Precision Insight

Precision Insight melds advanced mathematics with Machine Learning to extract insights from data. Measure, Optimize, and Forecast = Better Decisions.

[Precision Insight @precisionalpha]

171% pa due to FED https://t.co/vUB0xyKypL

[Adam Lucente @Adam_Lucente]

NEWS 🗞️ Iraqi PM Zaidi finally visited Saudi Arabia, holding talks with MBS:

•Zaidi condemned Houthi attacks
•both sides pledged closer security cooperation
•last trip canceled in July after US/Saudi strikes
•follows border/military talks

https://t.co/xlAgMaXmKM

[Jawwwn @jawwwn_]

Palantir cofounders Alex Karp and @JTLonsdale on how to evaluate top talent:

“To appreciate talent, you need to be within a standard deviation of that talent.”

“People think they’re within a standard deviation of the best if they’re the second best, but it’s a different universe.”

“If you have people that are only one standard deviation above, they can’t even tell the difference between 4 and 5. They have no idea what’s going on at those levels. You need people who are good enough to even appreciate it.”

“I think it’s very similar to music. Very few people can hear the blue note. Almost no one can play it. We hear the blue note on the tech talent side.”

Via @AmOptimistShow

[Palantir @PalantirTech]

"As soon as something is accessible to everyone, if anybody can do it, if any model can do it—it stops being valuable” - Louis Robson

Palantir CEO Alex Karp sits down with Louis Robson, the lead behind Palantir Sovereign, to examine why institutional knowledge and embedded individual artistry are the engine of dominance.

[Squawk Box @SquawkCNBC]

"2027 is going to be really, really challenging for the stock market," says @ptj_official: https://t.co/4U1huZCkWO

[Adam Lucente @Adam_Lucente]

Apple: https://t.co/OBCnsZmFSc

Spotify: https://t.co/avem2KNNo2

[Adam Lucente @Adam_Lucente]

On today’s Middle East Minute podcast:

•Saudi economic fallout
•Iran offers to mediate on Yemen
•PKK withdraws from part of Iraqi Kurdistan

…and more. Listen below and via Apple/Spotify.

https://t.co/vslW91UZTO

[Precision Insight @precisionalpha]

@Sams2k3 @HormuzLetter Seems unlikely that they’d be giving their population weapons

[Adam Lucente @Adam_Lucente]

EXPLAINER 🚨 Who are the main groups fighting in Yemen?

•gov. forces include southern groups, former UAE proxies, Islamists, various others
•Houthis relatively simpler command structure
•al-Qaeda looks to regroup?

With comment from @BashaReport:

https://t.co/ywFQZZQRQ6

[Monitoring the Situation @monitoringmeme]

BREAKING: Palantir ($PLTR) hits an ALL-TIME HIGH!

[Vontrix @vontrixai]

Warren Buffett says he and Charlie Munger never had a single argument, in a partnership that lasted more than five decades.

People tell him that is impossible. "I'm telling you we've never had an argument," Buffett says.

They met in 1959 at a dinner party in Omaha. Munger was a lawyer in Southern California. Buffett ran an investment partnership in Omaha. Both had worked at the same family grocery store, but Buffett says they never met there.

Munger became vice chairman of Berkshire Hathaway in 1978. Buffett later said he would call Munger for advice on every major decision. Buffett says they did not agree on everything. When one of them believed something, the other would say what he believed, and they did not argue about it.

Then Buffett names the people he least wanted to disappoint. After his father, he says, it was Munger, along with Tom Murphy and Joe Rosenfield.

In 2008, Buffett said, "Charlie has taught me a lot about valuing businesses and about human nature." In this interview, he calls the relationship "the best" he has had outside of family.

Munger died in November 2023, at 99, just over a month before his 100th birthday.

Who in your life do you least want to disappoint?

Save this video to finish Buffett and Munger's story later.

[Jawwwn @jawwwn_]

Palantir CEO Alex Karp ripping analysts to shreds:

“Every financial analyst wakes up in the morning and after they stay at Motel 6, they have a huge opinion about how to handle LLMs.”

“It’s completely theoretical and idiotic.”

“Intelligent people learn from their mistakes… everyone else becomes an analyst.”

Via @CNBC

[Jon Najarian @jonnajarian]

EVERY time you hear the spouse of a politician start a "consulting firm" that's swampspeak for money laundering operation

[Adam Lucente @Adam_Lucente]

🎙️ Iran-Russia, Trump-Iran, Yemen, and more on today's podcast ⬇️

[Adam Lucente @Adam_Lucente]

🚨 Latest on Yemen ⬇️

[Adam Lucente @Adam_Lucente]

🎙️ On today's Middle East Minute podcast:

•Israelis demand October 7 probe, Hamas celebrates
•Rubio says Iran "lost control" of Hormuz
•US-Greece security MoU
•Egypt's Sisi in South Korea
•Yemen says Houthis target Aden airport

https://t.co/8QCHuty9Sk

[Adam Lucente @Adam_Lucente]

Important ⬇️

[Adam Lucente @Adam_Lucente]

On today's Middle East Minute podcast:

•Syria denies it will join Yemen war on behalf of Saudi
•US assisting kingdom
•oil flows normalize as tanker attacks persist
•Iraq devalues dinar

...and more. Listen below & via Apple/Spotify ⬇️

https://t.co/3ZMwCcmjMO

[Adam Lucente @Adam_Lucente]

📺 Clip from my latest appearance on @PakTVGlobal ⬇️

[The Motley Fool @themotleyfool]

The S&P 500 has survived 17 recessions, 2 world wars, and countless panics — and still compounded 10%.

[App Economy Insights @EconomyApp]

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