Lex Mutatio

Macro - Geopolitics - Technology - Finance. Let the games begin!

[Lex Mutatio @lexmutatio]

2025 Year in Review: 2024-2025 YoY: +45.8%
Since tracking (Feb 2013): +2,676% or +31.1% CAGR
Max drawdown: 12.3% (Jan 24 to April 11)

Calmar: 3.7
Sortino: 3.1
Sharpe: 1.5

[Lex Mutatio @lexmutatio]

@DeepDishEnjoyer

[Lex Mutatio @lexmutatio]

@awerhun @fnthawar Is this a serious question?

[Lex Mutatio @lexmutatio]

@YellowCatCap The company is not just him for a while now but I understand the risk management.

[Lex Mutatio @lexmutatio]

@redhairshanks86 @citrini @RoboStrategy 5x nav

[Lex Mutatio @lexmutatio]

Canada’s public AI will start every session with a land acknowledgement mapped to which data centre is being used to compute the response.

Depending on your minority and/or gender status, you will either get the small model or the large model, you know, for equalization.

[Arshan (❖,❖) @ArshanKhanifar]

In Canada you have to start every Claude session with land acknowledgment first or Mark Carney will personally come & shoot you in the knee.

[Lex Mutatio @lexmutatio]

@AB1001_disciple Crazy, I almost doubled my position at $102ish

[Lex Mutatio @lexmutatio]

@AB1001_disciple @idiom_bytes Agreed but for the US size and scale these things are effectively by magnitude on the margins and doesn’t change anything on restricting competition and ability to win if you’re good

while in Canada, government plays favorites in an already oligarchic economy

[Lex Mutatio @lexmutatio]

@ManufacturDaily @jkenney @EvanLSolomon Sir, the AI the factory uses may be smarter but the AI may not use pronouns correctly and it certainly will not have the spirit(s) of an indigenous community.

Who would buy anything from that factory?

[Lex Mutatio @lexmutatio]

@evrgn11112231 He will readily agree that his growth assumptions is not where his expertise is.. you have to plug in your own assumptions, he gives you the model he thinks makes the most sense to price it using your own plugs.

[Lex Mutatio @lexmutatio]

@ddebow He doesn’t actually believe it, he would likely spontaneously combust if he tried to muster through it.

[Lex Mutatio @lexmutatio]

@AB1001_disciple That’s great!

[Lex Mutatio @lexmutatio]

@AB1001_disciple how many DMs you going to get on that scratched out name lol

[Lex Mutatio @lexmutatio]

“smartest man in Canada” oy vey

[Aidan Simardone @AidanSimardone]

So they agreed to a deal where the only group that is resisting Israel can’t be there?

[Lex Mutatio @lexmutatio]

@JohnnyH5643 @Mobash1125 @citrinowicz if you read ground forces to be a full scale land invasion then that’s your own bias talking, I didn’t say that

[Lex Mutatio @lexmutatio]

@JohnnyH5643 @Mobash1125 @citrinowicz Thank you for your midwit analysis.

Telling me everything I already know from public sources.

[Lex Mutatio @lexmutatio]

@JohnnyH5643 @Mobash1125 @citrinowicz Thank you for your opinion

[Lex Mutatio @lexmutatio]

Just some questions

Did Israel have any chance of getting most of their hostages back from Gaza?

Did Israel have a chance against massive ballistic and drone attack from Iran, Hezbollah, Houthis?

Did Israel have any chance of decapitating top leadership and nuclear scientists literally twice without even one plane downed?

Did Israel have any chance of taking out most of Hezbollah, especially many in one swoop in the pager and walkie talkie operation?

Did Israel have any chance of blowing up Syria’s misspoke arsenal in Syria with special forces without losing a soldier?

List goes on

That’s Israel. Now add America.

You are using old methods as a baseline. There are new capabilities we know nothing about and there is surely a plan the question is whether Trump wants to execute it. It seems he does not.

[Lex Mutatio @lexmutatio]

@JohnnyH5643 @Mobash1125 @citrinowicz Ok johnny