Marble Rye

Systematic and quant investing, veteran of Bridgewater and the institutional buy-side, CFA charterholder and entrepreneur. Views my own. Not investment advice.

[Marble Rye @marcop3rz]

@TheStalwart

[Marble Rye @marcop3rz]

@_Locke_XX @sentdefender Additionally the precision strike missile is extremely new so we've never had an opportunity to build significant stocks.

[Marble Rye @marcop3rz]

@alexandrascaggs Abilene Temperance... This is too fun.

[Marble Rye @marcop3rz]

@TheStalwart I would like them to try taking a page from the NHL in lieu of penalties: 3 on 3 overtime, unlimited subs

[Marble Rye @marcop3rz]

@alexandrascaggs The annotated goose... "internal mechanism"...

[Marble Rye @marcop3rz]

@MadMaxFire8 @HormuzLetter @NotHoodlum Lowkey banger right here ☝️

[Marble Rye @marcop3rz]

Well, I would ask what your assumed counterfactual is. I assume that the status quo Europe of old, with its menagerie of currencies and regulatory parochialism, would have promulgated several state collapses and one or two outright wars over the last 50 years. In spite of all its flaws, my sense is that the European project has done far more good than harm.

[Marble Rye @marcop3rz]

@JoshReynolds24 Hey, I hear you. But you must concede, Teddy Roosevelt would surely approve.

[Marble Rye @marcop3rz]

@alexandrascaggs I know this sounds callous but nothing you are experiencing is novel in anything like an anthropological sense. Don't follow the siren song into the rocks. It will not help. Lock in instead.

[Marble Rye @marcop3rz]

@cryptoedge37 @sentdefender This would be insane. I know I'm in the minority here but if we back off for myopic political reasons, counterintuitively, the admin looses any support from me. Grow a pair to follow through ffs.

[Marble Rye @marcop3rz]

@KatieS_1 Both. Classic seasonality.

[Marble Rye @marcop3rz]

@RealMomos1986 @futureman1977 @elerianm Fyi, fuel is often 25 to 35% of cost of the flight at most, even transatlantic. Most people incorrectly assume the variable costs dominate.

[Marble Rye @marcop3rz]

@Noahpinion Lots to like about Obama. However, he forever lost my respect with Simpson–Bowles. Bro had a singular chance to do what's right for the country and buried his own good idea to avoid a flak from a deserved party L. Unbelievably pathetic, shameful cuck behavior.

[Marble Rye @marcop3rz]

@ChainLinkGod @LynAldenContact In which crypto bros discover rehypothecation. There. Much more succinct.

[Marble Rye @marcop3rz]

@rev_cap It's not rocket science: the Iranians knew we could disable Kharg Island and demolish their power infrastructure with a lift of a finger; broke and fumbling in the dark, the regime wouldn't last a month, but who knows what it would portend for the citizenry?

[Marble Rye @marcop3rz]

@Sailrmac @sentinelpatrol @sentdefender Good take.

[Marble Rye @marcop3rz]

@BowTiedLeech @rev_cap Correct take.

[Marble Rye @marcop3rz]

@dampedspring Andy, broadly speaking, what data sets allow you to establish this? Z.1?

[Marble Rye @marcop3rz]

What's funny (sad?) is that you're 100% right but can't even see it. Replace "Western" with "Islamist" and change US destabilizing Iran to Iran destabilizing... take your pick. 100% accurate. The point is, if you get indignant and shouty, you lose. The only winning move is not to play.

[Marble Rye @marcop3rz]

The points you're making have validity, to be sure. But it's also that "chicken little" type of thinking that has always been our baseline for our Iran foreign policy. It has mostly served to empower the hardliners and give them space to terrorize. It's definitely a risk, but let's see where this goes before we call it a mistake.