Cliff

Ex L/S hedge fund. Absurdist first-principles observer. Economics, Geopolitics, biology, human psychology takes.

[Cliff @cliff4dp]

Long crude @84

[Cliff @cliff4dp]

@Cbb0fe Hahahahahahhaha

[Cliff @cliff4dp]

@lvwerra 500 tok/s of crap

[Cliff @cliff4dp]

@brewmarkets Until you notice loosing a full time job and turning to two part time jobs to make a living counts as +1 new job

[Cliff @cliff4dp]

@levelsio Are there any beneficial effects by further lowering the CO2 ppm to let’s say 300?

[Cliff @cliff4dp]

@anishmoonka Bad take. The price trajectory has turned before Kenya started burning the ivory. It will push up the price of ivory ceteris paribus to say the least. If the trend was already established and even 10% of global stock doesn't steer the price direction, ofc it's not the reason.

[HFI Research @HFI_Research]

Holy fuck, put this in the Louvre.

And this is vastly worse than 1973. There were no supplies lost back then. They were just redirected.

[Cliff @cliff4dp]

@SmileEveryday_3 @the_smart_ape Funds are too dispersed and moved too rapidly

[Cliff @cliff4dp]

@BujokMr You won't be even flying lol

[Gavin (humanist/acc) @GavMcCracken]

The market is forward looking.

That's why it can price in $NVDA forward GPU sales at 10% of global GDP, but it can't price in the world's largest oil supply shock in history (on a % normalized basis).

Oil, simply just isn't important for the economy. Nothing is made from it.

[Cliff @cliff4dp]

@cryptopunk7213 Or perhaps Bloomberg’s moat is their data sources and how they aggregate them?

[Cliff @cliff4dp]

@yonann Very one dimensional thinking

[Cliff @cliff4dp]

@broodsugar

[Cliff @cliff4dp]

@ideacasino Called jews of the east for a reason

[Cliff @cliff4dp]

@ParadisLabs Larp

[Cliff @cliff4dp]

@basedethos Those are some crazy nasolabial folds

[Cliff @cliff4dp]

@MorbidKnowledge He should be worrying about other problems if he looks like that 42 years young

[Cliff @cliff4dp]

@billtheinvestor You can already tell from the accent

[Cliff @cliff4dp]

@xPeaceLandBread

[Cliff @cliff4dp]

@xenobangs Looksmatched