Ex-GS Commodities Chief Jeff Currie's appearance on X is a historic event. Jeff is an absolute must-follow, and the below 10-tweet 🧵is an absolute must-read.
Heed this advice: Make the time to read the whole thing, all 10 tweets, carefully, at least twice.
#Japan 10yr yield rise past 1.5%. Must be painful for asset manager before fiscal year end in March. This should slow Japan from buying foreign bonds as they repair their holdings. Positive #JPY.
Controversial opinion, I guess -- but for months I've been studying generative AI video. Yes, I recognize the issues with diffusion models and data scraping -- but I don't think this tech is going to eliminate work.
I think it's going to help people get work financed.
The country with one of the lowest obesity rates is Vietnam.
Only 2.1% of their population is classified as obese while they still cook their foods in seed oils and eat plenty of carbs.
Here are 8 critical lessons we can learn from Vietnam when it comes to avoiding obesity:
Operational due diligence.
So you've made it through investment due diligence, you're 8 meetings deep with an endowment that really likes your style. Now it's time to make sure you don't screw it up.
@bryanedwardhill It will speed and improve capacity to deliver proofs of concept. The outputs are only as good as the inputs. Story tellers who are creative and technically savvy will enhance their capacity to blow our minds .