Niko

Rugged Individualist. Financial markets, politic, licorice and cheap cigars addict. I say what I think under Rorschach mask. Rejected by any club I applied to.

[Niko @nikodemuskell]

@SkylarTheBoss @nocturnallnile Chris 'Spirit Bomb' Redfield

[Niko @nikodemuskell]

@narmacnetworth @LeeKuanYimby The problem is that they will cling to MAGA and ELONBAD even after Trump is out.

[Niko @nikodemuskell]

@financialjuice Trumpet knows that it is nine days till midterms, and Talafreako is being smashed in EARLY VOTING.

[Niko @nikodemuskell]

I am so old to remember when you were recommending $CASY $INOD and $FLEX at their peak claiming you were going on cruises and the like, sending all those who were dumb enough to follow YOUR advice to the massacre. Now you are recommending $O. You should sit this one out for a while.

[Niko @nikodemuskell]

@naomirwolf Remember that Lampedusa is where Robert Prevost chose to spend July 4th

[Niko @nikodemuskell]

@rohanpaul_ai Apollo has *thousands* of Portcos that *use* AI on a daily basis. You would think Torsten knows what he is talking about.
But *you* are watching *other signals*. I know who I would trust more.

[Niko @nikodemuskell]

@JungleReportFi Hopefully they look at Diesel rather than Oil

[Niko @nikodemuskell]

@RobMirlach Yes. I agree it got sold as source of funding

[Niko @nikodemuskell]

@MurrayHillGuy1 Uh... they both suck? But he is way above her league. No high value, good looking man would want to be seen with a woman trying to look like that.

[Niko @nikodemuskell]

Torsten Slok at Apollo delivers in today's daily spark the clearest and starkest judgement on the productivity of AI for ANY company outside the Tech circularity bubble.

Answer: zero.

[Niko @nikodemuskell]

I love how all the AI cheerleaders are coming out of the woodwork. Completely agree with above - would have been a nice to have improvement compared to Saas, automation tools and search engine / personal assistant. Current investment is way being that, on the misguided concept of 'singularity:

[Niko @nikodemuskell]

Don't get me wrong - as much as I despise Zuckerberg as a person, he has built something incredible as a business and tech person. It just does not mean per se that his existential AI pivot (which he could have taken a backseat to, as Apple did) makes sense from an investor standpoint.

[Niko @nikodemuskell]

@tradertheory Damn. I have a long penance period in front of me

[Niko @nikodemuskell]

@CDarnton0 It is a government sponsored bubble with the reserve currency as a guarantee. This is why it is so difficult to navigate.

[Niko @nikodemuskell]

Too much, too fast, and way too much uncertainty in terms of macro, energy, future of work, adoption.

Tech 'founders' have been enjoying de facto monopolies for 20 years, with capital light structures and massive return of capital to shareholders. This is a completely different business model.

[Niko @nikodemuskell]

@spencerpratt The problem is that Communism, as a word and a concept, does not carry the stigma and the stink it ought to. It should be called more like Soulless/Mindless Despotism.