Ryan

[Ryan @ryanyyk]

@rubicon59 Then memory will be hit too, who’s going to afford these prices now

[Ryan @ryanyyk]

@PremLeaguePanel @bandile_bb75109 How can I access this bet record?

[Ryan @ryanyyk]

@spaghettilisbon I see, but surely any deficit spending will work on the real economy/show up in data with a lag

[Ryan @ryanyyk]

@Merridew__ Legs on this?

[Ryan @ryanyyk]

@Merridew__ No I don’t , tbh. So honest question haha

[Ryan @ryanyyk]

@Merridew__ the news about Karpathy doesn’t worry you re: OpenAI’s future?

[Ryan @ryanyyk]

@aRishisays surely at some point inflation will hit Canada too. Let’s say core gets to 2.5%-3%, unemployment 7%-8%, they do not hike?

[qm @quantymacro]

now that the "tariff/trade war regime" is here, probably a good time to post this

the only exception I make for "regime" based models in quant trading

w python lgbm code
as usual giving access to some who RT

ref @macrocephalopod @AgustinLebron3 @choffstein

[EconstratPB @EconstratPB]

The path was laid out on June 20th.

Get after it.

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[Ryan @ryanyyk]

@EffMktHype sorry for your loss🙏

[Ryan @ryanyyk]

@nope_its_lily @PNL_Wizard MSCI Morocco? But basically flat for a decade

[Ryan @ryanyyk]

@LowAlphaHighVol Oh I dint know it’s closed on Mon, just 5 mins away Mr Stork at the Andaz is open and it has a fantastic city view haha, maybe that’ll tempt you 👀

[Ryan @ryanyyk]

@EffMktHype The pic quality is awesome - maybe even better than iPhone. Enjoy your holiday!

[Ryan @ryanyyk]

@Citrini7 Not sure why SNB being so tight with policy when core inflation is down and going down more. Think we may get a surprise reversal in the near future, classic SNB style

[Ryan @ryanyyk]

@Citrini7 You think that JGBs and JPY can sell off simultaneously?