderapp unroll

[Anatoli Kopadze @AnatoliKopadze]

NVIDIA CEO, Jensen Huang:

"Nobody writes prompts anymore. The new job is to write and handle loops."

This is the shift that's going to define the rest of 2026.

53 minutes of pure insight from one of the richest men on earth.

Watch it, then read the full guide on how to actually use loops below.

[Ridark @ridark_eth]

I genuinely don't understand why everyone isn't using this yet

Andrej Karpathy, a co-founder of OpenAI, posted a simple idea that hit 16 million views: stop using AI to write code, use it to build a second brain.

You point Claude Code at a folder, drop in any source, an article, a transcript, a PDF, and Claude reads it, links it, and files it into a living wiki of everything you know. It compounds like interest, the more you feed it, the smarter it gets.

Here's the whole thing:

> Install Obsidian, create a vault, open it in Claude Code

> Paste Karpathy's wiki idea file and tell Claude to build it

> Claude makes three folders: raw for sources, wiki for its pages, a CLAUDE.md that runs it

> Drop any source into raw and say "ingest this"

> Ask questions across everything, forever

Five minutes to set up, and you never start from a blank chat again.

Full step-by-step guide with Claude and Obsidian, link below.

Bookmark this

[Damir Akaza @Damir_Akaza]

Jane Street, one of the richest and most secretive firms in the world, paid him between $330,000 and $600,000 a year, and in just a couple of months he built an AI system that runs TRILLIONS of operations per second

"we just hired a kid... and he turned out to be a supercomputer in a human body" is what they're whispering now at Jane Street

a math genius who pushed supercomputers to their limit. now Wall Street's quant traders are in shock

in this hour-long lecture he breaks down how to use his machine to process trillions of data points

bookmark it right now and watch it instead of reels to learn how to do the same ↓

[Damir Akaza @Damir_Akaza]

A former partner at the most successful hedge fund in history (Renaissance Technologies) dumped the ugly truth

"We're NOT here to help America. we're here to RAKE IN money"

He said it out loud. after that the most secretive and richest firm on Wall Street did everything to make sure this truth never got out

This fund made $150 million a day. and inside, everyone openly admitted it: their genius math and AI is just a giant machine that pumps billions out of ordinary people's pockets and into the pockets of a handful of billionaires

And about today's artificial intelligence he dropped a line that runs your blood cold: "it's an automatic machine gun, and we're handing it to children"

One hour of brutal insider truth from the man who built this monster from the inside. bookmark it and watch it instead of netflix tonight ↓

[Сarm1ne @carm1nee]

Thomas Peterffy saved $200,000 over 12 years - bought a seat on the stock exchange - and turned it into $4 billion after taxes

he just broke down exactly how he did it and revealed the one habit that separates his most successful traders from everyone else

"I was the only one who knew the right value for an option - so it wasn't very difficult for me to make money"

"the most common trait among the best traders is they always use limit orders - they very seldom take an offer or hit a bid"

bookmark & watch the full conversation ↓