AIex H. Gurevich

Private Alex X. CIO, HonTe Investments. Ran global macro at JPM. Bestselling author of The Next Perfect Trade.

[AIex H. Gurevich @gurevich23]

Kindle version is available on Amazon again!
Please leave reviews on Amazon website, I am eager to hear your opinion on how my strategy from 2015 has been working over the last decade.
https://t.co/yiYWDzfOFO

[AIex H. Gurevich @gurevich23]

The advanced copies are here!

[AIex H. Gurevich @gurevich23]

Here is the caption editors made for my story:
"Here is some proof that no matter how far into the future and cosmos we travel , how big our armaments are, at our heart of hearts, we are still quite…human."Check it out and spread the word.https://t.co/rAYdTEz23W

[AIex H. Gurevich @gurevich23]

When your corporate office is in Berkeley.

[AIex H. Gurevich @gurevich23]

I have achieved a new benchmark: my poem "Transfinite Induction" is published in Consilience Journal "Infinity" Issue. Check out the science and the poems!
https://t.co/uehFQN7nnN

[AIex H. Gurevich @gurevich23]

If privately held software companies are losing their access to funding because investors fear AI…
Then AI replacing software engineers is becoming a self- fulfilling prophecy.

[AIex H. Gurevich @gurevich23]

Too many people watched “Terminator” movies, so they think humans can fight robots.
More people should watch “Murderbot Diaries” to realize they can’t.

[AIex H. Gurevich @gurevich23]

Ok, so I can’t help comment on the Anthropic - DoW feud. Leaving surveillance out of it, I can’t help wondering:
In what possible Star Trek / fantasy universe could future warfare be conducted WITHOUT autonomous weapons?

[AIex H. Gurevich @gurevich23]

Unpopular opinion:
Rising bond yields and strong stock market in Japan may actually cause yen to strengthen.

[AIex H. Gurevich @gurevich23]

The Next Perfect Trade, second edition is live on Amazon!
In this new edition, I review how the strategies and ideas from the original book have actually performed over the past decade. https://t.co/yiYWDzfOFO

[AIex H. Gurevich @gurevich23]

Got copper?

[AIex H. Gurevich @gurevich23]

Don’t all central banks operate on reverse psychology? So Bessent telling BOJ to hike might make them incrementally hike slower?

[AIex H. Gurevich @gurevich23]

All airlines, which don’t have Starlink wi-fi aboard, should merge to form an undefeatable Amish AIrlines Conglomerate.

[AIex H. Gurevich @gurevich23]

As if by magic, the stock market is suddenly thinking that high real rates is not a good thing.

[AIex H. Gurevich @gurevich23]

All the presser is accomplishing is to shift the dollar higher and stocks lower. Rates stick in the same place.

[AIex H. Gurevich @gurevich23]

Any Fed talk is useful for one thing and one thing only: to find out what their action will be at the next meeting.

[AIex H. Gurevich @gurevich23]

Occasionally, I feel nostalgic for the good old times when Fixed Income moves had any relation to the economic data.

[AIex H. Gurevich @gurevich23]

The labor market post-Covid is working in ways very different from pre-Covid. This makes it difficult to makes sense of claims, JOLTs, ADP, NFP, AHE, and household surveys, which all point in different directions on a given month.

[Baird @rwbaird]

The distinction between investing and gambling is more relevant than ever. In his latest blog, John Taft explains how gamified platforms can blur that line – and why patience still matters. https://t.co/Iy5Y7P9umS

[Baird @rwbaird]

Thank you to our interns for a summer of growth, learning and impact across Baird.

We're grateful for the impact you've made and excited to see where your journey takes you next. https://t.co/is3YsF2wNi #BairdIntern #WeAreBaird