K

[K @hevaks]

@John_Hempton Wouldn’t have thought of that! Thx.

[K @hevaks]

@INArteCarloDoss There is substantial gulf oil moving through there and the Islamic regime has been restricted in getting its oil through. Evidence is the currency.
Is it complete control? No. But pretty damn good. Can it last? Don’t know.

[K @hevaks]

@John_Hempton @GRoditiD It’s why I now spend money on tail risk hedges and have limited leverage. 2008 was my only down (a lot!) year pre fees in 30 yrs. Took a few years to recover & find the mojo to take risk. Wouldn’t want to go through that again. Good decisions aren’t made under such stress.

[K @hevaks]

@SVG__Collection A genius sorely missed

[K @hevaks]

@John_Hempton Poor year

[K @hevaks]

@INArteCarloDoss Does anyone care?

[K @hevaks]

@John_Hempton Exactly! Terminal value was the first thing that leapt to my mind. 😂

[K @hevaks]

@AhmedRedacted @AimenDean Yes there is a risk. Once one has established that one has cancer of the worst kind, treatment is not an option though it may kill the patient too.

[K @hevaks]

@BurggrabenH Also TicToc and for those more curious, hey you don’t need to read the book, here is my 10 point summary of the key points (AI or someone in X).
Claude will do the same for the spreadsheet investor.

[K @hevaks]

@red_mutant_eyes Marvin Gaye at #1 is spot on. Bowie should be higher up.

[K @hevaks]

@SVG__Collection Never liked that style of singing. For me nothing stands out or is special about the vocals. The music in the background—that’s good.

[K @hevaks]

@INArteCarloDoss Please - “what saved the Islamic Regime”. It is a very important distinction so as not to disrespect the 80m+ people who live there oppressed and hate the regime.

[K @hevaks]

@internpierre He has done well with Rimowa though all things considered

[K @hevaks]

@TheExtremeMusi1 XTC - English Settlement

[K @hevaks]

@michaelxpettis This is what one learns in school and not a reflection of reality.

[K @hevaks]

@CyrusNowrasteh Me too!

[K @hevaks]

@GSpier Guy - wishing you the best. ❤️

[The Book Land @the_book_land]

This reminds me of something Nick Cave wrote some years ago, who claimed 'woke culture' 'finds its energy in self-righteous belief and the suppression of contrary systems of thought. Regardless of the virtuous intentions of many woke issues, it is its lack of humility and the paternalistic and doctrinal sureness of its claims that repel me.'

He went on to say:
'Wokeness, for all its virtues, is an ideology immune to the slightest suggestion that in a generation’s time their implacable beliefs will appear as outmoded and fallacious as those of their own former generation. This may well be the engine of progress, but history has a habit of embarrassing our treasured beliefs.'

We need more artists like this.